Marketing Automation Services

We help B2B companies, ecommerce, and retailers elevate customer experiences and drive growth through tailored marketing automation solutions.

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Unlock the power of marketing automation

Leverage advanced marketing automation to boost your business performance and let technology work for you.

  • Generate more qualified leads and convert them into customers easily with automated marketing processes.

  • Automate and streamline marketing processes so that your team can spend their time focusing on business growth.

  • Develop and distribute high-quality, high-performing content that elevates your brand and resonates with your target customers.

  • Nurture leads at scale with increased personalization and data-driven insights that improve your marketing results.

  • Use AI and let it help make data-driven decisions.

  • Establish a single source of truth for all your customer data, and use it to measure the success of your automation campaigns.

marketing automation

Our partnerships

Whether it’s tailoring a brand-new growth strategy or consulting on existing performance activities, together, we’ll make your business grow and thrive—just like we did with our long-term partners.

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Where you fit

We work with clients from many industries and verticals. However, companies that usually have the best impact by partnering with us are:

  • SaaS products
  • B2B companies
  • Fintech and banking
  • Consumer services, such as hospitality, healthcare, and education
  • E-commerce businesses–DTC and established retailers expanding digitally
  • Content-heavy marketing businesses

Our approach

  • Discovery

    In the discovery phase, we analyze your business, goals, and marketing efforts. We also assess your target audience and competitors to identify areas for improvement and opportunities for automation.

  • Strategy

    Using the insights from discovery, we craft a marketing automation strategy tailored to your objectives. This includes defining workflows, selecting tools, and setting KPIs to drive personalized experiences and improve ROI.

  • Implementation

    We handle the setup and integration of the automation tools, ensuring everything works seamlessly with your existing platforms. After thorough testing, we fine-tune workflows to ensure efficiency and performance.

  • Consulting

    Post-implementation, we provide ongoing consulting to monitor and optimize your automation strategy. We help refine workflows and keep your efforts aligned with changing business goals.

Our marketing automation services

We are technology and platform-agnostic, which enables us to create custom solutions, integrations, and strategies that prioritize your business needs.

  • CRM setup & management

    We offer comprehensive CRM setup and management services, helping you centralize customer data, streamline your sales processes, and enhance team communication for a more cohesive approach to managing customer relationships.

  • Customer journey mapping

    Our team identifies critical pain points and opportunities at every touchpoint of your customer’s journey. We develop a tailored marketing strategy to enhance engagement and ensure a seamless, positive customer experience at every stage.
    Understanding your audience with the help of actual insights.

  • Lead scoring & nurturing

    We implement automated lead scoring and nurturing systems that rank leads based on behavior and interactions. Our solutions ensure that your prospects receive personalized, targeted content, guiding them through the sales funnel effectively.

  • Workflow setup

    We design and implement custom automated workflows that optimize your marketing processes, ensuring that communication with your prospects and customers is consistent, timely, and efficient, all while reducing manual work.

  • Automation analytics

    Our automation analytics services provide you with a clear picture of how your marketing campaigns are performing. We track key metrics to help you understand the ROI of your automation efforts and make data-driven decisions to improve your strategies.

  • Email marketing and SMS

    We create and manage automated email and SMS campaigns that deliver personalized, timely messages to your audience. Our services are designed to boost engagement, increase conversions, and build customer loyalty.

  • Marketing automation strategy and consulting

    We offer expert consulting to help you develop a tailored marketing automation strategy. From selecting the right tools to optimizing workflows, we ensure your automation efforts align with your business goals and deliver maximum results.

Get in touch with our team of experts. We'd love to hear all about your project.

Schedule your strategy call

Use cases (by concept)

Marketing automation is integral to a successful digital marketing strategy, offering personalized experiences at scale while increasing efficiency. Whether it’s nurturing leads, driving conversions, or retaining customers, automation ensures that your business can deliver consistent, data-driven marketing across all channels.

 

  • Inbound marketing

    Marketing automation powers inbound marketing by delivering personalized content based on user interactions, guiding leads through the buyer’s journey. It automates follow-ups and optimizes engagement, turning visitors into customers while providing insights for future improvements.

  • Demand generation

    Marketing automation is key to demand generation by automating personalized outreach and nurturing leads at scale. It tracks behavior, delivering targeted content that builds interest and drives conversions. Automation streamlines follow-ups, optimizes engagement, and provides data to refine future demand generation efforts for better results.

  • Account-based marketing

    Marketing automation enhances account-based marketing by delivering personalized content to specific high-value accounts at scale. It automates tailored outreach and follow-ups, targeting key decision-makers with relevant messages. Automation tracks engagement, helping refine and optimize ABM strategies while improving efficiency and results.

  • E-commerce experience

    Marketing automation boosts e-commerce projects by automating personalized customer interactions, such as abandoned cart reminders and product recommendations. It targets customers based on their behavior, driving conversions and repeat purchases. Automation also streamlines email campaigns and loyalty programs and provides data to enhance marketing strategies and customer retention.

Use cases (by business type)

  • B2B example

    A software company uses automation to nurture leads by delivering educational content, such as white papers or webinars, at different stages of the buyer’s journey. Automated emails help move prospects from the awareness to the decision-making phase without overwhelming the sales team with manual follow-ups.

  • B2C example

    A fashion retailer uses marketing automation to send personalized product recommendations via email after a customer has browsed certain categories on their website. The system tracks user behavior and triggers an automated follow-up, increasing the likelihood of a purchase.

CRM solution design, implementation & optimization

We translate your business requirements into CRM solutions and provide operational long-term CRM strategies.

Our CRM implementation process has three parts:

Strategy development: we’ll distill your business goals to design the best approach for CRM implementation.

Implementation: we ensure that your CRM platform is not only flawlessly integrated into your business processes but also strategically managed for optimal marketing and sales performance.

Consulting: we offer ongoing consulting services to maintain and improve your implemented solution.

Tools

We use a range of marketing automation tools, each tailored to different business needs and scenarios.

 

Each tool is selected based on the client’s needs, business size, and the complexity of the marketing strategy. We ensure that the tools we implement align with your goals and integrate smoothly with your existing systems.

 

Some of the key tools we work with include:

  • Ideal for businesses looking for an all-in-one platform that integrates CRM, email marketing, lead nurturing, and analytics. It’s great for mid to large-sized companies that want to manage their entire customer journey in one place.

  • Ideal for e-commerce businesses that want to leverage customer data to deliver highly personalized email and SMS campaigns. Klaviyo integrates seamlessly with platforms like Shopify, WooCommerce, and Magento, making it perfect for businesses focused on driving online sales and customer retention.

  • Perfect for small to medium-sized businesses that want powerful email marketing combined with CRM. It’s highly effective for companies looking to automate customer journeys and improve engagement through personalized communications.

  • Best for businesses looking to automate email marketing campaigns with ease. It’s user-friendly and excellent for small businesses or e-commerce brands focusing on customer engagement and retention.

seo & content marketing

Related resources

Explore our latest resources, including events at Ahelon, case studies we’re proud of, webinars, ebooks, and blogs.

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FAQ

  • Marketing automation refers to the use of software to automate repetitive marketing tasks, such as sending emails, segmenting audiences, and tracking customer interactions. It helps streamline workflows, improve efficiency, and personalize customer experiences at scale. By automating these processes, businesses can save time, increase lead conversions, and drive better ROI.

  • Marketing automation is beneficial for businesses of all sizes and industries. Whether you’re a small business looking to scale, an e-commerce store seeking to drive repeat purchases, or a B2B company managing complex sales funnels, marketing automation can help improve lead nurturing, customer retention, and overall marketing efficiency.

  • Each workflow is mapped to a specific business need and relevant criteria. Suppose we want to implement a lead nurturing workflow to qualify leads into SQLs–in that case, we’ll analyze the steps necessary, map them to specific actions and content, and implement the workflow in a marketing automation platform.

  • Yes! Our marketing automation solutions are designed to integrate seamlessly with your existing CRM and other tools. We offer platform-agnostic services, ensuring smooth integration with tools like Salesforce, HubSpot, or any other system you’re using to manage customer relationships and marketing activities.