Sales & Marketing Automation
Close More Deals with 30% Shorter Sales Cycles
Enterprise-grade CRM automation and marketing orchestration typically reserved for Fortune 500 companies, now accessible at mid-market pricing.
Manual CRM Work Is Killing Your Sales Velocity
Sales reps spend 65% of their time on non-selling activities. That's why top performers close 50% more deals—they focus on selling.
Manual CRM data entry eats up 15 hours per week per rep, time that should be spent selling
65% time on adminLeads fall through cracks because follow-up tasks are manual and inconsistent
30% of leads lostMarketing sends leads to sales, but without context or priority, reps waste time on cold prospects
50% unqualified leadsReporting requires hours of spreadsheet work instead of pulling real-time insights from your CRM
10 hrs/week reportingFrom Manual Grind to Automated Pipeline
Most sales teams drown in CRM busywork while hot leads wait. Marketing and sales operate in silos, passing unqualified leads and losing attribution data.
Imagine a sales team that focuses 100% on conversations with qualified prospects. CRM updates itself, leads get instant follow-up, and marketing sees exactly which campaigns drive revenue.
Our sales and marketing automation platform makes this real. We optimize your CRM, automate lead nurturing, and create seamless handoffs between marketing and sales—delivering 40% higher conversion rates and 30% shorter sales cycles.
How We Automate Your Sales & Marketing
CRM Audit
Week 1Analyze current CRM usage, identify automation opportunities, and calculate time savings potential
Strategy & Design
Week 2Map ideal customer journey, design automation workflows, and define lead scoring criteria
Implementation
Weeks 3-5Build automated workflows, integrate marketing tools with CRM, and configure lead routing rules
Team Training
Week 6Train sales and marketing teams on new workflows, dashboards, and automation tools
Optimize & Scale
OngoingMonitor performance, refine scoring models, and expand automation to additional campaigns
Sales & Marketing Automation Capabilities
Salesforce Optimization
Enterprise CRM expertise at mid-market pricing. We configure Salesforce to match your sales process and automate 80% of data entry.
- Custom objects and fields for your unique sales process
- Automated lead routing based on territory, industry, and deal size
- Email-to-CRM sync captures every customer interaction
Intelligent Lead Scoring
AI-powered lead scoring ranks prospects based on engagement, fit, and buying signals so reps focus on deals most likely to close.
- Behavioral scoring tracks website visits, email opens, and content downloads
- Firmographic scoring evaluates company size, industry, and role
- Predictive modeling identifies patterns in your best customers
Automated Nurture Campaigns
Multi-touch email sequences that adapt based on prospect behavior. Stay top-of-mind until leads are ready to buy.
- Behavior-triggered emails based on actions and inaction
- A/B testing automatically optimizes subject lines and content
- Lead re-engagement campaigns revive cold prospects
Pipeline Automation
Automated stage progression, task creation, and notifications keep deals moving forward without manual updates.
- Auto-advance deals when criteria met (proposal sent, demo completed)
- Automatic task assignment based on deal stage and owner
- Stalled deal alerts when no activity for X days
Marketing Attribution
Track every touchpoint from first click to closed deal. Prove marketing ROI and double down on what works.
- Multi-touch attribution across paid, organic, and email channels
- Campaign ROI dashboards show cost per lead and revenue impact
- Source tracking follows leads through entire customer journey
AI Contact Enrichment
Automatically populate CRM with company data, contact details, and buying signals. 35% increase in data quality.
- Real-time firmographic data pulled from multiple sources
- Contact enrichment adds emails, phone numbers, and social profiles
- Technographic data shows tools and platforms prospects use
Real Sales & Marketing Results
Automated follow-up and pipeline management accelerates deals
Lead scoring and nurturing convert more prospects to customers
Automated CRM updates free reps to focus on selling
AI contact enrichment and scoring improve lead data
Sales Automation by Industry
Staffing Agencies
ATS integration, automated candidate nurturing, and placement tracking accelerate hiring cycles by 40%.
- Job application auto-imports into ATS and triggers nurture sequence
- Candidate status updates sync bidirectionally with job boards
- Placement reporting pulls from ATS, payroll, and time tracking
Law & Consulting Firms
Referral management, client communication automation, and matter tracking streamline business development.
- Referral source tracking attributes new business to partners
- Client intake forms auto-populate CRM and create matters
- Automated cross-sell campaigns suggest services based on past work
B2B Software Companies
Product-led growth automation scores trial users, triggers expansion campaigns, and predicts churn risk.
- Trial engagement scoring identifies high-intent users for sales outreach
- Feature usage data triggers upsell campaigns for premium tiers
- Churn prediction models alert CS team to at-risk accounts
B2B Manufacturers
Quote automation, customer portal integration, and reorder campaigns drive repeat business.
- Quote requests auto-generate in CRM and route to appropriate rep
- Customer portal syncs orders, shipments, and invoices to CRM
- Reorder prediction campaigns reach out before customers run low
Frequently Asked Questions
Ready to Close More Deals with Less Manual Work?
Book a free CRM audit to discover automation opportunities in your sales and marketing processes. No commitment required.
Book Free ConsultationFirst automation workflow live within 8 weeks or we work for free until it is. That's our commitment to your success.