Marketing Automation & CRM
Outcomes
Leads that get followed up
Routing and alerting so enquiries reach the right person quickly. A meaningful share of paid budget is wasted on leads nobody contacts in time.
Reporting you believe
Consistent data capture, deduplication, and attribution that reflects your actual sales cycle rather than last-click convenience.
Nurture that runs itself
Sequences for prospects who are interested but not ready, so long cycles do not depend on someone remembering to follow up.
Less manual work
Data entry, list management and handoffs automated, which also improves data quality because manual entry is where data quality goes to die.
What we build
CRM implementation or cleanup — object model, pipeline stages, required fields, deduplication, and the discipline that keeps it clean afterwards.
Lead capture and routing from forms, chat, calls and events into the CRM with source attribution intact.
Lifecycle and scoring definitions agreed between marketing and sales, so "qualified" means one thing.
Nurture and lifecycle automation — sequences triggered by behaviour rather than by a calendar.
Attribution reporting appropriate to your sales cycle, including offline conversion feedback into ad platforms so they optimise toward revenue rather than form fills.
Integrations between CRM, marketing platform, website, billing and support, so the customer record is one record.
How it works
Weeks 1–2 — Audit and design. Current systems, data quality, process, and where handoffs fail. Data quality assessment usually determines the shape of the whole project.
Weeks 2–4 — Configuration. CRM structure, capture, routing, lifecycle stages, field standardisation.
Weeks 4–6 — Automation and integration. Sequences, scoring, system connections, reporting.
Weeks 6–8 — Migration, testing and training. Data cleanup and migration, end-to-end testing, and training — because adoption, not configuration, is what these projects fail on.
Where this applies
Strongest where lead volume exceeds what manual process can handle reliably, or where marketing cannot demonstrate its contribution to revenue.
Weakest at very low volume with a short sales cycle. A spreadsheet and prompt follow-up genuinely outperforms an underused CRM.
How we scope and price
Fixed scope, quoted after an audit. Cost is driven by the state of your existing data, number of integrations, and complexity of your sales process. Data cleanup is frequently the largest line item and we scope it explicitly rather than discovering it midway. Ongoing support is available as a retainer.
Frequently asked questions
Depends on sales process complexity, team size, budget and what you already run. HubSpot suits marketing-led motions well; Salesforce suits complex sales processes and large teams; simpler tools are often correct for smaller operations. We recommend based on your situation, and we are not a reseller for any of them.
Usually, though it takes work — deduplication, standardisation and enrichment. The more important fix is the process that allowed it to degrade, otherwise it returns within a year.
Six to eight weeks for a typical mid-market setup. Simple configurations are faster. Complex migrations with poor source data take longer, and we assess before committing.
Only if it makes their job easier. We design around how they work rather than how a process document says they should, and we build training in. Adoption failure is the dominant risk in these projects, not technical failure.
We can make it substantially better and honest about its limits. Perfect attribution does not exist, particularly on long cycles with multiple touchpoints. Anyone promising it is selling a dashboard, not a measurement.
Yes, and it is increasingly the point — clean CRM data is what makes lead scoring, forecasting and conversational agents work. Automation work is often the prerequisite for the AI work rather than a separate track.
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