Marketing automation and CRM: turning enquiries into a pipeline that runs itself
A CRM that sales actually uses, email sequences that follow up when humans forget, lead scoring that tells you who to call — what marketing automation includes, which tools fit, and how to connect it to your website and ERP.
Enquiries arrive from a form, a call, a trade fair, a LinkedIn message — and most companies lose a share of them between arrival and follow-up. Marketing automation and a properly configured CRM close that gap: every lead is recorded, routed to the right person, followed up by email when nobody has time, scored by behaviour, and reported on from first touch to invoice.
What the service includes
- CRM selection and set-up — HubSpot, Pipedrive, Zoho or another fit for your team size and process; pipelines, stages, properties, roles and the views each person needs.
- Capture — website forms, chat, booking tools and landing pages connected so leads land in the CRM with their source, instantly.
- Automation — welcome and nurture sequences, follow-ups after a quote, re-engagement of quiet deals, internal alerts and task creation, all with consent handled correctly.
- Lead scoring and routing — who to call first, assigned to whom, by rules you can explain.
- Integrations — the ERP for customers and invoices, the webshop for orders, the helpdesk, the calendar, the phone system.
- Reporting — pipeline, conversion by source, time to follow-up, revenue by campaign.
What to expect
A few weeks to configure and migrate, then adoption — the part that decides everything, which is why we train each role and keep the system simple enough to use from a phone.
What to prepare
- Your sales process as it really happens.
- Lead sources and volumes.
- Existing contact data and where it lives.
- Systems that must stay in sync.
Details on the marketing automation and CRM page.