Reworking existing automation to meet objectives or helping find the right new solution. Experience with a wide range of marketing automation and CRM platforms including Pardot, HubSpot and Marketo and more.
- Working with your company to analyze what your needs are for automation.
- Helping your company set priorities on information needed and what to track.
- Helping to define a process for distributing leads or sales.
- Setting up lead scoring.
- Helping to choose the right automation solution
- Developing a plan for installation and testing of automation to ensure it is working properly.
- Defining and writing reports that provide truly useful information for marketing and sales evaluation.
- A wide variety of marketing automation solutions including Pardot, HubSpot and Marketo and more.