CiiAction

Marketing Automation Consulting Services

Unlock the Full Potential of Your Marketing Strategy

Streamline lead acquisition, optimize workflows, enhance email campaigns, and more.

We provide tailored strategies, seamless platform implementation, comprehensive audits, and ongoing support and training. Whether you use Salesforce, Hubspot, and Zoho, we’ll help you drive your marketing to new heights with increased capacity, agility, and speed to market. Contact us today and start boosting your team’s productivity, enhance efficiency, and maximize ROI with our marketing automation specialists. 

Revolutionize Your Operations with CiiAction’s Marketing Automation Services.

Unleash Your Business Potential with CiiAction’s System and Marketing Automation Services. Our CRM experts will assess your current activities, understand your challenges and objectives, and dedicate a specialist to craft a tailored plan. From strategy to seamless implementation, our top-tier marketing automation team ensures optimal results every step of the way.

Empowering your CRM with Expert CiiAction's Consulting Services

How We Work

Our approach is systematic and thorough, ensuring that no detail is overlooked. We begin with an initial assessment to understand your unique challenges and goals. From there, we develop a step-by-step implementation plan, charting the course towards your objectives. Our support doesn’t end with implementation – we provide ongoing support to ensure sustained success.

CiiAction is best Marketing Automation Agency in Canada

Why our Clients Trust us

Top Benefits Businesses
get from our Marketing Automation Services

Marketing Automation Strategy

Automation Strategy

Our consultants are experts in Inbound marketing and in all the latest digital tactics. They help you step up tailored strategies to generate, convert, and close business leads.

Marketing Automation Technology. Leverage Technology in Businesses.

Automation Technology

We partner with the top marketing automation technologies. Our consultants know how to harness these technologies to help you respond to the growing expectations on marketing.

Sales & Marketing Alignment

Sales & Marketing Collaboration

The collaboration and alignment between sales and marketing is the essential prerequisite to your success in business development. With our consultants, you will put new processes and methods in place place to boost an effective sales and marketing collaboration.

Marketing Automation in Action

We prepare effectively your business and teams for the changes ahead

Marketing Automation is a powerful technology that brings consistency and better sales conversion, but it’s only as good as the implementation – strategy, process analysis, and commitment behind it.

Before planning any changes required for successful marketing automation, we carefully look into your current processes, customer lists and behaviors,  staff skills, systems integrations, website, and communication with customers—these all are critical tasks for ensuring success. Then, we discuss findings with your team that usually includes a representative from each department that will use the marketing automation system. Next, we together put your marketing automation strategy and implementation plan.

Marketing Automation
Marketing Automation Implementation

CiiAction experts help you create an effective Marketing Automation strategy and implement the right software and approach.

Our Marketing Automation Package

We are a specialist in several marketing automation platforms such as Salesforce Marketing Cloud, Pardot, HubSpot, and Zoho CRM.

  • Design: Define your requirements, objectives, and any other features needed and how they will work together
  • Choose the right solution & initial installation: based on the requirements we together choose and install the software in a test environment, then create your online account after approval. 
  • Configuration: Define the fields and processes to use
  • Integration: Insert tracking code into your website and connect to your other relevant applications
  • Segmentation: Define your customer list segments
  • Plan: Put a documented plan that defines processes and everything involved with the implementation.
  • Users: Identify admins, users, and rules for governance
  • Workflow Design: Determine your actionable events for each segment and create your workflows
  • Define automation map and work with sales to define what constitutes a qualified lead
  • Import data: Load your contacts and customer data from the current email platform
  • Design templates: Designing email and landing page templates to match your brand
  • Testing: Test the system
  • Reporting setup: Create the reports
  • Train users: Make sure everyone is comfortable with the system
  • Launch: System goes live
  • Manage: Closely monitor user adoption, reports, and processes; re-train or modify as needed
CiiAction Marketing Automation

Other Feature Services

Inbound marketing services

Digital Marketing Services

From advertising to marketing automation, the CiiAction team brings together the strategy and tactics that drive measurable and sustainable business growth.

Ciiaction Analytics Solutions

CRM Services

Create a Custom CRM Marketing, Sales, and Services Platform for Your Specific Business Needs. We will help you maximize your usage of your CRM and marketing tools with CiiAction’s implementation packages.

Marketing Strategy

Marketing Strategy

We help you create the right Marketing Strategy - Attract the right customers with the right communication at the right time for best driving your business growth.

Curated Case Studies and Readings on Marketing Automation