CiiAction

Marketing Automation Consulting

Accelerate your Marketing with

Marketing & Sales Technology

Our marketing automation experts can expand your marketing team’s expertise and increase your capacity, agility, and speed to market. We provide automation strategy, implementation, marketing automation audit, proactive support, training, and administration for the automation platforms of Salesforce, Hubspot, and Zoho.

Marketing Automation Implementation

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.

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

Top Benefits Businesses
get from our Marketing Automation Services

Why our Clients Trust us

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