Marketing automation & Martech implementation
Marketing automation uses platforms such as CRM and email marketing to manage contacts, nurture leads and retain customers without manual work. We select, implement and connect the Martech tools your business needs, with automated flows that improve efficiency and customer experience.
What’s included
What our marketing automation service includes
01
CRM implementation
Setup, pipeline and data migration.
02
Email marketing
Welcome, abandoned cart and more flows.
03
Automations
Connected processes across your tools.
04
Segmentation
Messages based on behavior and stage.
Comparison
Automated vs. manual management
| With automation | Manual management | |
|---|---|---|
| Lead follow-up | Immediate and consistent | Depends on team availability |
| Personalization | Based on behavior and stage | Generic or limited |
| Data | Centralized in a CRM | Scattered in spreadsheets and inboxes |
| Scalability | Scales without extra manual work | Requires more people |
Key concepts
Automation & Martech: key concepts
CRM
A platform that centralizes contact and customer data and the history of every sales interaction.
Lead nurturing
A series of messages that guides a potential customer with useful information until they are ready to buy.
Automated flow
A sequence of emails or actions triggered automatically by each contact’s behavior.
Segmentation
Dividing a contact list into groups with similar characteristics or behaviors.
Reference: Google Tag Manager documentation
Before you automate
What do you need before investing in marketing automation?
Automated flows are only as good as the data that triggers them. Before choosing software or writing emails, marketing automation needs clean contacts, reliable events and a shared definition of what a lead and a customer are. Getting this foundation right avoids messages sent to the wrong people and reports nobody trusts. These are the three pieces worth checking first, whatever platform you end up choosing.
Clean, connected contact data
Merge duplicate contacts, agree on required fields and record consent for each channel. Then decide which system is the source of truth: usually the CRM for leads and the store platform, such as Shopify, for orders. Syncing both with your email tool means a customer who just bought stops receiving the discount meant to convince them, and your sales team sees the full history of each contact in one place.
Events that trigger flows
Flows start from behavior: a form submission, a viewed product, an abandoned cart, a purchase or days without activity. Those events come from your site, captured through Google Tag Manager or native platform integrations, and must reach the automation tool with the right data attached. If an event fires twice or not at all, the flow does the same, so test each trigger before switching it on.
Measure beyond open rates
Opens and clicks show engagement, but the real question is whether a flow changes behavior. Compare revenue or qualified leads from contacts who went through the flow with a group that did not, and review each flow on a regular schedule. Good marketing automation is maintained like a product: messages get updated, segments get refined and flows that no longer help get switched off.
Method
How does our automation & Martech process work?
A clear process so you always know what we do, why, and what it delivers.
01
Diagnosis
We audit accounts, tracking and data to find where the money is and where it leaks.
02
Strategy
We set goals, channels and budget with clear targets for each stage.
03
Execution
We implement, measure and optimize every week with clear reports.
Who it’s for
Who is our automation & Martech service for?
- Companies managing contacts in spreadsheets.
- E-commerce brands that want more repeat purchases.
- Sales teams that need better-qualified leads.
Why us
Why choose us for automation & Martech?
“Since we started working together, we’ve experienced a significant transformation in our marketing efforts. Your innovative strategies and hands-on support have led to remarkable improvements in our results.”
Manuel Trigo
CEO & Founder, PolariGlass
FAQ
Marketing automation: frequently asked questions
What is marketing automation?
It is the use of platforms to run marketing actions automatically based on each contact’s behavior, such as sending a welcome email, reminding an abandoned cart or assigning a lead to sales. It saves time, reduces errors and improves customer relationships.
Which tools do you implement?
We work with CRMs and email and automation platforms such as Klaviyo, plus integration tools like n8n, among others. We recommend the stack based on your company size, budget, current processes and the tools your team already uses.
How long does an implementation take?
A basic CRM or email marketing setup can be ready in a few weeks. Projects with more integrations or data migrations take longer, and they are always delivered in stages so you start seeing results from the very beginning.
Which automated flows should I set up first?
For e-commerce, the first ones are usually welcome, abandoned cart, post-purchase and win-back for inactive customers. In B2B, lead scoring and routing plus email nurturing. These deliver the most impact for the least effort, and they create a solid base for more advanced automations later.
Related