Sales & Marketing Automation Setup

Most CRM licenses already include automation capability that goes unused well below its potential — lead scoring rules, assignment logic, follow-up reminders, and nurture email sequences that would otherwise depend on a rep remembering to act. We configure this using each platform's native tools: Salesforce Flow and Pardot/Marketing Cloud where licensed, HubSpot Workflows, Zoho CRM's Blueprint and automation rules, or Dynamics 365's Power Automate.

We design automation around your actual lead-to-cash sequence — what triggers a lead score change, who gets assigned what, and when a nurture sequence should stop because a human has taken over the conversation — rather than installing generic templates that don't reflect how your specific sales process actually moves a lead forward.

• Lead scoring and routing/assignment rules
• Nurture sequence and follow-up automation
• Native automation tooling (Flow, Workflows, Blueprint, Power Automate)
• Automation mapped to your actual lead-to-cash process, not generic templates