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Discover
Existing lifecycle stages, scoring criteria and automation reviewed against actual conversion data.
Output: a documented current state with gaps identified.
Marketing Automation
Turn every lead into a timely next step.
Automated journeys, lead nurturing, scoring, and CRM workflows that keep prospects engaged, and sales focused on the right opportunities.
What Is Marketing Automation?
Marketing automation connects customer behavior to the right action at the right time.
From lead nurturing and scoring to CRM workflows and personalized journeys, every interaction follows a defined path instead of relying on manual follow-up.
The result: fewer missed opportunities and a more consistent customer journey.
What Manual Follow-Up Costs
30%
Sales activities can be automated through technology.
McKinsey
80
Marketing automation users report an increase in leads.
Invesp
80%
Marketing automation users report an increase in conversions.
Invesp
Signs You Need Marketing Automation
- Leads Wait Too Long for Follow-Up
- Every Lead Receives the Same Journey
- Sales Lacks Context on Buyer Activity
- Manual Tasks Slow Your Team Down
- Customer Journeys Break Between Channels
- Your CRM Cannot Keep Up With Growth
What Marketing Automation Covers
Triggered sequences built around behavior and lifecycle stage, running continuously without manual scheduling.
Structured programmes mapped to each stage from first contact to customer, with defined entry and exit criteria.
Sequenced content and touchpoints that move a contact toward sales readiness at the pace their behavior indicates.
Quantified readiness based on behavior and fit, so sales receive leads ranked by likelihood to convert rather than by arrival order.
Data entry, routing, task creation and record updates automated across the CRM, removing manual maintenance and reducing data decay.
Content, offers and messaging adapted by segment, behavior and lifecycle stage, built on rules your team can maintain.
How We Approach Marketing Automation
Marketing Automation runs Design, Build and Launch on The Pivot.
Targets and attribution are set through Revenue Intelligence, and the traffic entering these programmes is delivered through Demand Generation.
What You Walk Away With
Automated customer journeys- Lead scoring and qualification
- CRM workflows
- Nurture campaigns
- Personalized experiences
- Performance tracking
- Documented workflows your team owns
What We Work With
Marketing automation platforms
- HubSpot
- Marketo
- Pardot
- Customer.io
- ActiveCampaign
CRM
- Salesforce
- HubSpot CRM
- Pipedrive
Personalization and testing
- Mutiny
- Unbounce
- Optimizely
Data and integration
- Zapier
- Segment
- Clearbit
- webhooks and native API integrations
Common Questions
Lead nurturing, scoring, routing, follow-up, CRM updates, customer journeys, and campaign triggers.
No. It removes repetitive work and helps sales focus on the opportunities most ready for conversation.
Yes. Automation is usually built into your existing stack rather than replacing it.
Most initial automation programmes can be designed and launched within a few weeks, depending on complexity and integration.
With improvements in conversion, pipeline, response time, engagement, and revenue contribution, not activity alone.
Yes. Workflows, documentation, and ownership remain with your team.
Automate What Slows You Down
Find the gaps in your customer journey and identify what should happen automatically.
Build Your Automation Strategy