Connected Marketing & Sales Automation
Bring CRM and marketing automation together into one coordinated commercial process.
From first response
to a clear next step.
An illustrative journey. The stages, rules and ownership are designed around your business.
- 01
Capture
Record the response and its source.
- 02
Qualify
Apply agreed fit and intent rules.
- 03
Nurture or route
Trigger the next appropriate action.
- 04
Sales handover
Assign ownership and follow-up.
- 05
Report & learn
Connect outcomes and feedback.
Automate repeatable steps, with named people responsible for decisions, exceptions and sales conversations.
Built around
your process.
Marketing activity, CRM records and sales follow-up should work together. When they do not, responses can stall, ownership becomes unclear and teams lose sight of what happens next.
For B2B SaaS businesses that need to connect marketing and sales systems around an agreed end-to-end process. Start with existing tools, a new deployment or a defined combination of both.
Connected systems.
A working process.
Discovery establishes the scope. Phases, milestones, timing and fees are agreed before implementation begins.
An agreed commercial process
Map the journey from initial response through qualification, nurture, sales handover and feedback. Agree lifecycle stages, ownership, routing, exceptions and success measures with the people who use them.
Configured CRM and automation
Deploy or configure the agreed CRM and marketing-automation components, including the required fields, stages, forms, segments and workflows.
Connected data and automated handovers
Configure the agreed connections, field mappings and synchronisation rules. Build the routing, notifications, qualification and follow-up steps that support the process.
End-to-end testing and launch
Test representative journeys, record movement, duplicate handling and failure cases. Review the agreed acceptance checks with your team before go-live.
Reporting, documentation and handover
Provide agreed reporting, an operating guide and a team walkthrough. Define who owns the process and how issues or improvement requests will be handled after launch.
Design.
Build.
Make it work.
- Discover and design.Understand the tools, commercial process and data. Agree the first useful end-to-end scope and acceptance criteria.
- Configure and connect.Build the named CRM and marketing-automation components, data mappings and workflows.
- Test and launch.Check the agreed journeys, resolve issues and go live after acceptance by your team.
- Hand over and improve.Document the setup, equip the team and agree any subsequent support or optimisation.
Clear requirements.
Defined delivery.
What we’ll need from you
Commercial goals, access to the named platforms, existing process and data information, sample records, an appropriate audience source, and named stakeholders for marketing, sales, administration and acceptance decisions.
How we agree the scope
A phased bespoke implementation, scoped after discovery. The agreed plan names the platforms, environments, data, connectors, workflows, migration work, test cases and handover requirements. Licences, connector subscriptions, purchased data and any custom development are identified separately. Repeatable steps are automated; people retain ownership of commercial decisions and exceptions.
How bespoke engagements work →Before
we start.
Do we need to replace our existing systems?
Not necessarily. Discovery establishes whether the current tools can support the agreed process. We confirm platform fit and integration options before committing to the implementation scope.
Is this a fixed package?
It is a bespoke implementation with agreed phases and milestones. Scope, timing and fees depend on the systems, data and journeys involved and are confirmed before delivery begins.
Can the process run entirely without people?
We automate the agreed repeatable steps, with defined owners for exceptions, approvals and sales conversations. The design makes clear when a person needs to act.
What happens after launch?
Documentation and team handover are part of the agreed delivery. Any stabilisation period, ongoing administration or optimisation is explicitly scoped, with fractional or bespoke support available where appropriate.
Let’s make your
systems work together.
Tell us about your current tools, the process you need and the gaps you want to close.