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B2B Marketing and Sales Automation

Perfectly sync your marketing and sales departments. Create digital architectures auto-qualifying leads driving conversion.

What custom marketing and sales automation is

Custom marketing and sales automation is a set of flows built around one company real commercial process, qualifying contacts, triggering follow-ups and writing to the CRM without manual intervention.

It differs from an off-the-shelf automation tool by embedding that company own qualification criteria and by writing to the systems it already uses, instead of creating one more isolated database.

What makes it useful

  • Logical email and SMS triggers per action
  • Behaviour-based lead scoring and profiling
  • Concrete ROI tracking on campaigns
  • Bidirectional tool sync (HubSpot, Pipedrive)

Wasted Leads

Marketing generates contacts but Sales says they're weak. Manual tracking falters, responses arrive late, opportunities cool down.

Signs contacts are being lost along the way

  • Marketing generates contacts and the sales team says they are no good.
  • Follow-up depends on who remembers, and response time varies a lot.
  • Nobody knows which campaign produced the deal that closed last month.
  • The same person receives communications from two different parts of the company.

What it integrates with

Automation only has an effect when it writes where the commercial decision is made.

  • CRM, including HubSpot, Pipedrive and custom CRMs, in both directions
  • Email and SMS platforms, for follow-up sequences
  • Site forms and landing pages, with contact source preserved
  • Paid advertising, to link acquisition cost to closed business
  • ERP and invoicing, to know which contact became revenue

How the project runs

Four phases. Scope, timeline and price are fixed at the end of the second, and from there on there is no budget revision halfway through.

  1. 01

    Assessment

    30 minutes

    We understand the operation, the systems in use and where the manual work sits. Free and with no commitment to proceed.

  2. 02

    Discovery and proposal

    2 weeks

    We map the real process, design the architecture and list the integrations. Scope, timeline and price close here.

  3. 03

    Build

    6 to 10 weeks

    Two-week cycles with a demo at the end of each one. You validate every delivery before we move to the next.

  4. 04

    Go live

    1 to 2 weeks

    Data migration, team training and documentation. Three months of support included after delivery.

What it costs

We publish the numbers so you can decide before talking to us. These are real ranges from projects we run, not a price list. The exact figure closes in the proposal and does not change halfway through.

Qualification flows

€10,000 to €20,000

Forms, scoring and follow-up sequences connected to the CRM.

Sales automation

€20,000 to €35,000

Adds rule-based routing, team alerts and source reporting.

Revenue platform

from €35,000

Links marketing, sales and invoicing for end-to-end attribution.

Frequently asked

By the criteria we agree with you in discovery, not by a generic model. They usually mix behaviour, such as pages viewed and documents downloaded, with profile, such as size and sector. What matters is that the criteria are yours and can change later.
No. We connect to what you already use. Switching CRM is a separate project and is usually the wrong answer to a process problem.
It can, if badly designed. That is why we set frequency caps and stop rules during discovery, and respect consent on each channel. Automation without brakes produces more complaints than business.
When contact volume is low and selling is entirely relationship-based. With ten contacts a month, an attentive salesperson beats any automated flow.
Next step

Want to know what this would do in your operation?

Free diagnosis, no commitment. We look at your process and come back with a plan covering scope, timeline and investment. Reply within 48 business hours, NDA included by default.

  • 100% free diagnosis
  • No commitment to proceed
  • Reply within 48 business hours
  • NDA included by default

Request free diagnosis

Two minutes to tell us the essentials. We reply within 48 business hours with a first read on your case and, if it makes sense, a proposed session.

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