Marketing Automation

B2B marketing automation, from adoption to operations

On Adobe Marketo Engage and HubSpot, we support everything from lead lifecycle management to connecting marketing with sales.

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01

We automate the customer journey, from finding prospects to analyzing results

Marketing automation reduces repetitive work and supports follow-up based on customer behavior. We manage the process from prospecting to sales handoff.

  1. Lead Generation

    Bring in prospects and collect customer data through landing pages, forms, gated content, and webinars and events.

  2. Segmentation

    Build target groups for each purpose from industry, job role, interests, and visit and content response data.

  3. Engagement & Nurturing

    Develop relationships at each buying stage with personalized content and automated campaigns.

  4. Lead Scoring

    Score leads on customer attributes and behavior to flag the ones sales should review.

  5. Sales Handoff

    Hand leads that meet the criteria to sales and support follow-up through the CRM.

  6. Analytics & Optimization

    Analyze marketing activity data to understand response and conversion, then improve the next activity.

02

We recommend the marketing automation platform that fits your business

We analyze each company's marketing environment and operating challenges, then recommend and build on the right platform between Adobe Marketo Engage and HubSpot.

We recommend the marketing automation platform that fits your business
03

From automation to sales handoff, run as one flow

Adopting automation means designing lead management criteria and each department's operating procedure, not just configuring features. Neodigm designs the whole operating flow of the platform.

  1. Marketing automation setup

    We build template-based asset production and the operating environment for email and event programs.

  2. Lead management and nurturing

    We design inbound and outbound programs and nurturing programs based on the buying journey.

  3. Scoring and CRM integration

    We score relevance and purchase likelihood and unify the sales process through CRM integration.

  4. Performance analysis

    We produce campaign-, company- and lead-level reports and insights based on attribution models.

04

Designed so adoption and operations go together

We do not stop at setup. We provide capabilities in units you can actually operate, through lead nurturing and sales handoff.

01

Smart campaigns

Design automated trigger campaigns based on behavior and conditions

Three connected campaign nodes
02

Engagement programs

Run nurturing content sequences such as email and events

Automation flow with email content moving in sequence
03

Predictive content

Design a personalized content recommendation system using customer data and the platform features available

Stack of personalized content cards
04

Revenue attribution analysis

Pipeline attribution analysis matched to your data integration scope

Rising performance bar chart
05

ABM programs

Design and run account-based targeted campaigns

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05

Operating challenges to check before adopting automation

Operating resources, lead qualification, personalization and proving results are the first problems to solve when adopting automation.

01

The burden of repetitive work

Running marketing programs such as email and events takes too many resources

02

Hard to tell which leads are worth pursuing

We want to pass only leads with a high chance of closing to sales

03

Limits to personalization

It is hard to offer one-to-one engagement tailored to each customer

04

Difficulty proving results

It is hard to show the contribution of each campaign and channel in numbers

06

We connect marketing automation to the sales process

Marketing automation delivers results only when it goes beyond automated email to cover lead management and sales handoff.

Approaches worth reviewing

  • Stopping at installing and configuring a tool
  • Staying at the level of email automation
  • Vague scoring criteria
  • Limited to marketing with no CRM link
  • Left alone after launch

The Neodigm approach

  • Designing the whole lead lifecycle
  • Integrated cross-channel engagement management
  • Refined scoring based on relevance and purchase likelihood
  • Designing customer relationship management (CRM) data you can connect and the sales handoff procedure
  • Ongoing campaign operations and performance analysis
07

Designed with lead management and sales handoff in mind

Our strength is experience designing marketing automation platforms as a demand generation hub, not just a sending tool.

Adobe and HubSpot adoption support

Support from Marketo and HubSpot adoption design through operations

AI-based personalization

Personalization scenarios matched to platform features and customer data

Marketing and sales alignment

Process integration design built on CRM integration

Refined attribution

We connect the campaign and sales data we can verify to analyze contribution

09

Frequently asked questions

Answers to the questions we hear most about choosing a platform, adoption, CRM integration and operating scope.

Should we choose Marketo or HubSpot?

We compare them on your existing CRM, marketing team size, automation complexity and the systems to connect, then recommend the platform that fits.

This is our first time adopting marketing automation. Can you support us?

We agree on the scope you need, from initial environment setup and campaign configuration to defining lead management criteria and operations support.

Can it integrate with our existing CRM?

We check the CRM you use, the integration method and the data structure, then propose the integration scope and how to implement it.

How do you set lead scoring criteria?

We design them around customer relevance and purchase likelihood, matched to your sales criteria.

Can we also hand over operations after adoption?

We support campaign operations and performance analysis under a regular operations contract, within the scope you need.

From automation to sales handoff

Start marketing automation that fits your customer journey.