Marketing Automation

Manual processes are costing you customers. Automation brings them back - personalized and at the right time.

Many companies face the challenge of scaling their marketing and sales activities efficientlywhile simultaneously ensuring personalized customer engagement. Processes are often manual, fragmented, or lack sufficient data, leading to disconnected workflows, inefficient use of resources, and untapped potentialin lead and customer development. Without integrated marketing automation, opportunities for targeted engagement, automation, and performance measurement remain unrealized.

Duration
5 - 6 weeks
Format
Project
Target audience
Marketing, Sales, CRM

Solution Approach

We support companies in the implementation and optimization of marketing automationto manage the entire customer lifecycle efficiently and based on data. Marketing automation enables automated, personalized Shipping of content across various channels, ensuring that leads and existing customers are systematically nurtured. By linking customer data, content, and campaign logic , we ensure scalable, consistent, and relevant communication.

Benefits

  • Increased efficiency through automated, repeatable processes that relieve the burden on your teams
  • Higher conversion rates through personalized, relevant communication across the entire customer lifecycle
  • Scalability: Campaigns and communication flows can be flexibly adapted and expanded
  • Measurability: Clear KPIs and dashboards enable continuous optimization and performance tracking

Approach

  1. Analysis of existing marketing processes, channels, and customer journeys
  2. Selection and implementation suitable marketing automation platforms (e.g., Bloomreach Engagement, SAP Emarsys, or Salesforce Marketing Cloud)
  3. Definition of customer journeys and target group segmentation for automated campaigns
  4. Development of use cases (e.g., lead nurturing, onboarding, cross/upselling, re-engagement)
  5. Creation of automated workflows including content integration and trigger logic
  6. Setup of tracking, reporting, and dashboards for performance measurement
  7. Enablement of marketing and sales teams for independent operation

Deliverables

  • Marketing automation strategy and target vision along the customer lifecycle
  • Implemented and tested automation workflows (e.g., lead nurturing, customer onboarding)
  • Segmentation and campaign logic for personalized customer communication
  • Content templates and trigger-based communication flows
  • KPI set and dashboard for continuous performance measurement
  • Training and enablement of teams for operations and ongoing development

Speak with our experts!

Let’s work together to identify where the greatest potential lies and which measures will deliver the greatest added value for you.

Robin Dawn Merkelbach
Business Consultant
Contact us!
Frequently Asked Questions

Do you have questions? We have the answers.

Which marketing automation platform do you recommend?

That depends on your requirements, your system landscape, and your budget. We work with platforms such as Bloomreach Engagement, SAP Emarsys, Salesforce Marketing Cloud, HubSpot, and others. We will make the selection together based on your goals.

Do we need a CRM before we start with marketing automation?

A CRM is helpful as a data foundation, but it is not a mandatory requirement. Some automation platforms include their own CRM features. We will assess your status quo and recommend the most pragmatic way to get started.

How much content do we need for automated campaigns?

Less than you think. We start with the most important use cases (e.g., welcome sequence, re-engagement) and the content required for them. Content templates and modular building blocks make the system scalable without overwhelming your team.

How quickly will we see measurable results?

Initial automated workflows (e.g., lead nurturing or onboarding) typically deliver measurable results in terms of open rates, clicks, and conversions within 4–6 weeks.

Can we also use marketing automation in B2B?

Absolutely. In B2B, automation is particularly effective for lead nurturing, account-based marketing, and customer onboarding. The logic is adapted to longer decision-making cycles and more complex stakeholder structures.