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Marketing Automation Management

Digital transformation and automation are top of mind for every forward-thinking marketer and executive team, and that starts with the management and optimization of your marketing automation platform. Most companies fall short when implementing, integrating and building their marketing automation platform and strategies. When managed correctly, a marketing automation platform can dramatically increase the impact marketing has on driving revenue for an organization.

Our Marketing Automation Services

We offer our clients a wide range of strategic, advisory, and executional consulting services related to marketing automation, including the following:

  • Marketing Automation Strategy - Onboard the right technology the first time and build your marketing automation strategy in a process-driven way built for scalability.
  • Marketing Automation Audits, Assessments, and Optimization - Time for a tune-up? The data, processes, templates, and reports within your marketing automation platform can get stale and out of date and seriously hamper your ability to perform precision marketing. Let us take a look under the hood of your marketing automation platform, CRM and other technologies and processes and provide a detailed overview of how to optimize your marketing operations and technologies.
  • Marketing Automation Setup and Launch - Your onboarding and set up are mission-critical to all the other downstream marketing activities the platform provides. Make sure you get it right the first time with a successful marketing automation launch.
  • Marketing Automation Platform Migrations - Sometimes companies either outgrow their current marketing automation platform and new software is a better fit for the updated direction of the company, or a new marketing automation platform is needed. Tap into our marketing technology experts for a marketing automation migration for HubSpot, Marketo or Pardot.
  • Ongoing Marketing Automation Execution - Consider us an extension of your marketing team. We can help build a marketing operations discipline within your organization to help support your growth strategy and have marketing perceived as a revenue driver, instead of a cost center.

Revenue Operations & Martech

Martech and Adtech Consulting

Developing a data-driven, hyper-personalized, and fully integrated marketing technology strategies.


 Charlotte Digital Agency
Charlotte Marketing Agency
Our Charlotte Office Location

13850 Ballantyne Corporate Place
Suite 500
Charlotte, NC 28277