Our Services

Increase engagement, grow your sales, and free up your time by optimizing every stage of your sales and marketing funnel with smarter automation.

CRM & Marketing Automation Platforms We Work In

As Hubspot Solutions Partner since 2016, we’ve helped SaaS, Technology and B2B service businesses unlock the full potential of their Hubspot investment. 

As certified ActiveCampaign consultants, we’ll help you craft a winning lifecycle marketing strategy, optimize campaigns, boost engagement and increase your close rate.

Eloqua consultants for 20 years. Our services include platform implementation, strategic campaign development and efficient automation to maximize ROI and save your team valuable time.

Lifecycle Marketing Strategy Development

Optimizing your sales and marketing funnel

We offer comprehensive guidance in developing and implementing tactics like customer segmentation, automated campaigns, lead scoring, and more

palnning

CRM Selection, Setup and Implementation

CRM setup shouldn't be so hard. We can make it easy.

With dozens of CRMs and Marketing Automation platforms to choose from, the tool selection process can be stressful.  

Based on your specific needs, our experts will guide you through the vendor selection process to ensure you make the best selection for your business. 

Once you’ve selected a vendor, we’ll help you get setup and onboarded successfully.

crm selection
email campaign

Email Campaign Execution

Email campaign setup and implementation

Need help building campaigns and executing on your marketing automation strategy? 
Our email campaign experts can help you design and build automated workflows that will lead to higher campaign engagement and more revenue.

Strategic Audit

Assessing your current marketing automation strategy & tools.

Our marketing automation experts will do an in-depth analysis of your current marketing automation strategy, systems and processes to determine areas for optimization. 

Following our analysis you will receive a comprehensive report detailing specific areas for improving your automation strategy and making the most of your existing tools and resources.
Audit

Client Testimonials

What our clients say

“Working with The Automation Strategy Group helped us bring structure and efficiency to our sales and marketing operations. The systems they put in place made it easier for our team to work smarter, move faster, and close more business without added complexity.”

⭐⭐⭐⭐⭐

billy
William S. Co-Director
Just Mind LLC

“The Automation Strategy Group guided us through a complex CRM transition with zero disruption to the business. Their approach was methodical, well-planned, and respectful of how our team actually works. The result was a stronger foundation for scale.”

⭐⭐⭐⭐⭐

kirk Du Plessis
Kirk D. Founder
Option Alpha

“They approached our marketing automation challenges with clarity and discipline. From untangling complexity to delivering systems that actually performed, The Automation Strategy Group proved to be a reliable partner focused on real, measurable outcomes.”

⭐⭐⭐⭐⭐

satish menon
Satish M. CEO
Agiliron

“The Automation Strategy Group re-engineered our ActiveCampaign and Salesforce setup to support our research-driven storytelling model. What was once passive automation now actively supports growth and revenue. The structure is clear, practical, and easy for our team.”

⭐⭐⭐⭐⭐

susan safer
Susan S. Senior VP, Marketing
Advent Moves People

Frequently Asked Questions

What services do you offer?

We specialize in marketing automation, CRM and sales enablement.

We’re certified partners with HubSpot, ActiveCampaign and Eloqua.

We offer both one-time projects and long-term support packages.

We work with B2B companies in SaaS, technology, finance, healthcare and more.

Yes, offer API integration services with all your sales and marketing tools.

frequently asked questions

FREE 1 Hour Consulting Session

Together in 1 hour we’ll complete a preliminary evaluation of your current Sales & Marketing Automation strategy and outline 3 things you can do now to increase the efficiency of your marketing automation program.