What happens after the CRM system is implemented?

If needed, we offer continued CRM support, management and optimization services. We make sure your system stays aligned with your evolving goals and help you make the most of new features, updates, and user feedback.

Can CRM consulting help improve my marketing and sales performance?

Definitely. A well-implemented CRM helps align marketing and sales, improves lead tracking, automates follow-ups, and gives you clearer reporting. This leads to faster lead response times, better conversion rates, and more revenue.

What is CRM consulting and why might I need it?

CRM consulting provides expert advice on selecting, implementing, and improving your CRM system. You might need it if your current tools aren’t talking to each other, your data is messy, or your team isn’t using the system efficiently.

Can you help me migrate my CRM data from another platform?

Yes, we specialize in secure, seamless migrations from one CRM to another. We handle extraction, cleaning, and reformatting of your existing data whether it’s from spreadsheets, legacy systems, or another CRM so it imports cleanly into your new setup.

How long does a CRM implementation project take?

Timelines depend on the size and complexity of your system. A basic setup can take a few weeks, while a larger implementation with integrations and custom workflows might take 1–3 months. We always provide a clear timeline upfront.

Sales & Marketing Automation Workflows

Streamline Business Operations with Workflow Automation

Automate your entire lead-to-close customer journey with custom workflows that capture, nurture & convert more prospects.

Brands We’ve Worked With

Marketing Automation Platforms We Support

Hubspot Marketing Hub

As a certified HubSpot Partner, we’ll help you get the most out of Hubspot Marketing Hub by building workflows that automate lead nurture and marketing operations processes.

ActiveCampaign Automations

We’ll help you simplify and scale your business with ActiveCampaign Automations. From dynamic email workflows to CRM-driven pipeline automations, we eliminate manual tasks so your team can focus on growing the business.

Eloqua Campaigns

We’ll help you implement and optimize Eloqua to support complex customer journeys, nurture campaigns, and integrations with platforms like Salesforce. You’ll gain better lead insights and more effective targeting.

Marketing & Sales Automation

Our Workflow Automation Consulting Approach

First, we dissect your current setup including your CRM configuration, data health and lead flows to reveal automation gaps. Next, we design and build high-value workflows, train your team on best practices, and spin up real-time reporting so you always know what’s working.

Internal process mapping

Strategic Workflow Design Workshops

In these strategic whiteboard sessions, we guide your stakeholders through mapping each stage of the buyer journey, reveal where manual work slows you down, and deliver a turnkey process blueprint with automation recommendations you can put to work immediately.

Workflow Automation Development

Workflow Design & Build

Whether in HubSpot, ActiveCampaign or Eloqua, our automation experts will configure, test and deploy custom workflows that replace manual steps and streamline operations. These workflows will deliver real cost savings and more “closed-won” opportunities for your sales team.

EXPERT Audit & Optimization

Audit & Optimize Existing Workflows

We start by auditing your current workflows to identify what’s working, what’s slowing you down and where automations can make the biggest impact.

From email sequences to form submissions and triggered follow-ups, we find ways to reduce friction and improve flow across your entire marketing and sales operations.

About The Automation Strategy Group

Since 2016 the Automation Strategy Group has helped 100+ companies streamline their marketing operations processes in Hubspot and other tools.

Our tailored approach ensures each client maximizes ROI and achieves sustainable growth. By simplifying complex marketing challenges, we enable your businesses to focus on what they do best and not get stuck in the Hubspot weeds.

Book a call or choose a plan to see how we can help your team achieve similar results.

Client Testimonials

Since working with Andrew and his team, we’ve become dramatically more efficient and close more business!

William S.

Just Mind LLC

They helped us transition a 7-figure business to a new CRM with zero disruption. Highly recommend!

Kirk D.

Founder, Option Alpha

A true partner in marketing automation! They solved complex challenges and delivered real results.

Satish M.

Agiliron CEO

Frequently Asked Questions

What is sales & marketing workflow automation?

Workflow automation uses your CRM and marketing platform to automatically move leads through your funnel by triggering emails, scoring prospects, updating deal stages and routing tasks. This eliminates manual hand-offs, speeds up response times and enables predictable revenue growth.

Which platforms can you build workflow automations in?

We specialize in HubSpot Marketing Hub, ActiveCampaign Automations and Oracle Eloqua. We’ll configure each to run email sequences, lead-nurture workflows and deal-pipeline automations that sync sales and marketing in one seamless system.

How does your Workflow Automation Consulting Approach work?

We audit your CRM and workflows to find gaps, then design, build and deploy prioritized automations—complete with team training and live dashboards for continuous optimization.

What happens during a Strategic Whiteboard Session?

In a hands-on workshop, we gather your stakeholders to visually map every sales and marketing process, uncover bottlenecks and manual hand-offs, and co-create a clear process blueprint with prioritized automation playbooks ready for implementation.

How can automation help reduce marketing team workload?

By automating repetitive tasks like email sends, lead scoring, and data entry, your team can focus on strategy and creative work. Automated workflows handle list segmentation, nurture sequences, campaign triggers and reporting, cutting manual effort by up to 60%. Continuous monitoring via dashboards also means fewer status-update meetings and more time for high-impact marketing projects.

Supercharge Your CRM Strategy Today!

Ready to take control of your customer relationships and build a CRM system that works, we’re here to help. Book your consultation with one of our certified CRM consultants today, and let’s create a smarter, more efficient path to growth.