Marketing and sales automation refers to software platforms and technologies designed for marketing and sales departments as well as organizations to more effectively market and perform sales tasks on multiple channels online (such as email, social media, websites, etc.) and automate repetitive tasks.


Here’s what would happen without marketing and sales automation.  You would run an advertisement online.  A prospective customer would click on your ad.  That would then take them to your website.  Then, they would either call your phone number, or fill out an online form.  If they then filled out a form, someone at your company would receive and email and then have to manually type them another email.

Let’s say you’re getting 20-30 leads requesting information per day.  Are you going to hope and pray your staff follows up on every single one of those requests for information?  Keep in mind that most of these leads are not buyers, they are prospects simply requesting information for their decision making process.

Marketing and sales automation, well… automates most of these tasks.  It then automatically filters out the tire kickers from those that are serious buyers.  The net result is your sales team is only following up on qualified, real, buyers.


We are adept at designing and developing a program for your entire lead generation, lead flow, and sales process which include CRM systems, marketing automation, sales automation, and project management software.

We utilize the following tools for developing these processes, then teach you and your staff how to use them: