Marketing automation

Marketing that talks to your CRM.

We build automated journeys, mailings and landing pages and connect them to your CRM. That way every contact is followed up, and your sales team knows when a call is worthwhile.

Book a consultation appointment

Your added value

What changes for marketing and sales

Marketing automation pays off when it is connected to your CRM. Then a contact becomes a lead, the lead becomes a conversation and the conversation becomes an order.

No enquiry gets lost

Every contact from your website, a trade fair or a download is followed up automatically, even when nobody has time right now.

Warm leads for sales

Lead scoring shows who is genuinely interested. Your sales team calls the right people at the right time.

Less manual work

Recurring emails, reminders and follow-ups run in the background.

Measurable success

You can see which campaign generates revenue, right through to the order in the CRM.

Example

How a journey works

A typical B2B journey, from first contact to a conversation with sales. Automated, personal and fully documented in the CRM.

01

A contact comes in

A prospect downloads a white paper or fills in a form. They land in the CRM immediately.

02

Welcome

They immediately receive a personal confirmation with the download and a suitable next piece of content.

03

Content based on interest

Over the following weeks, they receive emails on exactly the topics that interest them.

04

Lead scoring

Opens, clicks and page visits earn points. This makes it visible when someone is ready to buy.

05

Handover to sales

Once a set score is reached, sales receives a task in the CRM, with the full history.

Typical campaigns

Where companies start

These journeys deliver quick results in B2B. We set them up for your company and expand them step by step.

Welcome journey

New contacts get to know your company in a few well-timed emails.

Lead nurturing after a download

Anyone who downloads a white paper receives relevant follow-up content until they are ready for a conversation.

Trade fair & webinar follow-up

Contacts from a trade fair or webinar automatically receive materials, the recording and the next step.

Quote follow-up

Open quotes are followed up politely, and sales is reminded if there is no response.

Reactivation

Inactive contacts and former customers are re-engaged in a targeted way.

Customer retention

Onboarding, satisfaction surveys and recommendations for suitable products for existing customers.

Our services

What we take care of for you

From strategy and content to technology. You decide how much you want to do yourself.

Strategy & target groups

We define target groups, customer journeys and the journeys you start with.

Journeys & flows

We build automated campaign journeys with branches, wait times and triggers.

Content & design

Mailings, templates and copy in your brand design, ready to send.

Landing pages & forms

Pages and forms that win contacts and pass them straight to your CRM.

Lead scoring & CRM handover

Clear rules for when a lead is sales-ready, and automatic tasks for your sales team.

Reporting & optimisation

Opens, clicks and conversions at a glance. We continuously improve your journeys.

Your tool

We work with the system you have

We implement marketing automation directly in your CRM or connect your existing tool via an interface. What matters is that all data comes together in the CRM.

Directly in the CRM

Marketing and sales work in one system, with no interface in between.

Your existing tool

You keep the tool you are used to. We connect it to your CRM so that every interaction reaches sales.

Salesforce Marketing Cloud

Emarsys

Klaviyo

Brevo (incl. Newsletter2Go)

Mailchimp

CleverReach

Mailjet

GetResponse

Approach

How we support and deliver your marketing automation

A sound automation strategy is the basis for sustainable growth. That is why we first analyse your target groups, your sales process and your existing campaigns. From this, we develop workflows that are closely integrated with your CRM system.

01

Analysis

We look at target groups, the customer journey and your existing marketing activities.

02

Strategy & workflows

We define segments, lead scoring and automated campaign journeys.

03

Implementation & CRM integration

We set up the workflows and connect them to your CRM system.

04

Testing & go-live

Campaigns are tested, your team is trained and the automation is launched.

05

Analysis & optimisation

We optimise continuously based on open, click and conversion rates.

Get in touch now

In practice · Sport & entertainment

Targeting fans, partners and sponsors

A sport and entertainment company wanted to see B2B and B2C in one system. We connected the online shop and ticketing, fully synchronised the ERP and integrated marketing including social media. This enables campaigns based on real purchase and ticket data.

360°

view of fans, partners and sponsors in one system.

In use

Sugar · Online shop · Ticketing · Navision · Social media

White paper

Marketing
Automation
in B2B

Free white paper

Knowledge to
take away.

✓ 5 journeys you should start with
✓ Lead scoring with a sample table
✓ GDPR checklist for email marketing

Request the white paper

For more information, see our privacy policy.

Thank you! The white paper is on its way to your inbox. If it does not arrive within a few minutes, please also check your spam folder.

FAQ

Frequently asked questions about marketing automation

What is marketing automation?

Marketing automation automates recurring marketing tasks such as email campaigns, lead nurturing and follow-ups. Through segmentation, contacts receive the right message at the right time. Combined with the CRM, marketing becomes predictable and measurable.

Do I need a CRM for this?

Not necessarily, but it is worth it. Only when marketing and CRM are connected can sales see which contacts are genuinely interested, and no lead gets lost.

Is it GDPR-compliant?

Yes, if it is set up correctly. We set up double opt-in, documented consent and easy unsubscribing, and make sure that only contacts who have given their consent are contacted. This does not replace a legal review of individual cases.

Who creates the content?

Entirely up to you. We create mailings, templates, copy and landing pages for you, or work with your team's content.

Which tools do you support?

Directly in the CRM, we work with Sugar Market and Dynamics 365 Customer Insights. We also work with Salesforce Marketing Cloud, Emarsys, Klaviyo, Brevo, Mailchimp, CleverReach, Mailjet and GetResponse.

How quickly will we see results?

The first journey, for example a welcome or download journey, can usually be set up quickly. After that, we build further journeys step by step and improve them based on the figures.

Next stop:
Your project.

We show you how automated workflows turn contacts into real customers.

Write to us

For more information, see our privacy policy.

Thank you for your message! We will get back to you as soon as possible.

Prefer to talk directly?

Book a consultation appointment online

Choose an available slot directly in our calendar, free of charge and without obligation. We will discuss your requirements and show you possible solutions.

Choose an appointment

Phone: +49 234 2987979-22

Email: kontakt@provalida.de