{"id":1377,"date":"2026-10-01T13:20:53","date_gmt":"2026-10-01T11:20:53","guid":{"rendered":"https:\/\/newsite.provalida.de\/?page_id=1377"},"modified":"2026-10-05T16:08:21","modified_gmt":"2026-10-05T14:08:21","slug":"marketing-automation","status":"publish","type":"page","link":"https:\/\/www.provalida.de\/en\/crm\/marketing-automation\/","title":{"rendered":"Marketing automation"},"content":{"rendered":"
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Marketing automation<\/h1>\n\t\t\t\t\t

Marketing that talks to your CRM.<\/p>\n\t\t\t\t\t

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.<\/p>\n\t\t\t\t\t\n\tBook a consultation appointment\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n

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Your added value<\/p>\n\t\t\t\t\t

What changes for marketing and sales<\/h2>\n\t\t\t\t\t

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.<\/p>\n\t\t\n<\/div>\n

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No enquiry gets lost<\/p>\n\t\t\t\t\t

Every contact from your website, a trade fair or a download is followed up automatically, even when nobody has time right now.<\/p>\n\t\t\n<\/div>\n

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Warm leads for sales<\/p>\n\t\t\t\t\t

Lead scoring shows who is genuinely interested. Your sales team calls the right people at the right time.<\/p>\n\t\t\n<\/div>\n

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Less manual work<\/p>\n\t\t\t\t\t

Recurring emails, reminders and follow-ups run in the background.<\/p>\n\t\t\n<\/div>\n

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Measurable success<\/p>\n\t\t\t\t\t

You can see which campaign generates revenue, right through to the order in the CRM.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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Example<\/p>\n\t\t\t\t\t

How a journey works<\/h2>\n\t\t\t\t\t

A typical B2B journey, from first contact to a conversation with sales. Automated, personal and fully documented in the CRM.<\/p>\n\t\t\n<\/div>\n

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01<\/p>\n\t\t\t\t\t

A contact comes in<\/p>\n\t\t\t\t\t

A prospect downloads a white paper or fills in a form. They land in the CRM immediately.<\/p>\n\t\t\n<\/div>\n

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02<\/p>\n\t\t\t\t\t

Welcome<\/p>\n\t\t\t\t\t

They immediately receive a personal confirmation with the download and a suitable next piece of content.<\/p>\n\t\t\n<\/div>\n

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03<\/p>\n\t\t\t\t\t

Content based on interest<\/p>\n\t\t\t\t\t

Over the following weeks, they receive emails on exactly the topics that interest them.<\/p>\n\t\t\n<\/div>\n

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04<\/p>\n\t\t\t\t\t

Lead scoring<\/p>\n\t\t\t\t\t

Opens, clicks and page visits earn points. This makes it visible when someone is ready to buy.<\/p>\n\t\t\n<\/div>\n

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Handover to sales<\/p>\n\t\t\t\t\t

Once a set score is reached, sales receives a task in the CRM, with the full history.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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Typical campaigns<\/p>\n\t\t\t\t\t

Where companies start<\/h2>\n\t\t\t\t\t

These journeys deliver quick results in B2B. We set them up for your company and expand them step by step.<\/p>\n\t\t\n<\/div>\n

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Welcome journey<\/p>\n\t\t\t\t\t

New contacts get to know your company in a few well-timed emails.<\/p>\n\t\t\n<\/div>\n

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Lead nurturing after a download<\/p>\n\t\t\t\t\t

Anyone who downloads a white paper receives relevant follow-up content until they are ready for a conversation.<\/p>\n\t\t\n<\/div>\n

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Trade fair & webinar follow-up<\/p>\n\t\t\t\t\t

Contacts from a trade fair or webinar automatically receive materials, the recording and the next step.<\/p>\n\t\t\n<\/div>\n

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Quote follow-up<\/p>\n\t\t\t\t\t

Open quotes are followed up politely, and sales is reminded if there is no response.<\/p>\n\t\t\n<\/div>\n

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Reactivation<\/p>\n\t\t\t\t\t

Inactive contacts and former customers are re-engaged in a targeted way.<\/p>\n\t\t\n<\/div>\n

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Customer retention<\/p>\n\t\t\t\t\t

Onboarding, satisfaction surveys and recommendations for suitable products for existing customers.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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Our services<\/p>\n\t\t\t\t\t

What we take care of for you<\/h2>\n\t\t\t\t\t

From strategy and content to technology. You decide how much you want to do yourself.<\/p>\n\t\t\n<\/div>\n

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Strategy & target groups<\/p>\n\t\t\t\t\t

We define target groups, customer journeys and the journeys you start with.<\/p>\n\t\t\n<\/div>\n

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Journeys & flows<\/p>\n\t\t\t\t\t

We build automated campaign journeys with branches, wait times and triggers.<\/p>\n\t\t\n<\/div>\n

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Content & design<\/p>\n\t\t\t\t\t

Mailings, templates and copy in your brand design, ready to send.<\/p>\n\t\t\n<\/div>\n

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Landing pages & forms<\/p>\n\t\t\t\t\t

Pages and forms that win contacts and pass them straight to your CRM.<\/p>\n\t\t\n<\/div>\n

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Lead scoring & CRM handover<\/p>\n\t\t\t\t\t

Clear rules for when a lead is sales-ready, and automatic tasks for your sales team.<\/p>\n\t\t\n<\/div>\n

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Reporting & optimisation<\/p>\n\t\t\t\t\t

Opens, clicks and conversions at a glance. We continuously improve your journeys.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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Your tool<\/p>\n\t\t\t\t\t

We work with the system you have<\/h2>\n\t\t\t\t\t

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.<\/p>\n\t\t\n<\/div>\n

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Directly in the CRM<\/p>\n\t\t\t\t\t

Marketing and sales work in one system, with no interface in between.<\/p>\n\t\t

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\n\t\tSugar Market\n\t<\/a><\/p>\n\t\t\t\t\t

\n\t\tDynamics 365 Customer Insights\n\t<\/a><\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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Your existing tool<\/p>\n\t\t\t\t\t

You keep the tool you are used to. We connect it to your CRM so that every interaction reaches sales.<\/p>\n\t\t

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Salesforce Marketing Cloud<\/p>\n\t\t\t\t\t

Emarsys<\/p>\n\t\t\t\t\t

Klaviyo<\/p>\n\t\t\t\t\t

Brevo (incl. Newsletter2Go)<\/p>\n\t\t\t\t\t

Mailchimp<\/p>\n\t\t\t\t\t

CleverReach<\/p>\n\t\t\t\t\t

Mailjet<\/p>\n\t\t\t\t\t

GetResponse<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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Approach<\/p>\n\t\t\t\t\t

How we support and deliver your marketing automation<\/h2>\n\t\t\t\t\t

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.<\/p>\n\t\t\n<\/div>\n

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Analysis<\/p>\n\t\t\t\t\t

We look at target groups, the customer journey and your existing marketing activities.<\/p>\n\t\t\n<\/div>\n

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Strategy & workflows<\/p>\n\t\t\t\t\t

We define segments, lead scoring and automated campaign journeys.<\/p>\n\t\t\n<\/div>\n

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Implementation & CRM integration<\/p>\n\t\t\t\t\t

We set up the workflows and connect them to your CRM system.<\/p>\n\t\t\n<\/div>\n

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Testing & go-live<\/p>\n\t\t\t\t\t

Campaigns are tested, your team is trained and the automation is launched.<\/p>\n\t\t\n<\/div>\n

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Analysis & optimisation<\/p>\n\t\t\t\t\t

We optimise continuously based on open, click and conversion rates.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t\n\tGet in touch now\n<\/a>\n\t\t\n<\/div>\n\n<\/section>\n

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In practice \u00b7 Sport & entertainment<\/p>\n\t\t\t\t\t

Targeting fans, partners and sponsors<\/h2>\n\t\t\t\t\t

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.<\/p>\n\t\t\t\t\t

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360\u00b0<\/p>\n\t\t\t\t\t

view of fans, partners and sponsors in one system.<\/p>\n\t\t

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In use<\/p>\n\t\t\t\t\t

Sugar \u00b7 Online shop \u00b7 Ticketing \u00b7 Navision \u00b7 Social media<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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White paper<\/p>\n\t\t\t\t\t

Marketing
Automation
in B2B<\/h3>\n\t\t
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Free white paper<\/p>\n\t\t\t\t\t

Knowledge to
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\u2713 5 journeys you should start with
\u2713 Lead scoring with a sample table
\u2713 GDPR checklist for email marketing<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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Request the white paper<\/h3>\n\t\t
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