Whether you have Marketo, Pardot or Act-On, SuccessFlow can work with you to ensure you get the most out of your marketing automation investment. We can advise on the most appropriate platform for your marketing and sales needs, plan the initial implementation, and develop an ongoing roadmap using a mix of best practice tactics and aligning them to you and your business. In short, we can guide and support you every step of the way.

Platform selection.

By understanding your sales, marketing and business needs, we will help you choose the right marketing automation platform for your business. SuccessFlow offer a one-day workshop, where we will assess your needs, discuss the benefits of marketing automation platforms, and support you through the selection process.

Quick start and launch.

Have you recently or are you currently looking to purchase a new marketing automation platform, and you need it up and running quickly? SuccessFlow can painlessly integrate your marketing automation platform into your business, ensuring no downtime for your existing marketing campaigns, while adding immediate value for your marketing and sales teams. With a well-proven process we are able to plan, build, test and launch, all within the tightest of timescales.

Migration.

Have your business needs outgrown your current marketing automation platform? SuccessFlow will work with you to develop a migration plan between two platforms. Our consultants will run a platform audit to analyse what is working and identify areas that require improvement in your current set-up. We can develop an effective migration roadmap, working closely with your internal teams to execute the plan, ensuring business as usual, no lost data and an immediate improvement with platform performance.

Take it to the next level.

Whether you want to create personal experiences, nurture leads through the funnel, improve retention, engage with your customers, or align with sales, SuccessFlow can help. Our consultants are marketing automation experts with a wealth of knowledge across all the industry’s major players. We will work with you and your team to strategically plan your marketing automation strategy over a 12 to 18-month period, reviewing and improving every 90 days. Our digital marketing experts have a wealth of industry and sector experience, helping you deliver the highest ROI. We are an extension of your team, advising on best practice, and sharing our knowledge of the latest marketing tactics.

Audit and optimise.

Have you made an investment in a marketing automation platform, but you’re failing to see results? SuccessFlow can audit your data, automation flows, scoring frameworks, even your landing page and email templates, to provide you with a comprehensive report, highlighting our best practice recommendations to get you back on track. In addition, we will assess the maturity level of your automation platform and create an action plan to advance your technology, your processes and your people.

Train your team.

Our team of marketing automation consultants are experts in best practice, and we appreciate that every organisation’s sales and marketing objectives, strategies and tactics differ. Our training services start by understanding your business goals and identifying gaps in your knowledge, to provide a valuable training course, relevant to your business. If you have specific needs we offer a fully bespoke training service for sales, marketing and super users, providing each individual with the tools to increase efficiencies, and ensure maximum ROI is generated from the platform.

GDPR readiness.

Are your marketing platforms in line with GDPR? If not, you’re not alone; it’s estimated that 80% of companies have identified they are not GDPR compliant*. SuccessFlow will help you get your marketing automation platform GDPR compliant, whilst providing guidance and support for your teams to maximise the opportunities that GDPR brings. From the technical improvements required, to improving your customer experience and conversion, we will ensure your business is GDPR ready.

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