Marketing automation and CRM services
Marketing automation and CRM services: HubSpot, Salesforce Marketing Cloud Engagement and Account Engagement, Adobe Marketo Engage and ActiveCampaign set-up and administration, nurture programmes, lead scoring and routing, attribution, and integrations between your CRM, website, ad platforms and product data, with dedicated marketing automation specialists or a defined implementation project.
Marketing automation work we provide
HubSpot set-up and administration
Marketing Hub and the Smart CRM configured around your sales process: properties, lifecycle stages, deal pipelines, forms, workflows and permissions, with existing data cleaned before it is imported.
Salesforce marketing platforms
Account Engagement, formerly Pardot, for B2B nurturing, scoring and grading synced to your Salesforce CRM, and Marketing Cloud Engagement journeys, data extensions and AMPscript for high-volume consumer messaging.
Lead scoring and routing
Scores built from fit (industry, size, role) and behaviour (pages, emails, product use), agreed with sales and checked against which leads actually closed, with qualified leads routed to the right owner and a follow-up task created at once.
Nurture programmes
Email and ad sequences for each stage and segment, from the first download to a sales conversation, with exit rules so a contact who books a demo stops receiving the nurture.
CRM and marketing integrations
Website forms, webinars, ad platforms, billing and your product database connected to the CRM through native connectors, Zapier, Make or n8n, or our own code against the platform APIs, with failed syncs raising an alert rather than dropping records.
Marketing attribution
UTM conventions everyone follows, campaigns and touches recorded on contacts and deals, first-touch, last-touch and multi-touch reports in the CRM, and closed deals sent back to Google Ads, Meta and LinkedIn as offline conversions.
CRM data quality
Duplicates merged, fields standardised, bounced and stale records cleaned up, and validation on forms and imports so the database stays clean after the clean-up.
Marketing automation migrations
Moves from Mailchimp or ActiveCampaign to HubSpot, between Account Engagement and Marketo Engage, or in any other direction, with fields, lists, consent, assets and workflows mapped and rebuilt, and old and new run side by side until the numbers match.
Marketing dashboards and mix models
Pipeline, cost per opportunity and channel performance in Data Studio, Power BI or the CRM’s own reports, and marketing mix models built with Google’s open-source Meridian when budgets span channels that click tracking cannot see.
Hire marketing automation specialists
Dedicated marketing automation specialists
Marketing automation specialists who join your team full time, work in your tools and process, and report to your lead. You interview them; we carry the Ukrainian contract, payroll, invoicing and leave.
Marketing automation projects
A defined piece of marketing automation with a scope, a fixed plan and a named lead on our side who owns the result and reports progress in your channels.
Ongoing marketing automation
Marketing automation as a continuing service: the same people every month, a backlog you prioritise, and hours you can see in our portal and on the invoice.
The dedicated team page explains how specialists join your team, and the outsourcing page covers project delivery, take-overs and how we charge.
Who works on your marketing automation
Marketing automation specialists
Workflows, scoring, nurture programmes and reporting
CRM administrators
HubSpot and Salesforce configuration and data
Integration developers
C#, Python and TypeScript code against platform APIs
Salesforce developers
Flows, Apex and AMPscript
Marketing analysts
Attribution, dashboards and mix models
How we build marketing automation
The platform stays yours: your HubSpot portal or Salesforce org and your data, with our people added as users whose access you control. Every workflow, score and integration is documented, named to a convention and tried in a sandbox or on a test list before it touches live contacts, so the next administrator can see what fires and why.
Integrations are code or configuration with error alerts, not scripts on someone’s laptop: when a sync fails, someone hears about it the same day. Results are measured where the CRM can see them, from leads and meetings to pipeline and revenue by source, and the reports are built with the sales team so both teams count the same things.
Other digital marketing services
PPC advertising
PPC and paid advertising services: Google Ads, Microsoft Advertising, Meta, LinkedIn and TikTok campaigns with conversion tracking set up first, with dedicated PPC specialists or project delivery.
Social media marketing
Social media marketing services: content calendars, posts and short-form video, community management, creator partnerships and paid social, with dedicated social media managers or ongoing project delivery.
Email marketing
Email marketing services: campaigns, lifecycle and automated flows, templates, deliverability and segmentation in Klaviyo, Mailchimp, Braze and HubSpot, with dedicated email marketing specialists or project delivery.
Lead generation
B2B lead generation services: account research, verified contact lists, cold email and LinkedIn outreach and appointment setting under GDPR and platform rules, with dedicated specialists or project delivery.
Questions about marketing automation
Which industries do your marketing automation specialists work in?
Mostly SaaS and enterprise software companies running inbound and product-led funnels; e-commerce and retail brands connecting the store to email and ads; fintech and insurance companies with long, regulated sales cycles; education providers handling enquiries and enrolments; healthcare and wellbeing businesses; marketing agencies running several clients’ platforms; and AI and data products whose product usage feeds the lead score.
HubSpot or Salesforce?
HubSpot when you want marketing, sales and service in one system your team can run without a developer. Salesforce with Account Engagement or Marketing Cloud Engagement when the sales process, data model or volume needs deep customisation, or when the company already runs on Salesforce. We work on both, and on Marketo Engage and ActiveCampaign, and keep what you have unless a move clearly pays for itself.
Can you connect our product data to the CRM?
Yes. Sign-ups, usage events and billing are synced from your database, Segment or your warehouse through the platform APIs or a reverse ETL tool such as Hightouch, so lifecycle stages and lead scores reflect what customers actually do in the product.
How quickly can marketing automation specialists start?
When the right marketing automation specialist is available, the start is gated only by your interview and the NDA and IP assignment. Otherwise we run a search, which typically produces candidate profiles within two to three weeks, and nobody starts until you have said yes.
How do we hire marketing automation specialists through BigTree108?
Tell us the work, the seniority and the hours you need. We propose one or two people with their profiles, you interview them the way you would interview your own hire, and you sign one agreement with BIG TREE 108 LLC and receive one invoice a month.
Who owns the work they produce?
You do. Every specialist has a signed contract with BigTree108 that assigns all work product to the company, and our agreement with you assigns it onward. Code, designs and documents are delivered into your own repositories and tools, not kept where only we can change them.
Need your CRM and marketing tools to work together?
Tell us which CRM and marketing platforms you use and what is not working. You get an answer within one business day: a plan for the first changes, or candidate profiles.