“When implementing new CRM platforms its critical to utilize MAC to ensure a succesful foundation for future initiatives and to ensure integrations with other platforms are correctly established.”
We understand the importance of a successful implementation that scales with your business. We help you start off on the right foot by setting a strong initial foundation.
We work with your team to understand your business case, challenges and goals, and recommend an implementation plan which sets the foundation for success for years to come. Implementation Roadmap may include:
Our client-centric approach means we tailor our services to your specific goals. We work with you on your priorities, within your budget. Whether you want just a basic set up, or something much more customized and robust, our team is dedicated to delivering a solution that precisely meets your needs.
Once your brand new instance is configured according to design, we enable you to make the most out of it by providing ongoing support and training. Whether you need someone to fully manage your system, to be available for the occasional question or show you how it’s done and review and provide feedback, we help ensure your platform investment is a success.
From initial configuration to final testing, we ensure all components work together harmoniously, minimizing disruptions to your operations. Set up includes:
Unified Data Flow
We enable seamless communication between your CRM and MA instance, ensuring customer data remains consistent and up-to-date across all platforms.
Accurate Data Transfer
No more discrepancies or errors—our team ensures the accurate transfer and real-time synchronization of customer data between systems. You’ll have reliable information across all platforms.
Sales & Marketing Alignment
We offer next-level possibilities for automating your sales and marketing workflows. Our team will create synergy between your departments by seamlessly integrating your new MA instance with your CRM system.
Customized Branding
We’ll enable you to quickly and easily design stunning, emails and landing pages using templates which have been customized to align with your brand identity and maximize conversions.
Streamline Content Personalization
Our user-friendly templates allow your team to quickly and easily create personalized email campaigns and landing pages.
Maximize Performance Right Away
Our certified MA experts will configure reports which allow you to see real time promotions are performing well, and what can benefit from optimization.
Tailored Strategy Development
We work closely with your team to develop customized program frameworks to enable your team to quickly and easily set up key marketing campaigns such as email blasts, events and webinars, whitepapers and ebooks, and more.
Comprehensive Workflow Design
By mapping out the customer journey and identifying key touchpoints, we create results-driven workflows for driving engagement, conversions, lead nurturing, and segmentation.
Measurable Results
Our frameworks include report templates with KPI tracking to provide visibility into the performance of your operations, addressing the specific needs of your stakeholders.
Lead Source Capture
We investigate your Lead Source and Lead Source Detail (LSD) capture to ensure you are reliably getting the data you need to understand exactly which campaigns are generating the best leads. This is a crucial feature for your lead generation strategy.
Data Normalization
We’ll take a look at your automated data processing flows, which ensure all data is formatted similarly, enabling better filtering and segmentation. This process also makes it easier for different platforms to sync with each other.
Scalable Alert Programs
We’ll take a look at the consistency and reliability of your alert program to ensure it will boost communication, visibility, and trust for your team.
Integrated Program Implementation
We collaborate with your teams to integrate all necessary core programs, including webform submission tracking, data normalization, and scoring models, lead lifecycles, preference centers buyer journey traffic management and more.
Strategic Alignment
Our team works closely with yours to ensure core programs are strategically aligned with your business objectives. Whether you’re focusing on driving sales, increasing engagement, or improving customer retention, we help design programs that support your goals.
Leverage Industry Best Practices
We implement industry best practices for your marketing automation initiatives at an enterprise level, configuring journeys, audience and content builders, tools, integrations, and other features your new instance offers.
The MAC team came to the rescue! We didn’t have an in-house Marketo expert, and I was definitely in over my head with a Marketo migration. Post-migration, we continue to leverage the team for day-to-day operations, CRM integration, marketing design/strategy, campaign development (build/test/deploy), and analyzing campaign performance. Highly recommend!
Tracy H
Sr. Content Strategist
Small-Business (50 or fewer emp.)
Not only is MAC responsive, but best in class with their advice and best practices for set up. However, they 100% work with clients to meet individual company needs and workflow. They listened to our needs, drafted a very detailed project management timeline and communicated with many moving parts/departments internally. And we had fun while we completed the project.
Manager/Operations in Information Technology and Services
Mid-Market(51-200 employees)
Very responsive, great attention to detail, easy to work with, excellent Marketo knowledge, caught other vendors errors before project was released to the public which was big, very reasonably priced and no retainer required.
Marlaine H
Mid-Market(51-200 employees)
What I enjoy most about working with the team at MAC is that they understand our business and feel like a part of the team. They discuss the scenario, best practices and various alternatives, all the while educating us on the platform.
Emma C
General Manager Marketing
Loved the fact that I could connect with a consultant on a personal level, where they were able to understand my needs and intentions. This made the entire process much easier and effective.
Alex B
Digital Marketing Specialist
Marketing & Advertising
Marketing Automation Canada helped us expand our usage of Marketo, building custom landing pages, a preference center, custom reports, data clean-up and more. They were also available to answer a plethora of questions as I worked to develop other aspects of the program.
Bailey D
Senior Marketing Coordinator
Higher Education
What I enjoy most about working with the team at MAC is that they understand our business and feel like a part of the team. They discuss the scenario, best practices and various alternatives, all the while educating us on the platform.
Samantha P.
Marketing Manager
Medical Devices
Marketing Automation Canada © 2024
Privacy Policy | OHSA Policy
Marketing Automation Canada offers expert MA and CRM services. Our certified consultants specialize in Marketo, Salesforce Sales Cloud, HubSpot, Salesforce Marketing Cloud, Eloqua, Pardot and Microsoft Dynamics 365 platforms. We can assist with implementations, migrations, mergers, integrations, system audits, solutions architecture, custom development, consulting, design services, website development, website maintenance, database management and nurture strategies.
