CRM / Marketing automation

    When it comes to changes and developments in the digital arena, customer relationship management (CRM) systems and marketing automation is where it’s at. This is the disruptive innovation that is going to catapult businesses to the next level in their marketing and sales processes.

    Growth in the automation industry has been massive in the last decade and it’s predicted to increase even further to more than $110bn by the end of 2027. A total of 76% of businesses report using automation in the 2021 HubSpot State of Marketing Report.

    But as with everything in digital marketing – you’ve got to be in it to win it.

    Marketing automation is truly revolutionary when it comes to generating leads, attracting and converting customers and nurturing those relationships long after the first sale is complete.

    Automation enables businesses to offer a personal level of service to every single potential and existing customer at every step of their journey – and it’s all done automatically, with minimal input from the business. Amazing or what?

    This includes lead generation activities such as ad campaigns and social media posts, managing sign-ups to email databases, sending automated emails at the appropriate stages of the customer journey, booking appointments, completing sales, sending follow-up emails and much more.

    It means businesses can constantly be on top of generating leads and following up on them, without even having to think about it. It also gives companies access to a wealth of valuable information and data about how people are engaging and interacting with them.

    Every business can benefit from CRM and automation, and there are packages to suit all budgets, but a common barrier is often having the time and skills to get the systems implemented effectively. This can involve integrating with other software and systems a company is already using.

    We work with businesses to support their automation activities, whether they already have something in place, or are completely new to it all. This includes set up and implementation, to ensure the investment is working to its full potential – and that means generating leads and delivering a return.

    We can train teams on how to use the systems themselves, or we can manage the automated processes on their behalf on an ongoing basis.

    This can include developing a strategy for automation, helping to choose the right software and creating the content to plug into the sequences, such as infographics, emails, templates, white papers, case studies and blogs.

    Like with all things marketing related, the first step is always understanding the business’s goals and its customer base.

    Our CRM and automation specialists work across a variety of platforms including HubSpot, SharpSpring and Salesforce.

    The level of support can be tailored depending on where a business is in its automation journey. For example, a member of the EBY team was based at the Askews Legal office to support with the management of a new CRM system.

    The investment was worth it, resulting in a 40% increase in conversion rates, with a value of tens of thousands of pounds.



    Marketing automation can offer big quick wins as well as significant long-term growth – and if employing an agency like EBY to help, those wins can be achieved relatively painlessly too. The key to success is implementing the right strategy and the right system to ensure the automated processes are working efficiently and effectively to meet the goals of the business.

    We’re experts when it comes to helping businesses successfully deploy a CRM/automation system that delivers results.

    Get in touch with us today to harness the power of automation and start seeing those sales grow.


    We store and/or access information on a device, such as cookies and process personal data, such as unique identifiers and standard information sent by a device for personalised ads and content, ad and content measurement, and audience insights, as well as to develop and improve products.

    With your permission we and our partners may use precise geolocation data and identification through device scanning. You may click to consent to our and our partners’ processing as described above. Alternatively you may access more detailed information and change your preferences before consenting or to refuse consenting. Please note that some processing of your personal data may not require your consent, but you have a right to object to such processing. Your preferences will apply to this website only. You can change your preferences at any time by returning to this site or visit our privacy policy