MAKE YOUR CUSTOMER DATA WORK FOR YOU WITH MARKETING AUTOMATION

Marketing Automation

By connecting your CRM, website, email platform, and other marketing technologies, we build a marketing automation ecosystem that turns customer data into action. We help give your marketing and sales teams the insights and qualified leads they need to increase conversions, improve efficiency, and drive long-term customer loyalty.

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HARNESS THE POWER OF YOUR DATA WITH EPIC IQ

EPIC IQ is our approach to infusing valuable data and insights into all our clients’ marketing strategies, and effective marketing automation starts with clean, organized, actionable data. Through lead scoring, audience segmentation, and automated workflows, we turn disconnected data into a strategic asset for your sales and marketing teams.

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A CERTIFIED STRATEGIC
PARTNER TO LEAD THE WAY

With in-house Certified HubSpot solutions partners and a team of developers and designers who hold platform certifications, we manage the complexities of HubSpot so your team can stay focused on strategy and growth. We also work extensively with Salesforce, Microsoft Dynamics, Constant Contact, and other CRM and marketing automation platforms. No matter your tech stack, we’re ready to help you maximize its potential.

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API INTEGRATIONS THAT BRING
ALL THE INSIGHTS TOGETHER

We connect data across platforms to create a unified view of your customers—giving your team the insights needed to make smarter marketing decisions.

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EMAIL MARKETING THAT ADDS VALUE, NOT NOISE

Using dynamic content, audience segmentation, and engagement scoring, we deliver more relevant email experiences that increase engagement and move prospects toward conversion.

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OPTIMIZING THE CUSTOMER JOURNEY WITH LEAD SCORING
AND NURTURING

From website behavior and email engagement to form submissions and ad activity, we track interactions across platforms to identify where customers are in the sales funnel. This helps your team identify purchase intent, prioritize high-value opportunities, and focus on the leads most likely to convert.

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A WEB EXPERIENCE THAT
WORKS FOR YOUR CUSTOMERS, AND FOR YOU

Your website should do more than look good—it should generate actionable customer insights. Working closely with our web design and development teams, we optimize new and existing websites with marketing automation tools that capture valuable customer data and seamlessly sync it with your CRM.

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What We Do

OUR SERVICES

We help you build powerful workflows and automated strategies from the ground up.

  • CRM setup, migration, and platform audits
  • Customer journey and persona development
  • Email deliverability audits
  • Lead scoring and qualification setup
  • Lead routing and automated sales handoff
  • Multi-step nurture workflows
  • Long-cycle B2B email campaigns
  • MQL-to-SQL progression tracking
  • Audience segmentation
  • CRM-based personalization
  • Multi-channel campaign automation
  • Landing page and email A/B testing
  • CRM and marketing platform integrations
  • Salesforce integration support
  • Sales team training and onboarding

FREQUENTLY ASKED QUESTIONS

Marketing automation is the use of technology to strategically streamline marketing tasks, processes, and workflows. This helps gather and organize information through email marketing, website form fills, and essentially any trackable marketing activity, so you can more effectively target and communicate with potential and existing customers.

As a certified HubSpot Solutions Partner, EPIC Creative builds many of our marketing automation solutions within HubSpot. We also work with a variety of leading marketing, CRM, and integration platforms, including Zapier, Constant Contact, Salesforce, Mailchimp, Microsoft Dynamics, and more. Our team recommends and implements tools based on each client’s unique goals, processes, and technology stack.

Marketing automation workflows are sets of predefined actions that run automatically based on specific triggers or conditions. These workflows help businesses nurture leads, send targeted communications, assign tasks, update customer records, and more—all without requiring manual intervention.

Marketing automation helps businesses save time, improve efficiency, and create more consistent and personalized customer experiences. By automating repetitive tasks, organizations can focus more on strategy and growth while improving lead nurturing, personalization, reporting, and operational scalability.

The right CMS depends on your content needs, internal capabilities, and growth plans. Platforms like WordPress offer flexibility and scalability, but the best choice is one that supports your team, integrations, and long-term goals.

Marketing automation improves lead generation by helping businesses deliver the right message to the right audience at the right time. Automated workflows can capture leads, segment audiences, deliver personalized content, and nurture prospects throughout the buyer’s journey. Combined with CRM data and behavioral insights, automation helps create more relevant experiences that increase engagement and improve conversion rates.

Contact Us

Let’s Work Together

Interested in working together? Give us a call at (262) 338-3700 or reach out using the form below.