Make the tech you pay for pay you back.
Clean data, joined up systems and automation that actually earns its keep. A CRM with a mammoth’s memory.
CRM and automation
Most businesses use a fraction of what their CRM and automation platforms can do. Data is messy, journeys were built once and forgotten, and nobody can say which marketing actually drives revenue.
I spent 13 years in the email marketing and marketing automation world with CommuniGator and Spotler, and I’ve led CRM implementations, migrations and integrations across Microsoft Dynamics, HubSpot, Workbooks and Spotler.
I’ll help you get the basics right, build automated journeys that convert, and give sales and leadership reporting they actually trust.
What you get
Strategy and hands on build, from a single journey to a full platform rebuild.
Your setup, data, journeys, lead management and reporting, with clear recommendations.
New platforms set up properly, data migrated cleanly and systems integrated with your website and sales tools.
Scoring, qualification and routing rules so sales get the right leads at the right time.
Welcome, nurture, onboarding, renewal and win back journeys built to drive action.
Clean data, smart segments by behaviour and lifecycle stage, and GDPR compliant consent.
Reporting that shows what marketing sources, influences and closes.
Interactive
Click any part of the stack to see what flows between it and the CRM.
The hub
The single source of truth. Every contact, company, deal and touchpoint in one place.
Connected to the CRM
Forms, tracking and intent data flow straight into the CRM, so you know who’s interested.
Connected to the CRM
Segments come from the CRM, and every open and click flows back to score the lead.
Connected to the CRM
Campaign and event data lands on the right records, so you can see what really paid off.
Connected to the CRM
Qualified leads arrive with context and a task, so nobody waits.
Connected to the CRM
One dashboard showing pipeline, from first touch to closed deal.
Most stacks have the parts. The value is in the joins.
Join mine upReporting and dashboards
Reporting built inside your CRM that shows what marketing really brings in, from first touch to closed deal. So nobody has to guess in the board meeting.
Marketing sourced pipeline
£480k↑ 24%Opportunities
67↑ 18%Conversion rate
29%↑ 6%Pipeline by source
Cost per opportunity
Campaign performance
Revenue influenced
Clear, board ready reports
Ways to work together
A full look at your setup, data, journeys and reporting, with clear, prioritised recommendations.
A focused 60 minute session to troubleshoot a problem, sense check a plan or get unstuck quickly.
Implementations, migrations, journey builds and integrations, scoped with clear timelines.
An extension of your team: strategy, build, optimisation and reporting, month after month.
Is this you?
Recognise yourself in a couple of these? Let’s have a chat and I’ll tell you honestly if a CRM project is the right move.
Sounds like meYou’re paying for platforms you don’t fully use.
You can’t see which marketing drives revenue.
Sales and marketing need a cleaner handover.
You’re moving to a new CRM or automation platform.
Your nurture and email journeys were built once and never touched again.
Your data is messy and segmentation is guesswork.
PE backed SaaS group
Marketing Director, 2018 to 2026
52% to 70%
lead conversion
90%+
new business from marketing
Marketing programmes, backed by joined up CRM and automation, generated over 90% of new business, and lead conversion rose from 52% to 70%.
8 weeks
From scattered data to one clean database
52% to 70%
Lead conversion improvement
13 years
In email marketing and automation
Marketing technology
Agile marketing technology sits at the heart of every successful campaign, so your stack needs to be fit for purpose. I help clients source, implement and optimise their marketing technology for peak performance, from automation and chatbots to CRM systems and website integration.
FAQ
Straight answers. Anything else, just ask.
Salesforce and Pardot, HubSpot, Microsoft Dynamics, Spotler, Workbooks, Pipedrive, ActiveCampaign and Salesloft, plus LinkedIn and Google tools. If yours isn’t listed, ask. The principles are the same.
Yes. I’ll help you define what you need, shortlist and compare platforms, and then implement the one you choose.
Both. I can audit and advise, or get hands on with the setup, journeys, integrations and reporting.
Tech that pulls its weight
Tell me what’s in your stack and where it creaks. I’ll tell you honestly what I’d clean up, connect or switch off first.