BUSINESS Automation Made Simple

Experts who turn your CRM into an automated business growth command center

Marketing automation implementation.

CRM Automate's Implementation Framework That Works

Our Business Automation Approach

Discover our comprehensive 4-step framework designed to elevate your marketing automation journey.
  • Strategy, where we delve into your business goals to craft a tailored marketing automation roadmap. Next is
  • Implementation, where we bring the strategy to life by setting up the right tools and processes.
  • Integration follows, seamlessly connecting your marketing automation system with existing CRM, email, social media, and analytics platforms to ensure a unified approach.
  • Execution sees your campaigns come to life, leveraging automation to deliver personalized, timely content to your audience. With our expert guidance, watch your marketing efforts transform into measurable results.

Our team has expertise in all business sizes

Our Certified Salesforce Business Automation consultants can help you across the entire Marketing Cloud suite.

Small Business

Engage customers and prospects with an omnichannel approach across email, mobile, web, and advertising. Build comprehensive journeys throughout the customer lifecycle, and gain powerful analytics.

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Mid-Sized Business

Combine data across different channels to build a comprehensive view of your customers and prospects. Leverage this to automate AI-driven customer journeys, create personalized web experiences, connect journeys across channels.

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Enterprise

Connect and unify all your marketing data, media investments, and KPIs to simplify performance analysis and make better decisions. Use AI-powered insights and share performance insights instantly in collaborative dashboards.

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What do you want to automate?

CRM Automate specializes in the following three industry verticals and can help you get the most out of Marketing Cloud.

CRM automation

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Sales automation

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Service automation

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Marketing automation

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Ecommerce automation

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Business operations

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Multiple technology platform!

Our Certified Salesforce Business Automation consultants can help you across the entire Marketing Cloud suite.

Marketing automation deployment and integration

Marketing Automation Consulting

Consulting

Provide technical and strategic
guidance, and educate on best
practices to leverage the full power
of the marketing cloud platform

Marketing Automation Platform Migration

Migration

Migrate data, assets from existing
platform to new marketing
automation platform with expertise
and guidance of certified consultants

CRM Migration

CRM Integration

Provide strategic guidance and
hands-on technical services to
integrate existing CRM with
marketing automation

API Integration

Integrate with different APIs
including 3rd party along with data
sync across various platforms to get
a single integrated collaborative
business process management
environment

Frequently asked questions related to Salesforce business automation services

Get Consulting

Creating an automated digital experience for your customers is not an easy task. With the average number of tools marketers have to use growing every year, this is becoming more and more challenging.

So how do you make sure you can keep up with these advancements in technology while making sure you are getting the highest value on your marketing dollars?

It takes a combination of teamwork and technical knowledge to be able to deliver on this. At CRM Automate, this is what we do best. We have a team of experts that have been in your shoes and understand your industry, your technology, and marketing. We will work with you to build a roadmap and value plan to help you focus on quick time to value along with building up your world-class team.

Checkout our Quick Start Packages

From an idea to an unforgettable and measurable customer experience

Teaming with the best

Salesforce-partner
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mulesoft

200+

Certified Consultants

1000+

Successful Customer Engagements

Rated 5 out of 5

Certified Satisfaction

Salesforce Marketing Automation Cloud Quick Start Implementation

The quick start package is designed to get you up and running in a short time, and on a limited budget. Contact us today for a quick start with Experience Cloud implementation.