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What Are the Key Benefits of Marketing Automation?

Increase efficiency, boost personalization, and grow revenue—at scale.   Marketing automation gives you the power to deliver the right message to the right person at the right time. Whether you're nurturing leads, automating repetitive tasks, or analyzing campaign performance, automation unlocks productivity without compromising personalization. Companies that use marketing automation report:

14.5% increase in sales productivity   
12.2% reduction in marketing overhead 70% higher conversion rates with personalized workflows    

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Looking to streamline lead generation with marketing automation? From campaign planning to real-time reporting, we’ve got you covered. Our services are built to deliver results through strategic capabilities like intelligent lead nurturing sequences, behavior- and funnel-based automated workflows, dynamic personalization across email, SMS, and web, and real-time performance tracking with powerful analytics and reporting dashboards.

Marketo is a marketing automation software company that provides a cloud-based platform for businesses to manage and optimize their marketing campaigns. The Marketo platform offers a range of features such as email marketing, lead management, analytics, and customer relationship management (CRM) integration. It is designed to help businesses streamline and automate marketing processes, and provide insights into their marketing campaigns’ performance.

HubSpot is an inbound marketing and sales software company that provides a marketing, sales, and service platform for businesses. The company's mission is to help businesses "grow better" by providing a holistic platform that enables companies to attract, engage, and delight customers through inbound marketing channels and sales techniques.

Pardot is among the leading B2B marketing automation tools, developed by Salesforce. It provides businesses with a set of features to help them create and manage marketing campaigns, automate marketing tasks, and analyze the performance of marketing strategies. Pardot's main focus is on B2B marketing, providing businesses with advanced lead nurturing, lead management, marketing automation, and analytics capabilities that are tailored to the specific needs of B2B organizations.

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    Here’s what you can expect:

    • Lead Generation and Conversion
    • Email Marketing Performance
    • Website and Content Analytics
    • Lead Management and Nurturing
    • Customer Relationship Management
    Marketing automation
    Our Process

    A Strategic Roadmap to Marketing Efficiency

    We don’t just implement tools—we build a complete automation ecosystem tailored to your growth goals. Our proven process ensures every step is aligned with your customer journey, sales objectives, and performance metrics.

    Platform set-up and integrations
    Step - 1

    Discovery & Audit

    We start by deeply understanding your business, audience, and existing systems. This includes mapping current workflows, evaluating platform readiness, and identifying gaps in your marketing funnel. It’s the foundation for a tailored automation strategy that works.

    Enrichment and audit of a database
    Step - 2

    Strategy Design

    Next, we design a blueprint that outlines how prospects move through your funnel. We define triggers, segment audiences, and map out multi-touch journeys. This step sets the tone for precise, high-converting automation.

    Developing a Marketing Automation Platform for increasing Leads and Campaigns
    Step - 3

    Platform Setup

    We configure your chosen platform—whether it's HubSpot, Marketo, or Pardot—to support your strategy. This includes setting up data integrations, syncing CRM tools, and building scalable frameworks that ensure data accuracy and workflow efficiency.

    Managing leads through sales funnel
    Step - 4

    Execution

    With everything in place, we launch and manage your campaigns across key channels. Our team runs A/B testing automation, monitors user behavior, and ensures every automation fires at the right time for maximum engagement and conversions.

    Regularly monitoring performance and making adjustments
    Step - 5

    Optimization

    Marketing automation isn’t “set it and forget it.” We continuously track performance, analyze results, and fine-tune every element—from email timing to workflow logic—to ensure your system keeps getting smarter and more effective over time.

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    Step - 6

    Advanced Platform Setup - 3rd party

    Advanced platform setup to automate marketing processes can include integrating the platform with third-party tools and services. These integrations can help businesses to streamline their workflows and gain a more complete view of their customers.

    Client Testimonials

    What Our Customers Are Saying

    Top Marketing Automation Agency trusted by Marketing Teams across Industries.

    Code & Peddle process was very deliberate in their development of a strategy – which we liked. They have a system in place that makes it easy to report and track where the progress of project hours go.

    Video Production
    Smith Head of Marketing

    The professionalism and personalized service that we got from Success Agency is unlike any other company we worked with and they made us feel so comfortable. Incredibly trustworthy and high value!!! Thank you!

    Search Engine Optimization
    Noa VP Maketing

    Code & Peddle understanding of technical SEO and content marketing clearly differentiates them from the myriad of other SEO/SEM agencies. Their data driven approach to Social just downright works

    Big data Analysis
    Mark Levine Executive Chairman

    How about scheduling a call with us to learn more?

    Platform-Specific Expertise

    Certified and Specialized Across Leading Platforms

    We work with the tools you already use—and help you get more from them.

    Marketo

    Ideal for enterprises with complex sales cycles and large teams. We help you harness Marketo’s deep segmentation, lead scoring, and advanced automation capabilities.

    Find out more
    HubSpot

    A powerful all-in-one CRM and automation suite perfect for growing businesses. From inbound marketing to full-funnel automation, we help you get the most out of every HubSpot feature.

    Find out more
    Pardot

    (Salesforce Marketing Cloud Account Engagement): Built for B2B organizations that rely on Salesforce for sales alignment. We design Pardot workflows that drive pipeline growth, lead scoring, and ROI-driven automation setup.

    Find out more
    HubSpot CRM

    A user-friendly, scalable CRM that integrates perfectly with your marketing automation. We ensure your data flows seamlessly and your teams stay aligned from lead to close.

    Find out more

    Frequently Asked Questions (FAQs)

    Marketing automation uses software to automate repetitive marketing tasks like B2B email marketing services, lead nurturing automation, and customer segmentation. It helps deliver timely, personalized messages to the right audience, improving efficiency and conversions.

    ROI varies by business, but most companies see a 2–5x return within 6–12 months. Benefits include increased lead quality, faster sales cycles, better customer engagement, and reduced manual workload.

    We tailor marketing automation strategies by analyzing each industry's unique customer journey, challenges, and goals. Our approach combines industry-specific insights with customized content, workflows, and tools to maximize engagement and ROI.

    While not always required, having a CRM greatly enhances your automation strategy. It enables better data sync, lead scoring automation, and sales handoffs. We help integrate your automation tool with CRMs like Salesforce or HubSpot CRM seamlessly.

    Typical implementation takes 3–4 weeks, depending on complexity and integrations. This includes auditing, strategy, setup, and launching your first campaigns.

    Yes. We handle end-to-end migrations between platforms, such as moving from Pardot to HubSpot or Marketo to HubSpot. We ensure data integrity, campaign continuity, and minimal disruption.

    Not at all. Whether you’re a startup or an enterprise, automation can help scale your marketing efficiently. We customize strategies to fit your team size, sales cycle, and goals.

    No—automation enhances your team’s capabilities, not replaces them. It frees up time from manual tasks, allowing your marketers to focus on strategy, creativity, and deeper customer insights.

    Marketing automation enhances customer engagement by delivering personalized content at the right time through targeted campaigns. It helps build stronger relationships by responding to customer behavior and preferences in real time.

    It depends on your business needs, team size, and existing tools. We conduct a platform fit analysis to recommend the best solution during our discovery phase.

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