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Marketing Automation Services That Make Growth Easier To Track
Automation should not feel like another layer of confusion. Modern buyers expect timely, relevant interactions at every stage of their journey.
Markivis helps B2B companies turn scattered marketing efforts into connected automation systems. From HubSpot and CRM automation to lead nurturing, lifecycle mapping and performance tracking. Your team will know where leads come from, how they engage, when sales should step in and what is driving revenue.
Good Marketing Automation Goes Beyond Email Campaigns
Most businesses start automation to save time. But the teams that get the most from it use it to build something more valuable: a shared, real-time view of every lead, every campaign and every decision point in the pipeline.
As a B2B/SaaS marketing automation consulting partner, Markivis builds systems that connect CRM data, campaigns, lead scoring and sales handovers into one clear view. This helps reduce manual work, speed up follow-ups, improve pipeline data and make marketing budgets easier to justify.
Whether you need HubSpot workflow setup, CRM automation, end-to-end marketing automation consulting or a complete strategy overhaul, Markivis builds automation your team can use, and your leadership can measure.
Explore Our Marketing Automation Ecosystem
Marketing automation works best when every part of the system speaks to the other.
Automate And Optimize Your Marketing and Sales Efforts
HubSpot can do a lot. But only when it is set up around your actual sales process, not a default template.
As a HubSpot Gold partner, Markivis builds HubSpot CRM systems that work clearly across lead capture, HubSpot Marketing, automation workflows, reporting dashboards and sales handovers. The focus stays on cleaner data, stronger visibility and a system your team can trust.
What We Do:
- HubSpot onboarding and implementation
- HubSpot CRM setup and optimization
- Marketing automation workflows
- Lead scoring and lifecycle stage setup
- Email automation and nurturing journeys
- Sales pipeline management
- Dashboard and reporting setup
- Team training and enablement
The Markivis edge
Markivis, a HubSpot Gold partner, runs a structured four-phase HubSpot implementation: audit, architecture, build, and handover.
Every engagement ends with a live walkthrough session, a documented workflow maps your team can edit, and 30 days of post-launch support. Y
ou leave with a platform you understand, not one you depend on us to manage.
Understand What Your Audience Is Really Doing
Marketing automation needs strong data behind it.
With Google Analytics, we help businesses understand how users find, explore and interact with their website before becoming a lead. This gives your team a clearer view of traffic sources, user behavior, campaign performance and conversion paths.
What We Do
- Google Analytics setup and review
- Website traffic analysis
- Conversion tracking
- User behavior insights
- Campaign source tracking
- Landing page performance review
- Funnel analysis
- Recommendation-led reporting
The Markivis edge
We produce a single-page Traffic-to-Pipeline report each month that maps Google Analytics data directly to CRM outcomes showing which traffic sources generated leads that moved the pipeline, not just sessions that bounced.
This gives marketing and leadership the same view of what is working.
Create One Shared System for Growth
When marketing and sales work from different versions of the truth, leads get lost.
Marketing may focus on form fills. Sales may want better-quality conversations. Leadership may want to know what is moving the pipeline. Shared definitions, CRM visibility, lead scoring, reporting and handover workflows help bring these perspectives together.
What We Do:
- Sales and marketing alignment workshops
- Lead qualification framework
- Lead scoring model setup
- Shared KPI planning
- CRM handover process
- Sales feedback loops
- Messaging alignment
- Funnel reporting
The Markivis edge
We run a two-hour alignment workshop with both teams before writing a single workflow.
The output is a written Lead Definition Agreement, a one-page document that both marketing and sales sign off on, covering what a good lead looks like, when it transfers, and who owns follow-up at each stage.
Measure What Works Before You Scale It
Automation without performance tracking is just an activity.
Connecting marketing efforts with measurable outcomes across campaigns, workflows, CRM stages and sales pipelines helps businesses understand which channels generate quality leads, which workflows support conversion and where marketing budgets should be allocated for the greatest impact.
What We Do
- ROI tracking across campaigns
- Marketing attribution support
- Funnel performance dashboards
- Lead source analysis
- Workflow performance review
- Conversion tracking
- Campaign reporting
- Monthly optimization recommendations
The Markivis edge
We build a Revenue Attribution Dashboard that your sales, marketing and leadership teams all access from the same shared view built inside HubSpot or as a standalone Looker Studio report.
Every metric is defined, agreed, and tied to a business outcome rather than a platform vanity number.
Clients who trust us
Is Your Automation Helping Sales or Just Sending Emails?
A lot of teams have automation in place. Forms are connected. Emails are scheduled. Leads are entering the CRM. Dashboards exist somewhere. But when you look closer, the cracks show.
Sales does not trust the lead score. Marketing cannot tell which campaign created real opportunities. Workflows overlap. Reports show activity, but not impact. And the CRM slowly turns into a place where data goes to sleep.
That is where Markivis helps. Our marketing automation consulting services are designed for teams that need more than basic email automation. We help you build workflows that are mapped to real buyer behavior, CRM logic and revenue goals.
The result is simple: your automation becomes easier to manage, easier to measure and far more useful for growth.
Featured Success Story
Real outcomes from real teams using HubSpot and CRM automation to drive growth.
How Slimstock Used HubSpot And CRM Automation To Launch In The US
The challenge
Slimstock had 30 years of inventory optimization experience and 1,200+ global customers, but their US market entry stalled. The small US team had no central marketing system, no qualified lead pipeline, and no way to align regional efforts with central marketing. Every campaign ran in isolation. Sales and marketing worked from different versions of the truth, and the CRM held data nobody could use.
What we did
- HubSpot implementation and CRM setup tailored to Slimstock's US go-to-market motion
- HubSpot managed services to support the US engine as it scaled
- Marketing automation with HubSpot across lead capture, scoring, lifecycle stages and sales handover
The impact
Bridging gaps between ideas and execution
Explore the stories behind transformative partnerships, where our ideas fueled exceptional results and lasting impact
