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Automation Strategy Group

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A consulting agency specializing in CRM and marketing automation, helping B2B companies fix and optimize their sales and marketing infrastructure.

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Engagement
Project-based,Retainer

About Automation Strategy Group

Automation Strategy Group is a consulting agency that specializes in CRM and marketing automation. The firm helps B2B companies address and improve their sales and marketing infrastructure. Their approach centers on providing senior-level consulting services to ensure that systems are optimized for both efficiency and the generation of revenue. They position themselves as experts in architecting and resolving issues within existing sales and marketing technology environments. The agency's service focus encompasses a range of practical applications designed to enhance a client's operational capabilities. This includes comprehensive marketing automation services, where they assist with the setup, configuration, and ongoing management of platforms to automate marketing processes. Their CRM consulting involves advising on customer relationship management systems, helping businesses streamline their customer interactions and data management. Specifically, they offer expertise in HubSpot Consulting, ActiveCampaign Consulting, and Eloqua Consulting, guiding clients through the implementation and optimization of these particular platforms. Beyond platform-specific work, Automation Strategy Group provides a Fractional Chief Automation Officer service, offering strategic leadership for automation initiatives without the need for a full-time executive hire. They also support sales enablement efforts, equipping sales teams with the tools and processes needed to perform effectively. Workflow automation is another key area, where they design and implement automated sequences to improve operational efficiency across various business functions. Furthermore, they address marketing operations, ensuring that marketing processes are well-structured and efficient. Their Blueprint 360 Audit service offers a thorough review of existing systems and strategies to identify areas for improvement. Automation Strategy Group serves a defined set of industries and types of buyers. Their expertise is directed towards mid-market and enterprise B2B companies. Within the industry landscape, they have experience working with clients in B2B SaaS, healthcare, education, and financial services. This focus indicates their understanding of the unique challenges and regulatory environments present in these sectors, allowing them to tailor their automation and CRM solutions accordingly. Their client base typically consists of organizations seeking to enhance their technological infrastructure to support growth and operational excellence. Clients typically engage with Automation Strategy Group through two primary models: project-based work or a retainer agreement. The project-based approach is suitable for specific initiatives with defined scopes and deliverables, such as a new platform implementation or a system overhaul. The retainer model offers ongoing support and strategic guidance, allowing clients to access the agency's expertise over an extended period for continuous optimization and operational assistance. The agency provides senior-level consulting, suggesting that clients work directly with experienced professionals. While specific team size is not detailed, the nature of their services implies a collaborative approach to client engagements. The agency operates remotely, serving a diverse client base without geographical limitations. This agency is well-suited for B2B companies, particularly those in the mid-market and enterprise segments, that are grappling with complex or underperforming sales and marketing technology infrastructure. Organizations looking for senior-level guidance in CRM and marketing automation, or those needing to implement, optimize, or fix platforms like HubSpot, ActiveCampaign, or Eloqua, would find their services beneficial. Companies seeking strategic operational support through a Fractional Chief Automation Officer, or those aiming to improve sales enablement, workflow automation, and overall marketing operations, are also ideal candidates. Furthermore, businesses in B2B SaaS, healthcare, education, or financial services that require specialized automation and CRM expertise would align with Automation Strategy Group's industry focus.

Services

Marketing Automation,CRM Consulting,HubSpot Consulting,ActiveCampaign Consulting,Eloqua Consulting,Fractional Chief Automation Officer,Sales Enablement,Workflow Automation,Marketing Operations,Blueprint 360 Audit

Industries served

B2B SaaS,Healthcare,Education,Financial Services