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Marketing Automation Services & Consulting
Marketing Automation That Makes Your Marketing Work Better
Your marketing technology should help your team move faster, work smarter, and create better customer experiences.
Marquee Project provides hands-on marketing automation services and consulting across HubSpot, Marketo, and Salesforce, helping B2B organizations implement, optimize, integrate, migrate, and manage the systems behind their marketing programs.
From campaign automation and lead management to CRM integration, data, workflows, reporting, and platform migrations, we help turn your marketing technology into a more effective growth engine.
Your Marketing Automation Platform Shouldn't Create More Work
Marketing automation is supposed to make your marketing more efficient.
But as programs grow, technology stacks can become complicated.
You may be dealing with:
Inconsistent lead lifecycle stages
Poor CRM synchronization
Duplicate or incomplete data
Campaigns that require too much manual work
Forms that aren't routing leads correctly
Marketing and sales using different definitions
Reporting that doesn't match CRM data
Legacy automation that is difficult to maintain
A platform migration that feels overwhelming
Teams that don't have the technical resources to optimize the system
The technology isn't always the problem.
Often, it's the way the technology has been implemented, connected, maintained, and used.
Marquee Project helps organizations create marketing automation environments that are organized, scalable, connected, and built around how your team actually works.
How We Help
Marketing Automation Services Built Around Your Business
We provide both strategic consulting and hands-on implementation.
Marketing Automation Strategy
Develop a practical roadmap for using automation to support your marketing and revenue goals.
We can help define:
- Lifecycle stages
- Lead management
- Lead scoring
- Campaign architecture
- Nurture strategy
- Automation requirements
- CRM integration
- Data structure
- Reporting
- Governance
Platform Implementation
Implement and configure marketing automation platforms to support your organization's processes.
This can include:
- Platform configuration
- Campaign architecture
- Programs
- Workflows
- Forms
- Landing pages
- Segmentation
- Scoring
- Nurture
- Notifications
- CRM synchronization
Marketing Automation Optimization
Already have a platform?
We can evaluate your current environment and identify opportunities to improve:
- Automation
- Campaign structure
- Data quality
- Workflows
- Lead management
- Scoring
- Routing
- Reporting
- User processes
Marketing Automation Management
Your internal team may have the strategy but not enough technical capacity.
We can provide ongoing operational support to help manage and improve your marketing automation environment.
CRM Integration
Marketing automation and CRM should work as one connected system.
We help connect marketing activity with CRM data, including:
- Lead synchronization
- Lifecycle stages
- Lead routing
- Campaign membership
- Opportunity data
- Sales alerts
- Reporting
- Attribution
Marketing Automation Migration
Moving platforms is more than exporting and importing data.
We help plan and execute migrations while considering:
- Data
- Campaigns
- Workflows
- Forms
- Landing pages
- Email programs
- Lead scoring
- Lifecycle stages
- Integrations
- CRM synchronization
- Reporting
- Historical data
- Testing
HubSpot
HubSpot Marketing Automation Services
Marquee Project helps organizations get more from HubSpot marketing automation.
We can support:
- HubSpot implementation
- HubSpot marketing automation
- Campaign development
- Workflows
- Lead scoring
- Lead routing
- Forms
- Landing pages
- Email automation
- Nurture
- CRM integration
- Data management
- Reporting
- Optimization
- HubSpot migration
Already using HubSpot?
We can help clean up and optimize an existing portal rather than starting over.
Moving to HubSpot?
We can help plan and execute your migration while maintaining the processes, data, and integrations your marketing team relies on.
Marketo
Marketo Marketing Automation Services
Marquee Project provides hands-on Marketo consulting and implementation support for B2B marketing teams.
We can help with:
- Marketo implementation
- Program architecture
- Campaign development
- Smart campaigns
- Smart lists
- Forms
- Landing pages
- Lead scoring
- Lifecycle management
- Lead routing
- Nurture programs
- CRM synchronization
- Tokens
- Data management
- Reporting
- QA
- Marketo optimization
Marketo can be incredibly powerful.
It can also become difficult to manage when programs, campaigns, workflows, and data structures grow without consistent governance.
We help bring structure to your Marketo environment so your team can use it more effectively.
Salesforce
Salesforce & Marketing Automation Integration
Your marketing automation platform and CRM need to work together.
Marquee Project helps organizations connect marketing activity with Salesforce so marketing and sales can operate from more consistent data.
We can support:
- Salesforce integration
- Lead synchronization
- Contact synchronization
- Campaign management
- Lifecycle stages
- Lead routing
- Lead scoring
- Marketing-to-sales handoff
- Opportunity tracking
- Campaign attribution
- Reporting
- Data governance
The goal is a connected system.
Marketing should be able to see what happens to its leads.
Sales should be able to understand marketing engagement.
Leadership should be able to connect marketing activity to pipeline.
Marketing Automation Migration
Moving Platforms? Make the Migration Work for Your Business.
Changing marketing automation platforms can be a major undertaking.
The technology migration is only part of the project.
Your organization also needs to protect the processes, data, campaigns, integrations, and reporting that keep marketing running.
We can help with migrations involving platforms such as:
HubSpot
Marketo
Salesforce
Pardot / Account Engagement
Eloqua
Migration planning can include:
Current-State Assessment
Understand what exists today before deciding what should move.
Data Mapping
Determine how fields, values, records, and lifecycle information will translate into the new environment.
Campaign Mapping
Identify which campaigns, programs, emails, forms, and workflows need to be recreated.
Automation Mapping
Document existing workflows and determine what should be rebuilt, improved, or retired.
CRM Integration
Ensure the new platform connects correctly with your CRM.
Data Migration
Move relevant data while maintaining data integrity.
Testing
Validate campaigns, forms, workflows, integrations, and data before launch.
Launch
Coordinate the transition and ensure the new environment is ready for production.
Post-Migration Optimization
Identify opportunities to improve processes rather than simply recreating the old system in a new platform.
A migration is an opportunity to improve your marketing operations.
Don't just move your problems from one platform to another.
Marketing Automation Workflows
Automate the Work That Slows Your Team Down
Automation should reduce manual work while creating a better experience for prospects and customers.
We can help automate:
Lead Management
Capture, update, score, qualify, and route leads automatically.
Nurture
Deliver relevant communications based on behavior, interests, and lifecycle stage.
Campaign Operations
Automate campaign workflows, program processes, and internal notifications.
Sales Alerts
Notify sales when meaningful engagement or qualification criteria are met.
Lifecycle Management
Move contacts through lifecycle stages based on defined criteria.
Lead Routing
Automatically route leads based on territory, account ownership, product interest, company size, region, or other rules.
Data Management
Standardize and update data through automated processes.
Reporting
Create consistent campaign and lifecycle data that supports reporting and attribution.
Marketing Automation + CRM
Connect Marketing and Sales Around the Same Customer Data
Marketing automation is most powerful when it works together with your CRM.
A disconnected system creates:
Duplicate data
Inconsistent lifecycle stages
Poor lead visibility
Manual updates
Lost leads
Reporting problems
Frustration between marketing and sales
We help create a more connected flow:
Marketing → Engagement → Marketing Automation → Lead → Scoring → Routing → CRM → Sales → Opportunity → Pipeline
The goal isn't simply automation.
The goal is better connected revenue processes.
Marketing Automation Audit
Is Your Marketing Automation Platform Working as Hard as It Should?
If your platform has become difficult to manage, we can assess your current environment.
We'll review areas such as:
Platform configuration
Campaign architecture
Workflows
Lead scoring
Lifecycle stages
Lead routing
Forms
Landing pages
Data quality
CRM synchronization
Integrations
Reporting
Governance
User processes
You'll get a clearer understanding of:
What's working
What's creating problems
What's creating unnecessary manual work
What should be improved
What should be retired
What should happen next
Why Marquee Project
Strategy + Technology + Hands-On Execution
Marketing automation requires more than technical knowledge.
It requires an understanding of how marketing teams actually operate.
Marquee Project combines:
Marketing Expertise
We understand campaigns, demand generation, content, lead management, and the buyer journey.
Technology Expertise
We understand marketing automation platforms, CRM, integrations, data, and workflows.
Operational Expertise
We understand how to create repeatable processes that marketing teams can actually maintain.
Hands-On Execution
We don't just provide recommendations.
We can build the workflows, campaigns, forms, integrations, and processes.
Flexible Support
Use us for an implementation, migration, cleanup, optimization project, or ongoing support.
Who We Help
Marketing Teams That Need More From Their Technology
Enterprise Marketing Teams
You have complex systems, multiple stakeholders, and a high volume of campaigns.
Marketing Operations Teams
You need additional technical expertise and execution capacity.
Demand Generation Teams
You need automation that supports campaign execution, lead management, and nurture.
Organizations Migrating Platforms
You need to move systems without disrupting marketing operations.
Growing Organizations
Your marketing technology has outgrown your original setup.
Teams With Limited Technical Resources
You need specialized expertise without building a larger internal team.
Marketing Automation Services
Build, Optimize, Integrate, or Migrate
Our services can include:
Marketing Automation Strategy
Platform Implementation
Platform Configuration
Campaign Automation
Email Automation
Lead Scoring
Lead Routing
Lead Nurturing
Lifecycle Management
CRM Integration
Data Management
Marketing Automation Audits
Platform Optimization
Marketing Automation Migration
Campaign QA
Reporting & Attribution
Ongoing Marketing Automation Support
Client Results
Marketing Automation That Makes Teams More Efficient
HubSpot to Marketo Migration
Marquee Project helped a large healthcare organization migrate its marketing automation environment from HubSpot into an existing Marketo instance.
The project required more than moving data from one platform to another. We helped evaluate existing marketing processes, campaigns, automation, and data requirements and translate them into the Marketo environment.
By consolidating marketing automation into the organization's existing Marketo instance, the team was able to work within a more centralized marketing technology environment, reduce the complexity of managing separate platforms, and create more consistent processes for campaign execution and marketing operations.
The result was a more efficient marketing workflow and a stronger foundation for managing campaigns, automation, data, and ongoing marketing programs.
FAQ
Marketing Automation FAQ
What are marketing automation services?
Marketing automation services help organizations implement, manage, optimize, and integrate technology used to automate marketing processes. Services can include campaign automation, lead scoring, nurture, lead routing, CRM integration, data management, reporting, and platform optimization.
What does a marketing automation consultant do?
A marketing automation consultant evaluates how a company's marketing technology, data, processes, and campaigns work together and recommends or implements improvements. A consultant may help with platform selection, implementation, workflows, integrations, migrations, lead management, reporting, and optimization.
Does Marquee Project work with HubSpot?
Yes. Marquee Project provides HubSpot marketing automation services including implementation, workflows, campaigns, lead scoring, forms, nurture, CRM integration, optimization, and migration support.
Does Marquee Project work with Marketo?
Yes. Marquee Project provides Marketo consulting and implementation support including campaign programs, smart campaigns, smart lists, forms, landing pages, scoring, nurture, lifecycle management, CRM synchronization, QA, and optimization.
Does Marquee Project work with Salesforce?
Yes. We support Salesforce integration with marketing automation platforms, including lead synchronization, campaign management, lifecycle processes, routing, opportunity tracking, attribution, and reporting.
Can you migrate our marketing automation platform?
Yes. We can support marketing automation migrations by assessing your current environment, mapping data and processes, rebuilding campaigns and workflows, configuring integrations, testing the new environment, and supporting the transition.
Can you migrate from HubSpot to Marketo?
Yes. Marquee Project can support HubSpot-to-Marketo migrations, including assessing the existing HubSpot environment, mapping data and marketing processes, determining what should be migrated or rebuilt, configuring the Marketo environment, testing workflows and integrations, and supporting the transition.
What should we consider when migrating from HubSpot to Marketo?
A successful migration should consider more than data. Organizations should evaluate campaigns, workflows, forms, landing pages, email programs, lead scoring, lifecycle stages, CRM synchronization, integrations, reporting, historical data, and ongoing operational requirements.
Can you migrate from Marketo to HubSpot?
Yes. We can support organizations moving from Marketo to HubSpot by assessing the existing environment, mapping data and processes, rebuilding relevant campaigns and automation, configuring integrations, testing the new environment, and supporting the transition.
Should we rebuild everything when we migrate platforms?
Not necessarily. A migration is an opportunity to determine what should be migrated, improved, consolidated, or retired. We recommend evaluating your existing environment before rebuilding it in the new platform.
Can you clean up an existing marketing automation platform?
Yes. We can audit and optimize existing environments by identifying outdated campaigns, unnecessary workflows, data issues, inconsistent processes, and opportunities to improve automation and governance.
How does marketing automation connect to CRM?
Marketing automation can synchronize lead, contact, campaign, lifecycle, engagement, and opportunity information with a CRM. A properly designed integration helps marketing and sales maintain more consistent data and visibility.
Can marketing automation improve lead generation?
Yes. Marketing automation can help capture leads, score them, route them, nurture them, notify sales, and track their progression. Automation does not replace a strong demand generation strategy, but it provides the infrastructure needed to manage leads at scale.
How do you know if we need marketing automation consulting?
Common signs include excessive manual work, disconnected systems, poor CRM synchronization, inconsistent lead management, complicated workflows, unreliable reporting, outdated campaigns, or a marketing automation platform your team isn't fully utilizing.
Make Your Marketing Technology Work Better
Your marketing automation platform should help your team scale, not slow it down.
Whether you're implementing a new platform, optimizing an existing environment, integrating your CRM, or planning a migration, Marquee Project can help.