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Marketing Automation & CRM

Intelry > Marketing Automation & CRM

Data-Driven Approach to Growth Marketing and Automation is Critical to building a Great Customer Experience that results in Revenue Growth

It's a fact well understood by the business and digital marketing professionals that data analytics and insights play a critical role in transforming customer experiences that affects the overall business performance. The challenge is not as much in collecting the data, instead, it's knowing why we collect what we collect and what impact it has on our business.

Different approaches to Digital Marketing & Automation

At Intelry, we first try to understand your business model and then further investigate your business objectives in order to gain clarity about your growth trajectory. This helps in defining use-case and drawing up strategies for automation and data tracking.

Right tool for Marketing Automation

Depending on your existing marketing tech stack, automation needs and growth target, Intelry can suggest the right approach to automation and the tool from a wide array of vendors including Pardot, Hubspot, Marketo, SharpSpring, and Mailchimp to name a few OR configure the one you already have.

Stages of implementation

  • Discovery Phase
  • Technical Configuration
  • Automation Rules & Setup
  • Training/Handoff OR Service Level Agreement

Time to implement Marketing Automation

There are several levels of implementation:

  • Quick Start = 7 to 10 days
  • Advance Integration = 15 to 20 days
  • Ultra Implementation = 30 to 45 days

Estimate cost to implement marketing automation

Starting from USD 5,000 there are different levels of implementation depending on the number of hours it will take and the level of integration and implementation to an organization's marketing stack.

Where does the prospective customer fit in the Marketing Automation efforts?

At the heart of all marketing automation efforts is the prospect. Depending on the type of client organization (B2B, B2C, D2C) we map all possible user journeys that a visitor can possibly take to land on our client's website or come across the organic and paid media. Taking a prospect-centric approach we define the most ideal path to conversion and set up marketing automation to achieve defined goals.

Marketing Automation Packages

In our Marketing Automation, we offer 3 packages. Once we have studied your business model and marketing objectives we can further recommend which package would best meet your requirements:

Quick Start


7 to 10 days of implementation time

Gets you started with the basic automation so you can get cracking with prospect nurturing and lead generation.

List of items to chose in Quick Start

  • CRM integration with Salesforce, Hubspot, Freshsales, SharpSpring, Zoho, Workbooks, Insightly to name a few.
  • Vanity domain, domain key and SPF setup
  • Sync with Salesforce and field configuration
  • Connected Users with Salesforce SSO
  • Pardot components on Salesforce layouts
  • Engagement History Dashboards
  • Website tracking
  • Data migration
  • Folder hierarchy (Scoring Categories)
  • B2B Marketing Analytics Setup
  • Training, Handover and Best Practice guidance

Advance Integration


15 days+ of implementation time

  • Advance configuration and customization of the marketing automation system
  • Deep integration with Salesforce & proprietary software (Connector/Launchpoint)
  • Templates design and development for Emails, Forms, and Landing Pages in Pardot, Marketo, Salesforce Marketing Cloud, Hubspot, etc.
  • Email workflow / Engagement Studio journeys
  • Pardot Business Units planning and  implementation (sync with Salesforce)
  • Campaign hierarchy, management & reporting
  • Pardot Einstein Scoring & Grading Features
  • B2B Marketing Analytics configuration and custom dashboards
  • Training

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