Marketing automation and CRM

A database without segmentation or automation is an underused asset. What turns a database into revenue is the ability to reach each user with the right message at the right moment.

CRMEmail MarketingSegmentationLead ScoringFlowsData Tech

Most digital businesses have a growing database of customers and prospects that is never worked systematically. They send periodic newsletters to the entire list, run discount campaigns when numbers are soft and recover abandoned carts with a single automated email.

That model works up to a point. But it does not tap the potential of the available data: what each customer has bought, when their last purchase was, which products they browsed, what stage of the decision process each lead is at. With that information, far more relevant communications can be designed, generating more conversions with fewer sends and less pressure on the database.

At Elogia we work on CRM and marketing automation connected to the full channel. Behavioural data from the website, purchases, paid media and marketplaces feeds the segmentation and automated flows so that every communication has context.

Team in motion, energy and dynamism

What we do

Database audit and clean-up

Before activating any flow, we audit the state of the database: data quality, existing segmentation, connected tools and active flows. A dirty database gets cleaned before it's activated, not the other way around. Incorrect or outdated data generates irrelevant communications that damage sender reputation.

Lifecycle flow design

We design communication flows for each stage of the customer lifecycle: welcome, activation, repeat purchase, reactivation and retention. Each flow has a specific objective, an entry criterion and a success criterion measurable in business terms.

Lead scoring and qualification

We implement lead scoring systems to classify leads by conversion probability and potential value. Lead scoring feeds both the sales team's prioritisation and the segmentation of nurturing campaigns: higher-value leads receive more intensive and personalised communications.

Email marketing and communications

We design and run email marketing campaigns coordinated with the customer lifecycle and the actions of the wider channel. Sending frequency is based on engagement data from the list, not a fixed calendar: over-sending degrades sender reputation and reduces campaign effectiveness.

Full-channel integration

Marketing automation only works well when it has access to the relevant channel data: web behaviour, purchase history, paid media data, sales team interactions. We coordinate the integrations needed so that automated flows have the context they require.

The technology we operate with

We operate the most widely used CRM and marketing automation platforms, integrating them into the client's digital channel.

SalesforceSelligentConnectifActito

Frequently asked questions

The most common in the Spanish market for ecommerce and services are Salesforce Marketing Cloud, HubSpot, Connectif, Selligent and Actito. The choice depends on database volume, flow complexity and the integrations required with the CRM and ecommerce platform. At Elogia we work with several of these platforms depending on the project.

There is no universal number: it depends on list engagement and content relevance. A highly engaged list can receive several emails per week without engagement dropping. A low-engagement list deteriorates quickly if sent to too frequently. Frequency criteria must be based on open rate, click and unsubscribe data for each segment.

Lead scoring assigns a score to each lead based on their characteristics (demographic profile, company, job title) and their behaviour (pages visited, content downloaded, forms completed). The score is used to prioritise which leads the sales team contacts and to personalise nurturing communications. It is implemented in the marketing automation platform connected to the CRM.

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