Marketing Automation

“Marketing platforms work best when they serve both sides. They make experiences more relevant for customers and give marketing teams time to create, test, and improve. That’s where the real impact happens.”

Haley Mustak, Director, Martech & Personalization


Maximize the Value of Your Marketing Channels

We help transform your marketing automation platform into a powerful, user-friendly tool that delivers results. By aligning campaigns with customer behavior, enabling real-time triggers, and refining segmentation, we make it easy to deliver personalized content while reducing manual effort through automation.   

Our Expertise

Marketing Automation

We help businesses unlock the full potential of their owned channels through expert implementation, optimization, and enablement of leading marketing automation platforms.  

  • Marketing Automation Platform Migration

    We implement, migrate, and optimize leading platforms like SAP Emarsys, Adobe Marketo, HubSpot, and Klaviyo to help you fully leverage your owned channels. A well-configured platform enables streamlined campaign deployment, reduces reliance on technical teams, and increases marketing agility, leading to faster time-to-value and improved ROI.  

    Migrating your entire marketing operations may seem like a daunting task, but Smith’s expertise turns the unknown into the realized and optimized. We take the time to thoroughly understand your organization’s key goals and assess your current platform and campaigns’ performance to prioritize and shed what doesn’t resonate or bring success. This leaves your new platform with a streamlined and purpose-built baseline to achieve your success metrics in record time.

  • Strategic Automation Consulting

    Aligning your automation strategy with business goals is key to long-term success. Through deep assessments of your digital marketing maturity and campaign workflows, we help you build a roadmap built for purpose with platform enhancements, revenue attribution opportunities, and customer RFM models that leads to higher conversion rates, improved customer retention, and scalable growth. 

  • Optimizing Customer Lifecycle Journeys

    Customer lifecycle management should feel seamless and intuitive. By designing proactive and reactive touchpoints and strategies that respond to real-time behaviors, we help you increase engagement, reduce churn, and boost repeat purchases.

  • Segmentation & Audience Strategy

    Precision targeting starts with smart segmentation. We craft dynamic audience strategies utilizing firmographic, demographic, and behavioral data that evolve with your customers, leading to more relevant messaging, higher open and click-through rates, and stronger campaign performance. 

  • Channel Orchestration

    Consistency across channels builds trust. By coordinating messaging across email, SMS, web and more, we help you deliver unified experiences that improve brand perception and increase the effectiveness of cross-channel campaigns.  

    Each channel adds unique value:  

    • Email: educate and nurture customers with targeted content 
    • SMS: Deliver real-time, high-urgency reminders 
    • Push: Re-engage app users with timely alerts 
    • Web: Personalize your site to reflect customer preferences and behavior where they are 
    • Internal: alert your sales teams to key time-sensitive actions to keep them up to date with your customers’ latest needs 
    • Social: Acquire and spread awareness through organic storytelling 
    • Paid/Programmatic: Target your ideal buyer roles with precision and tactics that fuel ROI 
  • Performance Monitoring & Enablement

    Optimization doesn’t stop at launch. With ongoing support, campaign retrospectives, and enablement sessions, your team gains the insights and tools needed to continuously improve performance, reduce acquisition costs, and maximize marketing efficiency. 

Looking for more details about our Marketing Automation capabilities?

Contact Us

Case Studies

Case Studies

B2B Commerce and the customer journey are complex. 

So, we’ve built end-to-end commerce capabilities, expertly delivered, to help businesses transform how they operate and engage their customers across digital channels. The result? Better results. Realize Performance Commerce – with Smith.