Marketing automation, Salesforce and the work around them
The InHouse Marketers runs six disciplines: marketing automation, Salesforce CRM, AI integration, website development, website design, and SEO with paid media. Marketing automation and Salesforce are the core; the other four are here because each one touches the same forms, fields and lead routing.
What is marketing operations?
Marketing operations is the function responsible for the marketing technology stack, the data inside it, the automation that runs on it, and the reporting that comes out of it. In practice that means owning the platform and its integrations, the field and lifecycle model, lead scoring and routing, consent and suppression, and the numbers the pipeline report is built from.
What does a marketing automation consultant do?
A marketing automation consultant designs, builds and repairs the systems that capture, route, score and nurture leads in a platform such as Adobe Marketo Engage, HubSpot, Account Engagement (Pardot), Salesforce Marketing Cloud or Oracle Eloqua. The work covers new implementations, migrations between platforms, audits of an inherited instance, and the operations that follow: database hygiene, programme QA and the CRM sync error log.
Six platforms, certified
Adobe Marketo Engage, HubSpot, Salesforce, Account Engagement (Pardot), Salesforce Marketing Cloud and Oracle Eloqua. Whoever works in your instance holds a current certification in that platform. If you run Dynamics 365, Klaviyo or anything else, say so on the first call and we will tell you whether we have worked in it.
Adobe Marketo Engage
Implementations, migrations, nurture programme design, lead scoring models, database hygiene and ongoing marketing operations.
Certified
HubSpot
CRM onboarding, pipeline automation, sequences, Marketing Hub configuration and clean-up of accounts that grew faster than their admin.
Certified
Salesforce CRM
Sales Cloud, Service Cloud, custom objects, flows and the revenue operations plumbing that keeps sales and marketing agreeing.
Certified Admin
Salesforce Pardot
Account Engagement implementation, scoring and grading models, Salesforce sync configuration and B2B journey design.
Certified
Salesforce Marketing Cloud
Journey Builder, Email Studio, Automation Studio, data extensions and AMPscript for the cases that need real logic.
Certified
Oracle Eloqua
Campaign Canvas, program builder, lead scoring, integration frameworks and personalisation — including migrations off it.
CertifiedMarketing Automation
Marketing automation consultancy covers designing, building and maintaining the systems that capture, route, score and nurture your leads. We do new implementations, migrations between platforms, and rescue work on instances that someone else left half-finished — across Marketo, HubSpot, Pardot, Eloqua and Salesforce Marketing Cloud.
- Full platform implementation on Marketo, HubSpot, Pardot, Eloqua or SFMC
- Lead nurture programme design, build and QA
- Lead scoring and grading models derived from actual conversion behaviour
- Marketing and CRM integration, including bi-directional sync repair
- Database hygiene, deduplication and segmentation architecture
- System audits with a prioritised, costed remediation roadmap
- Ongoing marketing operations (MOPs) support as a retainer
- Consolidation after an acquisition: several instances into one, with a workspace and person partition per acquired organisation
MarketoHubSpotPardotEloquaSFMCMoving between platforms without losing the quarter
People, field values and static lists come across with an export and a field map. Scoring, lifecycle, routing and the CRM sync are rebuilt in the new platform’s own model. Activity history mostly stays behind: opens, clicks, form fills and page views remain in the old platform, so every report or scoring rule with a lookback window restarts at cutover.
Program logic rebuilt natively rather than transliterated, with scoring re-derived from actual behaviour.
Each HubSpot workflow split into automation rules, completion actions, dynamic lists and Engagement Studio programs, with one Pardot campaign set at first touch.
Programme-by-programme rebuild with a parallel-run period so nothing goes dark mid-quarter.
Where scale or complexity has outgrown the original platform, including database restructuring.
Sales CloudPardotMarketing CloudService CloudSalesforce Consultancy
We implement, configure and repair Sales Cloud, Service Cloud, Account Engagement (Pardot) and Marketing Cloud, and connect them to your marketing automation platform, so sales and marketing stop arguing about whose numbers are right.
- Salesforce CRM implementation and configuration
- Pardot (Account Engagement) setup, scoring and grading
- Marketing Cloud journeys and data extension architecture
- Custom flows, automation rules and Apex where the logic demands it
- Bi-directional sync between Salesforce and your marketing platform
- Revenue reporting, dashboards and attribution setup
Website Development
We build fast, accessible B2B websites and campaign landing pages wired into your marketing automation platform from the first commit, so native forms, hidden UTM and referrer fields and page tracking all work on launch day.
- Full website builds, CMS-based or custom
- Campaign and product landing pages
- Native platform form integration, tracking and lead capture
- Core Web Vitals, performance and accessibility work
- Server-rendered or prerendered output, so AI crawlers can read the site
- Ongoing maintenance and support retainers
Measuring this page load…
Read from your browser on this visit: timings from the Performance API, and a contrast ratio computed from the colours painted on screen, not numbers we typed in. The site is prerendered to static HTML, so search engines and AI crawlers get the full text without running any JavaScript.
SEO & PPC
We work on organic and paid search together, measured against pipeline rather than impressions. That now includes answer engine optimisation — structuring content and markup so AI assistants cite you, not only so Google ranks you.
- Technical SEO audits and implementation
- Answer engine optimisation: crawlable rendering, entity and FAQ schema, extractable copy
- Keyword research and content strategy mapped to buying stages
- Google Ads and LinkedIn Ads campaign management
- Conversion rate optimisation
- GA4 setup, attribution modelling and reporting you can defend
Website Design
Design work built around how B2B buyers behave: fewer decisions per screen, obvious next steps, and reusable email and landing page templates your team can ship without opening Figma.
- UI and UX design and prototyping in Figma
- Brand identity and visual language
- Conversion-focused landing page design
- Email and nurture template design
- Design systems your in-house team can maintain
AI Integration
We wire Clay, Apollo.io, n8n, Make and Claude into the marketing platform, CRM and website you already run, for enrichment, research, routing and reporting. Enrichment fills only empty fields and records where each value came from.
- Lead enrichment and research pipelines with Clay and Apollo.io
- Multi-step automated workflows in n8n and Make
- LLM integration (Claude, OpenAI) for content, data handling and internal agents
- AI-assisted CRM automation — follow-ups, deal scoring, churn signals
- Website personalisation and conversion experimentation
- Custom agent builds for outreach, SDR support and reporting
Or run the operations work yourself, with MarqIQ
Everything above is us doing the work. MarqIQ turns part of it into software: it records where each person first came from, writes that source onto the contact record in HubSpot, Marketo and Salesforce, and runs the audit and cross-system reports we would otherwise build by hand.
Starter, Pro and Business open with a 14-day trial on the Pro feature set, and no card is needed. Enterprise starts with a scoping conversation. Current plans, limits and prices are on marqiq.io.
Before you get in touch
Which marketing automation platforms does The InHouse Marketers implement?
Which marketing automation migrations have you delivered?
Do you take on platforms that another agency set up badly?
What does a marketing automation system audit include?
Do you offer Salesforce CRM implementation as well as marketing automation?
What AI tools do you integrate into marketing and sales stacks?
How much does a Marketo or HubSpot implementation cost?
Do you also sell software?
Last updated
Not sure which service you need?
Describe the platform you run and what is going wrong. We will say what we would do about it on the call, including when the answer is “you do not need us for this”.
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