Turn your CRM into a revenue-generating machine β not just a contact database.
Most businesses have a CRM and most businesses underuse it. Amplipath sets up, configures and automates your CRM so it actively generates pipeline, nurtures leads and tracks revenue β transforming it from a passive database into your most valuable marketing asset.
Your strategy is customized around your market, digital maturity, commercial goals and existing systems rather than being forced into a generic checklist.
01
CRM setup and data architecture
Property configuration, pipeline stages, deal tracking, contact segmentation and data import β building a CRM architecture that reflects your actual sales process and captures the data your team needs to make decisions.
02
Marketing automation workflows
Lead nurture sequences, lead scoring, lifecycle stage automation, task assignment triggers and notification workflows β ensuring no lead falls through the cracks.
03
Integration and attribution
CRM integration with your website, marketing tools and ad platforms β creating a single source of truth for lead source attribution, pipeline health and marketing ROI.
Deliverables
What can be included in your engagement
Final deliverables depend on your scope, but a typical engagement can combine the strategy, implementation and measurement components below.
β
A CRM platform setup/migration
β
Pipeline & deal stage configuration
β
A lead scoring model build
β
Automated follow-up sequence setup
β
A monthly pipeline health report
SPECIFICATIONS & DELIVERABLES
What Is Included
CRM Platforms
HubSpotSalesforcePipedriveZoho CRMActiveCampaign
Automation Types
Lead scoringPipeline stage automationFollow-up sequencesInternal task/notification triggers
Frequently Asked Questions
CRM Setup & Marketing Automation FAQs
We can configure contact and company records, sales pipelines, lifecycle stages, custom fields, forms, lead routing, automated workflows, permissions and performance reports. The final scope is based on how your sales and marketing teams currently manage prospects and customers.
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