Facts and Figures: Good Reasons for Marketing Automation
of companies report an increase in leads through marketing automation.
of companies using marketing automation record higher conversion rates.
of users achieve a positive return on investment within the first year.
Your Success Is Our Goal: Why Working with dotSource Is Worthwhile
Benefit from independent, agnostic and hands-on advice – from the initial analysis and continuous optimisation to further development.
Leverage a strategy that is tailored to your goals, your brand and your target audience. It is based on benchmarks, best practices and individual recommendations.
Whether Salesforce, SAP, HubSpot or others: You get exactly the system that meets your requirements and helps you move forward – regardless of the manufacturer.
Your systems work together. So do your teams. This creates a consistent customer journey across all channels.
Whether you are a medium-sized business or a large enterprise, whether B2B or B2C: Draw on our industry knowledge and proven best practices. No theory, just tried-and-tested concepts.
You remain involved in the process at all times, see progress and can play an active and flexible role in shaping it – thanks to agile methods and transparent communication.
You are not on your own. Even after launch, we are by your side – with support, further development and a genuine partnership of equals.
Holistic Consulting: Your Roadmap to Success
Marketing Automation Is Not Just About Tools
At dotSource, we see consulting as a holistic, continuous process – in-depth analysis, agnostic strategies and best practices at every stage of your project.
This ensures that every decision – from the initial concept to post-launch optimisation – contributes to your long-term development.
Our Services: How to Make Your Marketing Automation Project a Success
1. Strategy: Identifying Goals, Defining Direction
Get a clear roadmap for your marketing automation.
We analyse your initial situation, compare benchmarks and work with you to define your goals – for more leads, enhanced customer loyalty or more efficient processes.
2. System Selection: Finding the Right Tool
Use the system that best suits your goals and processes.
Not every tool is right for every company. We provide independent advice and analyse your existing systems, your requirements and your budget to find the perfect solution for you.
3. Implementation: Technology That Works
Benefit from a powerful, stable architecture.
Our technical implementation builds on the previously developed strategy and ensures seamless integration. We never lose sight of best practices, scalability and future viability.
4. Support: For Today and Tomorrow
Stay flexible and future-proof with ongoing technical support.
Marketing automation is not a one-off project. We provide long-term support in the form of regular updates, optimisations and further developments based on current trends and proven best practices.
5. Training: Expertise That Makes a Difference
Strengthen your teams with practical knowledge.
Whether workshops or on-the-job enablement: Our training courses prepare your employees for real-world use – easy to grasp, relevant to your context and motivating. We tailor everything to your strategy and goals.
Consulting Session with dotSource as a Marketing Automation Agency
Your Contact for Further Questions
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- Our experts will take your enquiry and get back to you within one working day.
SAP Marketing Cloud Is Being Replaced: Let Us Find the Best Alternative Together
SAP is set to discontinue support for Marketing Cloud in 2026. The on-premises version reaches end of support in 2025.
SAP is moving forward with Emarsys as its marketing automation solution. Is switching to Emarsys the right move for you?
We help you decide. Together we analyse your requirements, examine alternatives and, if you wish, assist you with the implementation of your new solution.
Exciting B2B and B2C Projects: How Marketing Automation Works in Practice
Clients That Trust Our Marketing Automation Expertise
B2C vs B2B: The Benefits of Marketing Automation
B2C – Increase Relevance and Retain Customers
- Personalised customer engagement in real time
- Reduction of shopping cart abandonment through automated retargeting
- Cross-channel communication – coordinated e-mails, mobile, web and app interactions
- Life cycle communication along the customer journey (e.g. welcome e-mails, birthday promotions)
- Automatic reactivation of inactive customers
B2B – Create Structure and Strengthen Sales
- Systematic lead nurturing over long sales cycles
- Automated tracking of events, trade fairs and webinars
- Standardised lead scoring and clear handover to sales
- Better qualification and evaluation of leads – driven by data and fully transparent
- Seamless collaboration between marketing and sales through clearly structured processes
Greater Impact with Data Power: How CDP and Marketing Automation Work Together
Better targeting. More relevant content. Higher conversion rates.
By integrating your marketing automation solution with a customer data platform (CDP), you can use customer data from all sources to form a unified profile in real time. It closes the gap between CRM and marketing automation.
This results in highly personalised campaigns based on a 360-degree view of customers – automated, efficient and accurate.
Know What Matters: Systems, Opportunities and Challenges
Further Agency Services at a Glance
FAQ – Frequently Asked Questions About Marketing Automation
What is marketing automation?
Marketing automation is an approach to digital marketing that uses technology and automation to plan, control, report on and optimise marketing activities. Special software solutions and platforms are implemented to automate recurring marketing tasks, personalise customer communication and make the marketing process more efficient. As a Salesforce agency, we are here to support you or advise you on SAP CX and Adobe Experience Cloud.
What are the benefits of marketing automation tools?
Marketing automation systems offer a variety of benefits for users, e.g. personalised e-mail and customer communication as well as more precise targeting at a wide range of touchpoints. You can, for example, use e-mails, text messages, apps and advertisements to better reach your target audience. Thanks to A/B testing, you can also optimise the success of your campaigns. In addition, many tools offer support through artificial intelligence.
What is marketing automation used for? Which processes can you optimise with it?
Marketing automation helps automate processes such as e-mail marketing, lead generation, nurturing, segmentation and campaign management – across all channels. Whether landing pages, customer journeys or cross-channel marketing: Automated processes save time, increase relevance and lead potential customers to their goal.
Is marketing automation suitable for B2B or B2C?
For both – but in different ways.
B2B is often about long-term lead nurturing and complex decision-making processes. In B2C, the focus is more on scaling and personalisation in real time. In both cases, marketing automation ensures more efficient communication, a better database and measurable success.