A CRM and marketing automation agency helps a company stop managing contacts and customers across scattered spreadsheets, bringing everything into a single system that also talks to marketing activities: email, follow-up, contact nurturing. It’s not just about “installing software”: it takes a method that defines processes, pipelines and automations before even choosing the tool.

The problem is almost never a lack of tools: it’s a lack of method to make them actually work. A CRM configured without first analyzing the company’s real processes becomes, in most cases, an expensive piece of software the team stops using after a few weeks, with contacts drifting back to spreadsheets.

The work is built on three levels, from process analysis to real adoption by the team.

Process Analysis and System Selection

Before choosing any tool, we analyze how the sales and marketing team works today: where leads get lost, where visibility is missing, what actually needs automating.

Pipeline and Automation Setup

Pipelines, properties and automations built around the company’s real processes, not a standard install. Marketing automations — email, nurturing, follow-up — follow contacts with no repetitive manual work.

Training and Adoption

A CRM that isn’t set up and explained well risks getting abandoned within a few weeks: training the team is an integral part of the work, not an optional add-on. The engagement connects with SEO and advertising activities, because the contacts generated need to end up in a system that actually manages them.

Among our 20 cities, Bergamo is where we have the highest concentration of CRM projects. For Minelli Group we set up HubSpot as a single marketing and sales system, supporting an industrial group structured across multiple business units. For Tiknil we analyzed and optimized existing CRM processes, with automations for newsletters and renewal follow-up. For OSM Bergamo we ran a CRM consulting engagement. Three very different projects by size and goals, confirming that a CRM only works when it’s built on the company’s real processes, not on a template replicated identically for everyone.

The main phases of our method:

• Process analysis: how the sales and marketing team works today.
• System selection: the CRM best suited to the company’s processes and budget.
• Configuration: tailored pipelines, properties, automations.
• Marketing automation: automated email, nurturing, follow-up.
• Team training, so the system actually gets used.
• Ongoing optimization, based on real usage data.

The work doesn’t end at initial setup: a CRM needs maintenance and small continuous adjustments to stay useful over time.

The cost depends on the complexity of the processes and the system chosen: a consulting project on an existing CRM requires different investment than a full implementation with advanced automations. It generally starts with a process analysis to define a tailored quote.

In terms of timing, a simple project takes a few weeks; a more elaborate one, with multiple pipelines and automations, can take a few months between analysis, configuration and team training.

1. What does a CRM and marketing automation agency actually do?

It analyzes sales and marketing processes, chooses or configures the most suitable CRM system, and sets up the connected marketing automations.

2. Which CRM do you recommend?

It depends on the company’s processes, budget and complexity: there’s no single best CRM, only the one best suited to the specific project — we work with HubSpot, among others.

3. What does marketing automation mean?

Email, follow-up and contact nurturing set up to trigger automatically based on user behavior, with no repetitive manual work.

4. Do I need a CRM already to get started?

No, we work both with companies starting from scratch and with those who already have a system to optimize or migrate.

5. Do you also offer training for the internal team?

A CRM set up with method becomes the operational hub of marketing and sales, not one more piece of software to keep updated. Tell us about your project and we’ll help you figure out where to start.