B2B SaaS CRM & Marketing Automation

Unlock the potential of your Marketing through automation in order to target and nurture prospects into customers 24 hours a day, 7 days a week, 365 days a year.

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Why CRM & Marketing Automation

Marketing Automation is a set of tools designed to streamline and simplify some of the most time-consuming responsibilities of modern marketing and sales roles. It can automate an unlimited amount of tasks and can work day and night without any management.

However, without a clear strategy and knowledge of how to best use CRM & Marketing Automation, you may waste time, energy and money on selecting the wrong tool for your business.

This is where Yellow O's expertise comes in.

Increases Revenues

Once set up, Marketing Automation allows your business to continue nurturing prospects and generating revenue, even when your office is closed

Saves Time

It eliminates repetitive manual tasks and can be used to enrich data for Sales and Marketing teams automatically


Almost every Marketing Automation tools includes analytics which allows you to see what is isn't working and how each activity affects the bottom line

Below are the CRM & Marketing Automation challenges we can help with.

Software Selection

Understand what functions, features and support you need with your Marketing Automation tool

Implementation Strategy

Full set up of Marketing Automation tool and integration with CRM

Lead Nurturing and Scoring

Complete set up on lead nurturing campaigns and lead scoring system

Demand Generation and Management

Specific campaigns to educate audience and encourage conversions and sales

Data Enrichment

Connect with other tools to enrich data on prospects, customers and your product

CRM Integration

Connect your Marketing Automation with your CRM and ensure two way communication

Lead, Opportunities and Sales Attribution

Set up attribution models for leads, opportunities and sales to understand where your revenue is coming from

Customer Success

Set up a Customer Onboarding process to increase usage and retention

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Managed Campaigns

Marketing automation campaign management and additional support

Our B2B SaaS Marketing Automation Process

Yellow O have developed a four stage process to ensure your Marketing Automation goals are met and exceeded.

1. Initial Consultation

We'll meet with you to discuss your business objectives, current Marketing activity and understanding of Marketing Automaton.

If you are seeking a new Marketing Automation software we will find out your exact requirements and what functionalities that you want to the tools to perform.

2. Recommendations & Review

We'll provide you with a short list of Marketing Automation tools. This will include the pros and cons, the cost and the difficulty of implementation and use.

Should you already be using Marketing Automation we will provide you with a SWOT analysis of your current Marketing activity and usage.

3. Implementation

Depending on the service you require, we can provide a complete implementation for you. However, if you have an employee in place, we can be there to provide support to ensure the tool is set up correctly.

4. User Training

We're here to support your users when working with the Marketing Automation tools. We can also train new hires (at an additional cost) in the future.

Ready for Marketing Automation? Simply complete the form below.