Our Services

Expert Consulting for Effective Marketing Automation

Putting the power of marketing and sales tech to work for you

The Berm Marketing Difference

We support all stages of marketing operations with a holistic, blended approach. With Berm, you can trust that every project, of any size, will include key elements of strategy, operations/execution, and training. No matter what your area of focus is, we combine our diverse expertise towards one goal: to create clarity, take action, and leave you feeling confident in your tools and skillset.

TRAINING

STRATEGY

AUTOMATION

TRAINING STRATEGY AUTOMATION

The right marketing automation creates certainty in your strategy and clarity in your effectiveness.

No more wild guesses about what works, or what doesn’t. Our background in digital marketing and demand generation allows us to deliver data-centric, analytics-driven, measurable results. Most importantly, we help you grow your reach, improve your customer journey, and ultimately, elevate your business success.

What can you expect to gain from working with Berm Marketing

  • Experience high ROI from your investments

  • Streamline the experience of using and optimizing your platforms

  • Bridge the gap between technology and strategy

  • Stay competitive by emerging and evolving in the digital marketing space

Ready to choose your own adventure?

STRATEGY

The Big Picture

  • Coordinate Marketing and Sales Alignment Strategy Workshops

  • Define Lead and Contact (Lead to Sales) Stages, Definitions, and Transition Rules (Define Lead to Sales Lifecycle Process and Documentation)

  • Develop the MQL definitions and lead to the sales hand off process – alerts, tracking, etc.

  • Sales Workflow and Process Optimization

  • Opportunity Stage Definition and Implementation

  • Developing a growth plan for user permissions and roles for scalability and efficiency

  • Determine assignment and routing approach considering all data entry points

  • Create Ideal Customer Profile through quantitative data analysis

  • Analyze data completeness (full profile) to determine where form strategy, data enrichment, and data collection processes should focus

  • Determine key performance indicators and executive reporting focus to ensure our system is set up to answer the questions they need

  • Determine first-touch, multi-touch, and last-touch attribution needs

  • Ensure that the necessary implementation pieces such as deliverability and branding are in place and optimized

  • Ensure the integration with your CRM is seamless and optimized for a 1-to-1 sync goal

  • Perform annual or as-needed system assessments and create tailored roadmaps based on findings

Operations

The Day-to-Day

  • Build necessary automation in SFDC for workflows and process builders to ensure the system assists with sales enablement and transitions as processes evolves

  • Configure page layouts and field settings to match the changing workflow of sales

  • Import and align data with the desired data format based on our standardization/data quality

  • Continually monitor and clean data/build automation to clean data to continue alignment 

  • Ensure channels and statuses are aligned with the complete picture of marketing efforts

  • Build ongoing email programs for outbound and action-based trigger emails

  • Build tailored sms playbooks and promotional content

  • Build complex nurture programs aligned with personas and stages in the buying cycles

  • Assist with abandoned cart and welcome series campaigns and flows

  • Assist with offline and online events integration and all program components

  • Assist with social advertising through Linkedin, Facebook, and Instagram 

  • Assist the team with customer feedback strategies across various systems

  • Ensure outside channels are tracked from an attribution standpoint – content syndication, paid social, paid ads, organic sources

  • Build seamless webinar integrations, including promotions, attendance data, and follow-up communications

  • Configure data entry points and field settings to align with data quality standards

  • Integrate new third-party platforms integration to create a seamless digital marketing ecosystem

  • Email and landing page template best practices and development

Training

The Level-Up

  • Develop a compliance program that teams are aligned and educated on to ensure we are meeting global regulations regarding data use and email/text communications

  • Configure subscription management program to align with customer interests and content categories while ensuring the team understand the value and importance of proper utilization

  • Guide teams to build daily and high level reports so they can prove to the management team that their daily efforts are making a difference/improve for future programs

  • Build program templates for scalability and cloning to outline best practices

  • Assist team with questions/configuration changes in the chosen reporting tool whether it be Salesforce reports, Marketo Performance Insights, Bizible, or any other third party reporting tool

  • Ensure teams are consistently monitoring the overall database health through key metrics

  • Provide customized on-site or remote training for teams

Platform Services

    • Workflows

    • Process Builders

    • Assignment Rules

    • Page Layout Customization

    • Field Management

    • User Profiles and Roles

    • Campaign Management

    • Campaign Influence Reporting

    • Opportunity Influence Reporting

    • Lead Status Definition and Implementation

    • Contact Status Definition and Implementation

    • Opportunity Status Definition and Implementation

    • Discovery to understand business needs, software bottlenecks, and overall gap analysis of seeing ROI

    • Technical assessment review system setup and provide a detailed roadmap tailored to findings and unique needs

    • Weekly progress calls

    • Annual audits and roadmaps

    • User permissions and roles

    • Field management and cleanup

    • Email link branding and domain tracking

    • Communication limits

    • Custom objects syncing

    • Form settings and validation rules

    • Sales insight

    • Integration with Salesforce

    • Munchkin implementation

    • Landing page domains

    • Webhook and Launchpoint assistance

    • CAPTCHA configuration and monitoring

    • Folder ttructure and system organization

    • Channel definition and configuration

    • First-touch, Multi-touch, and last-touch configuration

    • Data management campaigns

    • Deliverability audit and resolution

    • Sales enablement with alerts

    • Scoring

    • Interesting moments

    • MQL process

    • Mobile marketing

    • Gated content

    • Form and conversion optimization

    • End-to-end lead to sales process – strategic session as well as technical implementation and continued auditing

    • Marketable records review and optimization

    • Email template layout recommendations and creation

    • Landing page template layout recommendations and creation

    • Email performance metrics and analysis

    • Landing Page/form performance and analysis

    • Customized nurture programs

    • Subscription management

    • GDPR and CASL compliance

    • Marketo performance insights

    • Email insights

    • Revenue cycle modeler

    • Welcome series

    • Abandoned cart

    • Integration with e-commerce/POS systems

    • Database management

    • Ad hoc email sends

    • Website pop-up forms

    • Unsubscribe and preferences management

    • SMS implementation

    • Linkedin advertising – organic and paid

    • Facebook advertising – organic and paid

    • Instagram advertising – organic and paid

    • Yelp advertising and business account management

    • Google Reviews management

    • Trip Advisor advertising and business management

    • SMS and email content recommendations

    • Ideal Customer Profile/Personas

  • Do you have the proper platform for your business goals? We’ll analyze your current approach, optimize your marketing approach for your budget, and help make the right shifts to make sure your tech stack works for you.

Tailored solutions for every situation

We don’t believe in one-size-fits-all services. That’s why we start with a conversation, and then conduct thorough analysis to make sure that you get just what you need.

Ready to ramp up ROI?

Schedule your consultation with Berm Marketing to get started.

Have a question?

Visit our FAQs page for more details on our offerings, areas of expertise, and more.