Marketing Automation | Lead Generation | CRM solutions
Many B2B companies still manage leads and customer relationships manually — through spreadsheets, email threads, or siloed notes across teams. While this may work early on, it often leads to missed opportunities, inconsistent follow-ups, and limited visibility into your pipeline.
At Planet A Marketing, we help businesses transition from manual sales pipeline handling processes to CRM systems that are simple, effective, and built to support smarter sales workflows.
The result? More responsiveness, more predictability, and more closed deals.
We will deliver you improved sales pipeline visibility
increase in qualified lead follow-up rates
starting your automated sales - marketing journey
CRM Strategy & Marketing Automation
CRM Discovery & Planning
We begin with a clear audit of how your business currently manages incoming leads and sales activity. From there, we recommend a CRM solution that fits your needs, processes.
CRM Setup & Customization
Lead capture, lead segmentation definitions, deal stages and automated follow-ups. we configure your CRM to match your marketing strategy and sales process — with cclear workflows, and actionable reporting.
Marketing & Sales Enablement & Training
We provide you a full blueprint of CRM processes and definitions - this means cleart reporting and sales pipeline status. We guide your team through the CRM: - making sure all the team understands workflows and definitions. Our training focuses on real usage from our real life experience. No technical jargons!
Integration & Marketing Strategy
Your CRM becomes a central hub — connected to your website forms, marketing tools, and analytics. We can also help you in designing the best possible marketing strategy to feed your sales funnel with leads.
Lead Generation
How We Help You Generate High-Quality Leads
We can help you to set up the marketing strategy focused on attracting quality leads. Our lead generation strategy combines:
Hyper-targeted B2B campaigns
Focused on your ideal customer profiles. Campaigns on the most popular channels where your customer is (LinkedIn, direct media placements, Google).
Your website and social media channels
We optimize your own channels for lead capture: 1. making your website SEO optimised and 2. setting up the right contact forms on your site.
Content marketing
That builds trust and drives inbound interest. We deep dive into your business and competition - and will design not only SEO optimized content, but content that resonates with your target audience.
Data-driven - quality assurance
We have a reporting practice: we deliver measurable insights, optimize strategies, and demonstrate clear ROI for you - so you can make your own judgement on our performance. Moreover our knowledge from large enterprises invaluable brings expertise.
Marketing automation
What is marketing automation?
Marketing automation is the use of technology & processes to streamline and automate marketing tasks and workflows. It involves automated lead nurturing, leads follow up, internal notifications and tasks. Automation will help to increase efficiency, improve lead nurturing, and drive more conversions with less manual effort.
It allows businesses to deliver personalized, timely communication to leads and customers at every stage of the buyer journey.
NO LEADS WILL REMAIN UNTOUCHED!
How Marketing Automation Works
Marketing automation includes automated follow-up emails, lead segmentation, and behavioral triggers — all connected to a CRM.
For example, if a lead downloads a whitepaper or attends an event, they can automatically receive relevant content, be assigned to the right sales rep, or move into a nurture sequence. These systems ensure that no lead is missed, every follow-up is timely, and your team can focus on high-value interactions instead of repetitive tasks.
What to expect:
Our B2B CRM solution is ideal for B2B companies that:
1. Consultancy: how your marketing and sales engine can work together to bring in more results.
2. BluePrint of the ideal sales funnel
3. CRM set up and CRM customisation
4. Email marketing strategy – from setting up automated email journey, through email creation to reporting of email campaign effectiveness.
Who is it for:
Our B2B CRM solution is ideal for B2B companies that:
Are still managing leads manually or across disconnected tools
Are struggling to keep up with follow-ups or track sales performance
Want to lay the groundwork for scalable, predictable sales growth
- Want to feed more leads into the sales pipeline
Need a system that aligns sales and marketing efforts in one place
Don't Miss Out
Have any other request concerning our lead generation startegy, tools ?
You want to know more about our prices?
Ready to book a free consultancy?
If any of the above is true:
Meet Our Clients
They Believe In Us
We are passionate to work with start-ups, local companies in the area of sustainable tourism and health. We are proud to have experience in solar energy and we aim to expand our client list with more logos who believe in sustainable development, just like us.
