Plan
Readiness assessment, audit of the current stack, ICP and journey mapping.
Dynamics 365 · Marketing Automation · CRM
One source of truth for revenue. Built on Microsoft.
If your AI software runs on the Microsoft stack, your marketing automation probably should too. We plan, build and run Microsoft Dynamics 365 Marketing instances so you get real-time, attributable revenue from the entire funnel.
What this service ships.
Every feature below plugs into the rest of the funnel. Nothing is built as a standalone product.
- 01
Single source of truth
Marketing, sales and revenue data in one place. No more spreadsheet attribution arguments.
- 02
Real-time attribution
Every campaign, lead and deal tied back to source automatically, in real time.
- 03
Migrations from anywhere
HubSpot, Marketo, Pardot, Salesforce. We've migrated each one without losing pipeline.
- 04
Customer-journey orchestration
Trigger-based journeys across email, SMS, web and sales, orchestrated centrally.
- 05
Industry depth
Playbooks for SaaS, financial services, manufacturing, healthcare and education.
- 06
End-to-end ownership
Plan, build, run. Advisory, configuration, or fully operating your Dynamics 365 Marketing instance.
- Since 2009 Working with B2B software brands
- 10+ AI software clients on retainer
- 5 regions AU, US, CA, UK and NZ
- 100% in-house No offshore subcontractors
From signing to live in days.
Build
Configure Dynamics 365 Marketing, migrate data and journeys, integrate with your sales process.
Run
Operate campaigns, journeys and reporting, or train your team to run it themselves.
Expected outcome
Most migrations preserve pipeline integrity and surface 30 to 50% more attributable revenue inside the first quarter post-launch.
Marketing trusted by
- Riot Games
- Activision
- Qualcomm
- TED
- Bose
- EY
- BenQ
End of paper
Plug this into your funnel.
A 15-minute working session with a senior strategist. We map your current funnel against the seven stages and show you where this service fits.