Marketing Automation & CRM Services | Jive Media
AI-Powered

Turn leads into customers on autopilot.

Automated email sequences, lead scoring, and CRM workflows that nurture prospects and convert them into loyal customers — without manual effort.

Why This Service
  • Certified HubSpot and Salesforce partners
  • AI-powered lead scoring and segmentation
  • Custom workflows tailored to your sales process
  • Full integration with your existing tech stack
Overview

What is marketing automation?

Marketing automation uses technology to automate repetitive marketing tasks — email sequences, lead scoring, customer segmentation, and follow-up workflows. Combined with a properly configured CRM (Customer Relationship Management) system, automation ensures no lead falls through the cracks and every customer receives personalized communication at the right time. At Jive Media, we design and implement automation systems that integrate with your existing tools, nurture leads through your sales funnel, and provide clear visibility into your pipeline.

Our Process

How we automate your marketing

01

Workflow Mapping

We map your entire customer journey to identify automation opportunities — from first touch through purchase and beyond.

02

CRM Setup & Migration

We set up or optimize your CRM (HubSpot, Salesforce, etc.), migrate existing data, and configure it to match your sales process.

03

Email Automation

We build automated email sequences for lead nurturing, onboarding, re-engagement, and retention — personalized based on behavior and preferences.

04

Lead Scoring

AI-powered lead scoring ranks prospects based on engagement, demographics, and behavior — so your sales team focuses on the hottest leads.

05

Integration & Connectivity

We connect your CRM with your website, ad platforms, social media, and other tools to create a unified marketing ecosystem.

06

Optimization & Reporting

Continuous A/B testing, workflow optimization, and detailed reporting on email performance, pipeline velocity, and conversion rates.

Why Jive

Why choose Jive Media for automation & CRM?

We don't just set up tools — we design intelligent systems that work together to grow your business.

  • Certified HubSpot and Salesforce partners
  • AI-powered lead scoring and segmentation
  • Custom workflows tailored to your sales process
  • Full integration with your existing tech stack
  • Ongoing optimization and support included
FAQ

Common questions about automation & crm.

Can't find what you're looking for? Get in touch and we'll be happy to help.

We recommend HubSpot for most small-to-medium businesses due to its ease of use, free tier, and powerful automation features. For enterprise needs, Salesforce is the gold standard. We'll recommend the best fit based on your size, budget, and requirements.

Basic CRM setup and configuration takes 2-4 weeks. Full implementation with data migration, custom workflows, and team training typically takes 4-8 weeks. We provide a detailed timeline based on your specific needs.

Almost certainly. We integrate with hundreds of tools including email platforms, ad networks, social media, accounting software, and more. If a direct integration doesn't exist, we can build custom connections using APIs and middleware.

Yes. Every automation project includes comprehensive training for your team — including recorded sessions, documentation, and ongoing support to ensure adoption and success.

Let's Talk

Ready to get started with automation & crm?

Schedule a free discovery call and we'll create a custom strategy for your business.

Schedule a Discovery Call