B2B CRM and marketing automation
Keep prospects moving and clients coming back.
73% of B2B revenue
comes from existing customers.*
(*Forrester)
What does that mean?
Your existing client base is your biggest growth opportunity!
In B2B, sales cycle span months and years. During that time, prospects go quiet, projects stall and existing clients get picked off by competitors who stayed visible when you didn’t.
MindMoB builds Customer Relationship Management (CRM) and automation systems that keep your business in front of the right people at the right time, without your team having to chase every contact manually. That means structured nurture sequences for new prospects, and deliberate re-engagement programs for the clients who already know you but haven’t heard from you in a while.
What CRM and automation from MindMoB achieves
A well-run CRM system tells you exactly where each prospect and client sits in your pipeline, what they’ve engaged with and what they need before they’re ready to move. Automation builds on that by delivering timely, relevant communications that match where buyers are in their decision-making.
For existing clients, email marketing programs keep your business visible between projects. Companies that re-engage their existing clients consistently are far less exposed when referrals slow down or a key contact moves on.
What B2B CRM and automation isn’t
A CRM is not a spreadsheet with a subscription fee, and automation is not a tool for sending bulk emails that nobody asked for. Both are useless without a plan behind them.
Most B2B businesses that ‘have a CRM’ are using it as a contact list. Most businesses that ‘do email marketing’ send a newsletter twice a year when someone remembers to write one. Neither of those approaches kee
How we do B2B CRM and automation
CRM audit and setup
We start by reviewing your current CRM setup and map how leads and clients move through your pipeline – to identify where follow-up is falling through the cracks.
- 5Pipeline mapping and stage definition
- 5Database review and segmentation
- 5Sales team workflow setup
- 5Integration with website and forms
Automation and nurture
We build workflows and email programs that nurture new prospects, re-engage existing clients and follow-up with contacts based on specific behaviours.
- 5Prospect nurture sequences
- 5Trigger-based follow-up workflows
- 5Client re-engagement programs
- 5Multi-stakeholder email sequences
B2B content rollout
We track performance and tell your sales team who is engaging, what content is driving action and where the system needs adjustment to keep improving.
- 5EDM strategy and planning
- 5Copywriting and design
- 5List hygiene and management
- 5A/B testing and optimisation
Why B2B companies choose MindMoB
Most agencies connect your CRM, build a welcome sequence and hand back a platform that nobody knows how to use. MindMoB builds systems that fit how your business actually sells. We understand the realities of operating a B2B business and your sales cycle.
Our automation programs are built around how your specific buyers move, and are connected to the broader strategy, content and brand work that makes them believable when they land.
See our client success stories
Concord
Developed a full nurture sequence for teachers and librarian contacts to boost top-of-mind and engagement.
Landair Surveys
Rolled out a consistent EDM campaign, sharing completed projects and industry insights to reengage contacts.
Get the 90-day action plan
Turning business goals into marketing direction..
Learn more about B2B content marketing
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See if we're the right fit for you
MindMoB partners with B2B companies that want their CRM to:
- NTrack prospects through long, complex sales cycles
- NAutomatically follow up at the right stage of the buying process
- NRe-engage existing clients with relevant, well-timed email programs
- NGive sales teams visibility over who to call and when
Frequently asked questions
We already have a CRM. Why aren’t we getting value from it?
Because a CRM is only as useful as the process behind it. Most businesses invest in a platform, do a partial setup and never build the workflows that make it commercial. If your team isn’t updating it consistently, if contacts aren’t segmented properly and if nothing is triggering follow-up automatically, the platform is doing very little for you.
What’s the difference between email marketing and marketing automation?
Email marketing is a channel. Automation is a system. You can send emails without automation, but you can’t do proper automation without email as one of the components. Automation uses behaviour to decide what to send next and when. For B2B, that matters because buyers rarely convert on first contact.
How do you re-engage clients who have gone quiet?
With structured email programs built around what they actually care about, not generic newsletters. For B2B clients who’ve worked with you before, the right re-engagement email must share relevant new work or insights and give them a reason to respond.
What platforms do you work with?
We can work across the major B2B CRM and automation platforms, including HubSpot. If you don’t have a CRM already, we typically set our clients up in GoHigherLevel. If you have an existing CRM you’re committed to, we’ll work within it.