Marketing Automation Consulting Services

Actually Utilize Your Tech

Your marketing automation platform (MAP) and CRM applications are the core of your tech stack. Making sure all systems operate at peak performance – and seamlessly together – is critical to success. Our marketing automation consulting covers planning, implementation, and optimization to ensure you’re maximizing your available technology.

CRM and Marketing Automation Consulting

Our expertise isn’t confined to just one platform, which allows us to partner with Salesforce, Oracle, and Adobe for the latest developments while optimizing whichever is your current system(s) for sustainable success.

Select a marketing automation or CRM platform to jump to that section and see what services are available.

Marketo, an Adobe Company

We’ve had the pleasure of serving Marketo customers since the company was founded. As a Platinum Marketo partner, no challenge is too daunting, no task to small.
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System Assessment

Improve Marketo Engage productivity and user adoption by assessing your instance and creating a 90-day roadmap to optimize your environment.

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Marketo Enablement

Quickly set up and optimize your Marketo Engage instance based on your business process and the ability to scale for future growth.

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Training and Support

Educate your users to increase adoption and improve productivity while making campaigns more scalable.

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Bizible Reporting

Derive critical business insights from your data and avoid analysis paralysis.

TPG EMPLOYEE SPOTLIGHT

Caitlin Poliska

Marketo 2020 Fearless 50 Rockstar Marketer

Marketo named Caitlin Poliska, TPG’s Senior Director Marketing Operations and Adobe Practice Lead, as one of its 2020 Fearless 50. Caitlin was selected for the bold approaches  and innovative digital marketing solutions she constructs and delivers to her customers.

Caitlin joined TPG in 2012 and has over 13 years’ experience crafting digital marketing strategies and marketing automation solutions. She’s helped companies on the Fortune 50 and Russell 2000 deliver and influence over $1 billion in revenue.

Salesforce CRM

Create a foundation for increased revenue with an optimized Salesforce CRM (SFDC) instance connected to your marketing automation platform.
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System Assessment

 Improve Salesforce CRM productivity and user adoption by assessing your instance and creating a 90-day roadmap to optimize your environment.

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SFDC Implementation

Quickly set up and optimize your Salesforce CRM instance based on your business process and the ability to scale for future growth.

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Custom Integrations

Connect distributed data into one location to optimize customer experiences and gain insights.

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Lead Management & Reporting

Measure lead generation and pipeline contribution with SFDC reports and dashboards. 

Salesforce CRM

Create a tech stack foundation for increased revenue with an optimized Salesforce CRM (SFDC) instance connected to your marketing automation platform.
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System Assessment

Improve Salesforce CRM productivity and user adoption by assessing your instance and creating a 90-day roadmap to optimize your environment.

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SFDC Implementation

Quickly set up and optimize your Salesforce CRM instance based on your business process and the ability to scale for future growth.

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Custom Integrations

Connect distributed data into one location to optimize customer experiences and gain insights.

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Lead Management & Reporting

Measure lead generation and pipeline contribution with SFDC reports and dashboards. 

Salesforce Marketing Cloud

Salesforce Marketing Cloud (SFMC) introduces a new era of orchestrating custom-tailored connections that serves and moves more customers through the funnel. 
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System Assessment

Improve Salesforce Marketing Cloud productivity and user adoption by creating a 90-day roadmap to optimize your environment.

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SFMC Enablement

Quickly setup and optimize your Salesforce Marketing Cloud instance based on your business’ processes and ability to scale for future growth.

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Migration Assistance

Modernize your technology and processes.
Minimize rework and downtime.

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Campaign Management

Optimize and automate multi-touch, omni-channel campaigns and programs to maximize your return on investment.

Pardot

Engage with seasoned marketing automation and Salesforce experts to get the most out of your Pardot investment.
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System Assessment

Ensure buy-in from all levels of the organization. How? With an actionable 90-day roadmap to enhance anyone’s Pardot experience.

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Pardot Enablement

Optimize your instance based business processes, system integrations, and ability to scale.

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Migration Services

Modernize your technology and processes while minimizing rework and downtime.

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Campaign Management

Optimize multi-touch campaigns, setup needed programs, and understand how to use all of the tools available for long-term growth.

Pardot

Pardot is a powerful marketing automation platform that’s making a big splash in the martech world. Engage with seasoned marketing automation and Salesforce experts to get the most out of your Pardot investment. 
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System Assessment

Improve Pardot productivity and user adoption by assessing your instance and creating a 90-day roadmap to optimize your environment.

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Pardot Enablement

Quickly setup and optimize your Pardot instance based on your business process and the ability to scale for future growth.

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Migration Services

Modernize your technology and processes while minimizing rework and downtime.

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Campaign Services

Optimize and automate multi-touch campaigns and programs to maximize ROI.

Oracle Eloqua

As an Oracle Platinum Partner, Eloqua Partner of the Year, and 18-time customer Markie Award winner, we have enabled our Eloqua customers to go faster and further for 12+ years.
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System Assessment

Improve Oracle Eloqua productivity and adoption by assessing your instance and creating a 90-day roadmap to optimize your environment.

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Oracle Eloqua Enablement

Quickly setup and optimize your Oracle Eloqua instance based on your business processes and the ability to scale for future growth.

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Migration Services

Modernize your technology and processes while minimizing rework and downtime.

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Campaign Services

Optimize and automate multi-touch campaigns and programs to maximize ROI.

Adobe Marketing Cloud

As options for engagement tech expands, so do our offerings. TPG has leveraged our vast Marketo experience to include services for the Adobe Marketing Cloud.
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System Assessment

Improve Adobe Marketing Cloud productivity and adoption by assessing your instance and creating a 90-day roadmap to optimize your environment.

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Adobe Marketing Cloud Enablement

Quickly set up and optimize your Adobe Marketing Cloud instance based on your business process and the ability to scale for future growth.

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Managed Services

Derive business-critical insights from your data and avoid analysis paralysis.

Adobe Marketing Cloud

As options for engagement tech expands, so do our offerings. TPG has leveraged our vast Marketo experience to include services for the Adobe Marketing Cloud.
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System Assessment

Improve Adobe Marketing Cloud productivity and adoption by assessing your instance and creating a 90-day roadmap to optimize your environment.

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Adobe Marketing Cloud Enablement

Quickly set up and optimize your Adobe Marketing Cloud instance based on your business process and the ability to scale for future growth.

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Managed Services

Derive business-critical insights from your data and avoid analysis paralysis.

Microsoft Dynamics 365

Build a foundation for increased revenue with an optimized Microsoft Dynamics instance. Our 12+ years’ experience has enabled many customers to take advantage of all their opportunities.
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Lead Management Design

Maximize MS Dynamic’s ability to capture, track and process leads coming into your system and interfacing with your company everyday.

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System Assessment

Improve productivity and adoption by assessing your instance and creating a 90-day roadmap with clear, measurable impact for total system buy-in from your organization.

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Migration Services

Modernize technology and processes, take advantage of the latest improvements, and  minimize downtime.

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Campaign Services

Build dynamic ideas for each campaign that leave a lasting impression on potential customers, warming them to your company’s solutions.

Go From Good To Great

Schedule a 30-minute call with one of our platform experts to learn what you may be missing.

Need a Business Case for Your Marketing Automation?

Whether it’s Marketo, Salesforce Marketing Cloud, Pardot or Eloqua, you need a solid case so you can get, keep and grow your customer base with industry-leading platforms.