B2B Marketing Automation - Scale Marketing Efforts

b2b marketing automation services strategy management

Discover how our B2B marketing automation services can help your organization succeed.



Increasing Scale And Scope Of Campaigns While Boosting Roi On Staff Costs

Are you looking to increase efficiency and reach your goals faster with B2B marketing automation services? Dream Factory Agency understands the importance of modernizing your business’s marketing efforts, driving growth, and increasing customer engagement. With an array of automated services tailored for the B2B market – from AI-powered solutions to lead generation and analytics – we can help you identify the best approach to success. Our team is dedicated to providing intuitive, efficient, and cost-effective solutions to fit your organization’s needs.


Marketing Automation automates key tasks and enables the creation of more complex, tailored message flows based on how target-customers respond or don’t. Manual processes can get out of sync and result in frustrations about the quality of leads, as well as the timeliness of hand offs. Marketing automation technology, uses data to help sales and marketing identify the best leads.

Infographics showing the data research and forecast of a traditional B2B Marketing Automation Strategy for the Dream Factory Website


Marketing automation tools are channel-agnostic in the sense that they can be used in different marketing platforms that include: email, SEO, CRM tools and social media. Additionally, the platform serves as a centralized hub for a variety of marketing activities, making the marketing professional’s life a whole lot easier.


  • Recover Lost Revenue
  • Increasing Customer Lifetime Value
  • More Effective Spend
  • Increase in Revenue
  • Increase Customer Retention
  • Strengthened Sales and Marketing Partnership
  • Concrete Measures of Success and KPI’s
  • Integrated Toolset
  • End-to-end Analysis
  • GDPR Compliance

B2B Marketing Automation Strategies FAQ

B2B marketing automation strategies refer to the use of technology and software to automate repetitive and time-consuming tasks in the marketing process. This includes tasks such as lead nurturing, email campaigns, social media scheduling, and data analysis.

There are many great marketing automation tools available for B2B lead generation. The best tool for your business will depend on your specific needs, budget, and goals. The following are some of the more popular options:

  • HubSpot - Offers a complete suite of inbound marketing tools, including CRM, email marketing, landing pages, forms, social media management, analytics, and more.
  • Marketo - Provides advanced lead management features like scoring and nurturing as well as account-based marketing capabilities.
  • Pardot - A Salesforce product that offers email campaigns and landing pages/forms creation tools with advanced reporting features.
  • Eloqua - An Oracle product that provides robust database management capabilities with advanced targeting options using customer data insights.
  • ActiveCampaign - Provides a range of email marketing automation tools, including behavior tracking, lead scoring and segmentation based on user activity.
  • Infusionsoft by Keap - Provides a comprehensive suite of sales and marketing automation tools, including CRM, email campaigns, lead capture forms, and e-commerce integration.
  • Mailchimp - Offers a range of email marketing automation features, including personalized emails based on user behavior and demographic data.

These tools allow businesses to automate repetitive tasks in their marketing process to improve efficiency, increase ROI and generate leads at scale.

There are several different types of marketing automation that businesses can use depending on their goals and objectives:

  • Email Automation - Automating email campaigns based on triggers such as website visits or downloads.
  • Lead Scoring - Assigning scores to leads based on their behavior or demographics so that sales teams can prioritize follow-up activities.
  • Social Media Automation – Scheduling social media posts in advance to maintain a consistent presence across multiple channels.
  • Campaign Management - Creating targeted campaigns across multiple channels (email/social/ads, etc.) using integrated software platforms like HubSpot or Marketo.
  • Analytics & Reporting - Using software to track performance metrics such as click-through rates (CTR), conversion rates (CR), and return on investment (ROI).

A persona is a fictional representation of an ideal customer based on real data about their behaviors and demographics gathered through research methods such as surveys or interviews.

In B2B marketing automation, personas help marketers understand their target audience better by creating detailed profiles of their ideal customers' key characteristics, such as job title/description/role within an organization/company size/industry vertical/age/gender/income level, etc.

By developing buyer personas, marketers can tailor their automated messaging more effectively, thereby attracting more qualified leads while improving conversion rates over time.