Facts and Figures: Good Reasons for Marketing Automation
of companies report an increase in leads through marketing automation.
of companies using marketing automation record higher conversion rates.
of users achieve a positive return on investment within the first year.
Your Success Is Our Goal: Why Working with dotSource Is Worthwhile
Benefit from independent, agnostic and hands-on advice – from the initial analysis and continuous optimisation to further development.
Leverage a strategy that is tailored to your goals, your brand and your target audience. It is based on benchmarks, best practices and individual recommendations.
Whether Salesforce, SAP, HubSpot or others: You get exactly the system that meets your requirements and helps you move forward – regardless of the manufacturer.
Receive exactly the set-up that fits your level of maturity and goals. Our projects range from rapidly deployable marketing automation measures to complex initiatives built around a customer data platform (CDP).
Whether you are a medium-sized business or a large enterprise, whether B2B or B2C: Draw on our industry knowledge and proven best practices. No theory, just tried-and-tested concepts.
You remain involved in the process at all times, see progress and can play an active and flexible role in shaping it – thanks to agile methods and transparent communication.
You are not on your own. Even after launch, we are by your side – with support, further development and a genuine partnership of equals.
Holistic Consulting Tailored to Your Challenges
Marketing Automation Is Not Just About Tools
At dotSource, we see consulting as a holistic, continuous process – in-depth analysis, agnostic strategies and best practices at every stage of your project.
This ensures that every decision – from the initial concept to post-launch optimisation – contributes to your long-term development.
Are You Facing These Challenges Too?
- Your campaigns and communication processes take up too much time, are barely scalable and slow down your growth.
- You have already invested in marketing automation software, but are not yet using it strategically.
- Marketing, sales and IT work side by side rather than together, lacking a shared vision for processes and data.
- You want to finally automate event, lead and lifecycle communication in a structured and seamless way.
- Your customer data is stuck in silos and valuable information is scattered across various systems, preventing you from using it for personalised communication.
We tackle these challenges together.
Services: How to Make Your Marketing Automation Project a Success
1. Strategy: Identifying Goals, Defining Direction
Get a clear marketing automation roadmap.
- Analysis of your existing marketing, sales and communication processes
- Identification of relevant use cases, e.g. lead nurturing, newsletter processes, event communication or reactivation
- Development of a strategic vision for marketing automation along the customer journey
- Alignment and prioritisation of requirements relating to processes, content, data and roles
2. System Selection: Finding the Right Tool
Use the system that best suits your goals and processes.
- Assessment of your existing marketing automation systems and their potential use cases
- Technology-agnostic consulting on selecting, replacing or expanding your solution
- Consideration of budget, integration requirements, scalability and team structure
- Support in deciding between a new set-up, optimisation or further development
3. Implementation: Technology That Works
Benefit from a powerful, stable architecture.
- Implementation and configuration of your marketing automation solution
- Establishment of automated campaigns, trigger journeys and customer journeys
- Implementation of typical use cases such as double opt-in, lead nurturing, event follow-ups or lifecycle communication
- Integration of CRM, online shop, CMS, CDP and other relevant third-party systems
4. Support: For Today and Tomorrow
Stay flexible and future-ready with permanent technical assistance.
- Ongoing support and professional development after launch
- Assistance with new campaigns and additional requirements
- Realignment of your existing automations with new business goals
- Flexible collaboration – from planned further development to short-notice support
5. Training: Expertise That Makes a Difference
Strengthen your teams with practical knowledge.
- Training as an integral part of many implementation projects
- Hands-on enablement of your teams in working with processes and tools
- Workshops, training on the job and bespoke training courses
- Delivery remotely or on site
Consulting Session with dotSource as a Marketing Automation Agency
Your Contact for Further Questions
You Will Hear from Us Soon
- Our experts will take your enquiry and get back to you within one working day.
Technology That Fits Your Marketing
SAP Marketing CloudFlexible platform for complex B2B and B2C scenarios
Adobe Marketo EngageScalable enterprise solution for demanding B2B campaigns
Whether B2B or B2C, entry level or enterprise level: We know the leading marketing automation tools and understand what matters. dotSource maintains close partnerships and supports you in finding the right solution for your goals.
SAP Marketing Cloud Is Being Replaced: Let Us Find the Best Alternative Together
SAP is set to discontinue support for Marketing Cloud in 2026. The on-premises version reaches end of support in 2025.
SAP is moving forward with Emarsys as its marketing automation solution. Is switching to Emarsys the right move for you?
We help you decide. Together we analyse your requirements, examine alternatives and, if you wish, assist you with the implementation of your new solution.
Exciting B2B and B2C Projects: How Marketing Automation Works in Practice
Clients That Trust Our Marketing Automation Expertise
B2C vs B2B: The Benefits of Marketing Automation
B2C – Increase Relevance and Retain Customers
- Personalised customer engagement in real time
- Reduction of shopping cart abandonment through automated retargeting
- Cross-channel communication – coordinated e-mails, mobile, web and app interactions
- Lifecycle communication along the customer journey (e.g. welcome e-mails, birthday promotions)
- Automatic reactivation of inactive customers
B2B – Create Structure and Strengthen Sales
- Systematic lead nurturing over long sales cycles
- Automated tracking of events, trade fairs and webinars
- Standardised lead scoring and clear handover to sales
- Better qualification and evaluation of leads – driven by data and fully transparent
- Seamless collaboration between marketing and sales through clearly structured processes
Greater Impact with Data Power: How CDP and Marketing Automation Work Together
Better targeting. More relevant content. Higher conversion rates.
By integrating your marketing automation solution with a CDP, you can use customer data from all sources to form a unified profile in real time. It closes the gap between CRM and marketing automation.
This results in highly personalised campaigns based on a 360-degree view of customers – automated, efficient and accurate.
Know What Matters: Systems, Opportunities and Challenges
Further Agency Services at a Glance
Frequently Asked Questions About Marketing Automation
What is marketing automation?
Marketing automation is an approach to digital marketing that uses technology and automation to plan, control, report on and optimise marketing activities. Special software solutions and platforms are implemented to automate recurring marketing tasks, personalise customer communication and make the marketing process more efficient. As a Salesforce agency, we are here to support you and advise you on SAP CX and Adobe Experience Cloud.
What are the benefits of marketing automation tools?
Marketing automation systems offer a variety of benefits for users, e.g. personalised e-mail and customer communication as well as more precise targeting at a wide range of touchpoints. You can, for example, use e-mails, text messages, apps and advertisements to better reach your target audience. Thanks to A/B testing, you can also optimise the success of your campaigns. In addition, many tools offer support through artificial intelligence.
How long does a marketing automation project with dotSource take?
The project duration depends heavily on your goals and your existing system landscape. In some cases, smaller, clearly defined measures can be implemented in around two weeks. More extensive marketing automation projects often take several weeks to a few months. If complex integrations or a CDP are also being built, you should expect at least three months. In large transformation projects, the duration can also be up to 1.5 years.
How much does a marketing automation project at dotSource cost?
The costs of a marketing automation project depend on the scope of requirements, your existing system landscape, the integration needs and selected use cases.
Smaller consulting projects start at around €5,000 to €7,500. Smaller implementation projects generally start at around €15,000. Complex projects involving several systems, integrations or a CDP can be significantly more expensive. Depending on the provider and solution, there may also be licencing costs.
Which processes can you optimise with marketing automation?
Typical use cases include e-mail marketing, lead nurturing, segmentation, campaign management, event communication and cross-channel customer journeys. Automated processes help you make your communication more relevant and reduce manual effort.
Is marketing automation suitable for B2B or B2C?
For both – but in different ways. B2B is often about long-term lead nurturing and complex decision-making processes. In B2C, the focus is on scaling and personalisation in real time. In both cases, marketing automation ensures more efficient communication, a better database and measurable success.
Does dotSource only support implementation or also strategy and concept creation?
dotSource not only helps with technical implementation, but also provides holistic assistance for marketing automation projects. This includes assessing the initial situation, developing use cases, creating the functional concept, selecting or optimising suitable systems, technical implementation as well as training, support and further development. In many projects, consulting and implementation are closely intertwined. Depending on the scope, this ranges from smaller consulting projects to extensive transformation endeavours lasting several months.
Which solution is suitable if you are a medium-sized enterprise starting out with a limited budget?
The system should fit your level of maturity, your processes and your resources, not just the range of features. dotSource can support you in selecting an economically viable solution for a solid first step into marketing automation.
How quickly can marketing automation deliver initial results?
Initial effects are often seen early on in the form of better processes, more relevant communication and higher conversion rates. However, lasting success usually comes through step-by-step optimisation after launch.
Can dotSource connect CRM, CDP and marketing automation?
Yes. dotSource integrates marketing automation with CRM software and a CDP, enabling you to bring together customer data from multiple sources into a central picture and make your communication more relevant.
Does dotSource also offer support for SAP Marketing Cloud successor projects?
Yes. dotSource helps you assess alternative solutions, for example in the context of switching from SAP to Emarsys, and – upon request – can also assist you in implementing a new system.
How does dotSource find the right marketing automation tool for your business?
dotSource evaluates existing systems and provides vendor-neutral advice on selecting, replacing or expanding your solution. Budget, integration needs, scalability, team structure and your specific goals are taken into account.
Does dotSource continue to help after launch?
Yes. dotSource also provides support after launch with new campaigns, additional requirements, the optimisation of existing automations and the further development of your marketing automation set-up.