Which platforms do you work with?

HubSpot, Salesforce, Marketo, Pardot, ActiveCampaign, and others. We recommend the platform that best fits your team size, technical capability, and budget - without any commercial bias.

Do we need to change our CRM to work with you?

No. We work with your existing stack wherever possible. If your current tools are limiting your automation capability, we'll flag it and discuss options - but a platform migration is never a precondition for working with us.

How long does implementation take?

A standard automation implementation runs six to twelve weeks. Larger, more complex environments with multiple platforms and integrations may take longer. We scope accurately before committing to a timeline.

What happens after implementation?

We offer ongoing management and optimization retainers to monitor performance, update nurture content, and refine scoring models as your ICP and product evolve. Many clients opt for a lighter-touch quarterly review arrangement.

03 - Sales and Marketing Automation

Automate the admin. Focus your team on selling.

End-to-end automation of your lead nurture, CRM workflows, scoring, and pipeline reporting - so your sales and marketing teams spend time on the work that actually generates revenue.

Book a meeting

Sales and Marketing Automation

Automate the admin. Focus your team on selling.

End-to-end automation of your lead nurture, CRM workflows, scoring, and pipeline reporting - so your sales and marketing teams spend time on the work that actually generates revenue.

Book a meeting How we deliver it

Overview

What Sales and Marketing Automation means in practice

Most IT vendors' sales and marketing teams spend too much time on tasks that automation could handle - lead routing, follow-up sequencing, CRM hygiene, and pipeline reporting.

We design and implement automation systems that take these tasks off your plate, replacing them with consistent, systematic processes that run 24 hours a day so your sales team spends more time selling.

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Key benefits

Lead nurture and sequencing

We build automated nurture programs that keep your leads engaged through the full buying cycle - without your team having to manually follow up every contact.

CRM integration and data quality

We integrate your marketing activity with your CRM and implement data quality processes that keep your pipeline reporting accurate.

Lead scoring and prioritization

We implement scoring models that surface the highest-intent leads to your sales team - so they know exactly who to call first.

Our process

How we deliver Sales and Marketing Automation

Audit and Design

We map your current lead flow, identify manual bottlenecks, and design the automation architecture that will replace them.

Platform Setup and Integration

We configure your marketing automation and CRM platforms, build the integrations, and migrate existing data and workflows.

Nurture and Scoring Build

We build the nurture sequences, scoring models, and routing rules that automate your lead management end to end.

Testing, Launch, and Training

We test thoroughly, launch, and train your team on the new workflows - ensuring adoption is complete before we hand over.

Why xpandly

What sets us apart

We design, build, and implement marketing and sales automation systems for IT vendors - covering lead nurture, CRM integration, scoring, and reporting. Less manual work, more qualified pipeline.

Work with us

Vendor-agnostic

We work across HubSpot, Salesforce, Marketo, and other platforms. We recommend based on your needs and budget - not commercial incentives.

IT buyer journey expertise

Our nurture programs are designed around IT procurement cycles - the right content at the right buying stage for the right persona.

Measurable efficiency gains

We baseline your current manual task time before implementation and report on the efficiency gains achieved month by month.

Microsoft

Microsoft Copilot Lead Generation - your next major pipeline opportunity.

IT buyers are actively evaluating Microsoft Copilot right now. xpandly runs purpose-built lead generation programs that put technology vendors and channel partners in front of those decision-makers - delivering qualified, intent-rich leads in as little as 5 days.

5 daysto first qualified lead

2,000+Copilot leads delivered

20+leads guaranteed per 8 week campaign

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Microsoft Copilot Lead

Example

Meridian Technology Solutions

IT Director • 85 employees • Atlanta, GA

Status

Actively evaluating

Budget

$25k - $50k

Timeline

Q2 2026 decision

Licences

50 to 100 users

Intent signals

Attended Microsoft Copilot for Business webinar (3 days ago)

Downloaded Microsoft Copilot ROI calculator

Visited M365 pricing page 4x in the last 7 days

Also from xpandly

Explore our other services

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Go-To-Market Strategy

Structured GTM planning covering ICP definition, messaging hierarchy, channel mix, and sales enablement - so every market motion is deliberate, measurable, and repeatable.

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Growth Marketing

Demand generation, content, SEO, and performance campaigns built specifically for IT vendors - designed to compound over time and consistently fill your pipeline with qualified opportunities.

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IT Marketing Campaigns

Integrated marketing campaigns designed for the IT sector - targeting the right decision-makers, at the right stage of their buying journey, across the channels where they actually spend time.

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Microsoft Copilot Lead Generation

Purpose-built lead generation for IT channel partners targeting Microsoft Copilot decision-makers - and your next major pipeline opportunity.

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Market Research

Competitive analysis, buyer research, and market sizing that gives your leadership team the confidence to invest in the right opportunities - and avoid the wrong ones.

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PR and Thought Leadership

Strategic PR and thought leadership programs that position your business as the trusted expert in your market - generating media coverage, conference speaking, and a content profile that earns attention.

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LinkedIn Pay-Per-Click Advertising

Specialist LinkedIn paid campaigns targeting IT buyers, CISOs, IT directors, and channel professionals with precision - maximizing pipeline return on every dollar of ad spend.

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