Marketing Operations

The infrastructure behind your marketing engine

CRM management, automation workflows, lead scoring and reporting infrastructure that powers your growth engine and aligns sales and marketing.

Marketing Operations

The Operational Backbone Behind High-Performing Teams

We build the connected systems and processes that give your team actionable data and the automation to scale without adding headcount.

Marketing operations is the invisible force that makes everything else work. From CRM setup and automation workflows to lead scoring and reporting dashboards, we build the infrastructure that connects your tools, cleans your data and gives your team the visibility to make better decisions.

CRM Expertise
Workflow Automation
Revenue Attribution
Marketing operations dashboard and analytics
Our Approach

How we optimize your marketing operations

We build the systems, data foundations and automation workflows that turn your marketing stack into a revenue-generating engine.

CRM

Your single source of truth

We set up, clean and optimize your CRM so sales and marketing work from the same data - with proper lifecycle stages, lead routing and pipeline visibility.

CRM setup, migration and configuration from scratch
Lifecycle stage mapping aligned to your sales process
Lead routing rules that get leads to the right rep fast
Custom properties, views and pipeline stages
Data migration and deduplication from legacy systems
Why Marzipan

Your tech stack should accelerate growth, not slow it down

Most B2B organizations have the tools but not the setup. We build the operational backbone that connects your CRM, marketing automation, analytics and sales tools - so every lead is tracked, scored and routed to the right person at the right time.

Discuss Your Operations

HubSpot expertise

Deep experience across Marketing Hub, Sales Hub and Operations Hub - from initial setup and migration to advanced automation and custom objects.

Lead scoring & routing

Behavior-based and demographic lead scoring models that prioritize the right leads and route them to the right sales rep automatically.

Data hygiene & compliance

Regular audits, deduplication, enrichment and GDPR-compliant data management that keeps your database healthy and trustworthy.

Custom integrations

Native and custom integrations between your CRM, MAP, website, analytics and sales tools - ensuring data flows seamlessly across your stack.

Working with Marzipan was a turning point for our digital strategy. The new site is fast, scalable, and delivers qualified leads every week.

Mike Thurogood

VP Marketing, Instem

Our Work

Related case studies

View all case studies
From the Blog

Related articles

View all articles