---
title: "Marketing automation & CRM"
description: "Marketing automation and CRM from Genero, a marketing agency: we connect your customer data and build email and SMS flows that bring customers back."
image: "https://generogrowth.com/app/uploads/2024/09/artboard-6-2.png"
url: "https://generogrowth.com/marketing-automation-crm/"
language: "en-GB"
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modified: "2026-11-13T14:11:12+00:00"
---
### Relevant messages at the right time
# Marketing automation & CRM
We connect your customer data and build automated email and SMS flows that follow each customer from the first signup to the next purchase.
- Automated flows react to what people do, such as signing up, leaving a cart, buying or going quiet.
- Segments and personalisation come from your CRM and behaviour data, so each message fits the person who gets it.
- We agree goals for every flow and campaign and report the sales and pipeline they bring in.
Ask for a quote
## Choose an acquisition or retention goal
Marketing automation works best when you know where to invest first. Decide whether the priority is turning new contacts into customers or getting more repeat purchases from the customers you have.
For acquisition, in e-commerce or B2B, we improve signups and downloads and build welcome and lead nurturing flows that move contacts towards a purchase or a sales meeting. In an online store, abandoned cart and browse flows bring back people who left before buying.
For retention, the goal is higher customer lifetime value (LTV) and loyalty. That takes onboarding and post-purchase flows, win-back messages for customers who have gone quiet, a content calendar and newsletters worth opening.
##### Email, SMS and CRM
### The right message at the right time
Automation answers what each customer does as it happens, with an email, a text message or a task for your sales team.
Two kinds of data do most of the work:
**Real-time event data:** Purchases, site visits and form fills trigger the next message while it is still relevant.
**Interests and preferences:** What customers tell you and what they click decides which content and offers they get.
##### CRM and customer data
### One view of each customer
We connect your CRM with your online store, ad platforms and analytics, and clean up the data so segments stay reliable. Purchase history, email engagement and sales activity then show who is a first-time buyer, who is a regular and which leads are ready for sales.
##### **Segmentation**
### **Use customer behaviour to plan acquisition**
Every customer type, from discount hunters to regulars, offers different opportunities for growth. We build segments from customer actions and preferences and share them with your ad platforms, so you reach more people like your best customers.
##### **Make it personal**
### **Personalise messages to customer interests**
Offers and content follow each customer’s interests and purchase history, in email and SMS. Each message should feel relevant to the person who gets it and make the next purchase more likely.
##### Genero sets up, runs and improves your marketing automation
## How we work on marketing automation and CRM
Every project starts with an audit of your current setup: CRM, email platform, flows, lists and data. It shows what to fix first.
Whether or not you already use a platform such as HubSpot, Klaviyo, ActiveCampaign or Salesforce, we put the basics in place: CRM fields and integrations, lists and segments, templates, analytics and a good sender reputation.
Then we build and improve flows and campaigns, grow your list and keep deliverability healthy. We report the revenue and pipeline that email marketing and automation bring in, so you can see what each flow is worth.
## The Genero Method
We take pride in helping our clients launch new brands and products, accelerate their growth, and expand into global markets.
As the leading growth agency in the Nordics, our mission is to help your business thrive in every way possible through tried and tested methods during the past 15 years.
### **Request a quote and proceed on your own schedule**
### Fill in your details
We’ll be in touch as soon as possible.
"\*" indicates required fields
**Form** (fill it in on [the web page](https://generogrowth.com/marketing-automation-crm/)). Fields:
- Name\*
- First
- Last
- Email\*
- Phone
- Company name\*
- Company turnover
- What can we try and help you with?
- Newsletter
- Yes, send me marketing tips, tricks and news from Genero. You can unsubscribe at any time.
## **Frequently asked questions**
**We have an email or CRM tool, but we’re not happy with it. What should we do?**
Every partnership with Genero starts with an onboarding where we review your current tools and setup. The platform you have may be enough once it is set up properly, or a new one may serve you better.
If you switch, we migrate your contacts and data to the new platform.
**What is the difference between marketing automation and email marketing?**
Email marketing covers the campaigns and newsletters you send to your list. Marketing automation sends messages by itself when a customer does something, such as signing up, leaving a cart or not buying for a while. It uses CRM and behaviour data and can run on email, SMS and tasks for your sales team.
We plan both together, so campaigns and flows support each other instead of overlapping.
**Which platforms do you work with?**
The right platform depends on your business and the tools you already use. Common choices include HubSpot, Klaviyo, ActiveCampaign and Salesforce.
We help you choose a platform and set it up, or we work with the one you have.
**How does marketing automation work for B2B companies?**
We connect your website forms and your CRM and build lead nurturing flows that send each lead content that matches their interests. Your sales team gets a signal when a lead is ready for a conversation.
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