Monterrey, Mexico · Digital marketing agency

CRM and Marketing Automation to Connect Marketing, Leads and Sales

Every contact generated by your marketing creates an opportunity to learn more about your audience and build a stronger relationship.

A CRM can help centralize that information, organize follow-up and provide greater visibility into the journey of each lead.

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Built around your business

At BlackChango^®, we implement CRM and marketing automation solutions that connect campaigns, forms, conversations and sales processes within a more integrated operation.

We are also a Clientify Silver Partner Agency.

BlackChango, Clientify Silver Partner Agency

This allows us to support your company with the strategy, configuration, implementation and ongoing management of the platform according to your needs.

The goal is to make technology work alongside your team and support a more organized, measurable and scalable process.

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A CRM That Connects Your Marketing and Sales Efforts

Potential customers can reach your company through many different touchpoints.

Some may discover you on Google. Others may respond to an advertising campaign, visit your website or start a conversation through social media.

Centralizing those contacts can provide a more complete view of every opportunity.

A CRM can help you record customer information, identify acquisition sources, assign responsibilities and organize the different stages of your sales process.

It can also provide a history of interactions as each lead moves forward.

At BlackChango^®, we help you design that structure around the way your company already works.

We first learn how your team currently manages contacts and opportunities.

Then, we configure the CRM so the technology supports your operation rather than forcing your company into a predefined process.

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Clientify Implementation and Management

Clientify brings CRM, marketing and automation capabilities together within the same platform.

As a Clientify Silver Partner Agency, BlackChango^® can support both new implementations and companies that already use the platform and want to expand or improve their current setup.

We work with your team to understand which processes could benefit from greater digital integration.

We also define what information should be captured and how opportunities should move through your commercial process.

CRM Setup

We create a structure to organize contacts, companies, opportunities and sales stages.

We can also define custom fields, tags and segmentation criteria according to the information your team needs.

This gives users a central place to review relevant information and maintain greater visibility into each lead.

We can also configure sales pipelines around your actual process.

For example, an opportunity may move from an initial inquiry to an appointment, quote, negotiation or sale.

The structure depends on how your business operates.

Landing Pages and Forms Connected to Your CRM

A landing page can become an important entry point into your sales process.

We can develop landing pages and forms connected with Clientify so new contact information flows directly into the CRM.

When the available configuration allows it, we can also identify the campaign, page or action associated with a conversion.

This gives marketing teams additional context about acquisition while helping sales teams begin follow-up with more useful information.

Instead of treating a form submission as an isolated event, it becomes part of the customer's broader journey.

WhatsApp and Conversational Channels

Digital conversations play an important role in many sales processes.

We can help integrate WhatsApp and other compatible customer touchpoints with your Clientify configuration.

This allows conversations to contribute to the contact history and provide additional context for the team.

It can also support a more coordinated experience when multiple people are involved in customer follow-up.

The objective is not to replace personal communication.

Technology should help organize and support conversations while maintaining the close, human experience your customers expect.

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Marketing Automation to Support Every Stage of the Lead Journey

Automation can support repetitive tasks and help create greater consistency across your follow-up process.

For example, workflows can respond to form submissions, changes in sales stages, tags or other actions within the process.

Automations can also trigger communications, assign contacts or create tasks for team members.

This allows Clientify to support the operation while giving your team more visibility into what should happen next.

Automation should complement the way your people work.

The objective is to make selected processes more efficient while allowing your team to spend more time on conversations that require personal attention.

Email Marketing and Automated Communications

Email can support different stages of the relationship with a lead or customer.

It may be used to continue a conversation, share relevant information or develop campaigns for specific audience segments.

We can organize contacts according to interests, actions or commercial stages.

This allows communications to better reflect the context of each group.

Email marketing can also work alongside other channels rather than operating separately from the rest of your CRM strategy.

Automated Follow-Up Workflows

We can design workflows around the sales journey defined for your company.

An automation might assign a new contact, create a task for a sales representative or trigger a communication.

As your team gains more information, these workflows can evolve.

This allows automation to reflect the processes that create the most value for your operation instead of remaining static.

The result is a system that can continue adapting as your marketing and sales strategy develops.

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Connect Your Campaigns with Your Sales Process

One of the main benefits of connecting CRM with marketing is the additional context it can provide about each lead.

A Google Ads, Meta Ads or other digital campaign may generate a new opportunity.

The CRM can then help your team follow how that opportunity progresses through the commercial process.

This means marketing analysis can go beyond the number of forms submitted or conversations started.

When the necessary information is available, teams can also review how opportunities develop and connect those results with their acquisition sources.

As a result, marketing decisions can incorporate sales information in addition to advertising metrics.

This broader view can help identify which channels and campaigns are contributing to more valuable opportunities.

Paid media ↗Digital strategy ↗Social media management ↗Web development & ecommerce ↗

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A CRM Implementation Adapted to Your Current Process

Every company manages leads and customers differently.

That is why our approach is not based on forcing your operation into a rigid template.

We first want to understand how your team currently manages contacts and opportunities.

Then, we identify where greater integration or automation could add value.

If you already use spreadsheets, WhatsApp, forms or other tools, those existing processes become part of the conversation.

We can also work with sales teams that already have clearly defined workflows.

This allows the implementation to build on what your company has already created.

Technology is introduced where it can strengthen the process rather than simply adding more tools.

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Support to Help Your Team Get More from Clientify

Implementing a platform is only one part of the process.

The people who use it also need to understand how the system fits into their daily work.

We can support your team throughout the configuration and adoption of Clientify.

We explain the structure we have built, review the processes together and answer questions related to the configured operation.

Our involvement can also continue after the initial implementation.

As the project develops, we can manage and optimize different elements of the platform based on new requirements and opportunities.

This allows your CRM to evolve alongside your marketing and sales strategy.

BlackChango^® + Clientify

Clientify Silver Partner Agency

Strategy, implementation and ongoing support to help connect marketing and sales.

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CRM, Marketing Automation and Strategy Working Together

A CRM can create more value when it becomes part of a connected digital ecosystem.

A paid media campaign, for example, may attract a prospect.

A landing page can then make it easier to request information, while Clientify records the new opportunity.

Your team can continue the conversation as the CRM maintains information about the lead's journey.

This creates a connection between advertising, content, website experiences, automation and sales processes.

At BlackChango^®, we can manage these components as part of an integrated strategy.

We can also complement the capabilities your company already has.

Our role is to understand the starting point and recommend which connections can contribute the most value.

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Connect Your Opportunities with Clientify and BlackChango^®

If you want to better organize your leads, connect your marketing channels or introduce automation into your sales process, we can begin with a discovery call.

We will first learn about your goals and how your team currently manages contacts and opportunities.

We will also review the channels you use and the processes you would like to strengthen.

Then, we can recommend how Clientify could fit into your operation and which areas should be prioritized first.

As a Clientify Silver Partner Agency, BlackChango^® can support you from strategy and implementation to the ongoing management of the platform.

You do not need to know in advance which automations, pipelines or integrations you need.

Tell us how your current process works and what you want to accomplish.

We will help you define the right next steps.

The next step

Tell us where
you want to go.

Tell us about your business and goals. We’ll get in touch to explore the next steps.