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Marketing Automation

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Marketing Automation

Automating your marketing is the key to cranking up your ability to nurture leads at scale in a
cost-effective manner. Harnessing the potential offered by personalization and segmentation ensures
delivery of relevant offers at every stage of the buyer’s journey, without adding any stress or additional
workload to your team.

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Strategy Marketing Automation


We develop a customized strategy based on your unique business goals.

Tech Review marketing Automation

Tech Review

Starting with a needs assessment, we provide a platform scorecard and implementation guidance to map out a custom solution based on your unique requirements.

Campaigns marketing automation


All the pieces of the puzzle fit together with triggers and task assignments, sales workflows and sequences, and integration of HubSpot’s automation tools with the rest of your tech stack.




Your journey with Learners starts with us getting to know your team and business during a defined onboarding period. From there, we develop a project plan and kick-off that provides a clear understanding of roles, responsibilities, and timelines.

Planning (8)


We work with your sales and marketing teams to uncover opportunities, pain points, and customer needs, in order to gain a full understanding of how best to serve your prospects.

Discovery (9)

Define Process

We lay the groundwork to automate your workflows by first mapping them out, then identifying data flows, business processes, and event triggers so that you can visualize the automation process from end to end.

Define Processes (2)


With an established blueprint of all the workflows to be automated, we get to work building the processes to scale your marketing campaigns.

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For a custom pricing plan that’s right for your business, contact our team.

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Client Testimonials

Learn from our
Unite your sales, marketing, and customer success functions.

Financial services companies need to embrace the potential of RevOps (revenue operations) for streamlining their business and boosting profits. From “single source of truth” databases to personalization and AI, RevOps gives your revenue teams the tools and training they need to get the most from the entire customer lifecycle

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Sales Enablement
Make your sales team dramatically more efficient and effective.

“One size fits all” sales messaging simply isn’t good enough anymore. Financial services companies need to reevaluate the people, processes, and technologies of their sales team from top to bottom. Today’s financial services sales teams need a modern, streamlined approach to sales enablement.

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Data Driven Marketing
Get the most from your enterprise data with cutting-edge insights.

Eighty-three percent of financial services executives say that data is their firm’s most strategic asset. So how do you process and refine your raw data for smarter data-driven decision-making? To overcome challenges such as data silos and long sales cycles, marketing teams in financial services need the right people, processes, and technologies in place.

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Reimagining Customer Service
Find out how AI and machine learning can transform your business.

AI and machine learning applications like automated fraud detection, chatbots, and robo-advisors promise to shake up the financial services industry. To stay ahead of the curve, businesses need to embrace the radical possibilities of these new technologies.

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Operations Hub
Learn how to deploy HubSpot’s CRM for your RevOps needs.

Despite the supposed benefits of digital transformation projects, many financial services companies are falling behind. Your business needs help to beat the odds from HubSpot’s Operations Hub CRM software. Operations Hub can help with everything from enriching your customer data to building automated data workflows.

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Operations Hub Enterprise
Learn about HubSpot’s CRM platform for reimagining your customer data.

HubSpot’s Operations Hub software helps streamline and centralize your customer-facing data and processes. With the Operations Hub CRM, you can delight your clientele and turn them into happy customers for life.

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