Marketing operations, social media, and analytics
There's usually an easier way to do this.
imivs consulting automates marketing operations, social media, and analytics — starting with the tools you already have.
Marketing Operations Consulting
Marketing operations consulting: CRM cleanup, lead routing, lifecycle stages, and follow-up automation, built in the tools you already use.
Social Media Management
Automated social workflows — content pipeline, approvals, scheduling, publishing, and reporting connected end to end.
Marketing Reporting Automation
Automated marketing reporting: agreed KPI definitions, connected sources, and one dashboard that refreshes on its own.
HubSpot Consulting
HubSpot implementation, cleanup and migration: properties, pipelines, lifecycle stages, lead routing and workflows, documented at handoff.
Workflow Automation Consulting
Make and Zapier workflows that connect your CRM, forms, documents, Slack and spreadsheets, with safeguards and a documented handoff.
Sound familiar?
You rebuild the same report every month
Numbers get pulled by hand, then land late. Automation can assemble that report for you.
Lead follow-up depends on remembering
Records go into the CRM, follow-up lives in someone's inbox. Workflows keep it moving.
Posting and handoffs are all manual
Content goes out when there's time and handoffs get dropped. A connected workflow makes it repeatable.
Simple automation that sticks.
Find the manual work
Look at the tools you already have and find what's eating time.
Automate the simplest way
Build the workflows and dashboards that remove that work.
Hand it off
Document how it runs so it keeps working without us.
Automation doesn't have to mean buying new software.
More about how we workLatest insights from imivs consulting
View all Insights →WHY ARE WE STILL DOING THIS?
Why Marketing Reporting Still Requires So Much Manual Work
A look at where reporting time actually goes before anyone recommends a new dashboard tool.
Guides to start with
All resources →Marketing analytics
How to measure and analyze marketing campaign performance
Campaign performance measurement means judging a campaign against the one job it was given, using a primary KPI set before launch. Track every channel through to a CRM outcome and calculate cost and conversion metrics with standard formulas. Campaign performance analysis then compares results by segment and funnel stage so you can decide whether to keep, change or stop.
Marketing operations
CRM audit checklist: how to find and fix bad CRM data
A CRM audit is a structured review of your CRM's records, fields, owners, automations and integrations to find data that is duplicated, missing, stale or written by the wrong process. Work through the checklist, record what fails, then do your CRM cleanup in an order that keeps reports and workflows running.
Automation
How can AI improve marketing workflows?
AI marketing workflows help most with repeated writing and sorting work: campaign recaps, lead notes, content briefs, feedback tagging and report commentary. Make, Zapier or HubSpot moves the data, an AI step drafts or suggests, and a named person approves the output before it is sent to a customer, changes a live CRM field or is published.