Marketing Automation License
Close the loop between marketing and revenue.
Marketing and sales stay aligned with automated handoffs, routing, and real attribution.
We design and build the lead scoring, nurture automation, and campaign workflows that turn marketing activity into measurable pipeline.
THE CHALLENGE
Does any of this sound familiar?
You’re not alone. These are the most common pain points we hear from teams just like yours.
Marketing and sales still aren’t connected
Marketing generates leads but has no visibility into what converts. Sales gets leads with no context. Integration closes that loop permanently.
Nurture sequences that go nowhere
Disconnected marketing tools mean your nurture programs fall apart at the CRM handoff. Automation keeps prospects engaged end-to-end.
Lead scoring that doesn’t actually work
Without behavioral scoring, sales wastes time on cold leads and misses hot ones. We build scoring models that reflect real buying signals.
No idea which campaigns drive revenue
You’re investing in marketing but can’t prove what works. Attribution automation finally answers the question.
WHAT'S INCLUDED
Here’s what you get with the Marketing Automation License.
Each automation capability is designed to connect marketing engagement directly to pipeline and revenue outcomes.
Explore each capability to see what’s included:
Getting Hot Leads to Sales Before They Go Cold
Lead Scoring & Qualification Automation
Behavioral lead scoring that routes hot leads to sales immediately — and keeps lower-intent leads in nurture until they’re ready.
✓ Behavioral and demographic scoring models
✓ Automated MQL threshold and routing rules
✓ Score decay and re-engagement triggers
✓ Sales-ready notification and CRM sync
Keeping Prospects Engaged Through Every Stage
Lead Nurture & Lifecycle Automation
Automated nurture journeys that keep prospects engaged through every stage of the buying process, without manual effort.
✓ Stage-based email nurture sequences
✓ Lifecycle automation triggered by CRM activity
✓ Re-engagement workflows for cold leads
✓ Engagement data synced back to CRM contacts
Running Campaigns That Scale Without More Headcount
Campaign Automation & Segmentation
Manage segmentation, campaign execution, and follow-up workflows that scale without scaling your team.
✓ Dynamic audience segmentation
✓ Multi-channel campaign automation
✓ A/B testing frameworks built in
✓ Campaign performance tracking by segment
Understanding Which Marketing Efforts Drive Revenue
Attribution & Closed-Loop Reporting
Connect marketing touchpoints to closed revenue so your team knows exactly which campaigns earn their investment.
✓ First-touch, last-touch, and multi-touch attribution
✓ Revenue influence by campaign and channel
✓ Campaign ROI reporting tied to CRM won opportunities
✓ Marketing-to-pipeline contribution dashboards
USE CASE
When Organizations Choose the Marketing Automation License
Organizations typically choose this license when they are:
- Generating leads from marketing but losing them before sales engagement
- Unable to measure campaign ROI or prove marketing’s impact on pipeline
- Running nurture programs that fall apart at the CRM handoff
- Needing to scale pipeline generation without proportionally growing the team
NEW TO CRM?
Marketing Automation works best on a solid foundation. If you haven’t launched your CRM yet, start there first.
HOW IT WORKS
How the Marketing Automation License Works
Each WhiteRock license includes a one-time setup (“stitch-in”) to configure your system, followed by a predictable monthly investment.
Licenses are designed for ongoing success, allowing your CRM to continuously evolve without the need for new projects or hourly billing.
Delivered using your existing or newly purchased Salesforce or HubSpot platform.
Pricing scales based on your system, users, and level of support required.
- Supported platforms:
- Salesforce
- HubSpot
- CRM licenses (Salesforce or HubSpot) are required and not included
- Minimum editions may apply depending on use case
WHERE YOU ARE IN YOUR CRM JOURNEY
The CRM Lifecycle
Every organization moves through these stages. The Marketing Automation License is most often implemented during the Integrate or Operate stages of the CRM lifecycle, connecting marketing engagement directly to CRM and revenue operations.
COMMON COMBINATIONS
Often Combined With Marketing Automation
While this license stands on its own, most customers enhance their results with complementary licenses. Here are the most common combinations.
Marketing Automation + CRM Operations License
Marketing Automation generates and scores leads; CRM Operations routes and works them. Together, they create a seamless, automated funnel from first touch to closed deal.
Timeline: Marketing automation and CRM operations are typically implemented together or in close sequence to align lead generation with sales execution
Best For: Revenue teams that want end-to-end automation from lead capture to close
Marketing Automation + Revenue Intelligence License
Once you’re running automated campaigns, Revenue Intelligence closes the attribution loop, showing exactly which programs drove pipeline and revenue, not just clicks.
Timeline: Revenue intelligence is typically introduced once automation is generating consistent engagement and pipeline data
Best For: Marketing leaders who need to prove ROI and justify budget with closed-loop reporting
Marketing Automation + CRM Integration License
Marketing automation is only as effective as the data behind it. CRM Integration connects your marketing platform to your CRM, ERP, and other systems, ensuring campaign data, lead activity, and customer insights are unified and actionable.
Timeline: Typically implemented before or alongside Marketing Automation to ensure data is connected and flowing correctly
Best For: Organizations using multiple systems for marketing, sales, and customer data that need a unified view of performance
Ready to turn marketing into a measurable pipeline?
Let’s map your current marketing and sales handoff and show you where automation can drive more revenue from the leads you’re already generating.