MarTech stack audit and setup
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Home / Marketing Automation & AI
03 · Marketing Automation & AI
Make your marketing run itself.
CRM, workflows and AI agents that do the repeat work, so your team doesn't have to.
In short: Digital Presence sets up CRM, marketing workflows and AI agents so repeat work runs without your team. We work in HubSpot, Zoho and Salesforce, starting with the tools you already pay for. Most clients begin with lead capture and follow-up, because that is where leads get lost and where automation pays back fastest.
Is this you?
You're in the right place if…
“We bought HubSpot (or Zoho, or Salesforce) and barely use it.”
“Leads get lost between the form, the inbox and sales.”
“We keep hearing about AI agents but don't know where to start.”
Why it matters
Why do marketing tools go half used?
Gartner finds only 49% of martech capabilities get used. Tools arrive before the process and data are ready, so we fix those first.
49%
of martech capabilities actually get used.
45%
of martech leaders say vendor AI agents miss their promised results.
What we build
What can you automate in my marketing?
Lead capture, scoring, nurture emails, CRM updates and reporting, built in the tools you already pay for wherever we can.
CRM setup and automation
HubSpot, Zoho or Salesforce: every lead tracked from first touch to closed deal.
Lead generation and nurture workflows
The right email at the right time, without anyone pressing send.
AI agents and AI workflows
Agents that draft, sort, score and report, for marketing and operations.
Business process automation
Reports, proposals and routine ops handled automatically.
AI content production systems
Content made faster with AI, checked by people.
Dashboards and automated reporting
One live view of what is working.
How it runs
Map, design, build, hand over
01
Map
Where your team's hours go today.
02
Design
The system and the tools, using what you already pay for where possible.
03
Build
Set up, connect and test.
04
Hand over
Training for your team, plus monthly support if you want it.
Example workflow
What an automation looks like
The question
How do you check every month whether AI engines recommend a brand to its real buyers, without hours of manual work?
Our answer
An automated tracker asks ChatGPT, Perplexity, Gemini and Google AI the same buyer questions as each persona, then reports who gets cited.
★★★★★
“Ravi is an exceptionally talented professional with a wide ranging skill set.”Upwork client
★★★★★
“Very flexible with extra needs beyond the original scope. Highly recommended.”Upwork client
FAQ
Questions about automation and AI
What should I automate first?
Lead capture and follow-up. It is where most businesses lose money, and it pays back fastest.
We bought the tools, so why aren't they working?
Most tools are only half set up. We set up and connect what you already have before adding anything new.
Can AI agents really run parts of my marketing?
Yes, for repeat work such as drafting, sorting, scoring and reporting. They need clean data and a clear process, which is what we set up first.
Do I need a new CRM?
Usually not. We start with what you have and recommend a change only if it is holding you back.
How much does setup cost?
It depends on your tools and how many workflows you need. We scope it on a 15-minute call.