04. Technology
At The Pesti Group, technology is not an add-on—it’s the connective tissue that integrates strategy, execution, and measurement across everything we do. From lead capture to campaign orchestration, from CRM intelligence to automation workflows, we ensure that your marketing engine is scalable, sustainable, and revenue-aligned. Whether you're looking to streamline internal operations, personalize client engagement, or maximize ROI from marketing spend, our technology consulting services are engineered to bring structure, speed, and intelligence to your brand-building efforts. We help you turn technology into a strategic asset that underpins trust, delivers actionable strategy, and drives measurable growth. Because real transformation begins when your systems, stories, and sales are seamlessly connected.
Marketing Automation We design, implement, and optimize marketing automation systems tailored to your business goals. Whether you're nurturing leads with precision-crafted email journeys, setting up trigger-based workflows, or aligning campaigns across channels—we ensure your marketing runs like a well-oiled machine.
Funnel Optimization
Build automation across the marketing funnel to ensure leads are properly captured, segmented, and nurtured.
Workflow Design
Create custom workflows for lead scoring, internal notifications, email sequences, and follow-up actions.
Multichannel Alignment
Sync your messaging across email, LinkedIn, website forms, and event interactions using integrated automation.
Conversion Intelligence
Analyze behavior-triggered engagement and iterate based on real-time insights.
CRM Optimization & Data Intelligence A clean, intelligent CRM is the backbone of any successful campaign. We help configure, cleanse, and optimize your HubSpot or Salesforce environments so that your data fuels strategic decisions—not confusion. Here’s how we do it:
Audit and Data Hygiene
- Conduct deep audits of contact, company, deal, and custom fields to identify inconsistencies, duplicates, and incomplete records.
- Implement standardization protocols for consistent data entry—using dropdowns, checkboxes, and required fields where needed.
- Establish a clear data taxonomy with a documented CRM Data Dictionary, ensuring every user understands naming conventions and format requirements.
- Create a sustainable cadence of data reviews, leveraging tools like HubSpot’s built-in deduplication or third-party integrations for periodic cleanup.
CRM Governance & Team Training
- Build user roles, permissions, and protocols that protect CRM health.
- Train internal teams on CRM usage, entry standards, and reporting best practices—with documentation they can actually use.
Explore more Expertises
01. Commercial Public Relations
Credibility is currency. At The Pesti Group, our Public Relations Consulting services are designed to deliver trust, authority, and lasting influence.
02. Marketing Consulting
We build integrated digital programs that engage your audience and guide them toward conversion.
03. Growth Enablement
We help growth-focused teams turn visibility into velocity. Through premium events, research- driven content, and precision-targeted marketing…
Need help with marketing or PR?
Let’s connect.
Or just send us an email casey.l@pesti.io