Your team is still doing work the systems should handle.
Manual routing, CRM updates, campaign processes, data movement and reporting consume time that should be spent on higher-value work.
DIGITAL DI AUTOMATION CONSULTANTS
Automation is only powerful when everything connects.
We help B2B teams connect the automation, data, processes and technology behind marketing, GTM and revenue operations.
From marketing automation and CRM workflows to GTM operations, data analytics, RevOps, Martech and Salestech, we build the systems that make your operation easier to run and scale.
AUTOMATION
GTM OPERATIONS
DATA & ANALYTICS
REVOPS
BEYOND AUTOMATION
Your automation can't fix a disconnected operation.
Most B2B teams don't have a technology problem. They have a connection problem.
Marketing automation sits in one system. CRM data lives somewhere else. GTM processes depend on spreadsheets. Reporting requires manual work. Sales and marketing use different definitions. And every new tool creates another handoff to manage.
Automation can make individual tasks faster, but the real value comes when the underlying systems, processes and data work together.
That's where Digital DI comes in.
THE OPERATIONAL GAP
More technology doesn't
automatically create
better operations.
We help identify the gaps between your people, processes, platforms and data — then build the systems needed to close them.
Your systems contain the data — but not the context.
Data exists across CRM, marketing, sales and other platforms, but it doesn't consistently move, connect or translate into useful decisions.
Your GTM processes depend on people remembering the next step.
Lead management, lifecycle movement, account processes and handoffs become inconsistent when they're dependent on manual intervention.
Reporting tells you what happened — but not why.
Fragmented data and inconsistent definitions make it difficult to understand funnel performance, campaign impact and revenue movement.
WHAT DIGITAL DI DOES
One operating partner
across the GTM stack.
Automation may be where you start, but our work spans the systems, data and operations that determine whether your GTM engine actually works.
01
MARKETING OPERATIONS
Build a marketing operation
that scales with you.
Design the processes, systems and automation that make campaigns, lifecycle management and marketing execution more consistent.
- Marketing Automation
- Campaign Operations
- Lifecycle Management
- Lead Management
- CRM Operations
- Martech Optimization
02
GTM OPERATIONS
Turn GTM strategy into
repeatable execution.
Connect the processes across marketing and sales so leads, accounts, opportunities and handoffs move through the funnel with less friction.
- GTM Process Design
- Lifecycle Architecture
- Lead & Account Routing
- Marketing & Sales Alignment
- GTM Systems
- Process Optimization
03
DATA & ANALYTICS
Turn fragmented data
into useful insight.
Create reliable data foundations and reporting that help teams understand performance, identify problems and make better decisions.
- DataOps
- Data Quality
- Marketing Analytics
- Attribution
- Reporting & Dashboards
- Performance Measurement
04
REVENUE OPERATIONS
Connect the operation
behind revenue.
Align the systems, processes and data that support the full revenue lifecycle from first touch through pipeline and customer movement.
- RevOps
- Sales Operations
- Pipeline Operations
- Revenue Processes
- Forecasting Infrastructure
- Revenue Reporting
05
TECHNOLOGY & INTEGRATIONS
Make your technology
work as one system.
Connect and optimize the platforms that power your GTM operation without creating unnecessary complexity.
- HubSpot
- Salesforce
- Marketo
- Salestech
- API Integrations
- Automation Platforms
06
AUTOMATION
Remove repetitive work
across the operation.
Automate the processes that slow teams down while keeping the underlying data, logic and systems reliable.
- Workflow Automation
- CRM Automation
- Data Synchronization
- Lead Routing
- Notifications & Handoffs
- Cross-System Workflows
WHY AUTOMATION MATTERS
Automation is not the destination.
It's the connective layer between the processes your team follows, the data your systems hold and the actions your GTM engine needs to take.
A workflow that routes a lead is useful. A workflow that routes the right lead, updates the CRM, triggers the right lifecycle process, alerts sales, records the source and feeds the resulting activity into reporting is much more valuable.
We design automation with that bigger system in mind.
Explore an automation opportunity →
CONNECTED GTM OPERATION
MARKETING
Campaign
Automation
Automation
DATA
Data &
Analytics
Analytics
GTM
Process &
Lifecycle
Lifecycle
REVENUE
Sales &
RevOps
RevOps
AUTOMATION
CONNECT
THE DIGITAL DI STACK
Wherever the operational problem starts, we can follow it.
WHY DIGITAL DI
Don't hire another tool specialist.
Your operational problems rarely stay inside one platform. A CRM issue can be a process issue. A reporting issue can be a data issue. An automation issue can be a lifecycle issue.
We work across those boundaries.
Business before technology.
We start with what the team needs to accomplish, then determine how the systems should support it.
Connected thinking.
Marketing, GTM, data and revenue operations are treated as parts of the same operating environment.
Practical implementation.
Strategy is only useful when the systems, workflows and processes can actually be implemented.
Built to evolve.
We create operating foundations that can adapt as your team, technology and GTM model change.
START WITH THE PROBLEM
Something in your GTM operation isn't working?
Maybe it's automation. Maybe it's your data. Maybe it's the handoff between marketing and sales. Maybe the technology has simply become too difficult to manage.
Tell us what is happening. We'll help you identify where the operational problem actually starts.
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