Marketing Automation — Greater impact, less manual effort.
What marketing automation specifically means for an SME
For SMEs, marketing automation is a real competitive advantage: While large corporations deploy entire teams for customer communication, SMEs can achieve a similar impact with the right automated processes — with significantly fewer resources.
Instant, personalized initial contact
A lead who fills out your contact form receives a personalized welcome message within minutes—without anyone needing to respond manually. Speed and relevance are crucial: the first contact shapes the entire relationship.
Proactive Reactivation Instead of Forgetting
A prospect who visits your pricing page three times without signing up is automatically targeted with a specific conversation offer. An existing customer who hasn't ordered anything for three months receives a relevant impulse based on their purchase history — not a mass email.
Where Automation Has the Greatest Leverage
Helda Solutions analyzes your marketing and sales processes and identifies where automation has the greatest leverage: where leads are lost, where customers are not contacted in time, and where manual work can be replaced by smart processes. The result is more impact with less effort.
The Most Important Automation Workflows for SMEs
Helda Solutions implements the automation workflows that bring the greatest added value to your business model — prioritized by impact and coordinated with each other.
Lead qualification and lead nurturing
Lead qualification automatically records new prospects in the CRM, segments them by behavior and interest, and initiates the appropriate communication flow. Lead nurturing guides prospects who are not yet ready to buy with a structured sequence of valuable content and targeted offers — until they take the decisive step.
After-Sales Automation and Repurchase
After-sales automation automatically ensures customer satisfaction, review requests, cross-sell impulses, and re-purchase triggers after a purchase. No purchase goes without follow-up — and no satisfied customer leaves the company without an invitation to the next interaction.
Re-engagement and Lead Scoring
Re-engagement workflows target inactive customers and leads with personalized messages before they churn permanently. Lead scoring automatically assesses prospects based on their activity and purchase intent, prioritizing the hottest leads to sales at the right time, not based on guesswork.
Tool Integration and Technical Implementation
Marketing automation is not a single tool—it's a system of interconnected components that must work together seamlessly. Helda Solutions selects the platform that best suits your system landscape and budget.
HighLevel as the Primary Automation Platform
Helda Solutions primarily recommends HighLevel — an all-in-one platform that combines CRM, email automation, SMS, landing pages, booking calendars, and reporting in one system. For Swiss SMEs, this is the most efficient and clear solution, avoiding a proliferation of tools.
Seamless integration into your system landscape
Technical integration includes connecting to your website (form capture, tracking), your CRM (bidirectional data flow), and your advertising platforms. Helda Solutions handles the complete technical implementation — from system architecture and workflow configuration to the testing phase.
Team training and ongoing support
After implementation, Helda Solutions trains your team in the new processes so that you can work with them independently in the long term. We are ready as a partner when workflows need to be expanded or adapted.
Marketing Automation as a Lasting Competitive Advantage
In a market where more and more SMEs are using digital marketing channels, speed and consistency are crucial. Marketing automation gives you this advantage.
Immediate response times, consistent communication
A potential customer who is inquiring with you and a competitor simultaneously will buy from the provider who responds faster, communicates more relevantly, and appears more professional. Your response times are instant with automation—24/7.
No lead slips through the cracks
No lead is forgotten, no follow-up missed, no existing customer leaves unnoticed. Your communication is consistent and personalized—regardless of how busy your team is.
Measure results and continuously optimize
Helda Solutions develops your marketing automation infrastructure not as a one-off project, but as a growing system. We start with the workflows that have the greatest immediate impact and gradually expand automation — based on performance data and changing requirements.
Build marketing automation now
30 Min. | Non-binding | Free of charge