Marketing Automation and Reporting

Streamline your marketing, enhance your insights

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Marketing automation isn’t just about saving time – it’s about making your marketing work harder for you. At Threesides, we help you simplify your processes, personalise customer experiences, and tap into smarter insights with tailored automation solutions that suit your business.

Whether you’re wrangling leads, managing orders, or juggling multiple platforms, our team can help connect the dots with marketing automation tools that make your systems work smarter – not harder.

What we do

We design and implement automation and reporting solutions that drive efficiency, boost engagement and deliver measurable results.

Marketing automation solutions

Custom-built for your needs
We don’t do off-the-shelf. Our team takes the time to understand your business goals, pain points and opportunities before crafting an automation strategy tailored to your specific setup.

Platform integrations
From CRMs and customer support tools to website forms and ecommerce platforms, we integrate the platforms that power your marketing. We work with:

  • CRMs like Pipedrive
  • Customer experience platforms like Zendesk
  • Process automation tools like Zapier and Microsoft Power Automate
  • Reporting tools like Google Looker Studio
  • Custom-built API integrations for everything in between

Workflow automation
Whether it’s a form submission, an online order, or a customer query, we’ll help you create automations that trigger the right message at the right time – without manual input. Popular workflows include:

  • Capturing and nurturing leads from web forms and social channels
  • Automating follow-ups based on purchase history or order status
  • Personalising email and SMS communications via CRM data
  • Segmenting audiences for more targeted marketing activity

Implementation and training
We manage the tech setup for you and make sure your team is trained and confident using the tools. You’ll also get clear documentation and ongoing support when you need it.

Reporting and insights

Data that drives decisions
We help you track, analyse and understand your marketing performance with simple, visual reporting dashboards. Get clarity on:

  • Campaign performance
  • Channel attribution
  • Lead and conversion metrics
  • ROI tracking

You’ll get the data you need to improve your marketing – and the confidence to back your next big decision.

Why Automate?

Done right, marketing automation can deliver big benefits across your business:

  • Boost efficiency – save time by automating repetitive tasks.
  • Improve customer experience – deliver relevant, personalised messages.
  • Nurture leads effectively – guide prospects through the sales funnel.
  • Increase ROI – get more value from your marketing spend.
  • Make better decisions – access accurate, real-time insights.

Our Process

We work closely with you from strategy to implementation:

  1. Discovery and planning – we define goals, scope, and key metrics.
  2. Technical setup – we configure tools and workflows that align with your stack.
  3. Training and support – we ensure your team can confidently manage your automation long-term.

Marketing Automation and Reporting

Systems integration and processes

As business systems and web apps remain critical to running your business, there’s often an opportunity to automate or streamline these processes.

Zendesk

Customer contact centre

Automate and consolidate responding to customer and client enquiries through an integrated platform like Zendesk. We assist in setting up Zendesk to meet your needs – through custom fields, and macros and building out the knowledge base to support their AI-powered bots.

Zapier

Task automation

Plenty of platforms offer integrations into Zapier. Threesides can work with you to identify the best ways to make your data move between platforms.

Pipedrive

Lead management and CRM

Pipedrive is a powerful, user-friendly CRM designed for businesses that need to manage sales leads efficiently, track enquiries and grow your business.