Tactical Marketing Automation
⭐ 5 (5 reviews)

Tactical Marketing Automation

📍 101 Parkshore Dr
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Tactical Marketing is a marketing operations agency focused on the technical execution and infrastructure that supports broader marketing programs. Their core service offering centers on marketing operations consulting, Revenue Operations (RevOps) consulting, and comprehensive marketing automation services. The agency handles audit, architecture, lifecycle management, integration, and governance for marketing platforms, functioning as an operational partner for senior in-house teams that possess a strategic vision but lack the technical bandwidth or specialized headcount to implement it. Their workflow typically follows a three-phase methodology: defining strategy and architecture, developing the underlying systems and tactics, and delivering measurement infrastructure. In practice, this includes managing CRM platforms, marketing automation systems like HubSpot, Act-On, Marketo, and Salesforce Marketing Cloud, as well as handling integrations and custom application development. While their primary focus is on the operational and data layer—ensuring data integrity for attribution, reporting, and pipeline analysis—they also execute on tactical marketing activities such as paid media, SEO, email marketing, content production, and creative work to support those operations. They specialize in fixing technical breakdowns in marketing programs, such as sync issues between CRM and marketing platforms, database cleanup, and email deliverability optimization. Their approach is diagnostic, prioritizing the health of the 'operating layer' to ensure that downstream tactics like campaigns and reporting are built on a solid foundation. Tactical Marketing maintains a physical presence in the Sacramento, California region, specifically serving clients in Rancho Cordova, Folsom, El Dorado Hills, Cameron Park, and Placerville, though their operational work is often platform-based and remote-compatible. They emphasize a disciplined, process-oriented methodology designed to translate high-level ambition into actionable execution through systems like HubSpot and Salesforce CRM.

Customer Reviews(5)

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Rachel McLaughlin2 years ago

I cannot speak highly enough of Tactical Marketing! From the moment we engaged their services, it was evident that we were working with a team of true professionals dedicated to our success. Our team was in need of fully understanding and implementing new strategies in our Hubspot CRM, and we knew we needed help to stay competitive in our market. Tactical Marketing not only met but exceeded our expectations every step of the way. Their expertise in marketing automation and CRM management has revolutionized the way we approach customer engagement. With their guidance, we've been able to streamline our processes, optimize our workflows, and deliver more personalized experiences to our customers. But what truly sets Tactical Marketing apart is their commitment to understanding our unique needs and goals. They took the time to listen to our concerns, analyze our existing strategies, and develop a customized solution that addressed our specific challenges. From inbound marketing strategies to data analytics, Tactical has been with us every step of the journey, providing invaluable insights and guidance along the way. Thanks to their efforts, we've seen a significant increase in leads and conversions. But perhaps the most impressive aspect of working with Tactical is their unwavering dedication to delivering results. They don't just talk the talk; they walk the walk. Every promise they made, they delivered on, and then some. In short, Tactical Marketing Automation has been a game-changer for our business. If you're looking for a partner who will not only meet your expectations but exceed them, look no further. I cannot recommend Tactical Marketing highly enough. They are simply the best in the business!

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Daphne Shen2 years ago

I've had an exceptional experience working with Tactical MA. Their strategic advice on CRM, email marketing, and best practices is truly top-notch, helping to optimize our marketing efforts with remarkable efficiency. They also excel in email deliverability, ensuring our messages reach our audience effectively. Additionally, their team provides outstanding creative and HTML support, which has been instrumental in enhancing our campaigns. Highly recommended for anyone looking to boost their marketing strategies!

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Jacquelyn Barkett Haynes2 years ago

I highly recommend Tactical MA. I personally have been working with them for over four years, and their knowledge, guidance, and creative resources have helped to elevate our email marketing program. We have come to them with everything from intricate template and journey requests to major deliverability issues, and they have come through every time. We consider Tactical MA an extension of our own internal CRM team!

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James2 years ago

I have worked with Phil at Tactical MA for over three years. His vast experience has been essential in navigating the complexities of email deliverability across Gmail, Yahoo, and Microsoft. His strategic insights are specifically tailored to our audience, enhancing our email campaigns significantly. Beyond technical advice, Tactical MA has designed unique HTML templates that have outperformed others in split tests and consistently reach the inbox for the top three domains mentioned. These templates not only help us discover effective copy but also maximize engagement and strengthen our brand identity. If your open rates, click rates, or conversions are below industry standards, I highly recommend contacting Tactical MA for a comprehensive audit. You'll gain clear insights on where to improve. Alternatively, if you already manage an engaged email list and aim to retain more customers—both existing and potential—Tactical MA can offer immediately actionable insights to enhance your strategies right away.

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Andy Hurt2 years ago

Tactical Marketing is like the guru of all things marketing. They are experts in automation, analytics, best practices, and demand generation. With the knack for data and out-of-the-box thinking, Tactical Marketing can crack the toughest and most complex projects. What really makes Tactical Marketing stand out is how they explains stuff – it's like they are speaking your language, even when it's technical and esoteric.

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