Marketing Automation, CRM & Customer Data

Make your marketing systems work.

We help marketing teams build, fix and run the automation, data and connected systems behind campaigns, lead management and customer journeys.

Primary focusMarketing automationConnected systemsData, CRM & integrationsWorking modelFounder-led deliveryLocationCalgary · Serving Canada
01

Your team knows what marketing needs to do. We help make the systems deliver it.

Bring us in when your team needs deeper technical expertise to design a journey, connect customer data, improve lead flow or solve a complex automation problem.

We also add experienced implementation capacity when campaign work, platform operations or an important backlog exceeds what the internal team can complete.

02

Technical expertise where marketing plans meet real systems.

01

A capability needs to be designed properly.

Journeys, segmentation, consent, customer data, SQL or integrations need experienced solution design.

02

More work exists than the team can deliver.

Add implementation capacity for a priority initiative, recurring operations, temporary coverage or a growing backlog.

03

The platforms work, but not well together.

Automation, CRM, forms, websites, ecommerce events or tracking lose data and context between systems.

04

The team needs an experienced problem-solver.

We investigate the underlying process, data and platform behaviour—not only the visible symptom.

03

Marketing execution, connected from journey to data.

We work across four connected areas, with marketing automation and lifecycle execution at the centre.

01Primary capability

Marketing Automation & Lifecycle

Design and implement campaigns and journeys that respond to customer and lead behaviour.

  • Campaign and journey design
  • B2B nurture and B2C lifecycle programs
  • Email, SMS, triggered and transactional communications
  • Segmentation, eligibility, consent and preferences
  • Testing, QA and deployment
02Connected foundation

Customer Data & Integrations

Move reliable customer and lead information between the systems marketing depends on.

  • Data structures, mapping, APIs and SQL
  • System synchronization and data-flow troubleshooting
  • Behavioural, ecommerce, form and website data
  • Platform and business-process connections
  • Migration and reimplementation support
03Marketing enabled by CRM

CRM-Connected Marketing

Use CRM processes and data to improve lead management, customer context and marketing execution.

  • Lead capture, scoring, routing and lifecycle stages
  • Nurture and sales handoff
  • CRM-to-marketing synchronization
  • Lead and customer data quality
  • Marketing alignment with sales and service processes
04Experienced delivery capacity

Campaign & Platform Operations

Keep campaigns and platforms moving with dependable technical execution and stronger processes.

  • Campaign builds, configuration and recurring production
  • Journey maintenance and audience creation
  • Platform administration, QA and troubleshooting
  • Temporary coverage and backlog reduction
  • Documentation and operational improvement
04

Build what is missing. Fix what is unreliable. Run what needs experienced hands.

Engage us for a defined build, a focused fix, or experienced support for ongoing campaign and platform operations.

01Add new capabilities

Build

Create the automation, journeys, integrations and processes marketing needs next.

  • New lifecycle and nurture programs
  • Email, SMS and triggered communications
  • Forms, lead management and customer-data flows
  • Segmentation, consent and preference processes
  • Migration planning, implementation support and post-migration stabilization
02Stabilize existing systems

Fix

Correct unreliable automation, fragmented data and processes that no longer work as intended.

  • Broken journeys and CRM connections
  • Incorrect audiences, exclusions or suppression
  • Consent and preference issues
  • Tracking, form and customer-data failures
  • Platform cleanup, QA and documentation
03Add experienced capacity

Run

Support campaigns, platform operations, maintenance, temporary coverage and implementation backlogs.

  • Campaign and journey configuration
  • Audience creation, testing and deployment
  • Troubleshooting and platform maintenance
  • Operational process improvement
05

Different journeys. The same technical foundation.

We support both lead-focused B2B programs and customer lifecycle marketing without treating them as separate businesses.

B2B

Lead-to-Revenue Marketing

Move leads from campaign response through qualification, nurture and sales handoff.

  • Forms, lead capture, scoring and routing
  • Nurture, lifecycle stages and CRM integration
  • Campaign operations and sales handoff
  • Oracle Eloqua and similar B2B automation environments
B2C

Customer Lifecycle Marketing

Connect acquisition, onboarding, purchase and post-purchase journeys around customer behaviour.

  • Behavioural segmentation and lifecycle journeys
  • Email, SMS, consent and preferences
  • Retention, reactivation and transactional communications
  • Oracle Responsys and similar B2C lifecycle environments
ExactWorkRB
Rafael BuenoFounder & Technical Consultantrafael.b@exactwork.ca
06

Business systems depth, focused on marketing execution.

ExactWork is led by Rafael Bueno, whose career spans more than two decades across enterprise systems, CRM and marketing technology. He began implementing CRM capabilities within Oracle E-Business Suite, led complex Oracle solutions for more than a decade, and later returned to Oracle in a digital-marketing presales role.

Since moving to Canada in 2019, Rafael's work has concentrated on hands-on marketing automation implementation and operations. Clients work directly with Rafael.

Deep experience

Oracle Responsys, including certification, and Oracle Eloqua.

Additional hands-on experience

Hands-on HubSpot experience, supported by customer data, SQL, APIs, integrations, consent and campaign QA.

Broader exposure and developing capability

Marketo, Pardot, Salesforce Marketing Cloud, Oracle Maxymiser and Oracle Infinity.

What needs to work better?

Share the automation, customer-data, CRM connection, campaign operation or capacity gap. We can use the first conversation to understand what is happening now and identify a useful next step.

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