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MA/SFA implementation and operational support

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last updated:Feb 24, 2026

COLUMBUS PROJECT Co.,Ltd. Tokyo
COLUMBUS PROJECT Co.,Ltd. Tokyo
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Optimal implementation of marketing tools related to marketing, inside sales, field sales, and digital content.

Marketing automation and sales support tools involve many internal and external users, resulting in a wide range of impacts for each item. We will visualize the business flow for stakeholders to operate smoothly and carry out system redesign and implementation. (We are promoting the implementation of Marketing Automation (MA) with Salesforce Marketing Cloud Account Engagement (Pardot), ActiveCampaign, and SFA with Salesforce.) Support for the implementation and operation of the Columbus Project's MA and SFA: - We provide support tailored to objectives and scale with a variety of operational support menus. - The goal of operations is to efficiently produce high results. We provide operational support that enhances overall outcomes, including customer journey design, content development, and sales business design. - We propose improvement plans based on issues with various settings. We also periodically redesign scenarios and review definitions. - We offer various support for achieving KPIs, including content production and operation, and report creation.

    Email/Fax transmissionSFA/Sales Support System
MASFA導入支援.png

MA/SFA implementation and operational support

MASFA導入支援.png
MASFA導入支援.png
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basic information

■Scenario Design We determine when, who, what, and for what purpose to provide which content/information in relation to the customer's situation. ■Customer Definition (Item Design) We define the customer and inventory the necessary items for lead/client/client representative data. ■Engagement Program Setup (Scenario Setup) Based on lead scoring, attribute information, and profiling information, we primarily conduct email distribution. ■Customer Stage and Lifecycle Definition We define the stages of the marketing funnel and also define the roles of marketing, IS, FS, etc. ■Automation Setup We set up Salesforce Process Builder and Pardot automation rules to configure automated processes. ■Grade Definition and Scoring Definition We define grades based on company information. ■Tag and Category Setup We establish naming rules for tags and content categories used for customer segmentation and content classification. We review and organize past initiatives and those needed in the future. ○Output (Deliverables) - Various design documents - Reporting materials - Operational manuals - Reports

Price information

500,000 yen or more

Price range

P4

Delivery Time

Please contact us for details

Applications/Examples of results

(Online shop) Email marketing campaign management, operation design and implementation (Logistics company) BtoB marketing + integrated inside sales MA/SFA implementation (System company) SFA implementation for inside sales etc.

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MA/SFA introduction and operational support service

MA/SFA introduction and operational support service

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Company information

COLUMBUS

COLUMBUS PROJECT Co.,Ltd. Tokyo

Service Industry

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We drive business growth by providing comprehensive support for sales, marketing, and content development. Our core expertise lies in the manufacturing industry, with a strong focus on industrial and medical equipment. We also offer specialized support in sales, marketing, and digital transformation (DX) for a wide range of B2B sectors, including construction, logistics, IT/DX, trading companies, and retail. Recognizing the heightened importance of the sales function in B2B, we actively champion the digitalization of sales processes in synergy with marketing initiatives. Collaborating with a robust network of professional partners, we successfully navigate and deliver on complex projects. For any inquiries or requests, please do not hesitate to reach out.

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