Marketing Automation for B2B Companies
KlickTipp for B2B: Setup, Automations, and Effortless Integrations
We configure KlickTipp to turn inquiries into scheduled conversations, ensuring your sales team only handles qualified leads.
GDPR compliance, thoughtfully considered, focusing on double opt-in and sending via German mail servers according to KlickTipp.
100% without obligation · SSL & GDPR-compliant
- Tags, segments, and campaigns set up clearly
- Connection to website, CRM, Microsoft 365, calendar
- Hand over to sales with context instead of gut feeling.
Reliable for B2B companies
The solution to your problems
From chaotic lead management to structured sales success in 4 weeks
Are you familiar with these challenges?
Your leads dry up, because manual follow-up takes too much time
Qualified contacts are lost, because they aren't systematically identified.
Marketing and sales work with separate data instead of a unified process
Missed Appointments and No-Shows waste valuable sales time
Existing customers are not systematically reactivated, even though they offer the greatest potential.
In B2B sales, structured processes determine success, not quick deals. However, the reality is different: valuable leads slip through the cracks, manual follow-up consumes resources, and the handover between marketing and sales is far from smooth.
Detailed KlickTipp Setup
We set up KlickTipp to fit seamlessly into your process, from the first contact to the handover to sales or CRM.
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01
Tagging and Segmentation
We are developing a clear tagging system to automatically sort contacts based on their behavior. For example, by industry, product interest, lead source, or funnel stage.
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02
Forms, double opt-in, and records
We set up list building, forms, and registration processes efficiently. KlickTipp details topics like Double Opt In and GDPR, which we implement accurately for you.
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03
Automation and campaign logic
We implement nurturing sequences that qualify leads step by step. Clear rules define when a lead progresses and when a handover to sales occurs.
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04
Integration and Data Flow
We integrate KlickTipp with your tools to ensure data flows automatically, such as with CRM systems, website forms, webinar tools, or internal lists. This is possible through Zapier, Make, n8n, or directly via API.
KlickTipp for B2B: Your Solution for Professional Marketing Automation
We implement KlickTipp in a way that automatically qualifies and tracks your leads, handing them over to sales at the right moment—all fully integrated with your existing systems.
What you will receive:
- Structured Lead Qualification through intelligent tagging and segmentation by industry, interest, and source
- Automated follow-up processes that provide individual attention to each contact, with no manual effort
- Seamless integration with your CRM, ERP, and calendar systems for uninterrupted data flow
- GDPR-compliant implementation with legally secure opt-in processes and data protection measures
- Measurable results through transparent reporting features and clear KPIs
Here's how you benefit:
- More qualified leads through automated nurturing processes that turn prospects into customers
- Increased sales efficiency, as your team only works with pre-qualified contacts
- Reducing No-Shows through automatic appointment confirmations and reminders
- Better Conversion Rates through tailored communication
- Predictable Fixed Costs with no hidden fees or time sheets
KlickTipp in your system landscape
KlickTipp should not just be another tool for you, but a process that automatically tracks inquiries and eases the burden on sales. That's why we integrate KlickTipp with the systems you already use, ensuring data flows smoothly and every contact receives the appropriate next step.
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01
Inquiry from the website
A contact fills out a form and automatically receives the appropriate email sequence. They are tagged based on interest and, once qualified, added as a task in the CRM.
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02
Appointment Scheduling and Follow-up
Once an appointment is booked, KlickTipp automatically sends reminders to reduce no-shows. If no agreement is reached, follow-ups are initiated.
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03
Handover to Sales
Once someone shows certain signals, such as visiting multiple pages or requesting a document, the lead is passed to sales with context, so the sales team doesn't start cold.
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04
Reactivation of Existing Customers
The status of ERP or CRM can be used to actively engage existing customers, for instance, after a purchase break or across specific product groups.
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05
Event or Webinar Follow-up
Registration, reminders, follow-ups, and segmentation are automated, turning participants into real conversations.
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06
Integrations we regularly implement in KlickTipp
CRM systems, Microsoft 365 and Google Calendar, website forms and landing pages, Shopware or customer portals, ERP systems triggered by specific events, reporting and BI if available.
Our Approach
Proven Process: A Working System in 4 Weeks
Clear scope, clean data, secure integrations.
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Analysis & Strategy
We will examine how inquiries are currently received by you, who needs what information and when, and where leads are currently stuck.
Together, we will define what a qualified lead means for you and which steps should be automated.
Ultimately, you will have a clear roadmap with scope, data fields, tags, segments, and a streamlined process for marketing and sales.
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Setup and Automations
We set up KlickTipp so that your processes are mirrored and leads continue seamlessly without manual follow-up.
This includes lists, tags, segmentation, forms, double opt-in, and the appropriate email sequences. We also connect KlickTipp with your existing systems so that data reaches where your team operates, such as in the CRM, calendar, or via API interfaces.
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Automation & Testing
We design your sequences to deliver the right content to the right contacts at the right time, based on their interests, responses, and status.
Then, we test the key scenarios, from inquiry to handover to sales, including any error cases.
You receive a system that operates transparently, is well-documented, and functions reliably in practice.
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Training & Handover
To ensure your team uses the system confidently, we conduct a brief training session and provide clear guidelines for daily operations.
You will then understand how to set tags, transfer leads, and view the status.
Additionally, you will receive a concise handover of key processes, enabling you to continue working independently without reliance on us.
We will guide you through the process.
Frequently Asked Questions about Klicktipp Integration
+49 221 772 66 00What is KlickTipp particularly suitable for in B2B?
For lead nurturing, segmentation, and automated follow-up processes when multiple sources and longer decision-making pathways converge.
How long does the implementation take?
A working base system is typically ready after 4 weeks. More complex integrations may take a bit more time.
Does KlickTipp work with tags and automatic rules?
Yes. Tagging is a key component in KlickTipp and can be used in automations.
Does KlickTipp work with our existing systems?
Yes, we integrate KlickTipp with all popular CRM, ERP, and calendar systems, as well as your website.
Is the solution GDPR compliant?
Absolutely. We implement KlickTipp with all necessary data protection measures and compliant opt-in processes.
What are the ongoing costs?
You receive a clear quote with fixed costs, no hidden fees or additional charges.
Do we need to become KlickTipp experts ourselves?
No. We train your team as needed and can also take over ongoing operations upon request.
Let's talk:
Fill out the form and we will discuss how we can support your company with a suitable solution. We will get back to you soon with a specific next step.
- Locations
- Pilgrimstraße 6, 50674 Cologne · Schenkkade 50, 2595 AR The Hague
- To schedule an on-site appointment, just leave a short message in the form.
Get in touch
Schedule a complimentary initial consultation
Discover how KlickTipp can optimize your B2B lead processes. We analyze your current situation and present concrete solutions—non-binding and free of charge.