MARKETING AUTOMATION PLATFORM CONSULTING
Choosing the right platform is a strategic decision. We help you compare available solutions, assess how well they fit your business, data and processes, and select a system that supports sustainable growth.
35+
Platforms in
Our Ecosystem
12+
European
Markets
18 YEARS
eCRM & Marketing
Automation Experience
35+
Platforms in
Our Ecosystem
12+
European
Markets
18 YEARS
eCRM & Marketing
Automation Experience
Working with us is the right choice if:
You Are Unsure Which Marketing Automation Tool to Choose
You need to determine which solution best fits your sales model and are looking for expert support to help you make the right decision.
data map
live metric
TOOL A FIT(e.g. B2C-focused)
Use Cases
TOOL B FIT(e.g. B2C-focused)
Data Modeland Scalability
Comparison of Key Criteria for Your Business
You Want to Improve the Performance of Your Current Tool
You already use a platform, but only take advantage of some of its capabilities or cannot see a clear impact on sales, customer retention, or your team’s performance.
performance
live metricUSE OF THE RECOMMENDED PLATFORM
+145%
Increase in CTR and ROI
You Are Considering Changing Platforms
Your current tool is too expensive, too complex, not flexible enough, or does not support the continued development of your eCRM activities.
MIGRATION PLAN
live metric
Problem:
The current tool is preventing further business growth.
Solution:
We select the best Marketing Automation platform tailored to your needs.
You Want to Create Data Synergy
You want to connect your e-commerce platform, CRM, customer data, mobile app, loyalty programme and communication channels into one integrated process that supports sales.
INTEGRATION NODE
live metricE-Commerce
Transactional and product data
eCRM
Customer and interaction data
Loyalty programme
Points, tiers and benefits
Data integration
Mobile app
User behaviour and activity
E-mail / SMS / Push
Communications and campaigns
Sales channels
Online store, mobile app, marketplace
Outcome: Better decisions, more relevant communications and higher sales.
data map
live metricTOOL A FIT(e.g. B2C-focused)
Use Cases
TOOL B FIT(e.g. B2C-focused)
Data Modeland Scalability
Comparison of Key Criteria for Your Business
WHO IS IT FOR?
Our approach
A Marketing Automation solution tailored to your goals and growth plans.
Our team combines years of enterprise project experience with practical expertise in Marketing Automation and eCRM platforms. We understand how technology choices affect integrations, workflows, team efficiency and future growth.
eCRM and automation
We assess scalability, stability and omnichannel performance.
1.2M req/sec
Integrations and ecosystem
We assess integrations with CRM, CDP, APIs and other data sources.
Assessed
Security and compliance
We verify GDPR and CCPA compliance, data security and multi-market readiness.
Secure
We assess each platform in the context of your processes, team skills and daily workload. This ensures that the selected solution can be used effectively, maintained efficiently and scaled after implementation.
Platform complexity
HIGH RISK
Team readiness
NEEDS IMPROVEMENT
We recommend the platform that best fits your strategy, scale, processes and budget - not the solution preferred by a particular vendor.
A vendor-independent recommendation
Strategy
Scale
Processes
Budget
A recommendation tailored to your business
Process
We identify the Marketing Automation platform that best fits your sales model, budget and growth plans.
01
We analyse your current tools, customer data collection processes and team capabilities. We identify where your business is losing sales potential and highlight communication channels that could be used more effectively.
02
We define what your business really needs from a platform, including segmentation, automation, personalisation, reporting, integrations, omnichannel communication, product recommendations, CDP capabilities and advanced analytics.
03
We compare two or three solutions tailored to your business. We assess the total cost, implementation time, technical requirements, limitations and potential risks.
04
You receive a detailed plan covering project stages, required resources, timeline and KPIs. You can implement the platform independently, with our support or with dedicated training for your team.
Example scenarios
Consulting support is valuable when a company needs to choose a new Marketing Automation platform, replace its current solution or make better use of the technology it already has.
Platform overview
We use our experience with leading platforms to recommend a solution that fits your business scale, data, team and customer journey.
Technology partner
CDP, AI and loyalty solutions for enterprise businesses
Synerise is a Polish CDXP (Customer Data Experience Platform) that combines data analytics, personalisation and AI-powered Marketing Automation. By integrating communication channels and analysing customer behaviour, it enables companies to build consistent CRM strategies, recommendation systems and loyalty programmes.
Who is it for?
Enterprise organisations, retailers and large e-commerce businesses developing advanced personalisation.
What problems does it solve?
It connects data from multiple sources and improves the relevance of offers, recommendations and customer communications.
What makes it stand out?
It uses CDP capabilities and AI-powered decisioning to deliver real-time personalisation and loyalty experiences.
Synerise is a Polish CDXP (Customer Data Experience Platform) that combines data analytics, personalisation and AI-powered Marketing Automation. By integrating communication channels and analysing customer behaviour, it enables companies to build consistent CRM strategies, recommendation systems and loyalty programmes.
Who is it for?
Enterprise organisations, retailers and large e-commerce businesses developing advanced personalisation.
What problems does it solve?
It connects data from multiple sources and improves the relevance of offers, recommendations and customer communications.
What makes it stand out?
It uses CDP capabilities and AI-powered decisioning to deliver real-time personalisation and loyalty experiences.
Certified partner
Personalisation and product discovery for e-commerce
An e-commerce platform that combines Marketing Automation, personalisation and product discovery. It uses customer and product data to support AI-powered search, recommendations and merchandising.
Who is it for?
E-commerce businesses looking to increase conversion rates and improve online product visibility.
What problems does it solve?
It improves product search, product visibility and the use of catalogue data.
What makes it stand out?
It combines product data, AI-powered search and recommendations to improve online product discovery.
Certified partner
CRM and communication automation for SMEs
A CRM and Marketing Automation platform that combines communication automation, sales and customer service. It supports segmentation, omnichannel campaigns, live chat and team collaboration in one place.
Who is it for?
Small and medium-sized businesses and e-commerce companies looking to improve customer service and communication.
What problems does it solve?
It reduces manual follow-ups, organises scattered customer contacts and provides a complete conversation history.
What makes it stand out?
It combines CRM, no-code automation and live chat to simplify everyday customer communication.
Part of the 5BONSAI ecosystem
Global customer journeys for enterprise businesses
An enterprise platform for managing customer journeys, omnichannel communication and personalisation at scale. It supports multi-market campaigns, complex processes and integration with the Salesforce ecosystem.
Who is it for?
Global brands managing customer communication across multiple markets and channels.
What problems does it solve?
It brings campaigns, channels and complex customer journeys together on a global scale.
What makes it stand out?
It orchestrates global customer journeys, dynamic content and consistent communication across multiple markets.
Part of the 5BONSAI ecosystem
Decisioning and analytics for enterprise businesses
A Customer Intelligence environment that combines predictive analytics, decisioning and Next Best Action. It helps businesses make more effective marketing decisions based on customer data.
Who is it for?
Enterprise organisations and industries working with large volumes of data.
What problems does it solve?
It reduces manual decision-making and optimises the next action taken for each customer.
What makes it stand out?
It combines predictive analytics, Next Best Action and decisioning to support better decisions at every customer interaction.
Consulting outcomes
Following the analysis, we prepare a platform comparison and a roadmap for the next steps.
Following the analysis, we prepare a platform comparison and a roadmap for the next steps.
What will you receive from us?
What will you gain?
Confidence in your decision
The right platform fit
Smooth implementation
Migration
Changing your Marketing Automation platform makes sense when the current system limits your data, integrations, personalisation, team performance or further eCRM development.
Limited use of the platform’s capabilities
Your team uses only a fraction of the platform’s potential, reducing the effectiveness of the investment and limiting the return on your technology.
Lack of personalisation
The system does not support advanced communication, personalisation or real-time customer journeys.
Integration issues
The platform does not connect with your CRM, e-commerce platform, mobile app, BI tools or loyalty programme.
Complex automation management
Launching and developing automated campaigns is too difficult and time-consuming.
Unclear campaign results
Your reports do not clearly show how Marketing Automation activities affect sales, retention and Customer Lifetime Value.
Platform migration challenges
You are planning a migration and want to avoid errors, data loss or interruptions in customer communication.
Limited use of the platform’s capabilities
Your team uses only a fraction of the platform’s potential, reducing the effectiveness of the investment and limiting the return on your technology.
Lack of personalisation
The system does not support advanced communication, personalisation or real-time customer journeys.
Integration issues
The platform does not connect with your CRM, e-commerce platform, mobile app, BI tools or loyalty programme.
Complex automation management
Launching and developing automated campaigns is too difficult and time-consuming.
Unclear campaign results
Your reports do not clearly show how Marketing Automation activities affect sales, retention and Customer Lifetime Value.
Platform migration challenges
You are planning a migration and want to avoid errors, data loss or interruptions in customer communication.
Selection risks
See what to watch out for before choosing a Marketing Automation platform for your business.
01
Making a decision based on a demo
02
Failing to consider future growth
03
Features without a business case
04
Underestimating the implementation
05
Vendor lock‑in risk
A demo shows what the platform can do, but not always how it will perform with your company’s actual data, integrations and processes.
A platform selected only for your current needs may limit business growth as your company develops over the next few years.
Buying more features than you need reduces platform adoption, while choosing a tool that is too basic can restrict the company’s future growth.
Data migration, integrations and testing often require more time and budget than initially expected.
Heavy dependence on one provider limits flexibility, negotiating power and the ability to develop your technology ecosystem further.
TESTIMONIALS
Working with 5BONSAI means, above all, quick response, efficient implementation and a good understanding of our needs in the area of eCRM. The team works quickly, flexibly and with great commitment, which translates into effective cooperation. We appreciate their professional service and partnership approach.
Justyna Szymańska
Club Communication and Campaign Specialist, Nespresso
Thanks to its understanding of our business, 5BONSAI implemented a new tool and created a strategy that optimized our sales processes. As a result, we expanded our cooperation to new markets, doubling our targets and achieving an ROI of 850%. We are extremely satisfied with the results and wholeheartedly recommend 5BONSAI.
Jan Wójciński
Omni-channel Manager Crocs & Heydude at INTERSOCKS
A holistic and innovative approach, experience, and proficiency in using our technology and the Synerise system distinguish our cooperation with 5BONSAI. They are an experienced partner that brings value to their clients' businesses.
Julian Lubański
Head of Partnerships, Synerise
For many years, we were looking for an agency that could translate the possibilities of Marketing Automation into our specific business needs without e-commerce. The 5BONSAI team met these expectations. Thanks to their commitment, communication with consumers has become more personalized and effective.
Ewelina Orzeł
Spectrum Brands
We have been working with 5BONSAI in the area of management and maintenance of our own database since 2021. The agency has proven itself to be a reliable partner. Their knowledge of Salesforce technology is invaluable to us when working with many brands in the Nestlé portfolio. We recommend 5BONSAI as a competent CRM and Marketing Automation partner.
Anna Mrówczyńska
E-business Manager, Nestlé
We began our collaboration at the start of 2021 with the aim of acquiring new users and activating loyal customers. The experts at 5BONSAI introduced a number of improvements and automation rules, streamlining communication with consumers. We started with seven brands, and today we serve ten, with more planned.
Kamil Zajęcki
CRM and Data Management Senior Specialist, Pernod Ricard
From the very beginning of our cooperation, 5BONSAI has demonstrated professionalism and understanding of our needs in the areas of direct communication, marketing automation, and support for the Żappka loyalty program. The implemented solutions have enabled hyper-personalization and improved conversion rates.
Anna Graczyk
User Acquisition & Marketing Automation Team Manager, Żabka
FAQ
The standard process usually takes 4-6 weeks. It includes an analysis of your needs and data, requirements gathering, platform shortlisting, vendor meetings, proposal comparison and a final recommendation with an implementation roadmap. For enterprise organisations, multiple markets or complex integrations, the process may take 6-10 weeks.
Yes. We prepare requirements and questions for vendors, compare the scope of their proposals and identify costs that may arise in addition to the licence fee. We also review contract terms, SLAs, integration costs, contact limits, technical support and the risk of vendor lock-in.
Yes. We audit your current platform in terms of feature usage, costs, data quality, integrations, automation scenarios, reporting and your team’s daily work. The result is a clear recommendation: develop the existing system, optimise it or move to a different platform.
Yes. We create a migration plan covering data, marketing consents, segments, automation scenarios, communication templates, integrations and reports. We help minimise the risk of data loss, communication downtime and errors after the new platform is launched.
Yes. We support the implementation from roadmap development and process configuration to automation setup, integrations, training and post-launch optimisation. This ensures that the platform selection results in effective workflows, not just the purchase of a licence.
Didn’t find the answer?
ASK AN EXPERTFREE CONSULTATION
The 5BONSAI experts will help you choose the automation platform that best fits your business needs.
