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How we provide operational services and expertise to extend MTI's internal marketing team





At a glance...


Marketing operations support, services and expertise to complement MTI's internal marketing team


MTI Technology, a multi-award winning technology services and solutions provider


MTI had invested in the SharpSpring plaform to support their marketing efforts but were failing to utilise its capability, resulting in a frustrated and overwhelmed marketing department


  • Help MTI understand the true potential of SharpSpring and how it could empower the Marketing team
  • Provide strategic advice on best use of the SharpSpring platform
  • Day-to-day operational and technical support to the marketing team, from building campaigns, managing the SharpSpring platform, creating workflows, reporting and cleaning data
  • Create an active marketing dashboard for board review 



  • Train the marketing team to understand the capability of SharpSpring and work with them to exploit the opportunity, helping them become self sufficient in the process


  • SharpSpring


Strategic review

  • We worked with MTI to define their MQL and SQL process and create a visual customer journey to help plan campaign activity and ensure leads are nurtured effectively

Make leads visible

  • Automated the visibility of engaged contacts by employing:
    • Workflows
    • Lists
    • Custom fields
    • Contract tracking
    • Campaign tagging
    • Trackable URL's
    • Content calendar

Engage lapsed contacts

  • Lapsed contacts were re-engaged via a dedicated win-back campaign
  • A process was developed so Internal Sales Rep's can easily and contact warm prospects

Operational efficiency

  • Supporting the development of vendor campaign assets
  • Improving operational processes such as introducing an email planner and creating standard operating procedures (SOP's) to help the Internal Sales Rep’s easily identify and contact warm prospects
  • Quicker asset search by standardising the asset naming convention
  • Suggesting a new process to build campaigns


Created a self-sufficient marketing team, now confident and proficient in:

  • Email builds
  • SharpSpring ads
  • List builds
  • Workflows
  • Trackable URL's

Internal Sales Reps (ISRs) trained to use the SharpSpring CRM to qualify leads.

Sales teams trained to use Smart emails and identify prospects who are sales-ready.

We also designed and built a marketing dashboard using Microsoft Power BI that provides quarterly summary of campaign activities and results.


Simon Rutt, EMEA Marketing Director, MTI
We've been working with Pacific for well over two years now. They are friendly, and approachable and have an in-depth understanding of SharpSpring and how to best maximise it to meet our objectives.
Simon Rutt
EMEA Marketing Director, MTI
Annabel Chapman, Senior Marketing Exec, MTI
Provide Pacific with a brief and they're quick to understand and interpret the challenge and go above and beyond when delivering a resolution. They're always one step ahead, anticipate situations in advance, and aren't afraid to offer an alternative approach to speed up or simplify project delivery.
Annabel Chapman
Senior Marketing Exec, MTI

Get in touch

If you'd like to have a free, no obligation chat to discuss how we could help your business leverage the power of  Marketing Automation and CRM, please use the form below to get in touch with us.

How we helped

The Social Change Agency

choose HubSpot


The Social Change Agency help groups and organisations build the structures, knowledge and networks they need to make change happen.

Their requirements for a platform included:

  • A way to manage grant applications and the distribution of funds
  • A central, single source of truth for all contacts and comms
  • Tools to manage marketing all in one place
  • Ticketing system to triage and resolve day-to-day enquiries