Do you work on the sales side of Salesforce too?

Our focus is where CRM meets marketing — lead management, lifecycle, data and reporting. We work with your Salesforce admins or partners on wider sales configuration.

Can you help connect Salesforce with HubSpot, Marketo or Account Engagement?

Yes. We help plan field mapping, sync rules and lifecycle handoffs between Salesforce and your marketing automation platform.

Can you clean up our CRM data?

Yes. We define cleanup rules, deduplication logic and governance so data quality holds up after the cleanup.

Do you offer ongoing CRM administration?

Yes, for marketing-related CRM operations, as part of an ongoing engagement.

Salesforce CRM

Connect Salesforce CRM to the way your marketing team works.

We help align Salesforce CRM with marketing automation, lead management and lifecycle processes — so data flows cleanly from first touch to customer.

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Lead-to-customer data flow

Common Challenges

When CRM and marketing disagree, pipeline suffers.

ProblemBusiness impact

Lead and contact processes unclearRecords are duplicated or lost between teams
Fields added without governanceReporting and automation break
Handoff rules undefinedQualified leads wait too long for follow-up
Marketing automation not alignedSync errors and conflicting data

Services

Salesforce CRM service areas.

Focused on the marketing-facing side of your CRM.

01CRM implementation
02CRM consulting
03CRM administration
04Lead management
05Lifecycle management
06Data cleanup
07Data governance
08Marketing-sales alignment
09Process design
10Field and property architecture
11Marketing automation alignment
12Reporting

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Use Cases

Where teams bring us in.

Lead-to-opportunity process design
Data cleanup and deduplication
CRM and marketing automation alignment
Pipeline and funnel reporting
Field governance

How We Help

From platform decisions to a connected revenue operating model.

01
Assess
Understand the current Martech environment.
02
Design
Define the architecture, workflows, data model and operating model.
03
Activate
Implement, configure and operationalize the platform.
04
Optimize
Improve campaigns, workflows, data, reporting and lifecycle programs over time.

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Engagement Models

Support when you need it. Expertise when it matters.

Project-based

Defined scope, clear deliverables, fixed outcomes.

Implementation
Migration
Redesign
Transformation
Specific Martech projects

Ongoing / Retainer

Continuous expertise embedded in your team.

Administration
Campaign execution
Optimization
Analytics
Marketing operations
Continuous support

Industries we support

See how we work in anonymised case studies, read our Martech insights, or learn about Martech to Revenue.

Platform expertise across leading Martech ecosystems.

Years of Martech Experience
Core Service Capabilities
Platform Ecosystems

FAQs

Salesforce CRM questions, answered.

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Let's turn your Martech platform into a revenue engine.

Find out where your platform is creating friction — and where the biggest opportunities for improvement are.