Reporting inside of your tools is limited. We setup connections to all of your tools to give you a unified view of your data.
My CRMs/MAPs don't visualize data the way I need them to.
You spend hours in excel instead of doing your actual job. We automate those repetitive reports and make them available for self-service whenever you need them.
I waste so much time in excel building reports.
Your sales and marketing data is somewhere between messy and inaccessible. We learn what data you need to make decisions and then make that available via automated dashboards.
I'm not able to use my data to make better decisions.
Attribution is near impossible if your sales and marketing tools can't talk to each other. We get all of your data into a centralized location to enable clear attribution.
I can't attribute sales to marketing efforts.
You have a fragile complicated lead routing process and are unsure how to simplify and automate. We offer our clients best practices on how to optimize/configure their CRMS to save time and ensure no leads slip through the cracks.
My CRMs/MAPs aren't routing leads they way I need them to.
Your automations work most of the time, but you still spend hours manually cleaning and deduplicating leads. We streamline the process and advise on industry best practices for revenue data operations.
Lead routing/tracking is manual and time consuming.