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Stop being the glue between your tools

CRM, ad platforms, analytics and the tools your team actually works in — connected so a lead, a conversion and a revenue event are the same record.

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70% manual assignment work removed
THE PROBLEM

Every growing team accumulates a layer of human glue: export from ads, clean in a spreadsheet, import to the CRM, chase the field that did not map. It is invisible on the org chart and expensive in practice. The first thing that breaks under growth is the process nobody documented.

WHAT YOU GET
Systems & process map
CRM data model & hygiene
Ad-to-CRM sync
Analytics & data-layer join
Assignment and routing rules
Monitoring, alerting and handover

How we run it

01

Map the real handoff

Including the spreadsheet nobody mentions and the step that only one person knows how to do.

02

Agree the record

What a qualified lead, a conversion and a closed deal actually mean — in one system of record, not three conflicting ones.

03

Connect with failure in mind

Retries, alerting and a human fallback. An integration nobody trusts gets bypassed the first week.

04

Prove the join

A click that can be traced to a pipeline event, reported monthly, so marketing and sales argue from the same numbers.

PROOF
See this work in a client case study
Read the case study →
RELATED SERVICES
Intelligent Workflow & Process Automation Marketing ROI & Growth Intelligence Web & Mobile Applications
NEXT STEP

Tell us which systems do not talk

Ready to take the first step towards unlocking opportunities and realising goals? Tell us the outcome you need and we will bring the marketing, data and engineering capability to deliver it.

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