Marketing and sales are both working hard. Campaigns are live, deals are being worked — and the reports still disagree. Nine times out of ten that's not a strategy problem. It's HubSpot, Marketo or Salesforce with systems and process that weren't built right, quietly breaking everything downstream.
Bring your CRM. We'll find where the leads sit. No deck. No pitch.
Three symptoms show up in almost every B2B tech stack we audit. None of them are fixed by another campaign — or another admin ticket.
Lifecycle stages configured years ago by whoever set up the CRM. MQLs rot unworked, sales says the leads are junk, marketing says sales never follows up. Both are right.
Nobody can say which campaign produced which deal, so budget decisions run on opinion and the loudest voice. Doubling down on what works is impossible when nobody knows what works.
Marketing gets blamed for a sales problem, or the other way round. Pipeline meetings litigate whose numbers are right instead of deciding what to do next. Nobody trusts the reports.
A rebuilt CRM running the old process fails in a quarter. New process on broken tooling never gets adopted. We've spent years fixing exactly this for B2B tech companies, and it only works as a pair.
HubSpot, Marketo, Salesforce — whatever you run. Objects, lifecycle stages, lead scoring, routing rules and integrations rebuilt to match how your pipeline actually moves.
MQL and SQL definitions marketing and sales agree on in writing. Handoff SLAs, follow-up rules and feedback loops — so intent is captured, routed and worked, not lost between tools.
Campaign-to-revenue attribution, forecasting that holds up in board meetings, and dashboards both teams read from. Now you can double down on what's actually working.
Most teams already pay someone to manage the CRM. That's maintenance. Here's what changes when the backend is rebuilt for where you're trying to go.
Twenty minutes, live, with a senior ops strategist. Bring your CRM on screen — we'll walk your lifecycle stages, routing and attribution against how we build them, and show you where the numbers stop adding up.
// no deck · no pitch · you keep the notes
Pick a slot — or leave your details and we'll come to you within one business day.
A senior ops strategist will reach out within one business day with times. Talk soon.