Sales CRM
Our Yetis help ensure “no lead gets left behind”
Marketing’s role has greatly expanded beyond generating awareness and new leads. Tracking those leads throughout the entire sales process and attributing revenue to campaigns are the new norm. These objectives can be achieved by creating a Demand Generation Ecosystem® which ensures the alignment of your organization, processes and marketing programs to your business objectives and revenue goals, made possible through a harmonious layer of technology that supports (not dictates) the entire process.

Integrating your Marketing Automation system with Salesforce.com
To get the results you expect, marketing efforts must be integrated with sales activities. Our Yetis love integrations! In fact, our company is founded upon our unique ability to seamlessly connect your entire marketing technology landscape and making it work to support your processes.
Creating New Marketing Automation & Salesforce.com Integrations
If you haven’t yet integrated your Marketing Automation software to Salesforce.com we have you covered. We can plan out all the activities involved and execute them to make sure your integration launches smoothly.
Improving Existing Marketing Automation & Salesforce.com Integrations
If your Marketing Automation tool is already connected to Salesforce.com and you’re experiencing challenges or need to get more value out of it, we are just the folks to help get you get things on the right track.
Optimizing Salesforce.com to support your entire demand generation process
Truly valuable automation extends deep into your data set. It helps to figure out who your prospects are, and if they are a good fit for your products and services in the first place.
Aligning Data with Your Marketing Automation System
Part of a sound integration is making sure your fields are in lock-step with your Marketing Automation system
Building a Conversion Process
Without a sound process for processing leads, you won’t be able to achieve your objectives. We don’t’ underestimate the value of process and nor should you.
Syncing Data across Leads, Contacts and Opportunities
Once valuable data lands in Salesforce.com, we’ll make sure it gets where it needs to go to help you see results.
Lead Assignment Rules
Your generating great leads and that now need to be delivered. We’ll get our logic on to ensure your leads find a home with their rightful owner.
Marketing Attribution Reporting
Which campaigns produce the best leads and the most revenue for your company? Our Jedi-like Yetis can help you find the droids you’re looking for.
Sales Performance Reporting
We love Sales executives too! Let us shed light on how your salespeople are doing with new processes and converting leads to closed business.

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Download our “Sales & Marketing Love Fest” Kit
When sales and marketing teams are in sync, companies became 67% better at closing deals. It’s time to improve your collaboration!
Don’t have Salesforce.com? Don’t worry, we have you covered.
If you are using another Sales CRM system besides Salesforce.com we can still help. We have clients using HubSpot CRM, Microsoft Dynamics and Sugar CRM to name a few, and we can leverage the right skill sets and tools to help you succeed with these platforms as well.

Thinking about migrating to a new Sales CRM system? Contact us today and we’ll run through a free 45-minute strategy session.