CRM Analytics and Support for Your Sales and Marketing Teams

We focus on optimizing Salesforce and Marketo, so that you can focus on growing your business.

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What we do

Is your Salesforce or Marketo properly configured?

Sync errors. Data quality issues. Lack of analytics or insight. Lack of talent or time. Not getting positive results.

Don't let these items distract you from achieving your goals. CRM Lead Analytics is a small, boutique team consisting of an architect and/or administrator available to function as an extension of your team. Our services include project-based work and ongoing support. With 20 years of experience, we know what works and what doesn't.

Check out our services 

Meet The Dream Team

Certified Salesforce Administrator
  • Provides Tier 1 support
  • User management and security
  • Maintaining and customizing Sales and Service Clouds
  • Data quality, validation rules, de-duping
  • Reports, dashboards, and workflows
  • Manage AppExchange packages
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Marketo Certified Expert Administrator
  • Provides Tier 1 support
  • Manages sync with Salesforce
  • Email deliverability
  • Lead management
  • Lead lifecycle and revenue cycle model
  • Database management and governance
  • Reporting and analytics
  • Lead nurturing and scoring
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Salesforce/Marketo Architect
  • Provides Tier 2 support as technical SME
  • Presentation on sales/marketing methodologies
  • Executes technical audits
  • Implementation plans
  • Coordinates integration between systems
  • Martech strategy
  • Training on Salesforce and Marketo
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Examples of Work Projects

We typically service B2B clients inthe technology sector who provide services to companies ranging fom Fortune 1000 to SMBs, but we have also supported B2C clients in the non-profit sector. Some of our projects have included:

  • Streamlining manual process by implementing DocuSign and integrating with Salesforce
  • Increasing MQLs by developing Marketing nurture streams from lead capture to handing off to Sales
  • Getting Marketing/Sales alignment through team member interviews as part of setting up lead scoring
  • Training Sales on using Marketo Sales Insight to identify companies that are in the 'right time' stage
  • Developing automated processes through the use of Salesforce Flows
  • Integrating and providing support for various CRM and Marketing Automation systems

More Details

  • Salesforce

  • Marketo

Salesforce

Do you have a general idea about how you want your Sales process but aren't sure how to accomplish it? Schedule time with a certified Solution Application Architect and collaborate online together creating a process flow to help visualize your idea.

Need a 'how to' resource? Work with our certified System Administrator on the operational tasks. A team member will capture your business requirements and create your report, dashboard, process flow, page layout, application, or other requirements.

They Say

What They Say

Salesforce, Marketo and HubSpot Professional

A pro with Salesforce, Marketo and HubSpot! Beyond his technical skills, he worked with us as part of our marketing team - helping us extend our reach. He is reliable and we highly recommend him!

FINANCIAL TECH

MARKETING

“

Very knowledgeable on both SFDC and Marketo - which was exactly what we needed for this project. He was prompt with this work and went above and beyond with great advice. Highly recommended.

GLOBAL TELECOM

MARKETING

“

Came up with a great innovative product for the Walmart account this year... With this [Salesforce] solution, Walmart's Mobility Team Member on their Digital Team won the Associate of the Quarter for this product.

Global Retail

TECHNOLOGY

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