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.

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