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

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 & Integrations

If you haven’t yet integrated your Marketing Automation software to 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 & Integrations

If your Marketing Automation tool is already connected to 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 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, 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.


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!

Start feeling the love

Don’t have Don’t worry, we have you covered.

If you are using another Sales CRM system besides 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.