Data

Customer relationship management

The system of record for contacts, accounts, deals and service history. Sales and service teams live in it; marketing feeds it leads and reads from it.

How it's used

A web form lead lands in the CRM with its source campaign attached. Sales works the deal, and when it closes, that revenue flows back so marketing can see which campaigns produce customers, not just clicks.

How I help

I connect forms, ads and the warehouse to the CRM so leads arrive clean, deduplicated and attributed, and closed revenue makes it back to marketing reporting.

Common toolsSalesforce, HubSpot