CRM and marketing ops for B2B SaaS.
We fix the SaaS plumbing between marketing and sales. Lead routing, lifecycle email, and a CRM that reflects reality, so good leads stop falling through the cracks.
Where this usually goes wrong.
Leads come in and disappear. Routing is manual, lifecycle stages mean different things to different people, and nurture emails either do not exist or have not been touched in a year.
What changes when we work together.
- Lead routing that gets opportunities to sales in minutes
- Lifecycle stages everyone defines the same way
- Nurture sequences that warm up signups before sales calls
- A CRM clean enough to report from
The approach, in plain terms.
Process mapping
We map how a lead actually travels from signup to closed, then find where it stalls or gets dropped.
CRM and routing setup
Clean lifecycle stages, automated routing, and the fields you need to report, configured in HubSpot or Salesforce.
Lifecycle email
Onboarding, nurture and re-engagement sequences mapped to product usage and sales readiness.
Handoff and SLAs
A clear marketing-to-sales handoff with response SLAs, so qualified leads are worked while they are still warm.