Two teams, two versions of the truth
Marketing reports leads, sales reports opportunities, and the two never reconcile. The same company exists four times under different spellings. A form field marketing depends on was renamed by someone in sales. Every pipeline review starts with an argument about whose number is right.
Making the record trustworthy
We design the objects and pipeline stages with both teams in the room, then enforce them: deduplication rules, required fields, validation on the forms that feed the CRM, and a written definition of every stage. It is unglamorous work and it is the thing that makes every report downstream believable.
What you get
Included as standard
- HubSpot, Salesforce, Pipedrive and ActiveCampaign implementations
- Object model and pipeline stages both teams have signed off
- Deduplication, validation and required-field rules that hold
- Forms and integrations writing clean, complete records
- Migration from whatever you are on now, without losing history
Also on the chain
Nothing here works alone
Every one of these connects to the others. That is the point of the way we work.
Start with the gap
Tell us where the chain breaks.
One reply from the person who would do the work, not a sales desk.
hello@dot-connectors.net