Connect Strategy to Systems. Without the Chaos.
CRM Map Alignment for Revenue Teams
Ensure your CRM reflects the way your business actually operates. We help marketing and revenue teams optimize CRM structure, lead lifecycle stages, campaign tracking, and sales alignment — so data flows clearly and drives smarter decisions.
If your CRM doesn’t reflect your GTM strategy, your data won’t reflect reality
AI Coaching That Translates Curiosity Into Strategic Action
We help executives make sense of what’s possible—and what matters most.
Empower your team with the tools, knowledge, and workflows they need to thrive in an AI-enhanced marketing environment. From prompt engineering to campaign integration, we make sure your team isn’t just aware of AI—they’re skilled at using it for impact.
What’s Included: CRM Map Alignment & Optimization
Your CRM isn’t just a database—it’s your revenue engine.
Whether you use Salesforce, HubSpot, Zoho, or a custom CRM, we help optimize your instance to support better decision-making, cleaner attribution, and scalable GTM execution.
🧭 Lead Lifecycle Mapping & Funnel Stages
Align lifecycle stages, scoring models, and lead handoffs to your buyer journey.
📊 Campaign & Attribution Mapping
Align marketing campaigns with CRM tracking to improve first-touch, last-touch, and multi-touch attribution.
🔄 Lead Routing & Sales Handoff
Configure workflows and triggers to ensure high-intent leads reach the right rep, fast.
🧩 GTM System Integration Planning
Ensure your CRM works seamlessly with your MAP, CDP, and reporting stack.
🏷️ Field & Object Optimization
Clean up CRM fields and custom objects to reduce clutter and improve reporting clarity.
📚 Want help aligning your CRM to match your GTM motion?
Explore our Martech Integration & Strategy Services or Advanced Analytics & Attribution Solutions
Your GTM strategy is only as good as the data that supports it.
Ideal for B2B Teams With CRM Complexity or GTM Scale
Whether you're optimizing or rebuilding, we’ll help you clean up and scale smarter.
We’ve enabled:
Marketing teams struggling with attribution or lead handoffs
Sales teams losing visibility into lifecycle or campaign data
Ops teams managing too many disconnected fields, stages, or systems
Executives trying to get a clear picture of marketing performance
📚 Want to see a CRM alignment project in action?
Check out our Marketing Ops Case Studies
A Misaligned CRM Doesn’t Just Waste Time
— It Costs Revenue
When your GTM strategy and CRM don’t match, reporting breaks, handoffs fail, and deals stall.
A well-aligned CRM connects marketing intent with sales execution. We don’t just clean up your fields—we ensure your system is designed to reflect how your buyers move, how your teams sell, and how your data should be reported.
✔ Define lifecycle stages and align to campaigns
✔ Connect scoring, routing, and sales handoff triggers
✔ Create visibility for leadership, RevOps, and GTM teams
✔ Support attribution and closed-loop reporting
What a typical CRM Map Alignment project looks like
Quick-start guidance with long-term strategic impact.
✔ Company Type: Mid-Market SaaS or GTM-Focused B2B Tech
✔ Engagement Type: CRM Architecture Review & Optimization
✔ Focus Areas: Funnel Mapping, Attribution, Sales Handoff, CRM Objects
✔ Internal Teams Involved: Marketing Ops, Demand Gen, Sales Ops, RevOps, Leadership
✔ Timeline: 4–6 Weeks
✔ Deliverables: Lead Lifecycle Map, CRM Field & Object Audit, Updated Lead Routing Rules, Scoring & Handoff Recommendations
Let’s Make Your CRM Work For Your Strategy
If your CRM setup feels like a blocker instead of a growth enabler, we can help. We’ll make sure your system supports attribution, speed, collaboration, and scale—without starting over from scratch.