Lead management
Lead and contact model, statuses and conversion rules agreed and documented.
CRM marketing operations
Salesforce and CRM consultant: one CRM marketing and sales both trust.
CRM marketing operations is the work of making Salesforce or Microsoft Dynamics 365 the trusted record of every lead, account and campaign: how leads arrive, who owns them, how they become opportunities and how revenue is traced back to marketing. I set up that model and the automation around it, so the pipeline meeting stops being an argument about whose numbers are right.
- Lead management. Lead and contact model, statuses and conversion rules agreed and documented.
- Routing. Assignment rules or flows that give every lead an owner in minutes.
- Campaign attribution. Campaigns and member statuses set up so influence reporting works.
- Data quality. Duplicate rules, validation and enrichment running automatically.
Watch it work.
This is the automation running on its own. Every step happens without anyone touching it, and you get a record of what happened.
- 01Campaign response logged✓ Done
- 02Lead deduplicated✓ Done
- 03Routed by territory✓ Done
- 04Task created for the rep✓ Done
- 05Opportunity tracked✓ Done
Run complete
Sound familiar?
- Three records for the same person, all slightly different
- Leads bounce between owners like a hot potato
- Campaign influence reports that everyone politely ignores
- Marketing and sales bring different pipeline numbers to the same meeting
What I set up for you.
Routing
Assignment rules or flows that give every lead an owner in minutes.
Campaign attribution
Campaigns and member statuses set up so influence reporting works.
Data quality
Duplicate rules, validation and enrichment running automatically.
Integrations
Marketing automation, forms and tools synced cleanly with the CRM.
Dashboards
Pipeline by source and stage conversion, built from one set of numbers.
How we’ll do it.
- 1
Look under the hood
I go through your setup, data and workflows, then write down what’s leaking and the quick wins, in plain English.
- 2
Build it with you
We agree the fixes together. I build, test and document everything inside your own accounts.
- 3
Hand you the keys
A short training session and a written runbook, so your team can run it without needing me.
Tools I know inside out.
- Salesforce
- Microsoft Dynamics 365
- Power Automate
- Copilot Studio
- Marketo Engage
- HubSpot
Questions people ask.
What is CRM marketing operations?
It is the part of marketing ops that lives in the CRM: the lead and campaign data model, routing, lifecycle, attribution and the integrations with marketing tools, so marketing and sales work from one set of numbers.
Do you work with Microsoft Dynamics 365 as well as Salesforce?
Yes. I work with both, including Power Automate and Copilot Studio on the Microsoft side.
How do you stop duplicate leads in Salesforce?
With matching and duplicate rules, validation at the point of entry, normalised fields, and a one-off merge of existing duplicates. Prevention matters more than the clean-up.
Can you connect our marketing automation to the CRM?
Yes. HubSpot, Marketo and others sync with Salesforce and Dynamics 365. I set up the field mapping, sync rules and error monitoring.
Let’s have a look together.
A 20-minute call where we open up your setup. If I can’t find at least one real fix, I’ll tell you, and you’ve lost nothing but 20 minutes.
Book a call