CRM Infrastructure & Build

The pillar most media shops won't touch. Without it, the ad platforms are the only thing telling you how you're doing, and they are not impartial.

What it covers

Setting up the system of record, and wiring it to everything else.

Standing up Zoho, HubSpot or Salesforce from scratch, or moving you off whatever you have without losing history.

Stages that match how your sales team actually works, with the handoffs automated rather than remembered.

Leads qualified and routed on defined rules, so the sales team stops triaging and the data stops being guesswork.

The CRM connected to the ad platforms and the warehouse, so closed revenue can be traced back to the campaign that caused it.

The ad platforms report the top bar and stop. Everything underneath it is the part that decides whether the spend was worth it.

Illustrative, using the same figures as the sample dashboard.

Ad platforms report leads. Only the CRM knows which of them turned into money.

Ad platforms say This channel produced the most leads at the lowest cost per lead. Spend more here.

The CRM says Half of those leads never qualified, and the ones that closed came from somewhere else entirely.

drop-b Both, in one place, reconciled. The CRM is a data source, not a separate department.

A lead is not revenue.

The audit covers your CRM as well as your ad accounts.