Campaign taxonomy rebuilt


Go-to-market reporting was fragmented across a marketing automation platform and the CRM. Campaigns were created inconsistently, so lead source could not be trusted; MQL definitions differed between the two systems, so the same lead could be qualified in one and not the other; and the marketing database carried roughly 60,000 duplicate company records, which made any account-level rollup meaningless.
Rebuilt the campaign taxonomy so every lead source maps to exactly one campaign, with bucketing by business unit and channel. That single rule is what makes source reporting roll up cleanly instead of fragmenting across near-duplicate campaign records.
Rebuilt MQL scoring so the marketing platform and the CRM qualify a lead the same way, ending the arguments about which system was right.
Cleared roughly 60,000 duplicate company records in the marketing platform with a delete-and-reimport from the CRM system of record, rather than an in-place merge that would have preserved the bad associations.
Connected the professional-services automation platform (Rocket Lane) into reporting for services hours and revenue per hour, alongside recurring-revenue roll-ups, so services delivery shows up in the revenue picture instead of sitting in its own tool.
Campaign taxonomy rebuilt
A one-campaign-per-lead-source taxonomy with business-unit and channel bucketing replaced inconsistent campaign creation.
Duplicate company records cleared. Roughly 60,000 duplicate company records were cleared via delete-and-reimport from the CRM system of record.
MQL scoring reconciled. MQL scoring was rebuilt to be consistent across the marketing platform and the CRM.


7 steps
An automated ABM engine: batch enrollment, generated personalization, and the guardrails that stop a bad send
Workflow success rate materially improved and was measurable
Attribution

4 steps
Closing the gap between MQL and pipeline
~8,800 contacts re-attributed
Outbound



5 steps
Consolidating two sales-engagement systems into one: 22 cadences rebuilt one-to-one
22 cadences migrated one-to-one