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Salesforce & CRM Operations
Connect marketing automation with the CRM process sales depends on.
Xadentra helps teams align Marketo and Salesforce so leads move through the funnel with the right data, routing, lifecycle status, and campaign attribution.
Scope · 01
Sync, mapping & data quality
- Salesforce and Marketo sync support
- Field mapping and data governance
- Lead source and UTM capture
- Duplicate and data-quality review
- Campaign member status strategy
Scope · 02
Lead lifecycle & routing
- Lead routing logic (account-based, round-robin, queue-aware)
- MQL and sales handoff workflows
- Lifecycle stage alignment across marketing & sales
- Sales alert flows and SLA monitoring
- Re-engagement and recycle workflows
Scope · 03
Reporting & sales handoff
- Operational reporting for marketing & sales
- Closed-loop attribution to campaign member
- Sales acceptance / rejection feedback loops
- Salesforce dashboards for marketing impact
- Forecast-ready pipeline reporting
Get expert support.
A 30-minute working session with a senior strategist. No SDR queue, no junior staff.