Solution

Sales & Marketing Teams

Lead data sits in 3 tools. Handoffs from marketing to sales break. Reporting is always a week behind.

Where it breaks

Scattered lead data

Leads live in the CRM, the ad platform, and a spreadsheet. None of them match.

Broken handoffs

Marketing qualifies a lead, passes it to sales, and it disappears into a black hole.

Stale reporting

Pipeline numbers are always a week behind. Decisions are made on outdated data.

What we build

Foundation

Single source of truth for lead data
Defined lead-to-opportunity stages with clear ownership
Consistent tracking across all channels

Automation

Lead-to-meeting workflows with automated qualification scoring
CRM sync across all sources — real-time, not overnight
Revenue dashboards that update as deals move

Outcomes

More qualified leads reaching sales

Faster deal cycles with fewer handoff gaps

Real-time revenue visibility

Marketing and sales finally on the same page

The problem with go-to-market ops

Marketing captures leads in one tool. Sales works from another. The handoff is a Slack message and a prayer. And reporting? You’re making decisions on last week’s data.

How we fix it

We map the entire lead-to-revenue flow, set up one system of record, automate the transitions, and give you real-time visibility.

Unified lead data

No more three versions of the truth. One CRM, one set of fields, one source of truth that syncs across all your channels.

Handoffs that work

When a lead hits the right score, it routes to the right rep automatically. No more lost leads between marketing and sales.

Revenue dashboards that breathe

Pipeline, conversion rates, deal velocity — all updating in real time. You make decisions on today’s data, not last week’s export.

Free Process Audit

Let's find the fix.

30 minutes. No pitch. We'll look at one workflow and tell you what to fix first.

Process Audit
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