Sales and Marketing Data Aggregation & Warehousing

Why Sales & Marketing Data Is Your Competitive Advantage

Modern marketing is only as good as the data that powers it. From lead capture to closed-won revenue, aligning sales and marketing data unlocks targeting accuracy, lifecycle visibility, and revenue efficiency.

We help brands unify, enrich, and activate sales and marketing data to drive more qualified pipeline, better targeting, and smarter performance decisions.

67% of marketers say siloed data limits campaign performance
Brands with aligned sales + marketing data see 36% higher customer retention
CRM-powered audiences outperform cold targeting by up to 4x in ROAS

Our Data Services Framework

 Connect the dots. Convert with confidence.

1

CRM & Platform Integration

Connect Salesforce, HubSpot, or your CRM to paid media, email, and analytics platforms. Ensure clean data flow across form fills, leads, deals, and conversions.

2

Audience Segmentation & List Management

Build high-performing audience segments by lifecycle stage, firmographics, intent, and behaviors. Sync lists with ad platforms and email tools for activation.

3

Lead Flow Mapping & Attribution

Visualize lead sources, define conversion paths, and implement tracking to measure full-funnel performance from first touch to closed deal.

4

Data Hygiene & Enrichment

Cleanse and dedupe databases. Enrich records with ZoomInfo, Clearbit, or other sources to enhance targeting and personalization.

5

Marketing Automation & Lead Scoring

Design logic-based workflows and scoring models to prioritize sales-ready leads. Align scoring with sales feedback and pipeline outcomes.

6

Dashboards & Performance Reporting

Build real-time dashboards across CRM, GA4, and ad platforms. Visualize CPL, SQL rates, CAC, and close velocity for informed growth decisions.

What We Deliver

CRM & Ad Platform Integration

CRM & Ad Platform Integration

End-to-end connection between CRM, paid media, and analytics tools for accurate tracking and retargeting.

Audience Strategy & List Building

Audience Strategy & List Building

Custom audience segments synced to Meta, Google, LinkedIn, and email platforms.

Lead Journey Mapping

Lead Journey Mapping

Source-to-close visualizations of your funnel with event-based tracking and attribution setup.

Database Clean-Up & Enrichment

Database Clean-Up & Enrichment

Structured workflows for deduplication, field standardization, and enrichment via third-party data.

Automated Workflows & Lead Scoring

Automated Workflows & Lead Scoring

Marketing automation logic and scoring models aligned with pipeline priorities.

Custom Dashboards

Custom Dashboards

Weekly and monthly reporting with visual breakdowns by channel, funnel stage, and segment.

How We Work

Discovery & Audit

Discovery & Audit

Review your current CRM setup, data quality, lead routing, scoring, and integrations with media platforms.

90-Day Data Activation Sprint

90-Day Data Activation Sprint

Connect systems, clean data, implement lead tracking, build dashboards, and launch first-party targeting audiences.

Ongoing Optimization

Ongoing Optimization

Monitor data health, evolve lead scoring, update segments, and refine dashboards to support growth goals.

Unify sales and marketing data to unlock smarter targeting, clearer visibility, and stronger revenue growth.

Results

An AI Growth Engine for Wellness

Grain built an autonomous growth engine for THE WELL’s e-commerce, integrating data and media platforms to enable self-optimizing campaigns aligned with business metrics and revenue goals.

66% decrease in ecom CPA
-40% Social Cost-Per-Purchase