The Before
Coptrz had grown rapidly since implementing Salesforce and Pardot, but the setup had stood still. Sales and marketing were misaligned, the prospect database was underused and the platform was no longer supporting current campaigns or future growth.
The After
We ran a three-phase health check, rebuilt lead scoring and grading, introduced a clear MQL process, cleansed customer and campaign data and created progressive marketing assets. Training helped users make full use of the improved setup.
The Results
Net-new revenue rose 53% in one month. Sales now focuses on prospects that match the ideal customer profile, marketing has richer data to work with, and Salesforce and Account Engagement operate as one future-ready revenue process.

