Sales stage mapping
We agree on what qualified lead, opportunity and sale mean in your CRM. We define which stages to send to each platform and which to use for reporting or optimisation.
Send qualified lead, opportunity and closed-sale signals to your campaigns. We connect sales activity with advertising investment to assess which campaigns generate business.
We combine strategy, technology and data to improve your business results.
We agree on what qualified lead, opportunity and sale mean in your CRM. We define which stages to send to each platform and which to use for reporting or optimisation.
We review UTMs, identifiers and timestamps from form submission to sales record. We design source retention around permissions and system capabilities.
We configure compatible sales actions from your CRM. We validate identifiers, timestamps, values, currencies and acceptance status to detect import errors.
We implement enhanced conversions for leads where sources and permissions allow. We validate normalisation and hashing of required data for submission through supported channels.
We connect agreed events to Meta through a compatible integration. We check identifiers and deduplication when the same event is also sent by the browser pixel.
We deliver field mappings, submission rules and error checks. We monitor rejected records and agree on how to handle cancelled sales, duplicates and CRM changes.
Every phase has its scope, duration and KPIs defined in writing. You know what you are buying, when it arrives and how it is measured.
Request a proposalWe review your CRM, forms, advertising accounts and available connectors to confirm which data and stages can be sent.
We define fields, identifiers, consent, submission frequency and deduplication rules.
We test one source and one conversion, review platform responses and reconcile records before expanding.
We activate the agreed stages. We only propose using them for bidding when data quality and volume support it.
They are actions outside direct website tracking, such as a sale closed by the sales team. An integration can send them to Google Ads when compatible identifiers, timestamps and permissions are available to associate them with advertising.
We assess HubSpot, Salesforce, Odoo, Zoho and custom CRMs. Feasibility depends on the edition, APIs, connectors and permissions available. The proposal confirms the method and potential licensing costs before implementation.
Yes, where the platform supports the integration and receives sufficient valid signals. We first check quality, volume and the time to qualification. Not every submitted event should automatically become a bidding goal.
They add first-party data, normalised and processed according to Google’s requirements, to help relate sales conversions to advertising interactions. Appropriate implementation and permissions are required; hashing does not remove data protection obligations.
It does not guarantee a commercial outcome. It improves the signals available to analyse and, where appropriate, optimise campaigns. Results also depend on your offer, investment, sales process and data quality and volume.
Start with the problem you need to solve. Each service has its own scope and deliverables.
GA4, Google Tag Manager and conversion tracking connected to your CRM and dashboards.
View serviceFind issues in GA4, GTM and advertising pixels with evidence and a prioritised action plan.
View servicePower BI and Looker Studio dashboards bringing together investment, opportunities and sales.
View serviceTell us which CRM you use, where leads come from and which stages you want to measure. We will assess feasibility and integration scope.