Your CRM leaks.
/ We seal it in 30 days.
Results, fast.
Your systems work. They don't talk to each other. We connect what you already own — Salesforce, Power BI, your Meta and Google Ads accounts — and we hand you the keys.
“It works, just not well.” That is exactly what keeps the problem invisible — and expensive.
We know what your Monday looks like.
Nothing broken. Nothing running either.
Your data lives in four tools that don't talk to each other. Every simple question needs a manual export.
The monthly report gets built by hand. The night before the meeting. In Excel.
One person on the team knows how it all works. If they leave, you start over.
Your marketing calls get made on instinct. Not by choice — the data never lands in time.
Your competitors are a tool generation ahead. You can see it in how fast they ship.
You hold years of customer history. Nobody has ever used it.
What you need / in order.
Connect, don't rebuy
You don't need a new tech stack. You need Salesforce, Power BI and your ad accounts to send the same number to the same place.
/ One implementation project per quarterSee without rebuilding
A dashboard wired to the source, not a file reassembled every month. Same figures for marketing, sales and the leadership team.
/ End of the manual monthly reportDepend on no one
Documented process, trained team, accounts in your name. We transfer the skill during the mandate, not at the end of it.
/ One team training session per quarterHow we answer.
Four pillars. One priority order, for you.
Diagnostic 360
All four pillars taken apart: processes, media strategy, relationship marketing, data and technology. Full report, 2-hour debrief workshop with leadership, 12-month prioritized roadmap with impact and effort per project. Delivered in 15 business days.
Implementation and automationLead pillar
CRM configured, Power BI wired to your sources, automation between systems that sit in silos today. One project per quarter, scope agreed before we start.
Data and insights
Your history already exists — that is your edge over a company starting out. We turn it into tracked indicators, shared with your sales team.
Knowledge transfer
One team training session per quarter. The goal is not for you to need us forever.
Reply within 24 business hours. Two strategic check-ins per month.
The data behind the results.
A network of 12 independent advisors, three markets, $150,000 in media over 4 months. The mandate: move off an Outbound model and rebuild acquisition on data instead of instinct.
Source: SOP Marketing Inc. engagement. Full method and figures in the case study. Read the full case study
The assessment is free. Excuses aren't.
4 questions, 2 minutes. You leave with a clear profile and the one thing to fix first.