“Lead-to-Revenue” Funnel Management

A cloud funnel management platform for
automating and accelerating new customer acquisition.


One of the key benefits to using marketing automation software is having the ability to connect marketing and sales in a manner that facilitates the direct tracking of revenue inside of your CRM. PipeRocket is a pioneer in creating a direct line of sight from your marketing automation system to identifying the exact source of all opportunities inside of your CRM system.


Find the ROI in your campaigns

As marketing accountability becomes increasingly important for companies, CMO’s and marketing leaders are collaborating with sales management to build a direct line of sight from campaign responses to opportunity closure. PipeRocket facilitates this critical business process by tying the leads generated from campaigns right into your CRM opportunity management system – simplifying and enabling ROI calculations.


How do we help facilitate lead-to-revenue funnel management?

Most marketing automation platforms provide for rudimentary integration with CRM systems. PipeRocket is a CRM itself and creates a much deeper connection between marketing and sales by embedding key functionalities of the marketing platform within your CRM system. We facilitate the synching of marketing campaign data with lead and contact records in CRM. Taking this a step further, PipeRocket creates a direct line of sight from marketing campaigns to sales opportunities in CRM within minutes, not months!


Creating a real connection between marketing and revenue

PipeRocket facilitates the creation of marketing campaigns with associated lead, campaign, media and channel sources that are directly connected to the campaign and opportunity tables inside of the CRM system. Because of the bi-directional sync of information between our sales lead, opportunity, and campaign tables and the corresponding tables in CRM, we have a direct line of sight into opportunity forecast data. As such, it is easy to track the flow of leads as they move from the point of capture in marketing to various stages of opportunity forecast in CRM.