Enterprise CRM & Lead Lifecycle Case Study

CASE REVIEW

The organization’s revenue teams were losing time to manual handoffs between marketing automation and CRM. Lead status, campaign attribution, and follow-up tasks were inconsistent—so reporting was unreliable and velocity suffered. We designed an integration and automation layer so qualified leads flow with clear ownership, governance, and measurable outcomes.

CASE TIMELINE

Discovery through rollout: 14 weeks

STACK

Salesforce · Marketing automation platform · Custom middleware

ARCHITECTURE & AUTOMATION

We mapped lifecycle stages, routing rules, and data quality checks before writing code. Middleware normalized field mappings and deduplication, while workflow automation enforced SLAs for sales follow-up. Dashboards gave RevOps a single view of funnel health and campaign performance.

DATA & GOVERNANCE

Lead source hierarchy · UTM capture · Duplicate detection

INTEGRATIONS

REST APIs · Webhooks · Scheduled sync jobs

Atlas Global Solutions delivers custom software and AI-powered systems that align with how your business actually operates.