When someone reaches out, your team should know where the inquiry goes, who owns the response and what information they need.
We help connect lead capture, CRM workflows and follow up around your actual sales process, so marketing activity is easier to manage and evaluate.
Our approach
A workflow can become difficult for many reasons: unclear ownership, inconsistent data, disconnected forms or steps that no longer match how the team works.
Every inquiry has a name attached to it, so nothing sits waiting for someone to notice.
Fields, stages and naming that mean the same thing to everyone using the system.
Forms, CRM and follow up linked, so a lead never falls between two tools.
We review the path from inquiry to follow up with the people responsible for it. Then we identify practical improvements and determine which can be supported by your existing systems.
Clear responsibilities matter as much as the integration itself, so every inquiry has an owner and every owner knows what to do.
From the first form fill to the closed deal, we connect the steps so your team always knows what happens next.
We review how leads are captured and handed off, then plan the connections between your forms and your CRM so nothing is lost on the way.
We define what a ready lead looks like, then set up qualification, routing and notifications so the right person sees the right lead at the right time.
Not every inquiry is ready to talk. We coordinate nurture sequences with your sales process so prospects keep getting useful information until the timing is right.
We clarify what counts as an inquiry, a qualified lead and an opportunity, then connect marketing source information with later sales activity where your systems allow.
A workflow only works when people use it. We document the process and help your team learn it, so ownership stays clear after launch.
Not necessarily. We first assess the process, data and existing configuration. A clearer workflow may be more useful than a platform change.
We confirm platform compatibility, access requirements and integration complexity during discovery. That review determines what SSG can support and whether specialist involvement is needed.
CRM work focuses on records, ownership, routing and sales visibility. Email automation focuses on the messages people receive over time. The two should share relevant information and support the same customer journey.
We work with major platforms such as HubSpot and Salesforce, and we are comfortable with smaller or industry specific systems. We start with what you already use.
We define what a ready lead looks like, then set up scoring, routing and follow up so the right person sees the right lead at the right time.
Often a little. We review duplicates, missing fields and source tracking early, because good nurture depends on reliable data.
Show us what happens after an inquiry arrives. We’ll help identify where a clearer connection could make a difference.