Salesforce B2B marketing & sales services

Focus on what you do best, and we’ll run the Salesforce operations

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If you need an extra hand with your Salesforce sales and marketing operations then we can help.

Improve your Salesforce CRM revenue operations with our team as your strategic operations partner.

Bottom line: we help hundreds of companies build and run sales and marketing operations poised for growth.

Free Consultation

Just fill out the form, and we’ll contact you to arrange a call shortly.

We help when you’re struggling with:

  • A messy marketing database—inconsistent data entry, duplicate contacts, hard-to-find information
  • A leaky or weak sales pipeline
  • Lead management and qualification falling behind in goals or targets
  • How to implement Account Based Marketing (ABM) and tracking in Salesforce CRM
  • Managing changes to your Salesforce configuration
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Let us help you use Salesforce in a better way

When your core CRM runs smoothly, the health of the business improves as well. By tackling the problems above, you can:

  • Access critical marketing information significantly faster
  • Make better business decisions based on clean data
  • Increase the number of marketing qualified leads
  • Improve closing ratios
  • Create stronger bonds and performance across both sales and marketing teams
  • Enjoy a hassle-free administrative process

Salesforce managed Services

Specifically, our team has supported clients with operations and tasks such as:

  • Building reports that your team can use
  • Customizing fields and solutions
  • Improving lead management
  • Cleaning sales & marketing data
  • Tracking lead generation sources
  • Tracking your pipeline and marketing stages
  • Planning, running and reporting on outreach campaigns
  • Managing opportunities and tracking revenue
  • Creating target audiences
  • Defining your data-driven buying personas
  • Managing marketing activities and campaigns
  • Creating marketing reports and dashboards to track ROI
  • Improving handover of leads to your sales
  • Assigning new leads generated to the correct sales rep
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Salesforce Sales Cloud implementation & training

In addition to these services, we can also train your team directly to become experts in their own right. Learn how you can implement the Salesforce Sales Cloud with Macro’s team of Salesforce experts.

Certified Salesforce administrators

Much of the magic of successful Salesforce implementations happens ‘behind the scenes.’ Quality Salesforce admins are in high demand, as they hold the knowledge and expertise that can fine tune and customize a Salesforce instance to your organization’s specific needs.

Macro employs several fully certified Salesforce administrators, who can play crucial roles in training, implementation, and ongoing support of your revenue generating systems.

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Certified Pardot consultants

Macro also has Salesforce Certified Pardot consultants ready to help you get the most out of your Salesforce and Pardot investment. We’ll make sure both Pardot and Sales Cloud work hand-in-hand to support your marketing goals.

Speak to a Macro advisor about improving your B2B sales & marketing

Case Study

How Lead Nurturing
Improves Your Pipeline

The client runs a business English Language Learning service for Japanese professionals. They wanted to engage their prospects and asked Macro to develop and execute a lead nurturing email campaign to encourage known qualified leads to become sales qualified leads (SQLs).  


Tech Stacks We Work With

Can’t see your stack? We might still be able to help. Contact us to find out more.

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Recently, Scott Brinker posted this graphic and said, “I’m fascinated by supposed dichotomies in marketing and martech. How do you create a marketing org that is both automated and human?” As marketing technology experts, we can’t simply wonder about how this balance between automation and humanity works—we need to live it, sell it, and teach it in order to survive!

Trusted by amazing marketing teams like yours.

Macro has been engaged with the redesigning of our Marketo/Salesforce integration this year. They were very creative in their approach to identify a solution and very consistent in their on-time delivery of the solution. We couldn’t have done it without the Macro team.

Rosalin Sales & Marketing Director

We love how Macro provides a one-stop-shop for marketing strategy, design and CRM work necessary to make all of our demand generation initiatives work. Thank you guys!

Robert CEO

It was great working with Dan and his team on marketing automation projects for our company. Dan helped us to set up and successfully migrate our entire B2B and B2C automated email programs along with our contact lists from Marketo to Act-On, and it’s been working flawless ever since. He was a brilliant trainer for everyone working with Marketo and Act-On!

Dasha Marketing Manager

The expertise provided by Macro team cannot be easily matched by other marketing consulting companies. We had disappointing experience using several big names in the industry until we finally found Dan Radu and his team. They were able to quickly start the engagement with us and always anticipated our needs many steps in advance. Most importantly, instead of simply providing fly by consulting they diligently documented all the processes and helped with training and the change management required.

Tom Demand Generation Director

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