Accepted leads land where your sellers already work, and your report arrives every Monday.
Leads go straight into Salesforce or arrive as a CSV, an Excel file or an email. Your weekly report shows committee coverage, accepted and rejected leads and pacing against plan, and every number in it comes straight from the data.
Delivery, reporting and reconciliation run continuously until we write your closing report.
This is the eighth and last stage, and what it shows feeds the plan for your next programme.
- 01
We deliver accepted leads into Salesforce with your field mapping.
If that suits your team better, they can arrive as CSV, Excel or email with a secure link instead.
- 02
Your report arrives every Monday in your time zone.
Ask for another whenever you need one, and it’s built from the same data.
- 03
We reconcile delivered, accepted, disputed and replaced leads as they happen.
Nothing waits for the end of the month to be counted.
- 04
We finish with a closing report on what worked and what didn’t.
It sets out where your next dollar should go, and it becomes the starting point for your next plan.
Your weekly report is built from the data and checked by one of our people before you see it.
Each figure traces back to the lead records behind it, so when your CFO asks where a number came from, you can show them.
- Committee coverage by account, alongside lead counts
- Delivery history for every lead
- Reports you can forward to your CFO without editing
- Disputes and replacements reconciled as they happen
Most questions about reporting are about your CRM and who else sees your data.
Do you integrate with HubSpot or Dynamics?
Salesforce comes first. Until other CRMs are connected, we deliver clean CSV or Excel files mapped to your fields.
Who sees our data?
Your team and ours. Delivery partners see only what they need to do the work, under a campaign code name.
Send us 20 target accounts and we’ll show you who decides inside each one.
Within five business days you’ll have the buying group for every account, the people already showing interest, and a sourced brief on your top five. It’s free. If your current programme already covers the committee, we’ll say so.