DATA INTEGRATION AND PERFORMANCE

Marketing and sales integration: know where each client comes from and how much it costs

We integrate your company’s marketing and sales: we connect website, campaigns, CRM and automation so that every lead is recorded, answered in time and followed through to the sale. The result is a measured funnel, with the cost per client of each channel.

Online meeting with no commitment, for companies ready to invest.

What it is

What is Proceder's data integration and performance?

It is the solution that integrates marketing and sales. We set up conversions in GA4 and the ad platforms, connect forms and WhatsApp to the CRM, create lead handling automations and build the monthly report with the full funnel. For example: a lead that comes in through Google Ads enters the CRM with its source recorded, receives the first automatic reply and, when it signs, shows how much it cost. It suits companies that already generate leads and do not know which ones become clients.

The problem

Why are so many leads lost between marketing and sales?

Marketing delivers leads, sales complains about their quality and nobody can show who is right. Without integration, the data for each stage sits in a different place.

Without connected data, the conversation becomes opinion.
1

Leads with no source

The lead arrives on WhatsApp and nobody knows whether it came from an ad, from Google or from a referral.

2

Replies that come too late

The lead waits hours for the first reply and looks for another company.

3

Scattered spreadsheets

Each department keeps its own records, and the numbers never match.

4

Campaigns learning the wrong thing

Without the sale recorded, the platforms learn from clicks, not from clients.

How we work

How we integrate marketing and sales, step by step

The integration follows the four steps of the Proceder Method. Then the cycle repeats with reviews to adjust the funnel and the automations.

↻ Review cycles based on the funnel numbers.

01

Plan / Optimize

We map the lead’s journey, from the first click to the sale, and define what needs to be measured at each stage.

02

Structure

We set up conversions in Google Analytics 4 and the platforms, the CRM, the connection of forms and WhatsApp, and the automations.

03

Execute

We monitor the funnel, adjust the automations and guide the team to record each stage in the CRM.

04

Analyze

Every month we cross-check investment, leads, opportunities and sales and show the cost per client of each channel.

With the funnel measured, the budget goes to the channel that brings in clients, not just leads.

What is included

What is included in data integration and performance?

The solution brings together the tools and processes that turn a lead into sales data. You can hire the full integration or just one part, and it works alongside marketing management.

The services that are part of the integration
How we measure

Which metrics does the integration show?

With marketing and sales connected, the monthly report shows the whole funnel, from investment to sale, by channel.

The metric that decides is cost per client.
1

Lead sources

How many leads came from each channel and campaign.

2

Response time

How long a lead waits for the first reply.

3

Opportunities and sales

How many leads moved forward in the CRM and signed.

4

Cost per client

The investment divided by the clients won from each channel.

Who it is for

Who is marketing and sales integration for?

For companies that already receive leads and want to know which ones become clients, or that are about to invest in media and need to measure the return from the start.

It is not for you if

It is for you if

You do not yet receive leads online.

You already receive leads and want to know which ones become clients.

You do not intend to use a CRM.

You are willing to record lead handling in a CRM.

You only want to install a tool.

You want process and tools working together.

You have nobody to handle leads.

You have a sales team, even a small one.

The investment is defined in the diagnostic, according to the tools and integrations required.

Frequently asked questions

Questions about marketing and sales integration

What is marketing and sales integration?

It means connecting marketing and sales tools and processes to follow each lead from the first click to the sale. At Proceder, marketing and sales integration involves conversions in GA4, a CRM, connected forms and WhatsApp, automations and a monthly report.

Which CRM do you use?

We work mainly with RD Station, of which we are partners. If the company already uses another CRM, we assess the integration in the diagnostic.

Do I need to replace the tools I already use?

Not always. We first assess what already exists and only recommend changes when the current tool prevents measurement.

Do you promise a real-time dashboard?

No. Tracking is done through the monthly report and the funnel in the CRM, with the numbers compared with the goal for the period.

How much does the integration cost?

It depends on the tools, the integrations and the volume of leads. The fee is defined in the diagnostic.

Google reviews

What the companies we work with say

Posted on Google Google
Robe Belle - Slim & Plus Size profile picture
Robe Belle - Slim & Plus Size
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Qualified and very helpful team! We recommend them.
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Wilson Martim profile picture
Wilson Martim
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Proceder isn't just an agency, it's a business partner. From the start, the service was consultative, direct and fully focused on performance. They didn't come to sell services; they came to propose solutions. The team knows the game, masters data and positioning, and knows where and how to adjust to create real impact. What impressed me most was their ability to listen and turn our goals into concrete strategies. Professionalism, agility and vision. Simply outstanding.
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HENRIQUE Galdino profile picture
HENRIQUE Galdino
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From the first contact with Proceder it was clear this isn't an ordinary agency. The service is fast, strategic and built on active listening that makes all the difference. They don't deliver off-the-shelf solutions: they dive into the business, understand the pain points and build a truly tailored path. It's hard to find a company that combines performance, creativity and closeness with so much competence. I didn't feel like a client but like a partner in the project. I recommend them without hesitation.
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Ramon Cimardi profile picture
Ramon Cimardi
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Excellent service. Talking with Joe, he cleared up my questions and gave me very fast and effective support, even with the time difference, since I'm in Brazil. I recommend their work; I had a great experience.
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Jean Marcos profile picture
Jean Marcos
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Top-quality service. Joe and his team are very attentive and solve problems right away. Fast and effective support.
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Andre Fonseca profile picture
Andre Fonseca
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great service, a lot of quality in this team's work.
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Adriano Mezzomo profile picture
Adriano Mezzomo
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We came to Proceder to build our law firm's website. From the initial idea, through the whole build process, to after-sales support, it was an excellent experience. I recommend Proceder to anyone looking for quality service, transparency and, above all, professionalism.
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Tiago Meyer Mendes profile picture
Tiago Meyer Mendes
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Commitment, dedication, expertise and results!
Diagnostic

Start with a diagnostic of your funnel

In the diagnostic, we look at how leads arrive, how they are handled and what becomes a sale, and show where the biggest loss is.

Fill in the form to book your diagnostic.