The marketing team knew how much it was spending and how many conversions each platform reported, but could not reliably answer the question leadership cared about most: which marketing investments were actually contributing to revenue?

Google Ads, Meta, LinkedIn Ads, and Google Analytics each provided a different view of performance. Salesforce showed what happened after a prospect entered the CRM, but these views were not connected.

A platform conversion did not necessarily mean a qualified lead, a lead did not necessarily become an opportunity, and a reported conversion did not show whether the resulting business actually closed.

Building a combined view required exporting data from multiple platforms, aligning metrics manually, and reconciling differences between sources. Monthly reporting took two to three days.

This made it difficult to:

• Compare channel performance using consistent metrics
• Understand cost per qualified lead and signed engagement
• Connect marketing activity with pipeline and closed-won revenue
• Identify underperforming campaigns early
• Make informed budget decisions
• Give leadership a reliable view of marketing ROI

The firm had plenty of data, but it stopped being useful when it crossed system boundaries. By the time reports were ready, performance was often weeks old, leaving the team limited visibility into what to change next.

The firm needed marketing and CRM data brought together with consistent definitions and a clear connection between marketing activity, pipeline, and revenue.

Redtag implemented Salesforce Marketing Intelligence as the firm's central marketing analytics environment, connected to its existing Salesforce org. The goal was to create a connected data environment where marketing performance could be unified, standardized, linked to CRM outcomes, and used for faster optimization decisions.

All marketing channels in one view - LinkedIn Ads, Google Ads, Meta Ads, and Google Analytics feed into Marketing Intelligence through supported connectors, bringing marketing and Salesforce CRM data together in one unified view.

Consistent metrics across sources - Data 360 ingests, unifies, and harmonizes data from different sources, while the Marketing Intelligence data model provides a consistent foundation for comparing spend, engagement, conversions, and campaign performance.

Campaign performance in context - Tableau Next provides centralized analytics across channels, campaigns, audiences, and business goals, allowing marketers to evaluate performance without switching between platform reports.

From marketing activity to revenue - Marketing Intelligence attribution connects marketing touchpoints with Salesforce CRM data, showing how campaigns and channels contribute to pipeline and closed-won revenue.

Insights for faster optimization - Einstein-powered capabilities and Agentforce surface performance trends and flag underperforming campaigns, helping the team optimize without waiting for the monthly cycle.

Conversational analytics - Marketers can explore campaign performance using natural-language questions and get answers from connected marketing data without building another report.

Executive visibility - Leadership can review marketing investment, performance, attribution, and revenue impact from the same connected environment.

Instead of reconciling multiple sources, marketers now start with one consistent view of performance and focus on where to optimize and move budget.