CS2 helped our company transform the way we look at Marketing Qualified Leads (MQLs) and implemented a foundation for Order of Operations processes, including data normalization and lead sourcing, that help us with attribution and maintain a cleaner database. Additionally, CS2 built a Unified Funnel Metrics dashboard for us in Salesforce with a variety of reports that show views for revenue planning, goal tracking, and campaign performance, which make reporting on the important data much easier and cleaner. Review collected by and hosted on G2.com.

-Bring other key stakeholders along the way in the decision making

-Tap on CS2 for their expertise when there's internal divide

-Keep ongoing support hours for anything that may come up down the road

-Ensure you have a lot of documentation to educate new people on the lifecycle process Review collected by and hosted on G2.com.

CS2 helped us solve visibility into how our marketing was performing by putting in place the lifecycle object. Now we can easily see what the trigger campaign was for each opportunity and show direct pipeline attribution for every dollar we spend. We also have much better visibility on conversion rates from meeting set all the way to bookings.

This has helped me as a marketing leader be able to show the results from our marketing spend and make decisions on where to place our spend depending on the objective. I've used these numbers in board meetings, in QBRs, and with sales leaders to show them the value of marketing is doing. It's helped me gain trust and get more resources! Review collected by and hosted on G2.com.

If you're serious about improving your lead lifecycle, marketing operations, or GTM alignment—hire CS2. They’re not just executors; they’re strategic partners who will challenge your thinking, bring best practices, and help you build a scalable foundation for growth. Their expertise and partnership have been invaluable. Review collected by and hosted on G2.com.

CS2 helped us overhaul our lead lifecycle and go-to-market (GTM) attribution model. We were struggling with misaligned funnel definitions, poor visibility into lead progression, and inconsistent hand-offs between marketing and sales. CS2 brought structure, clarity, and best practices to how we define, track, and report on each stage of the funnel.

As a result, we’ve improved lead quality, tightened marketing-to-sales alignment, and now have clearer visibility into what’s driving pipeline. Their strategic and technical support has been instrumental in helping us scale smarter. Review collected by and hosted on G2.com.

If you need help upleveling your operations, maintaining a tidy database, or getting organized with reporting/dashboarding in your CRM - CS2 is the way to go! I've worked with many admin agencies and they are by far the best and most knowledgable. Review collected by and hosted on G2.com.

CS2 provided coverage on email marketing, dashboard/reporting, integrations, and SFDC and HubSpot issues across the board. They also launched their own custom Project Insights object in our Salesforce instance which digs a layer deeper in our data and helps us get very granular with contact creation/lead sources, meeting creation, and opportunity attribution. They are experts in marketing & funnel operations! Review collected by and hosted on G2.com.

If you are looking for experts in Marketing Operations, I highly recommend CS2. Reach out to them and be confident that they will deliver good results. Review collected by and hosted on G2.com.

CS2 was instrumental in re-architecting our end-to-end marketing lead funnel, ensuring accurate attribution and tracking across the entire lead and contact lifecycle. With multiple tools integrated into our Salesforce instance and various lead entry points, CS2 stood out for their ability to deeply understand our use cases, offer expert guidance on best practices, and deliver a seamless implementation.

Thanks to their work, we now have full visibility into lead sources, campaign attribution, channel effectiveness, conversion rates, and velocity. Most importantly, we have actionable insights into our data — allowing us to identify bottlenecks, measure performance, and make data-driven decisions to optimize our marketing strategy. CS2 truly acted as an extension of our team, and their expertise was best-in-class. Review collected by and hosted on G2.com.

CS2 helps to manage all of our programs out of Marketo including events, product updates, email sends, and much more. By having them as a trusted partner we're able to work more efficiently as a team, troubleshoot with ease, and roll out campaigns quickly. They have been tremendously responsive, and provide quick turn around times for often complex asks. Review collected by and hosted on G2.com.

CS2 is assisting us with large-scale email sends, list uploads, converting leads to contacts, pulling filtered reports, and more. With their help, we're able to maintain critical communications (e.g., product releases, in-person/virtual event invites, and important company updates) with partners and prospects. Review collected by and hosted on G2.com.

We used CS2 to redesign our GTM architecture. It was a heavy lift, but we went live with the changes without any issues.

The CS2 team helped us get executive sponsorship internally and kept us on track and organized to deliver what we've committed to. Review collected by and hosted on G2.com.

If you are having any struggles with scoring, with lifecycle management, etc. I would recommend CS2. They are so good at what they do and really aren't consulting to tell you what to do, but are constant guides along the process. Review collected by and hosted on G2.com.

CS2 has taken a bunch of messy problems that we've had in Marketo, SFDC, Salesloft, etc. They've untangled the web and have straightened things out. They've fixed our scoring logic, helped our prospect flow process, and cleaned up our messy data base all while using a lot of the existing logic and layering on top of what already exists. Christie and team really are experts in their. If something doesn't seem to make sense, they collaborate with us and help us find a solution. Review collected by and hosted on G2.com.

CS2 is helping us tackle both operational and marketing operations challenges, including process optimization, platform setup, and campaign execution. They’ve helped streamline our systems, resolve technical roadblocks quickly, and ensure smooth execution across multiple marketing tools. Their expertise has allowed our internal team to move faster, stay focused, and execute more strategically. Review collected by and hosted on G2.com.