What We Do
Designed with strategy. Built to scale.
Most CRM environments grow reactively: a field here, an automation there, an integration nobody fully owns. MSG Innovata brings 15+ years of Salesforce and MarTech experience to design the right structure and then build it, so your data is trusted, your automation is reliable, and your reporting tells the truth.
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01
Salesforce Architecture & Build
Data models, Flows, validation rules, lead routing, forecasting, and custom development designed to fit how your teams actually sell.
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Salesforce Architecture & Build
We design the structure first, then build it cleanly, favoring declarative tools and adding code only when the business case calls for it.
Org design and data model cleanup Record triggered Flows and automation Lead routing, SLAs, and assignment Opportunity stages and forecasting Apex and custom development Close ×
02
Marketing Automation & Integrations
Marketo, HubSpot, Pardot, LeanData, and more connected to Salesforce with clean sync, accurate lifecycle tracking, and attribution you can rely on.
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Marketing Automation & Integrations
We connect your marketing and sales platforms so data moves cleanly, leads are tracked end to end, and nothing gets lost in the sync.
Marketo, HubSpot, and Pardot sync Lead lifecycle and status design Sync errors and data quality fixes Third party and custom integrations Secure access, OAuth, and SSO Close ×
03
Revenue Operations & Reporting
Pipeline visibility, campaign influence, and executive reporting that align sales, marketing, and operations around the same numbers.
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Revenue Operations & Reporting
We align sales, marketing, and operations on one version of the truth, from first touch to closed won.
Pipeline and win rate analysis Campaign influence and attribution Executive dashboards and reporting Revenue and forecasting models Process alignment across teams Close ×
04
Audits, Governance & Advisory
System audits, AI readiness assessments, and ongoing oversight that keep your platforms healthy as your business grows.
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Audits, Governance & Advisory
We assess where your systems stand today, map where they need to go, and stay on as a trusted advisor to keep them healthy.
Salesforce and MarTech audits AI readiness assessments Security and access reviews Data migration and cleanup Ongoing advisory and support Close ×
Your systems should work as hard as your team does.
Let's talk about where your CRM and MarTech stack is holding you back.
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