Turn Marketing & Sales Operations into a Data Engine for Growth

Capitalize helps marketing and sales operations teams automate data access, cleanup, and reporting—so you can focus on optimizing campaigns, improving pipeline, and driving revenue instead of fighting spreadsheets.

Our Technology Platforms

Marketing & Sales Ops: Measured by the Numbers, Buried by the Data

ew parts of the business are as reliant on data to show success as marketing and sales operations.

Marketing must constantly answer:

Which campaigns actually drive revenue and pipeline?
How are channels impacting brand awareness and market share?
What’s really working across A/B tests, modalities, and audiences?

Sales Operations must constantly deliver:

Accurate, timely data to guide strategy and territory planning
Reliable pipeline and forecast visibility for leadership
Clean, trusted CRM data the sales team will actually use

Everyone wants answers. But getting there is the hard part.

The Revenue Ops Reality: Drowning in Data, Starved for Time

Marketing and Sales Operations are expected to prove what’s working and steer growth—but the data they need is scattered across platforms, plagued by quality issues, and held together with spreadsheets and late nights.

Disconnected platforms: Google Analytics, social, CRM, marketing automation, and other systems don’t naturally tie together, forcing constant exports and manual blends.
Manual, error-prone processes: Analysts and ops leaders spend countless hours cleaning fields, matching IDs, rebuilding the same Excel workbooks, and maintaining one-off reports.
Always-on fire drills: Data quality battles in CRM, changing territories, and endless ad hoc requests keep teams working 50+ hours a week, acting as the human integration layer instead of strategic partners.

What Capitalize Does for Marketing & Sales Operations Teams

Capitalize helps Marketing Ops and Sales Ops cut through data chaos—connecting platforms, automating workflows, and building the skills your team needs to deliver trusted, insight-ready reporting without living in Excel.

Simplified data access: Connect key platforms (web, social, CRM, marketing automation, sales systems) so your team isn’t constantly exporting, stitching, and reformatting files.
Automated reporting & analysis: Turn recurring manual tasks into repeatable workflows and dashboards, freeing time for optimization and strategic decisions.
Stronger data & teams: Standardize and clean data so everyone trusts the numbers, while upskilling your analysts on tools like Power BI and Alteryx to build and maintain solutions in-house.

Deep Experience You Can Count On

15+

Years

500+

Projects

1000+

Clients

100+

Experts

Services for Marketing & Sales Operations Leaders

We design solutions that respect the realities of tax deadlines, data dependencies, and audit scrutiny.

Why Marketing & Sales Ops Teams Choose Capitalize

Marketing and Sales Ops teams come to Capitalize when they’re ready to get out of “spreadsheet survival mode” and into scalable, data-driven operations.

Deep analytics and operations experience

We understand campaign measurement, pipeline management, and the realities of supporting demanding revenue teams.

Technology-agnostic guidance

We help you get more out of the platforms you already own and recommend only what you truly need.

End-to-end transformation

From data access and process automation to dashboards and enablement, we help you change how work gets done—not just how reports look.

Schedule a 30-Minute Consultation

If you’re stuck in vendor or channel reports and Excel, constantly rebuilding the same analysis and scrambling to answer the latest ad hoc request, there’s a better way. Let’s talk!