Marketing Operations

Your pipeline starts before your first sales call.

Most organisations accumulate operational debt faster than they generate pipeline intelligence. Twopir restructures the underlying data architecture, lead lifecycle and automation layer so your revenue engine operates with precision — not workarounds. Marketing infrastructure your revenue team can actually trust.

Marketing Operating Model
SYSTEMS OF RECORD HubSpot Marketing Hub Campaigns · Forms · Nurture Salesforce Leads · Opportunities · Revenue Web & Landing Pages Paid Media & Events Warehouse & BI TWOPIR REVENUE ARCHITECTURE LAYER Lifecycle Model Stages · Data model Field governance Scoring & Routing Fit · Intent models SLA clocks Attribution Multi-touch model Automation logic ONE LIFECYCLE DEFINITION · SHARED BY MARKETING, SALES & FINANCE 2πr REVENUE OUTCOMES Qualified Pipeline Routed in minutes, not left in a queue Defensible Attribution finance and marketing share Clean Reporting Numbers that hold up in a board meeting LIFECYCLE · SCORING · ATTRIBUTION · AUTOMATION · REPORTING
Lead-to-pipeline conversion
40%
Fewer attribution gaps
60%
Less manual RevOps work
90d
Audit to operational

Trusted by 500+ organizations — including B2B SaaS, FinTech, IT services and professional services teams rebuilding their marketing operations with Twopir Consulting.

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Certified Across

  • HubSpot Marketing Hub
  • Salesforce Marketing Cloud
  • RevOps Architecture
  • Multi-Touch Attribution
  • B2B & B2C Conversion Models

Proven Across

  • B2B SaaS
  • FinTech
  • IT Services
  • Manufacturing
  • Law Firms
  • Real Estate
  • Professional Services
  • Enterprise Software
Where It Breaks Down

Why marketing activity stops becoming pipeline

Most organisations accumulate operational debt faster than they generate pipeline intelligence. The campaigns are not usually the problem. The layer underneath them is.

Lifecycle stages mean different things to different teams

Marketing calls it an MQL and sales calls it noise. Without one agreed definition of each stage and what moves a record between them, every funnel report is an argument rather than a measurement.

Attribution cannot survive a finance review

First touch in one tool, last touch in another, offline and sales-sourced activity nowhere at all. When marketing-sourced revenue is a negotiation rather than a number, budget gets decided on instinct.

Scoring was set once and never recalibrated

Models built on an assumption about the ideal customer, never tested against who actually closed. Reps quietly stop trusting the score and go back to working the list by hand.

Automation runs, but nobody knows what it does

Years of workflows layered on each other with overlapping entry criteria and no suppression logic. Contacts land in three programs at once, and the team is afraid to switch anything off.

The automation platform and the CRM disagree

Two systems, two versions of the same contact, and no agreed owner for each field. Every sync conflict overwrites something quietly, and nobody finds out until a report looks wrong.

Reporting arrives too late to act on

Pipeline numbers assembled by hand at month end and reconciled with finance afterwards. By the time the picture is clear, the quarter it describes is already over.

Our Ownership Model

We take ownership of the whole revenue system

We take ownership of your marketing infrastructure, lead lifecycle, attribution model, automation logic and stack integration — so your revenue team can trust the numbers and act on them.

Twopir is not a campaign agency. We build the operational layer underneath the campaigns: the data model, the lifecycle definitions, the routing rules and the integration contracts that decide whether marketing activity ever becomes attributable pipeline.

We are platform-agnostic in thinking and certified in execution. HubSpot and Salesforce are usually the core; around them we connect the advertising, enrichment, warehouse and finance systems your revenue motion already depends on.

Our standard is not a successful launch. It is a system marketing, sales and finance are all still running from eighteen months later — one that holds as volume, channels and headcount grow.

What We Build

Marketing infrastructure that actually performs

We don't run campaigns. We build the operational layer that makes your campaigns measurable, your handoffs clean and your revenue numbers defensible. Every engagement starts with what you actually need — not a pre-packaged service tier.

01 · Foundation — Marketing Infrastructure Design

The data model comes before the campaign. We define the architecture every downstream system depends on, then document who owns each stage and what actually moves a record between them.

  • Object and property architecture
  • Lifecycle stage definitions and exit criteria
  • Field governance and naming standards
  • Deduplication and data-quality rules
  • Documented ownership for every stage

02 · Demand — Lead Scoring & Routing

Scoring that reflects how your team actually qualifies, and routing that puts a record in the right rep's hands with an SLA clock already running.

  • Fit and intent scoring models
  • Territory, round-robin and account-based routing
  • SLA clocks and escalation rules
  • Score recalibration against closed-won data
  • Handoff definition agreed with sales before build

03 · Visibility — Attribution Engineering

A multi-touch model marketing and finance can both defend, reconciled to the CRM's revenue numbers rather than sitting beside them in a separate spreadsheet.

  • Campaign taxonomy and UTM governance
  • First-touch, last-touch and multi-touch models
  • Offline and sales-sourced influence
  • Pipeline reconciliation with finance
  • Channel and program return reporting

04 · Automation — Nurture & Automation Logic

Workflows rebuilt around your real funnel. Part of the work is subtraction: retiring the automations that no longer earn their place.

  • Non-overlapping entry and exit criteria
  • Suppression and send-frequency logic
  • Behavioural handoff triggers
  • Lifecycle and re-engagement programs
  • Audit and decommission of legacy workflows

05 · Connectivity — Stack Integration & Data Sync

HubSpot and Salesforce, plus the systems either side of them, connected on explicit terms: which system owns each field, which direction it moves, and how conflicts resolve.

  • HubSpot and Salesforce bi-directional sync
  • Field ownership and conflict-handling rules
  • Advertising and enrichment platform connections
  • Data warehouse and BI pipelines
  • Billing and finance system integration

06 · Intelligence — Marketing Analytics & Reporting

Dashboards built for the questions leadership actually asks, with the definitions agreed with the finance team before anything is built.

  • Pipeline source and contribution dashboards
  • Funnel velocity and stage conversion
  • Program cost against influenced revenue
  • Forecast inputs marketing is accountable for
  • Board-ready reporting definitions
Our Engagement Model

From operational debt to a running revenue system

Four stages, one continuous engagement. We stay accountable from the first diagnostic through the quarters after launch, when the system has to prove itself against real pipeline.

Step 01

Audit

We map your full lead-to-revenue flow across the automation platform and the CRM, then benchmark where records stall, where data breaks, and which automations are actually firing.

Step 02

Architect

We design the data model, lifecycle definitions, scoring logic, routing rules, attribution model and integration contracts — and agree them with sales and finance — before anything is configured.

Step 03

Build

We configure the platforms, connect the surrounding stack, rebuild the automations, and test every handoff and sync path against real records before a user touches it.

Step 04

Operate

We stay through rollout and the quarters after it — recalibrating scoring against closed-won data and extending the architecture as channels, volume and headcount grow.

Connected Infrastructure

One revenue stack, connected on purpose

Marketing operations is mostly an integration problem. We connect the platforms your revenue motion already runs on — and define exactly what each one is allowed to change.

HubSpot Marketing Hub

Campaigns, forms, nurture programs and lifecycle stages — with the property architecture governed rather than left to accumulate.

Salesforce

Leads, opportunities and closed-won revenue: the system of record every attribution and pipeline number reconciles back to.

Salesforce Marketing Cloud

Journey orchestration and high-volume messaging for B2C and hybrid motions, running on the same lifecycle definitions.

Advertising Platforms

Google, LinkedIn and Meta spend mapped to the campaign taxonomy, so cost lands next to the revenue it influenced.

Web & Landing Pages

Form capture, UTM governance and consent handling, so the first touch is recorded correctly at the moment it happens.

Enrichment & Data Quality

Firmographic and contact enrichment feeding the fit score, with deduplication that runs before routing rather than after.

Data Warehouse & BI

Marketing, CRM and finance data modelled in one place, for reporting that outlives any single platform decision.

Billing & Finance Systems

Bookings and recognised revenue brought back into the attribution model, so marketing reports against real money.

What moves between HubSpot and Salesforce

The integration itself is HubSpot's own connector; what Twopir designs is the contract it runs under — the field ownership, the sync direction and the conflict rules. This is the sync map we implement most often.

What movesDirectionWhy it matters
Marketing engagement — emails, page views, form fillsHubSpot → SalesforceThe rep sees the full pre-sales history on the record before the first call, instead of asking questions marketing already has answers to.
Lifecycle stage and lead scoreHubSpot → SalesforceRouting and SLA clocks fire on one agreed definition rather than two competing ones.
Campaign membership and original sourceHubSpot → SalesforceEvery opportunity carries the campaign that created it, which is what makes attribution possible at all.
Account and contact ownershipSalesforce → HubSpotMarketing segments and suppresses on the same ownership the sales team works, so nobody nurtures an active deal.
Opportunity stage and amountSalesforce → HubSpotCampaign reporting is measured against real pipeline value rather than form counts.
Closed-won revenueSalesforce → HubSpotScoring models recalibrate against customers who actually bought, which is the only honest test of a scoring model.
Client Outcomes

What better marketing infrastructure delivers

When lead capture, data quality, routing and reporting run inside one designed system rather than five disconnected ones, the gains show up where the business measures them.

Case Study · SaaS

CloudOps SaaS

Streamlining lead management across Salesforce, HubSpot and the surrounding stack.

80% Improvement in lead data accuracy

Sales and marketing finally working from one clean source of truth.

Read Full Case Study
Case Study · SaaS

Growth-Stage SaaS Company

Automating opportunity creation from web forms into Salesforce.

Faster lead response

Form submissions create Salesforce opportunities instantly — zero manual entry, four hours a week saved.

Read Full Case Study
Case Study · Real Estate

Real Estate — SalesOps Automation

Lead management and document workflows automated inside Salesforce.

50% Faster deal closures

Automated document workflows removed the biggest bottleneck in the sales cycle.

Read Full Case Study
Why Twopir

We own outcomes. Not just the scope.

Most firms configure what you ask for. We tell you when the question itself needs to change.

Outcome accountability, not project closure

System integrators declare success at go-live. We measure it by pipeline health and rep behaviour in the weeks after launch, when the system is carrying real volume.

Strategic ownership, not task execution

Augmented resources do what they are told. Our architects design what should be built — and push back when the brief is wrong, before it becomes configuration nobody can unpick.

Architectural thinking first

We recommend a redesign when a redesign is the honest answer — not when it is the easier scope. We will not optimise on a foundation we know is broken.

Cross-functional by default

We work across marketing, sales, finance and customer success. Revenue infrastructure does not stop at a department boundary, and neither does the definition of a lifecycle stage.

Senior talent, direct access

No account manager between you and the people doing the work. The certified specialists building your architecture are your day-to-day point of contact.

Revenue accountability, not task completion

We measure ourselves against pipeline contribution and attribution accuracy — not against campaign volume or a count of automations shipped.

Industries

Built for complexity. Proven across verticals

B2B SaaS and FinTech need very different marketing infrastructure. Manufacturing channel distribution looks nothing like enterprise legal. We architect for each of them — B2B, B2C and hybrid.

B2B SaaS & Cloud Platforms

Product-led and sales-led motions running side by side, trial-to-paid attribution, and expansion revenue tracked as its own pipeline rather than an afterthought.

Salesforce for SaaS

FinTech & Financial Services

Compliance-aware data models, multi-stakeholder nurture across long buying committees, and regional reporting that holds up under audit.

Salesforce for FinTech

IT Services & MSPs

Partner and channel lead distribution, recurring-revenue operations, and marketing architecture built around contract renewal cycles.

Industries we serve

Manufacturing & Distribution

Dealer and direct channel marketing operations, territory-based lead routing, and quote-to-order visibility across a distributed sales network.

Salesforce for Manufacturing

Legal & Professional Services

Relationship-driven pipeline systems, matter origination tracking, and cross-sell and referral attribution across practice areas.

Salesforce for Law Firms

Real Estate & Enterprise Software

High-volume lead management, multi-market segmentation, and separate journeys for investor, occupier and enterprise buyers.

Salesforce for Real Estate
Common Questions

Answers before the first call

Six workstreams: the marketing data model and lifecycle definitions, lead scoring and routing, attribution engineering, nurture and automation logic, stack integration and data sync, and marketing analytics and reporting. Not every engagement needs all six — the audit decides which ones are actually costing you pipeline, and we scope from there rather than from a pre-packaged tier.

No. We build the operational layer underneath the campaigns — the data model, lifecycle, scoring, routing, attribution and integrations — and your team or your agency runs the campaigns on top of it. That boundary is deliberate: an agency measuring its own campaigns against an attribution model it also built is not a measurement anyone should act on.

Installing the connector and designing the sync are different jobs. Most stalled portals we see are technically connected but have no agreed field ownership, no sync direction per field and no conflict rules — so each system quietly overwrites the other and nobody notices until a report looks wrong. If your marketing-sourced pipeline number is regularly disputed, that is usually the reason.

The engagement runs in four stages — audit, architect, build, operate. What we need from you is admin access to the platforms, and decision-makers from marketing, sales and finance available during the architect stage: lifecycle definitions and the attribution model are commercial agreements as much as technical ones, and they do not hold if only marketing signs off on them.

They get audited before anything is touched. Some are kept, some are rebuilt, and some are decommissioned — a workflow nobody can explain is a liability, not an asset. Scoring is usually rebuilt rather than tuned, because most models were set once against an assumption and never tested against who actually closed. Nothing is switched off without you seeing what it currently does.

A contractor executes the brief you give them. We are accountable for whether the brief was right — which means we will tell you when the request you came with is not the change that would fix the problem. We also work across marketing, sales and finance rather than inside marketing alone, because lifecycle and attribution decisions are not marketing's to make on their own.

Let's Talk

Is your marketing infrastructure holding revenue back?

If marketing is generating activity but not pipeline, the infrastructure is usually the reason — broken attribution, misaligned scoring, automation that runs but does not convert. Let's find the gaps together. One conversation. No pitch deck required.

No pitch deck. No obligation. Just a direct conversation.