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Lead & Opportunity Management

Mage helps marketing and sales teams unify CRM, engagement, and transactional data into reliable workflows, delivering consistent insights on pipeline and performance.

Turning CRM and engagement data into actionable insight

Sales and marketing data often resides in CRMs, email platforms, advertising systems, and analytics tools. Fragmented data makes it difficult to understand pipeline health, conversion rates, or campaign impact.

Mage orchestrates these sources into repeatable workflows, providing dashboards and datasets that give teams confidence in their metrics.

What this enables

  • Track leads from acquisition to closure

  • Measure campaign impact on pipeline

  • Identify bottlenecks or drop-offs in the sales funnel

  • Feed dashboards for sales and marketing leadership

How a workflow runs

  1. Ingest CRM, engagement, and transactional data

  2. Normalize lead and opportunity identifiers

  3. Calculate conversion, velocity, and engagement metrics

  4. Deliver dashboards and datasets

  5. Monitor workflow reliability

Outcomes for teams

✔ improved visibility into pipeline
✔ faster campaign adjustments
✔ better alignment between marketing and sales
✔ reliable performance reporting

Why marketing & sales teams choose Mage

Aligns marketing and sales insights

Ensure teams operate from shared data.

Automates reporting workflows

Reduce manual data preparation and reconciliation.

Unifies campaign, CRM, and revenue data

Create a consistent view of the customer journey.

Improves attribution & performance analysis

Deliver reliable metrics for decision-making.

Supports analytics and growth modeling

Provide clean datasets for forecasting and optimization.