Salesforce CRM Buildout by Metaphase
Salesforce CRM Buildout by Metaphase
Salesforce CRM Buildout by Metaphase
Enterprise-Grade Sales Infrastructure.
Without the Enterprise Price Tag
Enterprise-Grade Sales Infrastructure.
Without the Enterprise Price Tag
Business Data Solutions
Business Data Solutions
Business Data Solutions
Your data-driven guide to making informed business decisions.
See Growth
Sales Banked
90 days
Metaphase
See Growth
Value per lead
Campaigns leading to ROI
Send in offline conversions
See Growth
Sales Banked
90 days
See Growth
Value per lead
Campaigns leading to ROI
Send in offline conversions
Metaphase
Boost Sales
Boost Sales
Boost Sales
Convert more leads with targeted strategies and better data.
Monthly Sales
Last 24hrs
Attribution
Track Leads
Conversion
Grow Income
Reporting
Dashboards
Metaphase
Monthly Sales
Last 24hrs
Attribution
Track Leads
Conversion
Grow Income
Reporting
Dashboards
Metaphase
The Metaphase Advantage
The Metaphase Advantage
The Metaphase Advantage
We don’t start from scratch. We start from success.
Proven Frameworks
Proven Frameworks
Proven Frameworks
Our buildouts use proprietary templates and workflows created from real-world campaigns that have driven millions in revenue.
Our buildouts use proprietary templates and workflows created from real-world campaigns that have driven millions in revenue.
Our buildouts use proprietary templates and workflows created from real-world campaigns that have driven millions in revenue.
Integrated Attribution
Integrated Attribution
Integrated Attribution
Your Salesforce won’t be a silo. We wire it directly into your marketing stack to track all offline conversions right into the Google and Meta Ads UI dashboards
Your Salesforce won’t be a silo. We wire it directly into your marketing stack to track all offline conversions right into the Google and Meta Ads UI dashboards
Your Salesforce won’t be a silo. We wire it directly into your marketing stack to track all offline conversions right into the Google and Meta Ads UI dashboards
Speed Without Sacrifice
Speed Without Sacrifice
Speed Without Sacrifice
We deliver what others take quarters to finish in weeks, without cutting corners. Because our IP is ready to deploy and fine-tuned to your industry.
We deliver what others take quarters to finish in weeks, without cutting corners. Because our IP is ready to deploy and fine-tuned to your industry.
We deliver what others take quarters to finish in weeks, without cutting corners. Because our IP is ready to deploy and fine-tuned to your industry.
Benefits
What You Get
Full Funnel Tracking
From ad click to closed deal, with ROAS and LTV reporting
Full Funnel Tracking
From ad click to closed deal, with ROAS and LTV reporting
Full Funnel Tracking
From ad click to closed deal, with ROAS and LTV reporting
Real-Time Dashboards
Live KPIs, CAC, LTV, and win-rate visibility for leadership
Real-Time Dashboards
Live KPIs, CAC, LTV, and win-rate visibility for leadership
Real-Time Dashboards
Live KPIs, CAC, LTV, and win-rate visibility for leadership
UTM-Based Attribution
No more “mystery” conversions; every deal tied to the source
UTM-Based Attribution
No more “mystery” conversions; every deal tied to the source
UTM-Based Attribution
No more “mystery” conversions; every deal tied to the source
Sales Playbook Integration
Built-in scripts, objection handling, and process automation
Sales Playbook Integration
Built-in scripts, objection handling, and process automation
Sales Playbook Integration
Built-in scripts, objection handling, and process automation
Object & Workflow Setup
Tailored to your sales process, not generic pipelines
Object & Workflow Setup
Tailored to your sales process, not generic pipelines
Object & Workflow Setup
Tailored to your sales process, not generic pipelines
Lead Routing & Scoring
Send the right lead to the right rep at the right time
Lead Routing & Scoring
Send the right lead to the right rep at the right time
Lead Routing & Scoring
Send the right lead to the right rep at the right time
Integrations
Seamless Integrations
Seamless Integrations
Seamless Integrations
Connect your leads to the top ad platforms for 1:1 sale attribution.
In other words, find out where the sales are actually coming from.
Connect your leads to the top ad platforms for 1:1 sale attribution.
In other words, find out where the sales are actually coming from.
Connect your leads to the top ad platforms for 1:1 sale attribution.
In other words, find out where the sales are actually coming from.
Every lead arrives in your CRM with full source data, campaign name, audience, ad name ready for reporting and full funnel tracking.
We pass GCLIDs (Google Click IDs) and keyword-level data into Salesforce, enabling offline conversion tracking that pushes real sales data back to Google.
Our Salesforce–TikTok integration allows you to capture leads instantly from TikTok’s native forms or website traffic, with all campaign, ad group, and creative IDs passed directly into your CRM.
We integrate YouTube campaigns (via Google Ads) with Salesforce so that video-sourced leads carry engagement metrics, watch time, and audience targeting data into your CRM.
Every lead arrives in your CRM with full source data, campaign name, audience, ad name ready for reporting and full funnel tracking.
We pass GCLIDs (Google Click IDs) and keyword-level data into Salesforce, enabling offline conversion tracking that pushes real sales data back to Google.
Our Salesforce–TikTok integration allows you to capture leads instantly from TikTok’s native forms or website traffic, with all campaign, ad group, and creative IDs passed directly into your CRM.
We integrate YouTube campaigns (via Google Ads) with Salesforce so that video-sourced leads carry engagement metrics, watch time, and audience targeting data into your CRM.
Every lead arrives in your CRM with full source data, campaign name, audience, ad name ready for reporting and full funnel tracking.
We pass GCLIDs (Google Click IDs) and keyword-level data into Salesforce, enabling offline conversion tracking that pushes real sales data back to Google.
Our Salesforce–TikTok integration allows you to capture leads instantly from TikTok’s native forms or website traffic, with all campaign, ad group, and creative IDs passed directly into your CRM.
We integrate YouTube campaigns (via Google Ads) with Salesforce so that video-sourced leads carry engagement metrics, watch time, and audience targeting data into your CRM.
Comparison
Why Metaphase Stands Out
Why Metaphase Stands Out
Why Metaphase Stands Out
See how we compare against other SalesForce "partners"
See how we compare against other SalesForce "partners"
See how we compare against other SalesForce "partners"
METAPHASE
$8,000-15,000 Flat fee
30–45 days
Templated from proven, revenue-producing systems
Full-stack integration: Meta, Google, YouTube, TikTok, call tracking
Attribution from ad click to sale, including LTV and ROAS
$8,000-15,000 Flat fee
30–45 days
Templated from proven, revenue-producing systems
Full-stack integration: Meta, Google, YouTube, TikTok, call tracking
Attribution from ad click to sale, including LTV and ROAS
Others
Others
Others
$30,000+
90–120 days
Starts from scratch, trial-and-error
CRM only: ad platforms, call tracking often excluded
Lead-level tracking only
$30,000+
90–120 days
Starts from scratch, trial-and-error
CRM only: ad platforms, call tracking often excluded
Lead-level tracking only
Testimonials
Trusted by satisfied clients
Discover how we’ve driven growth and innovation.
"They helped us understand that there are much more effective ways we can channel... We couldn't have pivoted our business to this level of success without [their] help and expertise."
Harry Buchman
Chief Business Officer | Massive Bio
"They helped us understand that there are much more effective ways we can channel... We couldn't have pivoted our business to this level of success without [their] help and expertise."
Harry Buchman
Chief Business Officer | Massive Bio
"They helped us understand that there are much more effective ways we can channel... We couldn't have pivoted our business to this level of success without [their] help and expertise."
Harry Buchman
Chief Business Officer | Massive Bio
"They got me a better return than anybody!... We have probably the best Facebook marketing campaign going right now just from some of the suggestions they made."
Dr. Anthony Infantino
CEO | Platinum Wellness
"They got me a better return than anybody!... We have probably the best Facebook marketing campaign going right now just from some of the suggestions they made."
Dr. Anthony Infantino
CEO | Platinum Wellness
"They got me a better return than anybody!... We have probably the best Facebook marketing campaign going right now just from some of the suggestions they made."
Dr. Anthony Infantino
CEO | Platinum Wellness
"Excellent results! The leads have gone up and it was an easy process to start marketing... I think SAM marketing is the wave of the future"
Dr. Jaffrey Kazi
Gastroenterologist | CoolSculpting
"Excellent results! The leads have gone up and it was an easy process to start marketing... I think SAM marketing is the wave of the future"
Dr. Jaffrey Kazi
Gastroenterologist | CoolSculpting
"Excellent results! The leads have gone up and it was an easy process to start marketing... I think SAM marketing is the wave of the future"
Dr. Jaffrey Kazi
Gastroenterologist | CoolSculpting
"Huge shout out to Carlos Courtney. He helped me make $10,000,000 in the last year 2022. A man of integrity that goes above and beyond with expectional thinkning outside of the box"
John Stenacker
Partner | Breakthrough Consulting
"Huge shout out to Carlos Courtney. He helped me make $10,000,000 in the last year 2022. A man of integrity that goes above and beyond with expectional thinkning outside of the box"
John Stenacker
Partner | Breakthrough Consulting
"Huge shout out to Carlos Courtney. He helped me make $10,000,000 in the last year 2022. A man of integrity that goes above and beyond with expectional thinkning outside of the box"
John Stenacker
Partner | Breakthrough Consulting
" we've been in market for about 12 months, and in that time we've doubled our revenue month over month, and that's largely because of the contribution from Carlos and his team."
Jovi S Boparai, MD
Co-Founder & CEO | CorneaCare
" we've been in market for about 12 months, and in that time we've doubled our revenue month over month, and that's largely because of the contribution from Carlos and his team."
Jovi S Boparai, MD
Co-Founder & CEO | CorneaCare
" we've been in market for about 12 months, and in that time we've doubled our revenue month over month, and that's largely because of the contribution from Carlos and his team."
Jovi S Boparai, MD
Co-Founder & CEO | CorneaCare
" I just launched a new program. Carlos created a Facebook Ad [campaign] he thought showed plenty of promise. The first 4 days it had already generated $25,000 in sales"
Stephen Anderson
Founder | The Awesomeness Group
" I just launched a new program. Carlos created a Facebook Ad [campaign] he thought showed plenty of promise. The first 4 days it had already generated $25,000 in sales"
Stephen Anderson
Founder | The Awesomeness Group
" I just launched a new program. Carlos created a Facebook Ad [campaign] he thought showed plenty of promise. The first 4 days it had already generated $25,000 in sales"
Stephen Anderson
Founder | The Awesomeness Group
Frequently Asked Question
If your question isn't addressed here, feel free to reach out—I'm always ready to provide further assistance
What makes Metaphase different from every other agency?
We don’t sell services. We engineer results. Most agencies give you a dashboard. We give you a sales engine. We build systems that scale, backed by strategy that converts and we move fast.
What should my monthly budget be to start?
we simply cannot scale profitably without a benchmark set against spend. More to the point: The larger a campaign gets, the larger the workload to manage. As results-driven marketers, everything we do is based on data-driven optimization. Every dollar spent is a data point and every data point requires action. The more you spend, the more work involved in managing and optimizing the campaign.The benefit to both of us is you’ll never choose to spend more without a high-performing campaign. So, the system ends up being meritocratic in construct. And, because we charge a base, plus a small percentage (unlike many high-end agencies that simply charge a much larger percentage across the board), our campaigns become more profitable as a percentage as you grow. As far as the agencies that don’t charge a percentage fee… They’re actually showing their hand in doing so. They’ve completely limited their ability to service the campaign.
What should my monthly budget be to start?
Generally, a $3,000 monthly startup ad budget allows us to gain enough data to make optimizations within the first month. A budget that is too low doesn’t offer enough data to see what’s working and what’s not. On the other hand, exorbitant ad spend puts you at risk of overspending in areas that don’t provide good results.
How do we spend more without lowering ROAS?
When a campaign isn’t limited by budget, we can often increase the spend without lowering ROAS by much at all. However, when that same campaign has maxed out its spend (meaning it reached its entire audience), using a lower-spend outbound campaign can increase brand awareness and introduce your offering to a new audience. So, we recommend starting these campaigns with a lower budget to see how it affects the overall campaign performance. The main campaign should become more active, thus allowing us to increase the budget. You will sacrifice ROAS with these new outbound campaigns, so it’s best to keep the ad spend low in the beginning to test this.
What industries do you specialize in?
Politics, healthcare, SaaS, fitness, real estate, e-comm... we've touched them all. What matters is not the vertical, it’s the velocity. If you're serious about scale, we know how to get you there.
Frequently Asked Question
If your question isn't addressed here, feel free to reach out—I'm always ready to provide further assistance
What makes Metaphase different from every other agency?
We don’t sell services. We engineer results. Most agencies give you a dashboard. We give you a sales engine. We build systems that scale, backed by strategy that converts and we move fast.
What should my monthly budget be to start?
we simply cannot scale profitably without a benchmark set against spend. More to the point: The larger a campaign gets, the larger the workload to manage. As results-driven marketers, everything we do is based on data-driven optimization. Every dollar spent is a data point and every data point requires action. The more you spend, the more work involved in managing and optimizing the campaign.The benefit to both of us is you’ll never choose to spend more without a high-performing campaign. So, the system ends up being meritocratic in construct. And, because we charge a base, plus a small percentage (unlike many high-end agencies that simply charge a much larger percentage across the board), our campaigns become more profitable as a percentage as you grow. As far as the agencies that don’t charge a percentage fee… They’re actually showing their hand in doing so. They’ve completely limited their ability to service the campaign.
What should my monthly budget be to start?
Generally, a $3,000 monthly startup ad budget allows us to gain enough data to make optimizations within the first month. A budget that is too low doesn’t offer enough data to see what’s working and what’s not. On the other hand, exorbitant ad spend puts you at risk of overspending in areas that don’t provide good results.
How do we spend more without lowering ROAS?
When a campaign isn’t limited by budget, we can often increase the spend without lowering ROAS by much at all. However, when that same campaign has maxed out its spend (meaning it reached its entire audience), using a lower-spend outbound campaign can increase brand awareness and introduce your offering to a new audience. So, we recommend starting these campaigns with a lower budget to see how it affects the overall campaign performance. The main campaign should become more active, thus allowing us to increase the budget. You will sacrifice ROAS with these new outbound campaigns, so it’s best to keep the ad spend low in the beginning to test this.
What industries do you specialize in?
Politics, healthcare, SaaS, fitness, real estate, e-comm... we've touched them all. What matters is not the vertical, it’s the velocity. If you're serious about scale, we know how to get you there.
Frequently Asked Question
If your question isn't addressed here, feel free to reach out—I'm always ready to provide further assistance
What makes Metaphase different from every other agency?
We don’t sell services. We engineer results. Most agencies give you a dashboard. We give you a sales engine. We build systems that scale, backed by strategy that converts and we move fast.
What should my monthly budget be to start?
we simply cannot scale profitably without a benchmark set against spend. More to the point: The larger a campaign gets, the larger the workload to manage. As results-driven marketers, everything we do is based on data-driven optimization. Every dollar spent is a data point and every data point requires action. The more you spend, the more work involved in managing and optimizing the campaign.The benefit to both of us is you’ll never choose to spend more without a high-performing campaign. So, the system ends up being meritocratic in construct. And, because we charge a base, plus a small percentage (unlike many high-end agencies that simply charge a much larger percentage across the board), our campaigns become more profitable as a percentage as you grow. As far as the agencies that don’t charge a percentage fee… They’re actually showing their hand in doing so. They’ve completely limited their ability to service the campaign.
What should my monthly budget be to start?
Generally, a $3,000 monthly startup ad budget allows us to gain enough data to make optimizations within the first month. A budget that is too low doesn’t offer enough data to see what’s working and what’s not. On the other hand, exorbitant ad spend puts you at risk of overspending in areas that don’t provide good results.
How do we spend more without lowering ROAS?
When a campaign isn’t limited by budget, we can often increase the spend without lowering ROAS by much at all. However, when that same campaign has maxed out its spend (meaning it reached its entire audience), using a lower-spend outbound campaign can increase brand awareness and introduce your offering to a new audience. So, we recommend starting these campaigns with a lower budget to see how it affects the overall campaign performance. The main campaign should become more active, thus allowing us to increase the budget. You will sacrifice ROAS with these new outbound campaigns, so it’s best to keep the ad spend low in the beginning to test this.
What industries do you specialize in?
Politics, healthcare, SaaS, fitness, real estate, e-comm... we've touched them all. What matters is not the vertical, it’s the velocity. If you're serious about scale, we know how to get you there.
We would Love to hear from you.
Ready to connect and collaborate, drop me a line and let's turn ideas into reality!
Available
Metaphase Marketing
Working Hours ( CST )
8am to 8pm
Available
Metaphase Marketing
Working Hours ( CST )
8am to 8pm
Available
Metaphase Marketing
Working Hours ( CST )
8am to 8pm
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METAPHASE MARKETING
Let’s work together
© 2024 Metaphase Marketing. All rights reserved.
METAPHASE MARKETING
Let’s work together
© 2024 Metaphase Marketing. All rights reserved.
METAPHASE MARKETING
Let’s work together
© 2024 Metaphase Marketing. All rights reserved.