Reporting

At Boundless, our use of separate dashboards to track lifecycle stages in marketing and CRM actions in sales has led to inefficiencies. This separation becomes particularly problematic when consultants reset lifecycle stages, disrupting the continuity of our marketing data and diminishing its effectiveness.

To address this, we need to shift towards a unified reporting system that integrates sales and marketing activities. This integration will be aligned with the data points defined by our bowtie data models, ensuring a more coherent and comprehensive view of our go-to-market efforts. By consolidating our reporting, we'll reduce data discrepancies and improve decision-making.

This new approach will also enhance collaboration between the sales and marketing teams, allowing for better strategy alignment with our business goals and more effective campaigns. Ultimately, adopting a unified reporting framework will streamline our operations and improve our ability to engage and convert customers.

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