For finance
For delivery
Meet Alex: A marketing manager struggling with visibility and ROI
Alex is creative, results-driven, and focused on growth. But their work is chaotic. Campaigns are launched across disconnected tools. Sales handoffs feel like a game of telephone. Attribution is unclear. And leadership is constantly asking: “Where’s the ROI?”
Meanwhile, their sales counterpart, Rita, is chasing leads that go nowhere and spending more time updating the CRM than talking to prospects. They both know the system isn’t working, and is holding the business back.
The daily sales and marketing challenges that Alex and Rita face
Disconnected systems, inconsistent data
Marketing, CRM, sales enablement, and pipeline tools don't talk to each other. Lead data is fragmented and often out of date, making qualification a guessing game.
Attribution black holes
Trying to track what's working and what's not across LinkedIn, email, events, and referrals is nearly impossible. Multi-touch attribution feels like a myth than reality.
Campaign to close: A broken journey
Once marketing passes leads to sales, visibility drops. There's no shared view of where a lead is in the funnel, what their pain points are, or what content they engaged with, slowing follow-up.
Proposal paralysis
Inconsistent templates, pricing errors, and lack of delivery input mean pitches take too long, and prospects move on.
Pressure to prove ROI
Marketing is under constant pressure to show results but data is unreliable, timelines are long, and executives want performance dashboards, not excuses.
How evergreen and empower transform Alex and Rita's workflow
evergreen and empower unify your sales and marketing automation within the Microsoft Industry Cloud for Software Services Firms. evergreen consolidates marketing automation, lead management, CRM sales and marketing workflows, and proposal generation into one connected platform powered by Microsoft Dynamics 365. empower overlays AI insights and automation, helping Alex prioritize leads based on engagement and Rita get predictive guidance on deal likelihood—all within Microsoft Teams.
Together, they transform disconnected campaigns into a streamlined path from prospect to close. Now Alex and Rita can:
Unify campaigns and data
With evergreen, marketing automation, CRM workflows, and proposal generation all live in one connected platform—no more juggling tools.
Prioritize the right leads
empower uses AI-driven insights to surface high-potential leads for Alex and predict deal likelihood for Rita.
Speed up proposals
evergreen standardizes templates and automates approvals, so prospects get timely, accurate pitches.
Work where you are
empower integrates insights directly into Microsoft Teams, keeping collaboration smooth across sales, marketing, and delivery.
Turn data into decisions
evergreen and empower connect analytics and predictive guidance so the team can act confidently, measure performance, and demonstrate ROI.
Outcome: Together, evergreen and empower align sales and marketing around connected data—driving faster conversions, clearer ROI, and sustained growth.
Transform every stage of your sales and marketing process
Ready to see how we optimize your entire revenue engine? Explore our comprehensive capabilities:
Marketing campaigns and performance
Campaign automation, multi-channel attribution, and ROI tracking
Discover capabilities for marketing campaigns and performance measurement capabilities →
Pipeline and forecasting
AI-powered lead scoring, deal probability, and revenue predictions
Discover capabilities for pipeline and forecasting →
Proposals and pricing
Automated proposal generation, dynamic pricing, and approval workflows
Discover capabilities for proposals and pricing →
Account growth and renewals
Customer expansion tracking, renewal automation, and upsell opportunities
Discover capabilities for account growth and renewals →
Win/loss insights
Deal analysis, competitive intelligence, and performance optimization
Discover capabilities for win/loss insights →
The wide impact across the sales and marketing teams
Real-time dashboards make campaign ROI visible to all stakeholders. Automated lead capture and scoring free up time for creativity and strategy. Sales reps spend less time on admin and more time on conversations. Marketing can quickly test and adapt strategies based on live insights. Better alignment with delivery improves win rates and profitability.
See ROI clearly
Real-time dashboards give full visibility into campaign performance and ROI.
Focus on high-value work
Automated lead capture and scoring free the team from repetitive tasks, letting them prioritize strategy and engagement.
Spend time selling, not updating
Sales reps spend less time on administrative tasks and more time in conversations that drive revenue.
Adapt faster
Marketing can test and refine campaigns based on live insights.
Win together
Better alignment with delivery improves conversion rates, client satisfaction, and profitability.
What the CMO and CSO need to know
Will this improve conversion and win rates?
Yes. With unified data, AI-driven prioritization, and aligned marketing-to-sales handoffs, deals move faster and close successfully.
Can we get real-time performance tracking?
Absolutely. Marketing automation CRM dashboards show live KPIs like lead quality, conversion rates, and campaign performance across all channels, so decisions are data driven.
How fast can we scale?
Quickly. The platform supports growth across teams and regions without complex integrations or downtime.
What's the impact on customer experience?
Customers enjoy personalized, consistent communication at every touchpoint—from first click to contract signed, building trust and loyalty.
Stop losing leads and ROI to disconnected sales and marketing tools
See how evergreen and empower unify campaigns, CRM, and delivery data—giving your teams the visibility, speed, and intelligence to close deals faster.
| Capability | evergreen + empower | Traditional sales & marketing tools and all-in-one systems |
|---|---|---|
| Campaign and CRM integration | Connects marketing automation, CRM, and delivery operations—one platform for the full revenue lifecycle. | Separate tools for campaigns, CRM, and delivery that require manual syncs and imports. |
| Lead intelligence | AI-powered scoring and predictive deal insights surface high-value opportunities. | Static lead lists with limited behavioral data and no predictive guidance. |
| Attribution clarity | End-to-end attribution across channels tied directly to revenue and delivery outcomes. | Isolated metrics by channel—no single view of ROI. |
| Proposal and pricing automation | Dynamic templates with delivery input and automated approvals ensure speed and accuracy. | Manual proposal creation prone to pricing errors and bottlenecks. |
| Revenue forecasting | Combines pipeline data with delivery capacity for accurate, real-time forecasts. | Forecasts based only on CRM stages, disconnected from operations. |
| Client lifecycle visibility | Seamless handoff from campaign to close to delivery—complete client journey tracking. | Disjointed visibility between marketing, sales, and delivery teams. |
| Collaboration and productivity | Embedded in Microsoft Teams—sales, marketing, and delivery collaborate in one workspace. | Multiple disconnected platforms and inconsistent workflows. |
| Analytics and reporting | Power BI dashboards show real-time ROI, conversion trends, and campaign effectiveness. | Basic CRM or channel-level reports without context or predictive analytics. |
| Implementation speed | Industry-ready templates deliver go-live in 30–60 days with minimal configuration. | Long, complex rollouts requiring multiple vendor integrations. |
| Industry fit | Purpose-built for software services firms with project-based revenue models. | Generic systems not optimized for services sales cycles. |
FAQs
How does this integrate with our existing marketing and sales tools?
We offer seamless integration with popular platforms like HubSpot, Salesforce, Marketo, LinkedIn Sales Navigator, and Mailchimp. Your teams can continue using preferred tools while gaining unified visibility across the entire revenue cycle.
Can we track ROI across multiple marketing channels?
Yes. Our marketing automation CRM provides comprehensive multi-touch attribution, tracking prospects from first touch through close. You’ll see exactly which campaigns, channels, and content drive the highest-value deals.
What makes this different from traditional CRM sales and marketing tools?
Unlike standalone CRM sales and marketing systems, our platform connects marketing campaigns directly with delivery operations and financial data. This means better forecasting, more accurate proposals, and seamless handoffs between all revenue-generating functions.
How does the AI-powered lead scoring work?
Our AI analyzes prospect behavior, engagement patterns, company fit, and historical deal data to score leads dynamically. This helps prioritize follow-up efforts and predict which opportunities are most likely to close.
Is this the best CRM for sales and marketing teams in professional services?
Our platform is specifically designed for software services firms, unlike generic solutions. The best CRM for sales and marketing in our industry needs to handle complex project-based sales cycles, technical stakeholders, and service delivery integration—which is exactly what we provide.
Can we customize campaigns and proposals for different service offerings?
Absolutely. Whether you offer software development, consulting, or digital transformation services, you can create tailored campaigns, proposal templates, and pricing models specific to each service line.
How quickly can we see improved sales and marketing alignment?
Most teams see immediate improvements in visibility and communication. Within 4-6 weeks, you’ll have reliable attribution data, streamlined handoff processes, and measurable improvements in conversion rates. Unlike regular CRM
Does the platform support account-based marketing for enterprise prospects?
Yes. Our sales and marketing CRM software includes account-based marketing features like stakeholder mapping, coordinated multi-touch campaigns, and account-level analytics.
This makes it the best CRM for sales and marketing to help you orchestrate complex enterprise sales cycles.
What about all-in-one sales and marketing software—how comprehensive is this solution?
Our all-in-one sales and marketing software covers the complete revenue cycle: campaign management, lead nurturing, opportunity tracking, proposal automation, contract management, and delivery handoff—all in a single, integrated platform unlike standard CRM sales and marketing automation.
How does this help with competitive differentiation in proposals?
The platform goes beyond standard marketing automation CRM to capture competitor intelligence from lost deals, win/loss analysis, and market feedback. This data feeds into automated competitive battlecards and proposal guidance, helping your sales team position more effectively against competitors.