Is your CRM full of leads… but short on clarity? You might have a lead generation problem that no amount of cold emails or PPC spend can fix. This case study breaks down how lead mapping helped one company clean up 167,000 records and build a sales system that actually worked.

Overview for Legal Tech, Law Firm, and B2B Pros  

Many legal tech companies, law firms, and B2B service providers find it hard to manage leads. This is especially true when they use different platforms. A disconnected tech stack, duplicate entries, and bad email performance can all slow down growth, even with a good product.

In this Marketing Phoenix case study, Melissa Rogozinski shares how one B2B SaaS company overcame these exact issues. Even with good outreach tactics, their lead management system was messy. This made it hard to grow their success. The fix wasn’t more marketing—it was better structure.

What You’ll Learn  

• Why inbound campaigns fail when lead tracking is inconsistent

• How lead mapping unifies sources and improves CRM integrity

• Simple steps to rewrite cold outreach for engagement, not aggression

• Why integrating tools like Salesforce and Hubspot pays off

• How we used email centralization for compliance and analytics

• The sales process improvements that attracted industry acquisition

Final Thoughts  

You don’t need to reinvent your business to grow—you need a process that works. If your leads scatter and your CRM feels like a black hole, let’s fix the structure first.