DataGlue

DataGlue for Sales leaders & RevOps

I want my team to know the story before the call.

Visits, bookings and calls sit in different places. DataGlue joins what is recorded, so a rep can see the last step and follow up with useful context.

Book a CallSee the examples

A dedicated team builds it with you. Start with one decision.

One question. Joined records.
WebsiteFormsBookingsCall records
DataGlue

Show the formula.

Which events. In what order.

Example tagEnquired, then booked

To your CRM, ads, BI, email or chosen LLM.
Connections and destinations agreed in the build.

Sound familiar?

You could follow up. You just can’t see the whole story.

The CRM starts too late

The first pages and questions came before the contact record.

Reps ask the same questions

A booking or earlier call holds details the next rep has not seen.

Sent does not mean followed up

A proposal can sit unchanged while everyone thinks someone else owns it.

Duplicate records split the journey

One customer appears as several contacts, each with only part of the history.

A joined picture

Put the next call on a joined record.

Keep your CRM. Join the visits, bookings and deal events it needs. A visible formula turns those steps into a tag your team can use for the next action.

Systems usually joined

  • Website
  • Forms
  • Bookings
  • Call records
  • CRM
  • Billing

  1. Example 01

    1. Website: enquiry submitted
    2. Bookings: first call booked

    In this order, within 7 days, for the same confirmed contact.

    Events → tag

    Enquired, then booked

  2. Example 02

    1. CRM: proposal sent
    2. CRM: no deal signed after 14 days

    On the same deal, after the agreed wait and a check that the CRM feed is complete.

    Events → tag

    Proposal waiting for a decision

  3. Example 03

    1. Bookings: call booked
    2. CRM: deal signed

    In this order, within 30 days, for the same confirmed customer.

    Events → tag

    Booked, then signed

Example rules, not customer results. We agree source access, match keys, time windows and tag destinations in your build.

How we work

One question. Five steps with your team.

The same build process, shaped around your decision and its sources.

  1. Book a call

    Bring one question.

    Talk it through with the people who would build it. We find where its data lives today.

  2. Working session

    A working session to map your data.

    We map every source behind the decision, then show you what it looks like glued together. You get the scope and plan before work begins.

  3. Build together

    We connect the pieces.

    A dedicated team finds the signals, glues them into one living model and matches records on evidence. Your systems stay where they are.

  4. Go live

    Your first result, ready to use.

    We take the first result live in your Glue Console. Ask in plain words, see what each step read, and open the counts to their rows.

  5. Keep building

    Your team keeps the Console.

    Then the next outcome builds on the same model. The rollout runs in phases, each measured against the outcome.

More about how we work
What you get

Useful context. In the tools you use.

  1. Context before the call

    See the recorded steps that led to the booking.

  2. Visible handoffs

    Find the last completed step across teams.

  3. Follow-up tags

    Route a waiting-proposal tag back to the CRM.

  4. Evidence for matches

    Keep confirmed links, candidates and conflicts visible.

  5. A clear deal rule

    Agree which CRM event means signed work.

  6. A path to payment

    Join deal progress with linked billing records.

See the working

Check the approach before the call.

Read the published outcome examples, source details and comparisons behind this approach. They explain the method; they are not measured results for your role.

Trusted by

  • Ticketek
  • me&u
  • InvestorKit
  • Team Global Express
OutcomeSales-ready contextSectorProfessional servicesCompareCompare a CDPPlain EnglishLead scoring
Fair questions

What you might be wondering.

Couldn’t I just clean up our CRM?

Yes, and good CRM records help. DataGlue fits when the question also needs website visits, bookings, calls or payments held elsewhere. We join those records and show the match evidence, while your CRM stays in place.

Will it silently merge our contacts?

CRM links need evidence. Confirmed, candidate and conflicting links stay visible; a guess is not treated as a confirmed customer. We agree the matching rules and source keys with your team.

Do we need a data team or clean data first?

No. Bring one question and the names of the systems behind it. A dedicated team maps the sources, joins the records and builds the result with you. Your team sets ownership, privacy and quality rules.

What does it cost, and what happens on the call?

The first call checks the outcome, the sources and the fit. No system access is needed for that conversation. If it fits, we map the data in a working session. The build is a separate engagement, scoped and priced before work begins; there is no public rate card.

Your next step

Bring the question you keep coming back to.

We’ll talk through the outcome, where its data lives and whether a build fits. No system access needed for the first call.

Book a Call

Free first call. Scope and price agreed before a build begins.

Is it a fit?

An honest fit check.

A good fit

This may suit you if…

  • Reps need context held outside the CRM.
  • You have a clear follow-up or handoff question.
  • Your team will agree deal stages and match keys.

Probably not a fit

This may not suit you if…

  • The work is only a CRM field tidy-up.
  • You need guaranteed contact matches without shared evidence.
  • You want a replacement CRM.
See every role we help