The Ultimate Infrastructure Checklist for Revenue Teams
A Tactical Guide for Auditing and Optimizing CRM + MAP Infrastructure
By Refine Labs
This actionable guide helps sales and marketing teams evaluate and strengthen their CRM and marketing automation platform (MAP) infrastructure. Through a step-by-step checklist and guidance on best practices, the paper empowers teams—regardless of operations resources—to ensure data is flowing properly, being tracked accurately, and enabling full-funnel performance measurement. It’s packed with tactical, ready-to-implement advice for B2B revenue pros.
What's Inside:
A full MAP and CRM infrastructure checklist
Clear explanations of First, Last, and Conversion Touchpoints
