Data Quality & Readiness
HighEvery organization struggles to quantify data challenges.
What You Get
- Survey
- Data Readiness Assessment + Scorecard
- Data Quality Dashboard
- Data Activation Plan
Recurring
- Monthly Data Assessment
Marketing Automation & CRM Consulting
Transform Your Revenue
Engine
We help mid-stage companies architect, implement, and optimize their marketing automation and CRM systems to drive predictable revenue.
What We Do
Services Built for Growth
Data Quality Audits
Deep-dive audits of your CRM and marketing automation database—duplicate analysis, field completeness, spam detection, and a prioritized roadmap with ROI projections.
AI Email Build Automation
Use AI to draft, personalize, and QA email campaigns at scale—cutting email build time by 70% while improving deliverability and engagement.
CRM & Marketo Implementation
End-to-end Salesforce and Marketo setup—data architecture, deduplication rules, lead routing, and pipeline optimization built for scale.
Marketing Automation
Design and deploy nurture programs, lead scoring, and lifecycle workflows that move prospects from first touch to closed-won.
RevOps Strategy
Unify marketing, sales, and success with clean attribution, UTM governance, and dashboards that answer your hardest ROI questions.
Training & Enablement
Equip your team with SOPs, playbooks, and hands-on training so improvements stick long after we leave.
Capability Matrix
Where We Drive the Most Value
A prioritized view of the operational areas we assess, rebuild, and continually optimize—mapped to the challenges leadership teams actually feel.
Lead Management & Routing
HighHandoff between marketing and sales. Speed to lead follow-up. Lead quality alignment. Leadership doesn't understand why leads are stuck.
What You Get
- CRM Reports + Exports
- Current State Documentation
- Lead Flow Diagram / Funnel / Map
- MQL → SQL Ideal State
- Trigger Analysis
- Lead Volume Controls
- Average Stage Timelines
Recurring
- Monthly Insights on Pipeline Enhancements
CRM Architecture & Object Model
HighOrganizations don't know how to enhance basic CRM setup. Creating and connecting new data structures is hard, and critical integrations have minimal control and are extensive to set up.
Automation & Workflow Efficiency
HighA ton of activities are automated across MA + CRM platforms. They're hard to maintain, documentation is out of date, workflows break, and business value can't be quantified.
What You Get
- CRM Access Review & Workflow Audit
Campaign Execution & Structure
MediumInconsistent campaign builds, naming, and tracking make it hard to scale execution or measure performance.
Sales Process Effectiveness & Alignment
MediumSales stages, exit criteria, and marketing alignment are inconsistent—creating friction and forecast noise.
Reporting & Analytics Visibility
MediumDashboards don't answer the questions leadership is actually asking, and source-of-truth is unclear.
Sales Pipeline & Opportunity Management
MediumOpportunity hygiene, stage progression, and pipeline reviews lack the structure needed for reliable forecasting.
Integration & Ecosystem Connectivity
LowPoint-to-point integrations sprawl over time. We rationalize the stack and harden the connections that matter.
Data Governance & Security
LowOwnership, access, and field-level governance are often informal. We help formalize the controls that protect the business.
Email Deliverability
PartnerSender reputation, authentication, and inbox placement—delivered in partnership with deliverability specialists.
Our Process
From audit to accountability.
01
Discover
We run a stakeholder perception survey across data collectors, custodians, and consumers—then compare it to what your database actually shows.
02
Audit
Hands-on analysis of duplicates, field completeness, spam, deliverability, and routing—delivered as a quantified GAP analysis with economic impact.
03
Roadmap
A quarter-by-quarter implementation plan covering deduplication, UTM structure, reporting, and deliverability—prioritized by ROI.
04
Implement
We build the workflows, automations, and AI assists. SOPs are documented for every change so your team owns it.
05
Measure & Re-Survey
Six-month re-survey and dashboard review to prove the lift—and identify the next wave of improvements.
Sample Case Study
$2.1M
Annual revenue at risk identified
47%
Prospect records flagged as low quality
$159K
Wasted ad spend on duplicate leads
6.6×
Projected 5-year ROI on cleanup
Challenge
Counselors couldn't prioritize prospects. Leadership couldn't trust cost-per-lead by channel. ~80,000 duplicates and 47% spam records polluted reporting.
Solution
Stakeholder survey → GAP analysis → standardized global forms → dedup automation → QA monitoring loop → 6-month re-survey.
Outcome
A defensible business case: $485K cleanup investment projected to protect $3.2M in revenue over 5 years—a 6.6× net ROI.
| Attribute | Before | Target | Economic Impact |
|---|---|---|---|
| Duplicate Records | 8% | 2% | $159K wasted spend recovered |
| Missing Country Info | 31% | 5% | International segmentation unblocked |
| Spam / Invalid Email | 42% | 5% | $47K/yr deliverability waste cut |
| Missing Program Field | 18% | 3% | Nurture routing restored |
| Invalid Phone Numbers | 24% | 5% | Counselor outreach time reclaimed |
About Berenson and Mansfield
Built by operators, not consultants.
Berenson and Mansfield Consulting was founded by two practitioners who spent over a decade inside Salesforce, Marketo, and HubSpot orgs at fast-growing companies. We've felt the pain of dirty data, broken attribution, and stalled pipelines firsthand—and we built this firm to fix it for others.
Our Mission
Help marketing and revenue teams make confident decisions by giving them clean data, connected systems, and processes they can actually trust.
Our Vision
A world where every marketer can answer 'What's our cost per lead by channel?' in under 60 seconds—without a spreadsheet, a meeting, or a guess.
Our Values
Be honest about what's broken. Quantify the impact. Build the simplest fix that lasts. Teach the team so they're not dependent on us.
Leadership
Meet the Founders
JB
Joshua Berenson
Co-Founder
Josh has worked with marketing technology for 7 years, Joshua specializes in building scalable automation architectures that connect every touchpoint in the customer journey.
RM
Ryan Mansfield
Co-Founder
Ryan brings deep expertise in CRM strategy and revenue operations, helping companies transform their go-to-market motions with data-driven systems and processes.
Ready to Scale Your Revenue?
Let's discuss how the right systems can unlock your next stage of growth. Fill out the form below and our team will be in touch.