# CS2 Reviews **Vendor:** CS2 **Category:** [Salesforce Consulting Services](https://www.g2.com/categories/salesforce-consulting-services) **Average Rating:** 4.9/5.0 **Total Reviews:** 93 ## About CS2 WHO WE SUPPORT: We help high-growth B2B tech and AI companies grow revenue without growing headcount. Teams we support include Notion, Gong, Coursera, Salesloft, Logitech, Scale AI, Writer, Livekit, and 100+ others. WHAT WE DO: Most companies are scaling on a GTM foundation they don't trust. Data is a mess. Handoffs/integrations break. Reports get debated. AI tools run on stale context and produce noise. CS2 fixes that by eliminating: - Pipeline Blindness: you can't see where deals stall, why conversion drops, or what signals actually drive pipeline. Dashboards show what happened, not what to do next. - Manual work your team shouldn't be doing: reps, marketers, and GTM Ops become the glue. Running manual research, copy/pasting between systems, fixing data, babysitting integrations. Work that doesn't exist with a solid foundation, or that AI and automation should own. HOW WE WORK: STEP 1: Accelerated Roadmapping Process - Rapid survey and 60-point inspection process - Document our findings and recommendations - Use an effort/impact framework to prioritize the most important work - Document and align on a roadmap to sequence quick wins and workstreams STEP 2: Build your GTM Ops Foundation and Deploy a Unified GTM Pipeline Model - Fix your GTM foundation (tech implementations, enrichment, automation, integrations, sales stages, etc) - Unify your GTM data into models for trustworthy reporting and analysis - Deploy AI across critical areas of your GTM (signal sourcing, account research, sales process, data analysis, etc) STEP 3: AI-Powered Analysis to Improve GTM and Prioritize What's Next - Deploy AI-powered analysis on top of your unified data to surface insights and actions - Analyze conversion, sources/signals, and rep activity to optimize your GTM - Use the data to prioritize the next phases of the roadmap THE RESULTS: Improvements in conversion rates, qualified pipeline, revenue, and GTM efficiency. Your GTM team creates pipeline like a team twice its size. ## CS2 Pros & Cons **What users like:** - Users highlight CS2's **unmatched expertise** in operations, driving success and streamlined processes in strategic marketing efforts. (19 reviews) - Users commend CS2 for their **expertise and seamless collaboration** , significantly enhancing marketing operations and achieving strategic goals. (14 reviews) - Users highlight the **expertise and teamwork** of CS2, appreciating their strategic partnership and operational excellence. (14 reviews) - Users appreciate the **exceptional quality** of CS2's work, ensuring effective results and thorough collaboration with their teams. (10 reviews) - Users commend CS2 for their **deep understanding** of sales and marketing ops, enhancing strategic decisions and operational efficiency. (9 reviews) - Users value the **strong partnership** with CS2, appreciating their collaborative mindset and exceptional teamwork throughout projects. (9 reviews) - Users appreciate the **excellent communication** from CS2, finding them responsive, knowledgeable, and genuinely helpful throughout projects. (8 reviews) - Creativity (8 reviews) - Knowledge (7 reviews) - Response Time (7 reviews) **What users dislike:** - Users experience **communication issues** with delays and proactivity, impacting collaboration and efficiency in large organizations. (2 reviews) - Users find that **time zone issues** can lead to communication delays and inaccuracies in data pipelines. (2 reviews) ## CS2 Reviews ### 1. From Foundation to High-Growth: CS2 is the Ultimate GTM Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Mark G. | Senior Director, Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about CS2?** What I appreciate most about CS2 is their ability to balance high-level strategy with tactical execution. They aren't just order takers who wait for a ticket. They also act as a proactive extension of our GTM team. Whether they are advising on long-term roadmaps for tools like Clay or jumping into the trenches to fix a HubSpot-Salesforce sync error, they bring a level of expertise that allows us to stay lean without sacrificing operational depth. They have a knack for simplifying complex GTM problems and turning them into measurable, clean processes that actually scale. A standout highlight has been working with Joy Martinez, who is a phenomenal project leader. Her mastery of organization kept us focused and grounded, and her ability to navigate complex roadmap discussions made every meeting both productive and enjoyable. It truly feels like having an elite, full-time leader embedded in our team. **What do you dislike about CS2?** Honestly, there isn't much to dislike about the quality of their work. If I had to pick something, it’s simply the fact that they are only a fractional partner because I’d hire the team full-time for my own RevOps department in a heartbeat if I could. Because they are a highly sought-after agency, you do need to stay organized with your project scoping to ensure you're maximizing your time with their experts. But that’s a small trade-off for the level of strategic value they bring to the table. **Recommendations to others considering CS2:** If you are a lean team looking to scale quickly, I highly recommend CS2. My best advice for getting the most out of the partnership is to come prepared with a clear sense of your priorities. Because they are deep experts across the entire stack, from HubSpot/Salesforce syncs to advanced Clay roadmaps, it’s easy to want them to do everything at once. To maximize their impact, stay disciplined with your project scoping and use them for your most complex strategic challenges. They are a high-value resource, and the more organized you are on the front end, the faster they can pave the way for your success. **What problems is CS2 solving and how is that benefiting you?** As a lean RevOps team, we used CS2 for fractional Marketing Ops and complex project support on other GTM projects. They have been a vital strategic partner in helping us stabilize and scale our GTM engine. They first focused on fixing our foundational HubSpot instance and resolving recurring sync errors with Salesforce. Once the plumbing was secure, they helped us build out funnel metrics we previously couldn't measure and visualized them in Salesforce dashboards. Beyond the core CRM, CS2 guided our Clay implementation, providing a clear roadmap and actionable recommendations for how to best leverage the tool. They also handled the heavy lifting on campaign hierarchies and have stepped in during high-pressure moments to process large event lists on tight deadlines. Their expertise has allowed us to move faster and paved a clear path for our success across our entire tech stack. ### 2. Structured, Reliable Partner with Proactive, Well-Documented Guidance **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie H. | Director, Demand Generation, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about CS2?** They’re very structured and reliable, and they put a lot of care into documenting not just what was done, but why. That’s been super helpful for us long term. They’re also proactive about recommending what we should be doing to set ourselves up for future success, not just executing tasks. Brian Morris has been great to work with. He’s responsive, easy to work with, and quick to jump in when we need something. He’s also realistic about what will actually be beneficial for our business and works within our constraints. It really feels like they’re both a strategic and executional partner. **What do you dislike about CS2?** It would be nice to see a bit more flexibility in their pricing structure depending on changing needs. **What problems is CS2 solving and how is that benefiting you?** CS2 supports us across a range of marketing ops needs, from day to day troubleshooting to bigger strategic projects. That includes things like data integrity, syncing data across systems, integrations, and automation. Having them involved means issues get resolved quickly and things are set up the right way from the start. It’s been especially helpful as a lean team. Their documentation and process rigor make sure we’re not losing context over time, and it gives us a solid foundation to scale without creating problems down the line. ### 3. Strategic Marketing Operations Partner Driving Scalable Growth and Seamless Platform Transformation **Rating:** 5.0/5.0 stars **Reviewed by:** Tony R. | Enterprise Applications Manager, Leisure, Travel & Tourism, Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2026 **What do you like best about CS2?** What I like best about CS2 is their deep marketing operations expertise, structured and reliable approach to implementation, and their ability to act as a seamless extension of our team across our entire GTM tech stack. **What do you dislike about CS2?** What I dislike is the lack of a centralized, easy-to-access place to find meeting recordings, along with how infrequently the change log is updated. **Recommendations to others considering CS2:** CS2 is a strong partner for organizations looking to scale and optimize their marketing operations and GTM systems—especially if you value deep technical expertise and a structured, hands-on approach to implementation and ongoing support. If you’re looking to migrate from Marketo to HubSpot, they were phenomenal. **What problems is CS2 solving and how is that benefiting you?** CS2 helps us solve challenges around scaling marketing operations, improving data quality, and integrating our GTM systems across tools like HubSpot, Salesforce, LeanData, and RingLead. By optimizing lead routing, attribution, and campaign execution, they’ve enabled more reliable data, better visibility into performance, and more efficient alignment between marketing and sales. ### 4. An Extension of Our Team with Always-Reliable Support **Rating:** 5.0/5.0 stars **Reviewed by:** Susan P. | Enterprise (> 1000 emp.) **Reviewed Date:** February 10, 2026 **What do you like best about CS2?** If you’re looking for a team that combines Marketo expertise, strong enablement, and genuine partnership, I can’t recommend CS2 highly enough. **What do you dislike about CS2?** There's nothing I do not like about working with CS2. **Recommendations to others considering CS2:** Do it! **What problems is CS2 solving and how is that benefiting you?** CS2 was an exceptional partner throughout our migration to Marketo and beyond. Jerel and Joy brought deep technical expertise paired with a clear, thoughtful approach to change management—making what could have been a complex transition feel structured, manageable, and successful. They didn’t just execute the migration; they invested in us. Jerel and Joy provided thorough, hands-on training tailored to our team’s needs, ensuring we were confident and self-sufficient in Marketo post-launch. Their ability to translate complex concepts into practical, real-world guidance made a huge difference in adoption and long-term success. What truly set CS2 apart was their ongoing support. During my sabbatical, Jerel and Joy were a trusted extension of our team—stepping in seamlessly, maintaining momentum, and ensuring continuity without missing a beat. That level of reliability and partnership is rare. ### 5. Transformational Marketing Operations and Automation Support **Rating:** 5.0/5.0 stars **Reviewed by:** Kampbell H. | Marketing Operations Specialist **Reviewed Date:** February 17, 2026 **What do you like best about CS2?** I use CS2 for enhancing our Hubspot strategy and optimizing marketing operations. I appreciate Brian Morris from CS2, who has been consistently proactive and quick with solutions that improve our automation and campaign execution. Brian's work with dashboards has given us clear visibility into deliverability metrics, helping us address potential issues early. I value CS2's deep technical expertise, particularly in refining workflows and making systems scalable and reliable. The lead scoring, behavioral frameworks, and GDPR enhancements they've provided have been incredibly advantageous. I love their solutions-oriented support, and the thoughtful recommendations put forth by Brian, which have had a direct impact on our operations. **What do you dislike about CS2?** N/A **What problems is CS2 solving and how is that benefiting you?** CS2 improves our Hubspot strategy, enhances marketing operations, and optimizes workflow. It boosts automation, campaign execution, and efficiency. The dashboards created give us visibility into deliverability metrics, allowing us to tackle potential issues proactively, reducing team workload. ### 6. Essential for Overcoming Bandwidth Challenges **Rating:** 5.0/5.0 stars **Reviewed by:** Liana M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2026 **What do you like best about CS2?** We found CS2's extensive knowledge of HubSpot and automations incredibly valuable, along with their understanding of industry best practices for campaigns, automations, processes, and data. Their project management is outstanding, and their communication is very good. They have really helped our two-member RevOps team by addressing projects we didn't have the bandwidth to complete over the past year. We've even started using them to enhance our knowledge of Clay. If teams are strapped for bandwidth and need help with GTM tools, data or automations for pipeline or marketing efforts, I'd definitely consider using CS2. **What do you dislike about CS2?** no dislikes **What problems is CS2 solving and how is that benefiting you?** CS2 helps us improve automation processes, data, and campaigns in our marketing, addressing our limited bandwidth by handling projects we couldn't manage with a small team. ### 7. CS2’s Deep Marketing Ops Expertise and Forward-Thinking Best Practices **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2026 **What do you like best about CS2?** CS2 has deep expertise in marketing operations, and they continue to explore new tools and new best practices to stay current. While they're happy to support any technology we choose, we have also made some changes and additions to our marketing tech stack based on the experience they've had with other clients. **What do you dislike about CS2?** No downsides come to mind. CS2 can be a little pricey, but they deliver a lot of value for their fees. In addition to helping with marketing operations, they've completed some sales operations projects for us, and this has helped us maximize the impact they drive on our business. **Recommendations to others considering CS2:** Highly recommend considering CS2 as a way for startups to get started with marketing operations or for larger companies to augment their staff with additional experts and hands-on practitioners. **What problems is CS2 solving and how is that benefiting you?** CS2 has been our marketing operations agency for more than 3 years. They do an excellent job helping us with strategy, vendor selection, technology implementation, best practices, and day to day marketing operations tasks. Recently they helped us migrate to a new marketing automation platform in record time. ### 8. Exceptional Strategic Partner for Scaling GTM Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Tony H. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 02, 2025 **What do you like best about CS2?** CS2 has been an incredible strategic partner for us at Collectly. Their team has played a key role in helping us operationalize and scale our GTM motion through key initiatives like Outreach implementation, Nooks setup, and optimizing our lead routing process. Their ability to combine deep RevOps expertise with hands-on execution has allowed us to move quickly while maintaining best-in-class infrastructure. **What do you dislike about CS2?** Honestly, nothing comes to mind, they’ve been responsive, knowledgeable, and consistently deliver exceptional results. **Recommendations to others considering CS2:** I especially appreciate how proactive and collaborative the CS2 team is, they’re not just consultants; they’re real partners who feel like an extension of our team. Whether it’s troubleshooting a workflow, refining automation logic, or advising on long-term strategy, they’re consistently available and bring thoughtful, high-impact solutions. Thanks to their support, our SDR org is operating with far greater precision, speed, and data visibility than ever before. **What problems is CS2 solving and how is that benefiting you?** As a fast-growing Series A company moving at warp speed, we often need operational support that can flex across marketing, sales, and top-of-funnel strategy, and that’s exactly where CS2 has been a game changer. They bridge the gap between our ambitious growth goals and the limited in-house ops bandwidth that comes with scaling quickly. CS2 has helped us streamline and optimize critical systems like lead routing, outreach automation, and engagement platform setup (including Nooks, Outreach, LeanData to name just a few implementaitons). Their ability to jump in, understand our GTM motion, and provide both strategy and execution has been invaluable. It’s allowed our SDR and revenue teams to focus on driving results rather than getting stuck in process bottlenecks. Thanks to CS2, we’ve gained speed, clarity, and confidence across our revenue operations, all while keeping our systems and data foundation built for scale. ### 9. Empowers Marketing Operations with Expert Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Ian L. **Reviewed Date:** December 01, 2025 **What do you like best about CS2?** I appreciate CS2's ability to enhance our marketing operations through their expertise in marketing analytics, lead scoring, and data normalization, which enables us to maintain operational excellence in our martech stack. Their knowledge in Salesforce campaign setup and marketing technology has been incredibly helpful. I find their expertise around Marketo and email nurture setup to be a standout aspect as it significantly adds value to our operations. Moreover, their proficiency in lead scoring analysis and database management has been instrumental in optimizing our procedures. CS2's role in implementing software like CVENT and Marketo has been excellent, and their efficient handling of system integrations through support and custom built solutions showcases their capabilities. I am impressed with how they allow us to move faster than we would on our own, indicating their positive impact on our business workflow. **What do you dislike about CS2?** I feel that CS2 services could benefit from modernization. They should strive to think more ahead and incorporate AI more often into their practices. **What problems is CS2 solving and how is that benefiting you?** CS2 enables us to maintain operational excellence in our martech stack, facilitating faster progress with marketing analytics, lead scoring, and data normalization. ### 10. Full-Stack Partner That Solves It All **Rating:** 5.0/5.0 stars **Reviewed by:** Boone W. **Reviewed Date:** November 17, 2025 **What do you like best about CS2?** I deeply value CS2's role as our strategic marketing operations partner. Their expertise in operations is unparalleled; they know full stack Sales and Marketing Ops inside and out, which enables them to consistently deliver on our set goals. Their adaptability is a crucial asset, especially in a fast-paced start-up environment, as they can quickly step in and cover gaps, for instance, when an employee leaves or a project is identified that we don't have bandwidth for. CS2 plays a crucial role in optimizing our processes, working seamlessly with our team and tech stack to ensure contacts are routed to the right individual while giving us oversight on contact progression through the funnel. They offer invaluable insights through their reporting and attribution solutions, providing us with a clear understanding of what success looks like for different program types. This helps us make informed decisions about future programs and investments and gives us clear reporting we can take to our leadership. Their full-stack capability means they can handle a wide range of functions across our operational environment and tech stack, from attribution and scoring to privacy compliance and optimizing business workflows. The experience with CS2 is holistic and impressive, I'd recommend them to anyone! **What do you dislike about CS2?** Nothing - and good luck trying to find something you don't like **What problems is CS2 solving and how is that benefiting you?** I use CS2 to optimize our operational environment across a wide tech stack, enhancing our attribution, scoring, routing, and overall DG processes. They deliver insights for future program investments and ensure CRM contacts reach the right person, demonstrating adaptability and full-stack expertise. ### 11. Exceptional Marketing Support with Dynamic Solutions **Rating:** 4.5/5.0 stars **Reviewed by:** Mike K. **Reviewed Date:** November 11, 2025 **What do you like best about CS2?** I appreciate how instrumental CS2 has been in launching various initiatives across our GTM organization, including lead scoring and improved tracking across sales and marketing lifecycles. Through their consulting services, CS2 has greatly improved our approach to our GTM strategy and continues to play a pivotal role in its iteration moving forward. Their approach allows us to be dynamic in sourcing top-tier leads to our sales team, a significant improvement from our previous stagnant and manual methods. Their multi-faceted lead scoring model is incredibly beneficial, as it integrates various factors such as job title and account propensity to buy, based on previous closed won data, set up in an easily trackable format. Lifecycle tracking provided by CS2 is another area I value, as it maps a prospect's journey from pre-qualified to Closed Won, offering crucial data that was previously unavailable to us. CS2's expertise is further demonstrated in their insights into the Lifecycle object within Salesforce, alongside their invaluable scoring model methodology, which has greatly helped in conceptualizing and implementing effective workflows between tools like Salesforce and Marketo. I admire their unwavering availability and willingness to assist in any capacity, as well as their extensive expertise across various business intangibles from both a marketing and revenue operations perspective. **What do you dislike about CS2?** No complaints really, they have been an amazing resource from start to finish **What problems is CS2 solving and how is that benefiting you?** CS2 transforms our GTM strategy by enhancing lead scoring and lifecycle tracking, offering insights and workflow solutions we couldn't develop alone, increasing our sales & marketing efficiencies/ ### 12. Thorough and Expert Marketing Solutions **Rating:** 5.0/5.0 stars **Reviewed by:** Ian B. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2025 **What do you like best about CS2?** I really appreciate how CS2 has been instrumental in helping us achieve several business-critical initiatives. Their ability to capture lead-sourcing data has significantly informed our marketing and sales strategies, allowing us to focus on campaigns that yield high lead and deal creation efficiencies. Their expertise in cleaning up our CRM, defining and deploying automated trigger-based email nurtures, and standardizing our reporting across a single data model has been invaluable. I am particularly impressed with their thoroughness and dedication to not taking shortcuts, maintaining exceptional quality throughout. Their organization and expertise in overcoming challenges and blockers stand out, ensuring our goals are met effectively and efficiently. Additionally, their push for us to use Clay has been a notable time and money saver for us. I value how they are willing to get their hands dirty and leverage their deep expertise to ensure success, consistently working in a timely and effective manner. Overall, their commitment to doing things the right way without sacrificing quality is what makes them an outstanding partner. **What do you dislike about CS2?** N/A **What problems is CS2 solving and how is that benefiting you?** CS2 captures lead-sourcing data, informs marketing decisions, cleans our CRM, automates email nurtures, and standardizes reporting. Their methods save time and money, ensuring informed, ROI-positive decisions while overcoming organizational challenges efficiently. ### 13. Exceptional Partners for Marketing Operations Success **Rating:** 5.0/5.0 stars **Reviewed by:** Erika D. | Senior Manager, Marketing Operations, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2025 **What do you like best about CS2?** I had the pleasure of working with Jerel and Ruben from CS2's Campaigns Ops team, and they were absolutely fantastic partners. They helped us dig out of a major capacity deficit and quickly became an indispensable part of our day-to-day operations. They’re responsive, professional, and incredibly easy to collaborate with - great for both sanity checks and brainstorming new approaches. CS2 integrated seamlessly with our internal teams and brought structure and organization through useful templates and documentation that we still use today. I can confidently say our marketing operations function wouldn’t be where it is without their partnership. Highly recommend CS2 for MOps teams of any size looking for experienced, reliable, and genuinely enjoyable collaborators. **What do you dislike about CS2?** Not a dislike and honestly something I respect is how Charlie and Crissy protect their team's time, which sometimes meant they weren't able to commit to more work with us. Any downsides that come to mind are related to our own internal processes - nothing CS2 was responsible for! **What problems is CS2 solving and how is that benefiting you?** - Capacity shortage - Little to no expertise in-house CS2 was the force multiplier we needed and had immediate impact. ### 14. Exceptional Team and Best-in-Class GTM Approach **Rating:** 5.0/5.0 stars **Reviewed by:** Kelson S. **Reviewed Date:** December 05, 2025 **What do you like best about CS2?** The team! They are incredibly friendly, knowledgable, and organized. Their approach to GTM framework is inspirational and best-in-class. **What do you dislike about CS2?** So far, there have been no downsides to working with CS2. They stay very aligned to our business priorities, are timely and clear with communication, and they document everything. **What problems is CS2 solving and how is that benefiting you?** CS2 has been instrumental in stepping into our business and helping to realign and address deep foundational issues preventing us from making intelligent decisions about the impact of our GTM initiatives. We have significant foundational tech debt and they hit the ground running fixing it from the very start of our funnel. They give much needed fire-power and focus that none of our internal resources would be able to afford giving to this work. ### 15. Great partners for improving your customer lifecycle journey **Rating:** 4.5/5.0 stars **Reviewed by:** Samarth R. | Computer & Network Security, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about CS2?** Their communication, professionalism, and genuine expertise in the proposed solution as well as intricate knowledge of Salesforce. Their development team is also top notch. They are collaborative partners when it comes to change management, and will adapt to your sprint cycles for deployment into production. Lastly, they are thorough in documentation, and have really capable administrators with in-depth knowledge of Salesloft, LeanData, and Marketo, in addition to your CRM tool. **What do you dislike about CS2?** Level setting the collaborative approach at the beginning of the implementation took some time, and engaging the folks who need to be part of the conversation is something that could be slightly improved. While communication with the core stakeholders was great, there was some time wasted in waiting for inputs, whereas a slightly more proactive approach with those stakeholders would have been preferred. These are minor issues that can be easily improved, however might be challenging at very large organizations. **Recommendations to others considering CS2:** CS2 will deliver you the right solution that will suit the need, however consider engaging all the primary stakeholders to arrive at a common consensus that the solution being implemented is the correct one for your business. CS2's work is impactful when the strategy is clear, and can deliver results. **What problems is CS2 solving and how is that benefiting you?** CS2 specifically partnered with us to help improve our ability to track the lifecycle of leads and contacts all the way down to opportunities that are closed won or lost. This resulted in improvements to how we track leads and contacts, and ensuring that all opportunities have contact roles associated. We also had closer ties between Leads, Contacts and Opportunities than we've ever had before, with the account development team having custom dashboards to ensure leads and contacts reach sales ready status (along with better integration with Marketo), and the custom Lifecycle object in Salesforce being accessible to various dashboards. This also led to cleanup with our CRM, where legacy statuses were deprecated, and each status had a specific meaning and action. Gaining this reporting directly within Salesforce helped us to build dashboards that reflected our successes in our pursuit of the ideal customer profile. Lastly, we now have a way to measure campaign performance that resulted in a person becoming active in the sales funnel, and what their source was. ### 16. Brilliant partners who elevate both systems and people **Rating:** 5.0/5.0 stars **Reviewed by:** Kirill P. | Director, CRM Engineering, Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2025 **What do you like best about CS2?** CS2 are extremely knowledgeable and technically sharp—they were able to easily navigate our complex tech stack and propose valuable improvements right away. They didn’t just advise from the sidelines; they rolled up their sleeves and built brilliant solutions together with my team, all while collaborating seamlessly. Their documentation is thorough and clear, their best-practice advisory is top-notch, and above all, they bring incredible energy and positivity to every single call. They also weren’t afraid to challenge our thinking in a constructive way, which ultimately raised the bar for our internal systems and business operations. **What do you dislike about CS2?** Nothing at all—it has been a fantastic experience working with them. **Recommendations to others considering CS2:** Go into the engagement ready to be challenged and to learn. CS2 will bring best practices, technical depth, and fresh perspectives — and the more openly you collaborate with them, the more transformative the outcomes will be. **What problems is CS2 solving and how is that benefiting you?** We brought in CS2 to help us optimize our GTM systems (including implementing LeanData) and processes, unify funnel tracking, and improve how we operate at scale. They elevated our internal architecture, streamlined operations, and pushed us toward higher standards of execution. Thanks to CS2, we now have stronger foundations, smarter processes, and a team that feels more confident in tackling complex initiatives. ### 17. Strategic partner for advancing operations **Rating:** 3.5/5.0 stars **Reviewed by:** Lanell W. | Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2025 **What do you like best about CS2?** Easy to work with and knowledge of our systems and processes. Strategy development, data analysis, and mode development **What do you dislike about CS2?** data errors cause pipeline inaccuracies communication are often slow, delayed, or off timezone **What problems is CS2 solving and how is that benefiting you?** CS2 helped our campaigns team develop and launch a pilot test for a nurture program. The pilot ran for a few quarters and required custom templates, tracking, and data analysis that could informed each quarterly test. CS2 was able to implement and optimize the program design and the data analysis helped us uncover areas where we can drive further engagement, like localization and funnel strategy. They have also been instrumental in analyzing our lead scoring and volumes and developing models for routing and SLA. ### 18. Top-notch professionals who don’t just consult — they transform **Rating:** 5.0/5.0 stars **Reviewed by:** Ly N. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 04, 2025 **What do you like best about CS2?** CS2 team is not only exceptionally talented, with a wealth of knowledge and experience, but also incredibly kind and thoughtful in how they approach our challenges and collaborate with our teams - It truly feels like we are one team. A special thanks to Joy and Nina, whose deep expertise, proactive mindset, and commitment to problem-solving stood out. They consistently delivered in-depth analysis and actionable insights, and never backed down from a challenge. **What do you dislike about CS2?** It's been an incredible experience working with them. I have nothing to complain. **What problems is CS2 solving and how is that benefiting you?** CS2 team played a key role in simplifying and optimizing our marketing operations and analytics by unifying all funnel, campaign, and opportunity data into a single, cohesive structure. This transformation has enabled streamlined reporting across multiple customer journeys, upsell paths, and campaign performance. Additionally, they helped us centralize and automate our prospect and account routing using LeanData, implementing it in a smooth and effective way. This has significantly improved our lead and territory assignment accuracy, reduced response times, and ensured better alignment between marketing and sales teams. ### 19. CS2 - nothing short of high quality and clinical delivery! **Rating:** 5.0/5.0 stars **Reviewed by:** Sunil B. | Finance + Strategy, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about CS2?** The best thing about CS2 is that they feel like a true partner, not just another vendor. Throughout our whole multi-month project, they were right there in the trenches with us. Their team is super sharp, pays close attention to all the little details (personally this is HUGE), and their communication was fantastic. They were always active on our calls, asking great questions that honestly helped us figure out what we really needed. Their expertise made the whole project go very smoothly! Oh and their documentation was A+++ can't ask for better! CS2 have proved to be absolutely pivotal on achieving our operational goals and so naturally we are now considering an on-going engagement through the course of the year! **What do you dislike about CS2?** Apart from a 3-hour timezone difference which wasn't really an issue at all -- CS2 were great at communicating async, I can't call out anything specific that I disliked! **Recommendations to others considering CS2:** I would 100% recommend CS2 to any company that's about to tackle a complex GTM project. If you're looking for a team that does more than just check boxes — a team that really works with you to make the plan even better - then you should definitely hire them. They're pros at understanding the big picture and turning it into a technical plan that actually works. It's a huge plus. We'd definitely work with them again! **What problems is CS2 solving and how is that benefiting you?** We were dealing with a few big headaches in our GTM operations. For starters, our reporting was less than ideal — it was all over the place, mostly manual (e.g. system data exports and then manual wrangling in a Google Sheet) and just didn't give our leadership the clear insights they needed on a regular basis. We also had some real inefficiencies in how we handled leads and tracked them through the whole funnel, which meant a lot of extra manual work for our marketing/sales operations team. To top it off, our data quality wasn't great, which muddled everything from lead routing to simply making good decisions. CS2 was the perfect partner to help us solve all of this. They got the whole technical solution built and running smoothly. The biggest win for us is that we now have awesome, reliable reporting! It lets me dig into the data and give our leadership the real scoop on what's happening, which directly helps us make smarter business decisions. ### 20. Reliable marketing ops partner for growing companies without internal resources **Rating:** 5.0/5.0 stars **Reviewed by:** Matty K. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2025 **What do you like best about CS2?** Their flexibility and genuine effort to understand how our team operates. They've consistently delivered good data quality and built systems that aren't black boxes — we actually understand how our attribution works and why decisions were made. Brian, our account manager, has been particularly strong at translating our needs into actionable solutions. **What do you dislike about CS2?** Scheduling can occasionally be challenging, but it's very manageable with a little communication. **Recommendations to others considering CS2:** CS2 is a solid fit if you're in a similar position — growing company with real marketing ops needs but no dedicated internal hire yet. They're not just order-takers; they'll actually think through problems with you and build sustainable solutions. **What problems is CS2 solving and how is that benefiting you?** We're a Series B company (~70 employees) with significant marketing ops needs but no dedicated internal resource. CS2 functions as our extended marketing ops team, managing our entire martech stack (Salesforce, HubSpot migration from Marketo, Demandbase, LeanData, contact enrichment) and building out our attribution system. The key benefit is having a true strategic partner — they can either execute on specific requests or take an ambiguous problem and come back with tailored solutions that actually fit our team dynamics and organizational needs. ### 21. A true expert when it comes to MOps projects and systems **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2025 **What do you like best about CS2?** CS2 brings professionalism, timeliness, and expertise to any project they help deliver. Any time my team has questions or needs assistance, our CS2 team is quick to respond, providing clear and helpful solutions, and depending on the magnitude of the ask, would perform the necessary work to complete the request. It's great that they have access to our Marketo and Salesforce instances and can complete both routine and complex functions within both systems. **What do you dislike about CS2?** Can't think of anything I dislike about CS2. They are transparent and great to work with. **What problems is CS2 solving and how is that benefiting you?** CS2 helped our company transform the way we look at Marketing Qualified Leads (MQLs) and implemented a foundation for Order of Operations processes, including data normalization and lead sourcing, that help us with attribution and maintain a cleaner database. Additionally, CS2 built a Unified Funnel Metrics dashboard for us in Salesforce with a variety of reports that show views for revenue planning, goal tracking, and campaign performance, which make reporting on the important data much easier and cleaner. ### 22. Revamped our attribution and serves as a MOPS expert for my team! **Rating:** 5.0/5.0 stars **Reviewed by:** Jenna Q. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2025 **What do you like best about CS2?** Easy to work with! The best people who I consider an extension of my team that are knowledgable and fun. I also love when I need help making a decision internally, they come prepared with pros and cons AND what they would recommend doing which helped key stakeholders come along the journey with us. **What do you dislike about CS2?** It's tough to think of a downside! I'd say that spending more time upfront to get the right reports in place should be part of your project plan so that you can wisely use the data you know have available to you. **Recommendations to others considering CS2:** -Bring other key stakeholders along the way in the decision making -Tap on CS2 for their expertise when there's internal divide -Keep ongoing support hours for anything that may come up down the road -Ensure you have a lot of documentation to educate new people on the lifecycle process **What problems is CS2 solving and how is that benefiting you?** CS2 helped us solve visibility into how our marketing was performing by putting in place the lifecycle object. Now we can easily see what the trigger campaign was for each opportunity and show direct pipeline attribution for every dollar we spend. We also have much better visibility on conversion rates from meeting set all the way to bookings. This has helped me as a marketing leader be able to show the results from our marketing spend and make decisions on where to place our spend depending on the objective. I've used these numbers in board meetings, in QBRs, and with sales leaders to show them the value of marketing is doing. It's helped me gain trust and get more resources! ### 23. Game-Changer for Marketing Ops and Funnel Optimization **Rating:** 5.0/5.0 stars **Reviewed by:** Bailey M. | Senior Director, Global Demand Generation & Marketing Ops, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2025 **What do you like best about CS2?** Their ability to balance strategic guidance with hands-on execution. CS2 doesn't just give advice—they roll up their sleeves and get things done. They bring deep expertise in marketing operations and RevOps, communicate clearly, and truly act like an extension of our team. They’re proactive, responsive, and consistently deliver high-quality work that moves the needle. **What do you dislike about CS2?** Honestly, no real complaints. If anything, I wish we had brought them in sooner. Working with CS2 has set a new bar for what I expect from an agency partner **Recommendations to others considering CS2:** If you're serious about improving your lead lifecycle, marketing operations, or GTM alignment—hire CS2. They’re not just executors; they’re strategic partners who will challenge your thinking, bring best practices, and help you build a scalable foundation for growth. Their expertise and partnership have been invaluable. **What problems is CS2 solving and how is that benefiting you?** CS2 helped us overhaul our lead lifecycle and go-to-market (GTM) attribution model. We were struggling with misaligned funnel definitions, poor visibility into lead progression, and inconsistent hand-offs between marketing and sales. CS2 brought structure, clarity, and best practices to how we define, track, and report on each stage of the funnel. As a result, we’ve improved lead quality, tightened marketing-to-sales alignment, and now have clearer visibility into what’s driving pipeline. Their strategic and technical support has been instrumental in helping us scale smarter. ### 24. Best ops agency I've worked with! **Rating:** 4.5/5.0 stars **Reviewed by:** Yuliya M. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 03, 2025 **What do you like best about CS2?** They are incredibly thoughtful, thorough, and communicative with their scoping and project plans. Plus, they have experts on their team for every function of GTM operations. **What do you dislike about CS2?** Sometimes calls and deep dives can get too long winded, and the hours seem to be spent quickly! **Recommendations to others considering CS2:** If you need help upleveling your operations, maintaining a tidy database, or getting organized with reporting/dashboarding in your CRM - CS2 is the way to go! I've worked with many admin agencies and they are by far the best and most knowledgable. **What problems is CS2 solving and how is that benefiting you?** CS2 provided coverage on email marketing, dashboard/reporting, integrations, and SFDC and HubSpot issues across the board. They also launched their own custom Project Insights object in our Salesforce instance which digs a layer deeper in our data and helps us get very granular with contact creation/lead sources, meeting creation, and opportunity attribution. They are experts in marketing & funnel operations! ### 25. Exceptional Expertise in Marketing Funnel Architecture & Attribution **Rating:** 5.0/5.0 stars **Reviewed by:** Osama L. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about CS2?** A few things I really liked about CS2. For sure I liked their technical skills and expertise in the domain, but what I like most is the people we worked with. I felt like I was dealing with true teammates who care about the best interest of the company and the project more than caring about the "contract and hours". All of them were great people and nice to work with starting with Charlie to Nina, Alison, Brian and Matt. **What do you dislike about CS2?** Nothing to dislike about this team. They are a group of genuine experts who listen, analyze and guide you to the write solution. **Recommendations to others considering CS2:** If you are looking for experts in Marketing Operations, I highly recommend CS2. Reach out to them and be confident that they will deliver good results. **What problems is CS2 solving and how is that benefiting you?** CS2 was instrumental in re-architecting our end-to-end marketing lead funnel, ensuring accurate attribution and tracking across the entire lead and contact lifecycle. With multiple tools integrated into our Salesforce instance and various lead entry points, CS2 stood out for their ability to deeply understand our use cases, offer expert guidance on best practices, and deliver a seamless implementation. Thanks to their work, we now have full visibility into lead sources, campaign attribution, channel effectiveness, conversion rates, and velocity. Most importantly, we have actionable insights into our data — allowing us to identify bottlenecks, measure performance, and make data-driven decisions to optimize our marketing strategy. CS2 truly acted as an extension of our team, and their expertise was best-in-class. ### 26. CS2 is our go-to resource for marketing ops **Rating:** 5.0/5.0 stars **Reviewed by:** Laura B. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2025 **What do you like best about CS2?** I appreciate Brian Morris, and he is ultimately why I feel like we have so much success partnering with CS2. He's a problem solver, easy to work with, and has taken lead on many complex projects and produces before deadlines. I am so grateful for him and his dedication to Spotnana's success. **What do you dislike about CS2?** We haven't ran into any issues with CS2. The whole team that I've had a chance to work with excels! **What problems is CS2 solving and how is that benefiting you?** CS2 helps to manage all of our programs out of Marketo including events, product updates, email sends, and much more. By having them as a trusted partner we're able to work more efficiently as a team, troubleshoot with ease, and roll out campaigns quickly. They have been tremendously responsive, and provide quick turn around times for often complex asks. ### 27. Stellar support with Marketing Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Gus T. | Copywriter and Social Media Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2025 **What do you like best about CS2?** Brian is always quick to step in—even on short notice—and assist me with email sends in Adobe Marketo Engage. When he is out of office, Joy and other team members provide the same quick, quality service. CS2 knows our business, team, and needs well, and I never have to worry about the team doing an exceptional, flawless job. **What do you dislike about CS2?** So far, I don't have anything that I dislike about CS2. **What problems is CS2 solving and how is that benefiting you?** CS2 is assisting us with large-scale email sends, list uploads, converting leads to contacts, pulling filtered reports, and more. With their help, we're able to maintain critical communications (e.g., product releases, in-person/virtual event invites, and important company updates) with partners and prospects. ### 28. A wealth of knowledge wrapped in precise execution **Rating:** 5.0/5.0 stars **Reviewed by:** Brindusa C. | Senior GTM Systems Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2025 **What do you like best about CS2?** Working with them gave us access to a lot of best-in-class expertise and internally we managed to hit some milestones that seemed unattainable before. **What do you dislike about CS2?** It's been a great experience working with them. The only minor downside for us was the timezone difference, but we found a good compromise. **What problems is CS2 solving and how is that benefiting you?** We used CS2 to redesign our GTM architecture. It was a heavy lift, but we went live with the changes without any issues. The CS2 team helped us get executive sponsorship internally and kept us on track and organized to deliver what we've committed to. ### 29. CS2 Changed Our Marketing **Rating:** 5.0/5.0 stars **Reviewed by:** Nate T. | Marketing Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2025 **What do you like best about CS2?** They have really gone into the weeds with us. They totally have changed the way that we do things. And if anything didn't make sense, they were a slack message away and would solve or walk us through the problems in minutes. **What do you dislike about CS2?** I have nothing bad to say about CS2. They have been awesome to work with. **Recommendations to others considering CS2:** If you are having any struggles with scoring, with lifecycle management, etc. I would recommend CS2. They are so good at what they do and really aren't consulting to tell you what to do, but are constant guides along the process. **What problems is CS2 solving and how is that benefiting you?** CS2 has taken a bunch of messy problems that we've had in Marketo, SFDC, Salesloft, etc. They've untangled the web and have straightened things out. They've fixed our scoring logic, helped our prospect flow process, and cleaned up our messy data base all while using a lot of the existing logic and layering on top of what already exists. Christie and team really are experts in their. If something doesn't seem to make sense, they collaborate with us and help us find a solution. ### 30. Feels like an extension of our team, not an agency **Rating:** 5.0/5.0 stars **Reviewed by:** Mert G. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2025 **What do you like best about CS2?** The responsiveness and partnership mindset. CS2 doesn’t feel like an outside agency they work with us like true team members. They’re proactive, quick to respond to any concerns or questions, and deeply knowledgeable. The quality of support and strategic thinking we receive is top-class. **What do you dislike about CS2?** None, everything has been seamless and highly valuable so far. **What problems is CS2 solving and how is that benefiting you?** CS2 is helping us tackle both operational and marketing operations challenges, including process optimization, platform setup, and campaign execution. They’ve helped streamline our systems, resolve technical roadblocks quickly, and ensure smooth execution across multiple marketing tools. Their expertise has allowed our internal team to move faster, stay focused, and execute more strategically. ### 31. Trusted Experts in Marketing Operations and Attribution **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah G. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2025 **What do you like best about CS2?** The CS2 team has demonstrated exceptional performance, consistently providing strategic expertise, operational excellence, and a level of collaboration that sets a high standard for partnership. **What do you dislike about CS2?** There is truly nothing I would change about working with the CS2 team—their partnership has exceeded expectations in every way. **What problems is CS2 solving and how is that benefiting you?** CS2 helped us solve a challenge we were facing with marketing attribution, enabling us to clearly connect campaign efforts to pipeline impact—which has significantly improved our ability to make data-driven decisions and justify marketing investment. ### 32. Exceptional Strategic Support **Rating:** 5.0/5.0 stars **Reviewed by:** Adele K. | MarTech Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2025 **What do you like best about CS2?** Working with Joy, Nina, Claire, Charlie, and Alison has been a fantastic experience—they've provided invaluable insights and hands-on support that have already made a significant impact. We're confident in our upcoming launch and excited about the potential for continued collaboration beyond it. **What do you dislike about CS2?** So far, we are extremely satisfied with CS2! **What problems is CS2 solving and how is that benefiting you?** We engaged CS2 to help us update, streamline, and optimize our funnel while enabling best-in-class tracking. While we have an experienced team in-house, we wanted to bring in CS2’s strategic expertise and deep knowledge to push our discussions and execution further. ### 33. CS2 has been an absolute game changer for our team **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin M. **Reviewed Date:** September 19, 2024 **What do you like best about CS2?** What I appreciate most about CS2 is their flexibility and the depth of their expertise. They are true partners who understand our business and are always ready to adapt to our changing needs. The team, including Joy, Jerel, and Ruben, is highly skilled, responsive, and proactive, consistently delivering results on complex projects. It’s been a huge relief to have them handle key tasks, enabling us to focus on growth and optimization. **What do you dislike about CS2?** Honestly, there isn’t much to dislike about CS2. If I had to mention something, it would be the occasional challenge of coordinating across time zones, but even that is managed well by the team’s flexibility and strong communication. **What problems is CS2 solving and how is that benefiting you?** CS2 has taken on some of the most complex MarketingOps tasks. They’ve helped us increase the scope and complexity of the MarketingOps tasks we can take on and have been true partners on many complex issues and projects that have come up over the last 6 months. They have also helped us with lead routing for events, webinars, and content syndication. By managing these workflows, they’ve freed up our internal team to focus on high-impact, strategic projects. This has significantly reduced the strain on our bandwidth, allowing us to operate more efficiently and increase the scope of what we can achieve. Their support has been invaluable in helping us keep up with the demands of our fast-paced environment. ### 34. CS2 is the best partner! **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth M. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2024 **What do you like best about CS2?** The team that I work with is wonderful. Love working with them. **What do you dislike about CS2?** Nothing. No compliants at all with working with Cs2. **What problems is CS2 solving and how is that benefiting you?** I’ve had the pleasure of working with both Christie and Ruben, and I can’t say enough positive things about the experience. Ruben, in particular, has been an absolute joy to collaborate with. He is incredibly patient, kind, and detail-oriented, always ensuring that nothing slips through the cracks. His communication skills are outstanding, making every interaction smooth and productive. Working with CS2 has been such a pleasure - every project has been handled with professionalism and care. Thank you CS2 team! ### 35. Awesome partners! **Rating:** 5.0/5.0 stars **Reviewed by:** Christina Z. | Marketing Technology Manager, Hospital & Health Care, Mid-Market (51-1000 emp.) **Reviewed Date:** September 03, 2024 **What do you like best about CS2?** I only get to choose one thing?! Working with Matt, Gany and Allison is fantastic - they are a great team and I enjoy our technical talks working through a problem. Matt has a great way of stepping back and focusing the discussion on what is most important. I love the elegant solutions they come up with! The structure they put in place for our systems is scalable, is easy to use for our users. **What do you dislike about CS2?** Nothing comes to mind, they do a great job. **Recommendations to others considering CS2:** If you're looking for a team to execute and leave, you'll miss out on CS2's true value. They are great at helping develop a solution based on your strategy and needs and being a part of your team. **What problems is CS2 solving and how is that benefiting you?** With multiple instances of the same tech after a major merger of multiple companies, we needed to combine tech stacks into one cohesive tech stack that worked for multiple business units. CS2 helped us to work through the transition from strategy to the nuts and bolts of the builds. They're trusted partners, not vendors. ### 36. Not usually an agency guy but they've been beyond excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Colm S. | Head of ABM, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2024 **What do you like best about CS2?** The best part of working with CS2 is the experience and expertise you get to tap into. Especially in today's market where things are evolving so quickly, it's invaluable to have a partner you can work with on solving new problems and taking advantage of new opportunities. **What do you dislike about CS2?** None that I can think of, in my experience they've been top class. **Recommendations to others considering CS2:** CS2 offered us the best mix of tool expertise, strategic guidance, and service among all the agencies I interviewed. I would encourage anyone making this kind of decision to do that due diligence about the areas you and your org need the most help in, and the ability of your agency of choice to provide that as well as adapt to new issues in the future. **What problems is CS2 solving and how is that benefiting you?** CS2 has partnered with me and our team to build out our full GTM structure from the ground up. They've proactively offered solutions to our problems as well as discussed best practices and options in how to solve problems (I appreciate the ability to pivot to multiple types of solutions vs. a specific set way of executing something the same every time). In addition to their technical excellence, they've been super responsive and helpful at all times. ### 37. Everyone needs CS2 - Smart, Reliable, Effective **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle M. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2024 **What do you like best about CS2?** They are very knowledgeable and in touch with industry best practice. They have hopped on calls last minute to provide expertise that aren't even directly in their area - just to see how they could help. They are easy to communicate/work with, and they help us project manage and see projects through to the end (with results). **What do you dislike about CS2?** Nothing, they deliver best-in-class services **What problems is CS2 solving and how is that benefiting you?** We've worked with CS2 for years now and they are truly a part of our team. They have been incredible at leading critical projects, and supporting our internal MOPs team when we need extra set of eyes or help crossing the finish line. They created the lead lifecycle in just a couple months (from idea to execution). They have worked with us through a complex systems migration that took several months and helped solve every challenge that came our way. They help us on a regular basis to keep the "engine" running smoothly. Everyone needs CS2! ### 38. Excellent agency to work with! **Rating:** 5.0/5.0 stars **Reviewed by:** Nadine R. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2024 **What do you like best about CS2?** We can always rely on Matt and Grant from CS2 to listen to our problems or challenges we run into, provide recommendations, and offer to help get things set up. Their knowledge around Marketo and Salesforce is truly impressive and I've learned so much from them since working together. **What do you dislike about CS2?** There is not one thing I dislike about CS2. **Recommendations to others considering CS2:** CS2 also has a podcast series as well as YouTube channel where they share their wealth of knowledge with the world. I would recommend checking those out if you are looking for a new agency to work with. We've worked with several of their team members in the past and all of them are great and super knowledgable. **What problems is CS2 solving and how is that benefiting you?** Some of the larger projects CS2 has helped us with is getting Order of Operations established in Marketo to reduce racing conditions between campaigns by allowing processes to run in a predefined order and creating a Lead Lifecycle. They've also supported us in creating an opt-in process that is GDPR compliant and helped us with scenario testing to ensure everything was working as intended. There are too many projects we've worked on together to list here but if there is a problem to solve or a challenge we run into, we can count on CS2 to provide any support necessary to help us overcome this obstacle. ### 39. CS2 is the MOps agency you've been looking for **Rating:** 5.0/5.0 stars **Reviewed by:** Jen L. | Marketing Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2024 **What do you like best about CS2?** I've worked with a few MOps agencies and CS2 provides the best support and they're very action oriented! Their team is top notch and Grant and Matt always make sure they consult the larger CS2 team when problems arise and we need extra advice. I love the meeting recaps that Matt sends to keep us on track. **What do you dislike about CS2?** Nothing - CS2 is my favorite MOps agency! **What problems is CS2 solving and how is that benefiting you?** CS2 has been integral in our system migration. Our team typically has many priorities and CS2 works with us to outline the plan of action every week. Over the last few months of the migration CS2 has talked through risks and migration plans for countless hours, resulting in a smooth transition the risks were minimized with a strategic plan. In my time working with CS2, I've seen them successfully launch Order of Ops in our MAP and close many gaps in our lead and lifecycle processes like reducing fields syncing from CRM to MAP and setting up an automation to auto-recycle lifecycles. ### 40. The Not-So-Secret Weapon for Rapidly Scaling Your B2B Success **Rating:** 5.0/5.0 stars **Reviewed by:** Stanley T. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2024 **What do you like best about CS2?** Christie and the CS2 team have been a standout in our partnership. Christie, in particular, is incredibly responsive and brings a level of strategic thinking that pushes us to achieve our goals. They don’t just execute on tasks—they take the time to understand the objectives behind each project and offer insightful suggestions that align with our broader vision. The team’s ability to consistently deliver high-quality results, no matter the challenge, is a testament to their dedication and expertise. **What do you dislike about CS2?** It’s tough to pinpoint any negatives. CS2 has consistently met our expectations and added substantial value to our operations. **Recommendations to others considering CS2:** Working with CS2 is a no-brainer. Whether you engage them for a specific project or a long-term partnership, they will enhance your organization’s processes and elevate your operational effectiveness. Their expertise isn’t just beneficial—it’s a powerful catalyst for growth. **What problems is CS2 solving and how is that benefiting you?** CS2 has been instrumental in enhancing our marketing operations and fine-tuning our go-to-market strategies. Their team brings a depth of expertise that would be difficult and costly to build internally. They bridge the gap between external agency support and internal team collaboration, making it feel like we’ve added a highly skilled extension to our own team. This blend of capabilities has helped us overcome challenges in ABM and Target Account Selling, particularly with the integration of next-generation AI-enabled GTM tools. ### 41. Brilliant MOPs Strategic Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Simon C. | Associate Director of Marketing Operations and Analytics, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2024 **What do you like best about CS2?** CS2 has a talented pool of experts in the marketing tech stack. Their wealth of knowledge in this domain makes them our trusted advisors. CS2 provides solutions to problems and also recommends opportunities for growth. Furthermore, the team provides thorough documentation for each project, which we greatly appreciate. **What do you dislike about CS2?** Sometimes, responses may be delayed, and the overall consulting services come at a premium price. It would be great if we could contract by project. However, I completely understand that this would be a difficult model to scale from their perspective. **Recommendations to others considering CS2:** Given their in-depth technical and business expertise in this space, you will be in good hands if you want to evaluate and improve your marketing tech stack capabilities. **What problems is CS2 solving and how is that benefiting you?** CS2 is helping our company by implementing, optimizing, and building new capabilities in our marketing tech stack. CS2 has been like an extension of my team and helped provide solutions to our tech stack needs. These solutions are foundational to our business, as they provide more robust data and, ultimately, better actionable insights. ### 42. Exceptional Operations Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron J. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2024 **What do you like best about CS2?** They are not just a service provider but a trusted partner who understands our goals and helps us achieve them with precision and ease. Highly recommend! **What do you dislike about CS2?** At times the project has been fast paced, but they made time for review and individual follow-up. **Recommendations to others considering CS2:** Working with CS2 has been an absolute game-changer for our business. Their team is incredibly efficient, bringing top-tier expertise to every project. What sets them apart is their collaborative approach—they truly act as an extension of our team, making complex processes smooth and easy. From strategy to execution, CS2 has consistently delivered results beyond our expectations. **What problems is CS2 solving and how is that benefiting you?** We faced a significant challenge in transitioning to a new MAP, with limited and transitioning staff and resources, all while completing a thorough review of our processes. CS2 guided us through this transition seamlessly, ensuring every detail was handled with precision. ### 43. The best Marketing Ops partners you could have **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie B. | Marketing Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 13, 2024 **What do you like best about CS2?** They were so easy to partner with. They anticipated our needs and came up with unique solutions to our problems. Their knowledge of all the platforms that we were using were unparralled. I could always bounce a question off them when I needed a second opinion or help flushing out an idea. **What do you dislike about CS2?** Nothing. I've worked with lots of contractors over the years, but no one has matched CS2's responsiveness and expertise. **What problems is CS2 solving and how is that benefiting you?** I came into a company where CS2 was running the Marketing Operations department. They initially started to support the one person MOPs team, but when that person left CS2 became the Marketing Operations team. They kept the machine running and improving and when the time came for the MOPs team to be re-hired internally they were there to educate us on how the systems were configured and give us the historic context that we needed. ### 44. Uplevel your MOps with a true strategic partner **Rating:** 5.0/5.0 stars **Reviewed by:** Caroline D. | Senior Campaign Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2024 **What do you like best about CS2?** The people at CS2 make all the difference. Not only are they experts- they are true practitioners with deep knowledge and experience. No question or issue is too large (or too small) for them to help solve. They are always available to help fix issues or answer questions and their speed is truly impressive. **What do you dislike about CS2?** No dislikes come to mind when working with CS2. **What problems is CS2 solving and how is that benefiting you?** CS2 has come alongside both the sales and marketing teams to implement new projects and processes across the entire funnel. They have not only upleveled our processes but they have educated and empowered the team along the way. ### 45. Amazing support and awesome collaboration! **Rating:** 4.5/5.0 stars **Reviewed by:** Morgan M. | Sales Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2024 **What do you like best about CS2?** The team collaboration and support! They're always quick to respond to questions, help us with additional requests and build with us. **What do you dislike about CS2?** At this time, no complaints. They've been a great asset to our team. **What problems is CS2 solving and how is that benefiting you?** CS2 (specifically Brian, Matt C. and Gany) have been a tremendous help to the team on everything Sales and Marketing Ops related. We've been able to roll out new strategies and processes twice as fast with their help, be trained to become our own experts, and build out processes that will scale with us into the future. ### 46. Like hiring the best MOps role ever **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah S. **Reviewed Date:** April 03, 2024 **What do you like best about CS2?** Communication is the best. We've had multiple internal stakeholders flow in and out at various stages of projects and the CS2 team is able to maintain strong comms across every team. **What do you dislike about CS2?** Literally nothing. I've worked with mutliple agencies in the space and they've now become my forever agency <3 **What problems is CS2 solving and how is that benefiting you?** Our team was struggling with a Frankenstein-esqe techstack with multiple undocumented integrations, outdated processes, and problematic setups that were leading to significant workflow gaps and reporting errors. On top of this, we were making the switch from Pardot to Hubspot, a massive undertaking on it's own. The CS2 team came in as true partners with digging in to understand the background and systems, proactively surfacing areas we hadn't flagged, and putting together a project plan that kept things moving quick. We're 4 months in with them and they've been TOP NOTCH the entire time, from communication to execution to strategy. I truly feel like I have an extended marketing and revenue ops team. ### 47. Wonderful to work with! **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer E. | Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2024 **What do you like best about CS2?** Xander is the best!! I look forward to all of our meetings and find them incredibly productive and helpful to our team. **What do you dislike about CS2?** I cannot find any faults of working with CS2. **What problems is CS2 solving and how is that benefiting you?** Team is incredibly smart, creative problem solvers, able to see through our unique complexities and offer up simple solutions. ### 48. Excellent extension of our team **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen J. | Senior Manager Marketing Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2024 **What do you like best about CS2?** They're easy and friendly to work with. On top of that, they provide great recommendations on solutions to business problems and support the execution of that strategy. **What do you dislike about CS2?** No issues in working with CS2 Marketing. **What problems is CS2 solving and how is that benefiting you?** CS2 helps our team to think strategically and execute effectively to support our GTM org. ### 49. A true strategic partner! **Rating:** 5.0/5.0 stars **Reviewed by:** Morgan M. | Digital Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2024 **What do you like best about CS2?** From campaign operations to strategic GTM initiatives, the CS2 team truly feels like an extension of our team. **What do you dislike about CS2?** Nothing to note here! I love working with CS2. **What problems is CS2 solving and how is that benefiting you?** Working with CS2 has been a game-changer for us. Their team's expertise is so vast, and they truly feel like an extension of our team. CS2 onboarded quickly, and their team comprehensively understands our business and processes. CS2's passion for marketing operations is evident. They excel at gathering feedback, developing impactful recommendations, and demonstrating the value of marketing ops within our organization. And, they are also great people who are so fun to work with! ### 50. great team that helped build our foundation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2024 **What do you like best about CS2?** Very knowledgable, proactive, and responsive. **What do you dislike about CS2?** Can't think of anything really. They were great. Only thing I may be able to think of is the process they used was new to me, but still works! **Recommendations to others considering CS2:** They were **What problems is CS2 solving and how is that benefiting you?** While it was a small team on our end, CS2 came in and helped support various functions and created a robust structure that in my current role I use on a daily basis. Without their work, we'd be months behind ## CS2 Discussions - [What is CS2 Marketing used for?](https://www.g2.com/discussions/what-is-cs2-marketing-used-for) - 1 comment - [View CS2 pricing details and edition comparison](https://www.g2.com/products/cs2-cs2/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-03+03%3A17%3A27+-0500&secure%5Bsession_id%5D=c6356880-f6e8-4f52-a7a0-8dfa29e7aba1&secure%5Btoken%5D=99eaea2e059ee73ce04070434faa76fc0db6b080304e45ff1d1900fd5b2315d4&format=llm_user) ## CS2 Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Other Platform Features** - Notifications & Reminders - Contract Database - Contract Compliance - Integrations / APIs - E-Signature **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Support** - Go Live Support - Documentation - Training - Metrics - Admin Services **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top CS2 Alternatives - [Winning by Design](https://www.g2.com/products/winning-by-design/reviews) - 4.8/5.0 (761 reviews) - [Salesforce Customer Success](https://www.g2.com/products/salesforce-customer-success/reviews) - 4.4/5.0 (365 reviews) - [KlientBoost](https://www.g2.com/products/klientboost/reviews) - 4.8/5.0 (397 reviews)