Turn Your CRM Data Into a Revenue Machine
RisingPlans' CRM retargeting technology reconnects you with your highest-value contacts across every channel — using first-party data to deliver the right message at the right moment.
Everything in Our CRM
Retargeting Technology Services
A complete, done-for-you solution — from CRM integration and campaign setup to ongoing optimization and transparent reporting.
CRM Integration & Setup
We connect directly to your existing CRM — Salesforce, HubSpot, Pipedrive, Zoho, and more — or set you up with our own platform. Your customer data becomes your targeting advantage from day one.
Custom Campaign Development
No cookie-cutter playbooks. We research your audience, industry, and goals — then build a retargeting strategy from scratch that's engineered to recover lost leads and close more deals.
Ad Copywriting & Creative Design
Our copywriters craft personalized ad messaging that resonates with where your leads are in the buyer's journey. Our design team produces visuals that stop the scroll and drive clicks.
Campaign & Bid Management
We actively manage every aspect of your campaigns — from launch to daily monitoring, A/B testing, and strategic bid adjustments — so you maximize ROI on every dollar of ad spend.
Regular Performance Reporting
You'll never be left wondering what's happening. We provide transparent monthly reports in plain English — plus real-time dashboard access so your results are always a click away.
Data Activation & Audience Sync
We push your CRM data to Google, Meta, Microsoft, and LinkedIn — creating hyper-targeted custom audiences and lookalike segments that amplify reach while keeping CPAs low.
How RisingPlans Powers Your
CRM Retargeting
CRM Audit & Data Mapping
We analyze your existing CRM data, segment your contacts, and identify the highest-value audiences to target first.
Strategy & Campaign Build
Custom messaging, ad creative, and audience logic — built around your sales funnel and unique buyer journey.
Launch & Optimize
We go live, monitor performance daily, and continuously refine bids, copy, and audiences to improve your results.
Report & Scale
Monthly revenue-tied reporting keeps you fully informed. When something works, we scale it. No vanity metrics — ever.
Data-Driven CRM Retargeting
at Every Touchpoint
Our proprietary revenue platform connects your CRM data to ad campaigns, giving you a unified view of every lead — and every dollar.
Connect Every Data Source in One Place
Stop losing leads between disconnected platforms. Our platform pulls data from your CRM, website, ad channels, and call tracking into one unified view — then uses it to make every campaign smarter.
- Closed-loop reporting on leads and customers driven by your campaigns
- Push conversion data back to Google and Meta to improve algorithmic bidding
- Reach the right CRM contacts with precision-targeted ad campaigns
First-Party Data Powering Every Ad Channel
In a world of shrinking third-party cookies, your CRM is your competitive edge. We activate your first-party data across Google, Meta, LinkedIn, and programmatic networks to reach the right person at the right moment.
- Leverage first-party and third-party data for stronger ad targeting
- Drive cost per acquisition down while keeping lead quality up
- Multi-device programmatic campaigns with CPMs as low as $8–$10
Know Who's on Your Site Before They Fill Out a Form
Our company identification technology reveals which businesses are actively researching you — even before they raise their hand. Give your sales team a head start and retarget those companies with pinpoint precision.
- Identify companies visiting your site before any form submission
- Real-time sales alerts so your team reaches out first
- User journey tracking that arms your reps with context and intent signals
The Benefits of CRM
Retargeting Technology
CRM retargeting isn't just about showing more ads — it's about showing the right ad to the right person at the exact moment they're ready to buy.
Enhanced Ad Targeting & Personalization
By combining website behavior data with everything in your CRM — sales calls, support history, purchase records — you build hyper-personalized ad campaigns that actually resonate. Personalized retargeting drives stronger click-through rates and repeat purchases that generic display ads simply can't achieve.
Focus on Highly Qualified Leads
Not all leads are worth equal effort. CRM retargeting lets you prioritize your marketing spend on contacts who are furthest along in the buying journey — giving your team the highest probability of conversion with the least resistance.
Fewer Lost Leads & More Closed Sales
The average buyer needs multiple touchpoints before converting. CRM retargeting recovers abandoned carts, re-engages cold leads, and catches prospects who almost converted — turning near-misses into revenue for your business.
Increased Brand Awareness & Top-of-Mind Presence
Even when a prospect isn't ready to buy today, repeated exposure to your brand through retargeted ads builds the familiarity and trust that makes you the first call when they are. CRM retargeting turns cold awareness into warm revenue — on a long-term timeline that compounds.
Why Partner With RisingPlans?
See how a dedicated CRM retargeting partner stacks up against managing it yourself or with a typical agency.
Real Businesses. Real Revenue.
"RisingPlans' CRM retargeting completely changed how we re-engage leads. In 90 days our pipeline value doubled — and our cost per opportunity dropped by nearly 40%. It's not retargeting, it's revenue intelligence."
"The data activation piece is what sold us. They connected our Salesforce data to our ad campaigns in days — and within the first month we were seeing qualified leads come back through with purchase intent. Remarkable."
"I finally understand where every dollar goes and what it generates. The monthly reports are clear, the team is responsive, and the results speak for themselves — 520% more patient inquiries in under six months."
Common Questions About CRM Retargeting
Still have questions? Our team is happy to walk you through exactly how CRM retargeting would work for your business.
- Remind leads about products or services they discussed with your sales team
- Offer exclusive discounts to contacts who abandoned their cart or went quiet
- Cross-sell or upsell existing customers based on purchase history
- Serve gated content to leads at specific stages of the buyer's journey
- Follow up with recent purchasers to increase lifetime value and reviews