CS2 Reviews & Provider Details

CS2 Product Details

Most companies are building their GTM on a broken foundation. You can't scale when your team is operating in chaos, your AI tools are breaking due to messy data, and executives don't trust your reports. CS2 fixes this. For 10 years, we've partnered with leading B2B tech companies (including Notion, Gong, Coursera, Grammarly, Scale AI, and 100+ others) to build GTM Operations from the ground up, by architecting: - A buying process that your customers actually like - AI-powered workflows built on complete, correct, enriched data - An integrated tech and scalable processes your team can execute - Unified reporting across all GTM motions that leadership trusts Engagement: Long-term embedded partnerships (6mo-years). Starting with a 3-week assessment and roadmap, then consistent delivery month-over-month. We embed in your org as an extension of your team. The result: Our clients can actually see what's working, make informed decisions, and scale without chaos. The requirement to not have a broken foundation has never been greater. Let's build yours right.

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CS2

Discussions

CS2 Community

Languages Supported

English

Provider Description

Mastering Revenue Marketing, Marketing Operations & Demand Generation for high growth SaaS companies

Overview by

Charlie Saunders

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SR

Samarth R.

Computer & Network Security

Mid-Market (51-1000 emp.)

10/7/2025

"Great partners for improving your customer lifecycle journey"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

KP

Kirill P.

Director, CRM Engineering

Mid-Market (51-1000 emp.)

9/26/2025

"Brilliant partners who elevate both systems and people"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about CS2?

Nothing at all—it has been a fantastic experience working with them. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

LN

Ly N.

Mid-Market (51-1000 emp.)

9/4/2025

"Top-notch professionals who don’t just consult — they transform"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about CS2?

It's been an incredible experience working with them. I have nothing to complain. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

SB

Sunil B.

Finance + Strategy

Computer Software

Mid-Market (51-1000 emp.)

8/6/2025

"CS2 - nothing short of high quality and clinical delivery!"

5/5

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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

MK

Matty K.

Mid-Market (51-1000 emp.)

7/18/2025

"Reliable marketing ops partner for growing companies without internal resources"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about CS2?

Scheduling can occasionally be challenging, but it's very manageable with a little communication. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

OC

Verified User in Computer & Network Security

Mid-Market (51-1000 emp.)

9/23/2025

"A true expert when it comes to MOps projects and systems"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about CS2?

Can't think of anything I dislike about CS2. They are transparent and great to work with. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

JQ

Jenna Q.

Mid-Market (51-1000 emp.)

7/7/2025

"Revamped our attribution and serves as a MOPS expert for my team!"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

BM

Bailey M.

Senior Director, Global Demand Generation & Marketing Ops

Mid-Market (51-1000 emp.)

6/27/2025

"Game-Changer for Marketing Ops and Funnel Optimization"

5/5

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

YM

Yuliya M.

Mid-Market (51-1000 emp.)

7/3/2025

"Best ops agency I've worked with!"

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about CS2?

Sometimes calls and deep dives can get too long winded, and the hours seem to be spent quickly! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

OL

Osama L.

Mid-Market (51-1000 emp.)

6/24/2025

"Exceptional Expertise in Marketing Funnel Architecture & Attribution"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.