Codifying sales and marketing
Turn fragmented sales and marketing into systematic success through
our proprietary intelligence-led approach.
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Global reach with regional precision
Our systematic approach and AI-powered technology deliver enterprise-grade marketing at scale.
We’re not just global; we’re systematically present wherever your business needs to grow.
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Offices worldwide
Who we are
Where intelligence meets growth
CodeSM Group was founded on a simple, powerful principle: businesses deserve a partner that delivers both strategic excellence and operational efficiency.
We integrate human expertise with AI technology to transform how businesses capture knowledge, deploy intelligence, and scale operations. By systematizing marketing and sales processes, CodeSM Group enables teams to convert awareness into leads and pipeline into revenue.
Our codified methodology
A proven path from strategy to revenue
By codifying sales and marketing, the CodeSM methodology synchronizes six critical systems into one powerful mechanism.
Whatever your need or challenge, we can provide a starting point.
Product & Service Definition
Problem-Solution Framing
Offering Definition (Onion Model)
Segmentation Analysis
Use Case Definition
Market Sizing & Trends
TAM/SAM/SOM Analysis
Growth Trends
Target Market Mapping
Whitespace Insights
Quarterly Briefings
Emerging Tech and Trends
Competitive Intelligence
Battlecards
SWOT
Gap Mapping
Share of Voice (SoV)
Audience Resonance
Content Resonance (CRX)
Stakeholder Interviews
Sentiment Surveys
Journey Maps
Market Research
Uncover audience needs, market gaps, and growth opportunities with data-driven insights. Our research frameworks guide smarter positioning, faster decisions, and long-term market success.
Our unique mix of research methodologies, technology and data science allows our clients to answer key questions with data.
Whether understanding the motivations of your audience through the stages of the buy-cycle, monitoring the moves of competitors in the market, or identifying the whitespace offering new revenue opportunities, our insight team can deliver.
Foundation
Brand Storybook
Mission, Vision and Value Proposition
Archetype Framework
Core Narrative and Messaging
Audience Messaging Matrix
Elevator Pitch Toolkit
Architecture
Product and Service Structure
Naming Systems
M&A Brand Integration
Product–Brand Mapping
Go-To-Market Blueprint
Activation
Visual Identity
Brand Experience Standards
Brand strategy
Define what makes your brand unique and build a compelling narrative that resonates. We align vision, values, and market expectations to create scalable strategies for growth.
Production
Brand Knowledge Bases
Content Production
Video and Multimedia Production
Sales and ABM Assets
Persona Activation Kits
Strategy
Channel and Calendar Strategy
Thought Leadership Programs
Keyword Architecture
Governance
Brand Compliance
Crisis and Response Protocols
Globalization and Localization
Accessibility
Customer Advocacy
Customer Evidence Programs
Customer Story Generator
Referral Campaigns
Loyalty Campaigns
Content
Turn expertise into impactful content that connects and inspires. We help brands build structured, scalable content engines that drive clarity, consistency, and customer resonance.
Promotional Strategy
Marketing Plan
Influence
PR and Analyst Relations
Editorial and Executive Visibility
Influencer Co-Marketing
Partner Campaigns
Demand
Website and Conversion Assets
Paid Media Management
ABM Orchestration
Automation and Lead Nurture
Events & Community
Conferences and Events
Webinars and Virtual Events
In-Person Experiences
Exec Briefings and Workshops
Promotion
Turn expertise into impactful content that connects and inspires. We help brands build structured, scalable content engines that drive clarity, consistency, and customer resonance.
Analytics
KPI Architecture
KPI Dashboarding
Reporting Toolkit
Forecasting
Attribution Forecasting
Revenue Impact Forecasting
ROI Forecasting
Optimization
Funnel Diagnostics
Conversion Optimization (CRO)
Behavioral Science
Data Quality and Enrichment
Performance
Track progress, prove ROI, and continuously improve with scorecards and dashboards. Our approach empowers data-driven decisions that align daily operations with strategic goals.
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Implementation of CodeSM
Knowledge Bases
Company Knowledge Base
Market Knowledge Base
Customer Knowledge Base
Strategic AI Deployment
Solution Design Study
Innovation AI
Embedded AI
AI Suite Enterprise
Applied AI & Software
Integrate AI and software solutions that scale with your business. We deliver enterprise-grade platforms that fill gaps in sales, marketing, and operations with intelligence and agility.
Approach
CodeSM Group codifies sales and marketing into predictable, scalable systems through:
Our methodology – the application of structured, systematic and scalable processes to sales and marketing activities
Our ecosystem – three businesses, each serving the needs of our different customers with deep market expertise, finely tuned services, and efficient systems
Applied AI and tech – leveraging proprietary technology platforms, advanced Knowledge Bases and proprietary AI Suite capabilities
Our clients
Trusted by Fortune 500 leaders and emerging innovators
Proven impact and performance
Results that speak louder than promises
Three decades of delivering exceptional results through innovative AI solutions
and unwavering client partnerships across the globe.
Client retention Rate
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Years average account tenure
Global campaigns
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Clients served worldwide
Talent
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Marketing and engineering experts
Our ecosystem
Three brands, one vision
We’ve codified excellence into three specialized powerhouses. Each brand brings deep expertise to a
critical phase of your growth journey, working seamlessly together to turn intelligence into impact.
Applied AI and tech
Proprietary tools that power predictable growth
Purpose-built technology that turns our proven methodologies into your competitive advantage.
Built to make growth predictable, measurable, and scalable.
AI Suite
AI Suite
Custom AI strategies, process automation, and intelligent assistants trained on your unique knowledge base. We ensure seamless AI integration that enhances productivity and transforms decision-making across your organization.
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GoCRM
GoCRM
Use GoCRM to seamlessly connect your marketing processes with outbound sales engagement using email, alerts and notifications, all within a single platform to ensure consistent activation and reporting.
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CodeSM Projects
CodeSM Projects
Intuitive and easy-to-use CodeSM Projects underpins every client interaction, marketing task and workflow from research and strategy, through content creation and promotion, to performance measurement.
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