When a new campaign goes live, everything looks polished on the surface. The creative is on brand, the dealer network is activated, events are running, and your dashboards show impressions, clicks, and engagement climbing nicely.
But when your CMO or VP of Sales asks the real question- “Did this actually move the needle on sales?” - the conversation suddenly gets harder.
Agencies like Jackson Dawson specialise in building end to end experiences, from creative and events to product training and digital solutions. They also help clients tell the business story behind those programmes: what worked, where, and for whom. To do that well, they need something only you can provide: clean, timely sales and results data.
This is where Integrate.io comes in.
Our role is to take the sales reality that lives in your systems, CRM, dealer portals, DMS, ecommerce, ERPs, and turn it into clean files that Jackson Dawson can pull from SFTP and use directly in their reporting and analysis.
Why sending sales data to Jackson Dawson matters
Jackson Dawson and its family of brands do far more than produce content. They design and run complex programmes: product launches, dealer and retail initiatives, experiential events, training journeys, and digital campaigns. Built into that model is the expectation that they will help you understand impact.
They can see engagement with the experiences they manage, who attended which event, who completed which training, who interacted with which content. But the real proof is in the numbers on your side:
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Did dealers actually sell more after the launch?
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Did the campaign lift sales in specific regions or channels?
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Which training or event touchpoints correlate with higher conversion or retention?
Those questions cannot be answered from media metrics alone. They depend on giving Jackson Dawson access to the sales and outcome data that lives in your systems, in a format they can easily work with.
Without a good way to send that data over, you end up with:
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Great campaigns and events, but vague “lift” stories
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PowerPoint decks stitched together from screenshots and one off spreadsheets
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Slow, manual reporting where every new question needs another export
When you send Jackson Dawson consistent, well structured sales data, their teams can focus on analysis instead of wrestling with files. That is where you start to see clear views of units, revenue, dealer performance, and ROI by campaign, channel, or audience.
How companies usually share results data with agencies
Talk to any marketing or sales operations team and you will hear familiar patterns in how they send results to their agencies.
Often, it begins with manual exports. Someone in sales operations or a regional manager pulls a report from Salesforce or another CRM, cleans it up in Excel, and emails it over. The agency merges that file with their own campaign data and builds a one off report. Next month, the whole process starts again.
As complexity grows, more dealers, more regions, more overlapping campaigns, teams start to feel the strain. People spin up ad hoc SFTP jobs or home grown scripts that drop CSVs onto a server for the agency to pick up. These improvised integrations can work for a while, but they tend to be fragile:
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A field name changes in Salesforce and the file format breaks
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A new product line is launched with different coding
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One region uses a slightly different way to record deals or incentives
Soon, you have multiple slightly different files arriving on different schedules, and every reporting cycle becomes a reconciliation exercise on both sides.
All of this adds friction between “campaign went live” and “we know what it delivered.”
Integrate.io exists to turn that fragile chain of exports and scripts into a single, governed data pipeline that sends Jackson Dawson exactly what they need, via the SFTP process you already use.
Where Integrate.io fits in your Jackson Dawson workflow
You can think of Integrate.io as the data engine that sits between your sales systems and Jackson Dawson’s reporting work.
Instead of relying on manual exports or one off scripts, you define a repeatable flow:
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Pull from the systems that matter
Integrate.io connects to your CRM (such as Salesforce), ERP, dealer management systems, ecommerce platforms, data warehouse, or whatever else you use to track sales, leads, and outcomes.
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Transform sales data into Jackson Dawson ready format
We standardise fields, map product and campaign codes, align regions and territories, and join in any additional attributes the agency needs (dealer tier, channel, incentive type, and so on). This is where data quality rules live, so invalid dates, amounts, or identifiers are caught before they reach the file Jackson Dawson receives.
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Align business logic with campaign logic
Working with your team (and, where helpful, with Jackson Dawson), we capture the rules that matter: which sales should be attributed to which campaign, how to handle overlapping initiatives, and how to slice by channel or geography. Those rules become part of the pipeline instead of living in a spreadsheet.
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Send files over SFTP on a predictable schedule
Many companies choose to send Jackson Dawson a clean, ready to use file daily or weekly via SFTP. Integrate.io generates those files automatically, drops them in the agreed folder, and keeps a full log of what was sent and when. Jackson Dawson’s team simply picks up the files and loads them into their own tools.
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Make changes without starting over
When you add a new region, launch a new product, or adjust your campaign tagging, you update the pipeline rather than rebuilding a set of scripts. That makes it much easier to evolve how you measure success over time.
In practice, Integrate.io can pull data from virtually any source system, shape it into a Jackson Dawson friendly structure, and send it via SFTP on the schedule you choose.
A real world example: a global tire brand closes the loop
To make this concrete, imagine a global tire brand working closely with Jackson Dawson to run dealer focused campaigns across North America.
They invest heavily in programmes such as:
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Product launch events and ride and drives
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Dealer training experiences
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Local and regional campaigns that push customers into specific retailers
The experiential side is well covered. Jackson Dawson manages the events, creative, and dealer communications, and tracks participation and engagement. What the tire brand really wants, though, is to tie those activities directly to sales:
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Did participating dealers sell more units than non participating dealers?
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How did sales change before, during, and after specific campaigns?
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Which combinations of training and promotional activity delivered the strongest lift?
Originally, the brand tried to answer these questions with manual exports from Salesforce and other dealer reporting systems. Regional teams sent quarterly spreadsheets. The agency stitched them together with campaign data, and everyone spent more time reconciling than analysing.
They moved to Integrate.io to create a cleaner, automated feed.
Now, Integrate.io connects to their core sales systems, including Salesforce and other dealer reporting sources. On a nightly schedule, the platform:
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Pulls new and updated sales transactions
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Normalises dealer identifiers, product codes, and regions
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Tags each sale based on agreed campaign logic and dates
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Produces a Jackson Dawson ready file and sends it to a secure SFTP location
From there, Jackson Dawson’s team simply picks up the file, loads it into their own reporting and BI environment, and joins it with the campaign and engagement data they already manage. Because the feed is consistent and automated, dashboards and analysis can refresh without constant manual intervention.
The impact is straightforward but powerful:
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Sales and marketing see the effect of campaigns on actual units and revenue, not just engagement
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Dealer performance can be viewed in context: who attended training, who activated promotions, who saw the biggest lift
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Future programmes can be tuned using evidence rather than assumptions
Behind the scenes, the complexity of multiple systems, regions, and file formats is handled by Integrate.io, while Jackson Dawson focuses on interpreting the story those numbers tell.
This pattern works far beyond automotive
Although this example lives in the automotive and dealer world, the pattern applies to almost any organisation working with Jackson Dawson:
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A manufacturer running channel programmes and wanting to see distributor or retailer sell through
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A healthcare brand launching education and outreach campaigns and wanting to connect them to prescription or service volume
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A B2B company investing in training, events, and digital experiences, but needing to tie them back to pipeline and bookings
In each case, your sales and results data lives in your systems. Jackson Dawson is helping you shape the market and engage your audiences. A reliable SFTP based data feed, powered by Integrate.io, is what connects those two worlds.
Where to go from here
If you are working with Jackson Dawson today and you recognise any of this, manual report exports, ad hoc SFTP drops, inconsistent sales files, it might be time to revisit how you send results data to them.
A good starting point is a simple internal question:
How are we currently getting sales and results data into Jackson Dawson’s hands?
From there, you can map out which systems hold which pieces of the truth, where handoffs are happening in spreadsheets or email, and where things tend to break under pressure.
Integrate.io can help you turn that map into a clean, automated pipeline that pulls from your existing systems, shapes the data into Jackson Dawson friendly files, and delivers them reliably over SFTP. The next time someone asks whether a campaign worked, you are looking at the answer in hard numbers, not piecing it together by hand.
Ready to automate the loading data to Jackson Dawson? Schedule a time with our team today to get started.
