Attribution Monitoring Tool

Challenges:

Getting a clear picture of your best performing acquisition channels requires clean attribution data

• Automated tracking does not mean your attribution is correct
• Sales managers are not incentivized to correct attribution data
• Offline channels require manual correction
• CRMs generally offer poor UI to rework attribution data

Capabilities:

Attribution is now monitored and corrected via a dedicated tool built with Airtable, on top of HubSpot

• View records with incomplete attribution
• View all attribution-relevant information in one place and update attribution in one click
• Send a Slack DM to the SDR or the AE working on the deal in 1 click

Outcomes:

Attribution data is now reviewed and corrected early, allowing for better resource allocation decisions

• 30 seconds to process one case: with the full picture in one view, Sales Ops processes changes on the spot or reminds the right Sales person in one click, reducing processing times to the minimum
• 100% attribution data reviewed each month: the market teams now get adjusted attribution data for the past month at the beginning of the new one, helping them make better allocation decisions, earlier