Stop manually reconciling spreadsheets. We engineer robust data-governance frameworks before information reaches the reporting layer, creating automated, real-time funnel dashboards in Salesforce and HubSpot that leadership can trust.
Book a free RevOps auditCore deliverables
- 01Deduplication logic
- 02Standardized UTM architecture
- 03Automated KPI pipelines
- 04Executive dashboards
Multi-touch attribution models built on trustworthy data
A model cannot repair missing source data or inconsistent lifecycle definitions. We stabilize campaign, member, opportunity and contact-role data first, then select a model that answers the commercial question leadership is actually asking.
UTM architecture for B2B marketing
Standard naming, capture and persistence rules prevent source data from fragmenting between forms, automation platforms and the CRM. The resulting architecture supports both first-touch context and later campaign influence.
Executive dashboards and closed-loop Salesforce reporting
We connect marketing activity to qualified pipeline and revenue, define the metric logic and automate the reporting path. Leaders get a repeatable operating view instead of a monthly spreadsheet reconciliation exercise.
Questions about closed-loop attribution & executive reporting
How do we fix broken marketing attribution in Salesforce?
Fixing attribution requires strict data-governance logic—such as automated deduplication and standardized UTM workflows—before information reaches the CRM. That creates an accurate, single source of truth for executive reporting.
Which B2B attribution model should we use?
The right model depends on the decision it needs to support. First-touch, last-touch and multi-touch views each answer different questions. CRM Harmony prioritizes reliable source and opportunity data before adding model complexity.
See what needs to change first.
Share the system, deadline or operational risk. You’ll get a practical response within one business day.
Discuss your revenue system