CRM Attribution Model Creation for a Global Smart Water Innovator
by NerdyMind |
April 14, 2026
Modernizing Salesforce & Attaching Revenue to Marketing Activities
No more guessing.
Most companies have Salesforce; very few actually know how to use it without breaking out in hives. NerdyMind teamed up with a global smart water metering leader to stop the data leaks and turn their CRM into a high-performance engine that actually connects marketing and sales channels to real revenue opportunities. The leadership team now has the business intelligence they need to make smart budget decisions and set performance baselines that make sense.
- All leads have a “channel” attached to them
- The lead channel sticks to the record all the way to opportunity
- Channel drill downs are included
How did we do it?
We’re NERDS. That’s how.
Creating an attribution model takes teamwork, patience, and a willingness to invest in the effort. Our Salesforce experts worked with their critical operational team to create a data model that means something. The Marketing leadership team can now confidently report to the C-Suite with accurate information, driving an intelligent dialogue that moves the needle.
- The website uses the browser session to determine the source
- The source data is passed through hidden form fields
- Those hidden form fields map to custom objects in SFDC
- We can also track when phone calls are made!
We can set this up for you, too.
Are you curious to learn more about our Salesforce consulting services? Fill out the form and one of the NERDS will get back to you with scheduling options. We can talk process, issues, and potential ideas!
This level of reporting holds us accountable to our performance. And we like it.