TABLE OF CONTENTS
Accurate Revenue Attribution for a Home Services Marketing Agency
The Client
This is a marketing agency specializing in the home services sector (plumbing, roofing, etc.).
The Challenge
- The agency and its clients use different systems and Customer Relationship Management (CRM) tools such as ServiceTitan, Pipedrive, and WhatConverts.
- Leads often convert into multiple deals over extended periods, complicating revenue attribution and reporting.
- As a result, 5Fold was losing potential revenue due to inaccurate revenue attribution, and ads spending reporting was inaccurate.
The Solution
Utilized Airtable to consolidate and manage multiple deal data corresponding to the same lead.
Airtable served as a central interface to integrate data from different CRMs and project management software tools (Pipedrive, ServiceTitan), and reporting tools like WhatConverts.
The Results
- Accurate Attribution: Ensured consistency in summarizing and tracking revenue attribution.
- Enhanced Reporting: Enabled accurate ROI reporting for better financial insights.
- Revenue Recovery: Allowed 5Fold to attribute revenue correctly, preventing losses from inaccurate data.
This streamlined approach not only improved revenue accuracy but also provided 5Fold with a reliable system to cope with the complexity of multi-deal conversions in the home services industry.
Tech Used
- ServiceTitan and Pipedrive as the CRM
- Airtable to manage and merge deals
- WhatConverts as the internal agency reporting tool
