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Marketing attribution & lead tracking · Swiss SMEs

From the first clickto actual revenue.

We connect marketing attribution, lead tracking and CRM stages with ERP revenue. Turn form enquiries into qualified leads and traceable business outcomes.

Discuss the projectView scope

30 minutes · free initial call

Illustrative data flow
  1. Campaign & click
  2. Lead & CRM stage
  3. ERP revenue

Systems and approvals are defined around your process.

The service

What you receive

A traceable chain from campaign through lead stage to revenue.

  • Connect campaign source and lead ID
  • Capture qualification and sales stages in the CRM
  • Link ERP revenue and margin to leads
  • Consent-based offline conversions and reconciliation
Data chain and systems
GA4HubSpotPipedriveSAPMicrosoft DynamicsproALPHABexioAbacusGoogle Ads APIUTMGCLIDFirst-Party TrackingREST APIsPostgreSQLBI dashboard
A fit when
You measure enquiries but cannot see their quality or subsequent revenue.
Result
A traceable chain from campaign through lead stage to revenue.
Starting point
Fixofferte nach Scoping

Verified purchase chain · Samenvoordelig

A stable key connects browser, server and ads

Routes share a transaction ID. An actual order matched shop and Ads amounts without disclosing order details.

Review technical measurement

Partially substantiated · Tracking audit with a real order · WooCommerce, GA4, Ads and consent · August 2026

  1. 01

    Browser

    Consent Mode and stable transaction ID

  2. 02

    Server

    Purchase fallback using the same conversion action

  3. 03

    Reconciliation

    WooCommerce, GA4 and Ads cross-checked

What this evidence demonstrates

Purchase measurement is substantiated; an approved B2B lead-to-ERP-margin case is still needed.

Working together

How the project works

From a clear goal to a result you can verify.

  1. 01

    Business questions and data audit

    Marketing, sales and finance define the decisions the system supports. We check fields, IDs, APIs, consent, gaps and definitions per source.

  2. 02

    Measurement plan and data model

    Define click → lead → MQL/SQL → proposal → order → revenue/margin, including source of truth, scoring rules and permitted identifiers.

  3. 03

    Integrations and quality assurance

    Connect tracking, CRM and ERP progressively. Test leads and real transitions verify IDs, amounts, currencies and timestamps.

  4. 04

    Dashboard and activation

    The management dashboard makes budgets, pipeline and outcomes comparable. Suitable lead and revenue values return as offline conversions.

  5. 05

    Handover and operations

    Receive definitions, data flows, access and a runbook. Monitoring detects failed interfaces and changed CRM fields before reports become silently incorrect.

Good to know

Frequently asked questions

What are marketing attribution and lead tracking?
Marketing attribution connects leads and their later value to known marketing contacts. Lead tracking follows the same lead from enquiry through qualification and proposal to order. EverDigital links campaign parameters and first-party events to CRM stages, ERP revenue or margin and a shared reporting model.
How does this differ from GA4 or tracking setup?
GA4 and tags collect digital interactions. Marketing attribution connects these consent-controlled signals to known leads and subsequent CRM and ERP events. A dashboard visualises the results; attribution first defines identities, rules and data relationships.
How does lead scoring work?
We separate fit signals such as industry, region and company size from behaviour and sales signals such as product interest, appointments and proposal stage. Weighting is agreed with sales and remains transparent. Scores support prioritisation without replacing human judgement.
Which CRM and ERP systems can you connect?
Typical CRM sources include HubSpot and Pipedrive; ERP sources include Bexio, Abacus, proALPHA, SAP and Microsoft Dynamics. Other systems connect through REST, GraphQL or webhooks. We first check which IDs, status changes and revenue or margin data are reliable and accessible.
How does an attribution and lead tracking project start?
Start with a technical check of tracking, CRM, ERP, identifiers and revenue or margin data. Then define the data chain, boundaries, responsibilities and acceptance criteria, establishing reliable connections and implementation order.
How long does implementation take?
Projects typically start within two weeks of confirmation. Duration is agreed after interface and quality checks because API access, history and CRM hygiene matter most. Delivery proceeds in acceptance stages: model, first source, CRM, ERP, dashboard and activation.
Can offline conversion tracking comply with FADP and GDPR?
It can when purpose, consent or other legal basis, minimisation, access and retention are properly addressed. We implement consent and deletion logic and send only data needed for agreed conversion signals. Legal assessment of your processing remains with your company or privacy adviser.
Which attribution model is right?
No model identifies the perfect cause of a sale. We start with transparent rules: first touch for demand source, last non-direct for activation, and separate sales-stage analysis. Data-driven or weighted models require sufficient volume and quality. Dashboards display assumptions clearly.

Explore further

Data integration & BIERP & API integrationDelivered platforms and dashboards

Let’s discuss your process

A clear next step.

Direct contact with the senior team · no obligation

Discuss the projectinfo@everdigital.ch