{"product_id":"crm-lead-source-and-revenue-attribution-setup","title":"CRM Lead Source \u0026 Revenue Attribution Setup","description":"\u003ch3\u003e\u003cspan\u003eService Scope\u003c\/span\u003e\u003c\/h3\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eOne existing supported CRM, one website, up to three lead-capture forms, up to five source fields, and one sales pipeline. Includes one lead-to-deal association approach and one native source-to-revenue report where supported.\u003c\/span\u003e\u003c\/p\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003ePreserve useful source information as leads enter your CRM. Create a consistent link between marketing capture, lifecycle stages, and the sales values your team records.\u003c\/span\u003e\u003c\/p\u003e\u003ch3\u003e\u003cspan\u003ePricing and Service Period\u003c\/span\u003e\u003c\/h3\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eThe price is USD 1499.00 for the complete one-time project within the stated scope. Additional websites, accounts, quantities, data preparation, or implementation requirements are quoted separately.\u003c\/span\u003e\u003c\/p\u003e\u003ch3\u003e\u003cspan\u003eDefine Source and Revenue Fields\u003c\/span\u003e\u003c\/h3\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eWe agree on source, medium, campaign, first-touch or latest-touch handling, lifecycle stages, and the meaning of deal revenue. Up to five source fields are selected within the CRM capabilities.\u003c\/span\u003e\u003c\/p\u003e\u003ch3\u003e\u003cspan\u003eConnect Capture to the Existing CRM\u003c\/span\u003e\u003c\/h3\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eWe configure up to three supported form integrations to preserve the agreed source information. Lead or contact association with one existing pipeline is reviewed and configured through available native features.\u003c\/span\u003e\u003c\/p\u003e\u003ch3\u003e\u003cspan\u003eTest the Lead-to-Deal Journey\u003c\/span\u003e\u003c\/h3\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eWe create up to five test leads and two test deals, check the expected field values and associations, and deliver one supported native report plus a field-mapping guide.\u003c\/span\u003e\u003c\/p\u003e\u003ch3\u003e\u003cspan\u003eTesting and Quality Review\u003c\/span\u003e\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eVerify source fields on representative new leads\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCheck approved overwrite behavior and contact-to-deal associations\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCompare the native report with the test deals and revenue basis\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003e\u003cspan\u003eWhat's Included\u003c\/span\u003e\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\u003cspan\u003e1 existing supported CRM and 1 sales pipeline\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUp to 3 website lead forms\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUp to 5 source fields and their overwrite rules\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e1 supported lead-to-deal association approach\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUp to 5 test leads and 2 test deals\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e1 native source-to-revenue report and field guide\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e1 consolidated correction round\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003e\u003cspan\u003eClient Requirements\u003c\/span\u003e\u003c\/h3\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eThe client retains ownership of accounts and supplies the information and permissions needed for the approved work.\u003c\/span\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eAdministrator access to the existing CRM and selected forms\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eA usable sales pipeline with approved lifecycle and revenue definitions\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eSuitable platform plan, supported integrations, and consistent UTM standards\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eOne named contact for approvals, account ownership, and consolidated feedback\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eTimely access, usable source data, and approval of the agreed measurement definitions\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003e\u003cspan\u003eDelivery and Revisions\u003c\/span\u003e\u003c\/h3\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eStandard delivery is 7–10 business days after all required access, source data, approvals, and supported account capabilities are confirmed. External account approvals, unavailable data, platform processing, and client-dependent development can affect the schedule.\u003c\/span\u003e\u003c\/p\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eOne consolidated correction round is included for the approved definitions, configuration, quantities, or factual findings. New objectives, replacement datasets, extra accounts, changed designs, and additional features require a separate scope.\u003c\/span\u003e\u003c\/p\u003e\u003ch3\u003e\u003cspan\u003eImportant Scope Boundaries\u003c\/span\u003e\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eNew CRM implementation, major pipeline redesign, or sales-team data entry\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHistorical source reconstruction or person-level cross-device identity resolution\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCustom middleware or a guaranteed source match for every sale\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eSoftware, hosting, cloud usage, phone usage, paid apps, and third-party connector fees are purchased separately. Measurement is limited by available data, platform capabilities, consent choices, and browser behavior. No specific sales result or complete attribution of every customer is promised.\u003c\/span\u003e\u003c\/p\u003e","brand":"KizilCo","offers":[{"title":"Default Title","offer_id":54263972495643,"sku":"KZ-ANA-019","price":1499.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1033\/5436\/8283\/files\/Lead-to-revenueattributionatlas.png?v=1792204618","url":"https:\/\/www.kizilco.com\/products\/crm-lead-source-and-revenue-attribution-setup","provider":"KizilCo","version":"1.0","type":"link"}