CRM & Attribution8 min read
Duplicate Leads Are Breaking Your Attribution Reports
Duplicate leads split your attribution reports, hiding real multi-touch journeys. Here's how to catch and merge them without losing lead source data.
Sofia Aguirre
Sofia Aguirre
Content SpecialistSofia Aguirre is a Content Specialist at Produktiv, the marketing agency behind Trakt, where she owns the attribution beat: the unglamorous, high-stakes question of how marketing spend actually connects to closed revenue. Working alongside a team that's run tracking for B2B clients for over a decade, she's developed a specific point of view: most campaigns don't fail on performance, they fail on data capture that loses the lead's source long before it reaches the CRM. She writes about marketing attribution, UTM strategy, and the technical plumbing most marketers never look at until their numbers stop adding up.
18 articles
CRM & Attribution9 min read
Best WhatConverts Alternatives for Form Attribution (2026)
Compare the best WhatConverts alternatives in 2026. See which form attribution tools track marketing source to CRM deals at better prices and with simpler setup.
Sofia Aguirre
CRM & Attribution8 min read
Best Lead Attribution Software for Small Businesses (2026)
Compare the best lead attribution software for small businesses in 2026. See pricing, features, and which tools track marketing to closed deals without enterprise complexity.
Sofia Aguirre
CRM & Attribution7 min read
Best Form Tracking Tools That Capture UTMs (2026 Comparison)
Compare the best form tracking tools that capture UTM parameters and send source data to your CRM. See which tools handle hidden fields automatically vs manually.
Sofia Aguirre
CRM & Attribution7 min read
Best Attribution Tools for Marketing Agencies (2026)
Compare the best attribution tools for marketing agencies in 2026. See which platforms handle multi-client workspaces, cross-campaign reporting, and client CRM integration.
Sofia Aguirre
CRM & Attribution16 min read
How to Manage B2B Affiliates at Scale (Long Cycles, Contract-Value Payouts)
B2B affiliate programmes need more than 30-day cookies and checkout tracking. Here's how to manage partner channels at scale when deals close in Q4 but the click happened in Q2.
Sofia Aguirre
CRM & Attribution11 min read
How Agencies Prove Marketing Revenue to B2B Clients (Not Vanity Metrics)
Your client asked if marketing is working. The answer isn't traffic or conversions—it's revenue. Here's how agencies track the link → form → pipeline → closed-won path without guessing.
Sofia Aguirre
CRM & Attribution13 min read
How Agencies Charge Clients with Revenue Share (And Track It)
Revenue share pricing only works when you can track closed deals, not checkout cookies. Here's how agencies set up performance deals that pay on contract value using affiliate tracking built for B2B pipelines.
Sofia Aguirre
CRM & Attribution6 min read
Why Podcast Ad Leads Show Up as Direct Traffic in Your CRM (And How to Fix It)
Podcast ad leads often land in your CRM as Direct traffic. Podcast attribution tracking with self-reported source fixes what vanity URLs and codes miss.
Sofia Aguirre
CRM & Attribution6 min read
Why Webinar Registrants Show Up as Direct Traffic in Your CRM (And How to Fix It)
Webinar registrants often show up as Direct traffic in your CRM. Here’s why Zoom and GoToWebinar registrations lose their source, and how to fix it.
Sofia Aguirre
CRM & Attribution6 min read
Why Click-to-Messenger and WhatsApp Ad Leads Show Up as Unknown in Your CRM (And How to Fix It)
Click-to-Messenger and WhatsApp ad leads skip your website, so CRMs file them as Direct or Unknown. Here's the fix for click-to-message ad attribution.
Sofia Aguirre
CRM & Attribution6 min read
Why LinkedIn Lead Gen Form Leads Show Up as Unknown in Your CRM (And How to Fix It)
LinkedIn Lead Gen Form leads never visit your site, so CRMs file them as Direct or Unknown. Here's the fix for LinkedIn lead gen form attribution.
Sofia Aguirre
CRM & Attribution6 min read
Why Calendly Bookings Show Up as Direct Traffic in Your CRM (And How to Fix It)
Calendly bookings often land in your CRM as Direct traffic. Fix calendly attribution tracking by capturing UTM data before the widget loads.
Sofia Aguirre
CRM & Attribution6 min read
Why Your CRM Lead Source Keeps Getting Overwritten (And How to Stop It)
Every new form fill can silently overwrite your CRM lead source, erasing the channel that actually created the deal. Here is the three-property fix.
Sofia Aguirre
CRM & Attribution6 min read
Self-Reported Attribution: The “How Did You Hear About Us?” Field, Done Right
Self-reported attribution, the “How did you hear about us?” field, recovers the leads your tracking files under “Direct.” Here’s how to set it up and reconcile it with the source data you already capture.
Sofia Aguirre
CRM & Attribution3 min read
Your ROAS Is Lying to You
The ROAS on your ad dashboard isn't revenue. The 3 lies and the one metric to trust instead.
Sofia Aguirre
CRM & Attribution9 min read
Why Do My Leads Show Up as "Direct" in the CRM? (And How to Get Their Real Source Back)
"Direct" leads usually aren't direct, the campaign got lost before your CRM. The 5 reasons leads show as Direct/unattributed, and how to fix each one.
Sofia Aguirre
CRM & Attribution7 min read
Run an Attribution Audit on Your Own Site: The 6 Checks That Decide Whether Your Leads Are Traceable
Run a free marketing attribution audit on your site. The 6 checks that decide whether your leads are traceable from ad click to CRM.
Sofia Aguirre