The tools matter far less than what they let leadership see. I set up the CRM, the automation, the tracking and the attribution around your sales process, kept simple enough that the team uses it, and my SliiceXR team builds and maintains it.
You need a CRM when leadership cannot see the pipeline without asking someone. That is the test. Not company size, not what the vendor says. If the answer to where do we stand this month lives in a spreadsheet and a salesperson's memory, it is time.
But a CRM is only the start, and it is the easy part. The hard part is the discipline around it. Every opportunity gets a source. Every form and every page is tracked. Follow-up that used to be manual runs on a sequence so leads do not go cold in an inbox. That is the difference between owning a tool and having a system.
Attribution in B2B is never perfect and does not need to be. Track the source of every opportunity. Ask every new client how they found you. Fund what shows up in both. That answers the question that actually matters, which is what to spend more on and what to stop.
My SliiceXR team sets it up and keeps it running. I make sure it matches how your company actually sells, and that the report leadership gets each month answers a business question instead of listing forty metrics.
Keep it simple. The stack that works is the one the team uses.
Our process
- 1Map the sales processHow a buyer actually moves from first contact to closed deal in your company. The technology has to match that, not the other way around.
- 2Pick the smallest stackA CRM the team will use, automation for the follow-up you already do by hand, tracking on every page and form. Nothing more.
- 3Set it up properlyMy SliiceXR team configures it, connects it, and makes sure every opportunity has a source.
- 4Report to leadershipOne view that answers the question that matters: where did the business come from, and what should we fund more of?
Why Choose Us
- Built around your sales process, not a vendor's demo.
- The smallest stack the team will actually use.
- Every opportunity gets a source, so attribution is real.
- Automation for the follow-up you already do, so nothing goes cold.
- Set up and maintained by one team, reported in plain language.
Deals live in spreadsheets, inboxes and one salesperson's head. You spend on five channels and cannot tell which one brought the last three customers. Follow-up is manual, leads go cold, and the tools you already bought are half set up.
Common questions
Do we need a CRM
Deals live in spreadsheets, inboxes and one salesperson's head. Someone says you need a CRM. Someone else says it will slow everyone down.
You need a CRM when leadership cannot see the pipeline without asking. Pick one the team will actually use, set it up around your sales process, and keep it simple.
Marketing attribution for B2B
You spend on five channels and cannot tell which one brought the last three customers. So the budget gets cut evenly, or not at all.
B2B attribution is never perfect and does not need to be. Track the source of every opportunity, ask every new client how they found you, and fund what shows up in both.
Marketing automation for a small company
Follow-up is manual, leads go cold in the inbox, and the tools you bought are half set up.
Automate the follow-up you already do by hand, nothing more. Set up the tracking so leadership can see what works. The tools matter far less than the sequence they run.
Frequently asked questions
Do we need a CRM?
If leadership cannot see the pipeline without asking, yes. Pick one the team will use, set it up around your sales process, and keep it simple.
How do we know which marketing is working?
Track the source of every opportunity, ask every new client how they found you, and fund what shows up in both. B2B attribution does not have to be perfect to be useful.
What should we automate?
The follow-up you already do by hand, nothing more. Automation is for keeping leads warm and the team consistent, not for replacing the conversation.
Which tools do you use?
Whatever fits your sales process and your team, kept to the smallest stack that works. I do not sell software. I set up what you will actually use.