Source Public Beta

Product Introduction

1. Source Public Beta is an AI-powered marketing attribution platform designed to identify the exact channels, content, and keywords that drive customer conversions rather than just tracking clicks. It integrates data from advertising platforms, CRMs, and website analytics to provide actionable insights for B2B marketers. The platform enables users to map marketing efforts to sales outcomes through automated attribution modeling and real-time reporting.
2. The core value of Source lies in its ability to simplify complex attribution workflows by unifying fragmented marketing and sales data into a single dashboard. It empowers marketers to allocate budgets effectively, optimize campaigns, and validate ROI using AI-driven recommendations tailored to their specific growth goals.

Main Features

1. The platform marries marketing and sales funnels by tracking lead conversion rates from marketing-qualified leads (MQLs) to sales-qualified leads (SQLs) and customers, providing visibility into funnel efficiency. Users can analyze conversion bottlenecks and correlate campaign performance with pipeline stages using predefined or custom dashboards.
2. Source’s AI engine identifies the exact sources of high-converting leads and customers by analyzing cross-channel data, including ad platforms, CRMs, and website interactions. It generates prioritized recommendations for channel optimization, budget reallocation, and content adjustments based on historical and real-time performance trends.
3. Users can drill into granular channel performance metrics to evaluate the impact of specific campaigns, keywords, or website pages on conversions. The platform supports goal tracking for KPIs like lead volume, CAC, and ROI, with automated alerts for deviations from targets.

Problems Solved

1. Source addresses the lack of clarity in attributing revenue to specific marketing efforts, which often leads to inefficient budget allocation and missed growth opportunities. Traditional tools focus on click-through rates without connecting marketing activities to actual sales outcomes.
2. The platform targets B2B marketers and growth teams struggling to measure the ROI of multi-channel campaigns, particularly those managing complex funnels across paid ads, content marketing, and CRM pipelines. It is optimized for SaaS companies and agencies requiring scalable attribution solutions.
3. A typical use case involves a marketing team analyzing why MQL-to-SQL conversion rates dropped despite increased ad spend. Source identifies underperforming campaigns, correlates them with CRM data, and recommends reallocating budget to high-converting channels like targeted LinkedIn ads or specific blog content.

Unique Advantages

1. Unlike legacy attribution tools that rely on rule-based models, Source uses machine learning to dynamically assign credit to touchpoints based on their influence on conversions. This eliminates manual model configuration and adapts to changing customer journeys.
2. The platform’s preset dashboards, designed by marketers, reduce setup time from hours to minutes, while its self-serve interface allows non-technical users to connect data sources like Google Ads, Meta Ads, HubSpot, and Salesforce without engineering support.
3. Source’s competitive edge lies in its real-time AI recommendations, which provide actionable steps like pausing low-performing campaigns or doubling down on high-converting keywords. This contrasts with static reports from tools like Google Analytics or Tableau, which require manual interpretation.

Frequently Asked Questions (FAQ)

1. How quickly can I start using Source after signing up? The platform is designed for self-serve setup, allowing users to connect ad accounts, CRMs, and website analytics within minutes. Prebuilt dashboards populate automatically after data ingestion, which typically takes 2-4 hours depending on dataset size.
2. Does Source integrate with my existing tech stack? Yes, Source supports integrations with major ad platforms (Google Ads, Meta Ads, LinkedIn Ads), CRMs (Salesforce, HubSpot), and analytics tools via APIs. Custom connectors can be developed for niche tools upon request.
3. How does the AI generate recommendations? The AI analyzes historical conversion paths, identifies patterns in high-value customer journeys, and cross-references them with real-time campaign performance. Recommendations are validated against A/B tests and cohort analyses to ensure accuracy.
4. Is there a free tier during the beta phase? The first 100 users receive free access to the platform and a 1:1 strategy consulting session. Post-beta pricing will include a freemium tier with limited data sources and a paid plan for full feature access.
5. Can Source track offline conversions or CRM-based deals? Yes, the platform syncs with CRMs to attribute offline sales or deal closures to marketing touchpoints. Users can map CRM stages (e.g., "Opportunity Won") to specific campaigns or keywords for end-to-end funnel analysis.