Marketing Technology Leadership Can Actually See

Catherine Allibe-Oaks. Fractional CMO, brand strategist, growth advisor.

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Marketing Technology Leadership Can Actually See

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

  1. Step 1
    Map the sales process
    How a buyer actually moves from first contact to closed deal in your company. The technology has to match that, not the other way around.
  2. Step 2
    Pick the smallest stack
    A CRM the team will use, automation for the follow-up you already do by hand, tracking on every page and form. Nothing more.
  3. Step 3
    Set it up properly
    My SliiceXR team configures it, connects it, and makes sure every opportunity has a source.
  4. Step 4
    Report to leadership
    One view that answers the question that matters: where did the business come from, and what should we fund more of?

Why Choose Us

Customer reviews

★5.0 · 6 reviews
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★★★★★
Catherine just delivered a phenomenal product to our organization. She totally redesigned our website, www.hbcunow.org. Her marketing, web design skills and creativity was bar none. Her professionalism and commitment to our product was refreshingly impressive. She delivered high levels of creativity and technical skills. Catherine was also responsible for creating our invitations and post cards for our fundraiser. She is fluent in all the appropriate graphic design software and has shown initiative in learning new skills and expanding her talents outside of traditional print-based media.
Barbara G. Bolton, MBA, Veterans Benefits Administration· LinkedIn recommendation
Creative ProductionWeb Design and Development
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★★★★★
Catherine has provided my company and several others with excellent work and has always done a great job and has been wonderful to work with.
Greg Lafayette· LinkedIn recommendation
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★★★★★
Catherine is awesome to work with and has great ideas to achieve your goal. Catherine developed our website and has maintained it for years. Thanks Catherine for building a great website for us.
James E. Wilburn III, Orlando Construction Inc.· LinkedIn recommendation
Web Design and Development
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★★★★★
Catherine built my website, then rebuilt it as my consulting thesis sharpened. Each time, she turned a moving target into a brand that showcases my work. She has a gift for taking an idea I only half articulate and giving it a clear, modern, confident form. What I did not expect was how much I would enjoy the process: she is generous with her talent, quick to champion my success as if it were her own, and somewhere along the way she went from collaborator to friend. Working with Catherine is one of the easiest and happiest yeses in my business.
Sarah Marshall, Founder and CEO at Operations Architect· Client testimonial
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★★★★★
I've had the ongoing pleasure of working with Catherine on many projects and it's been a genuine delight. She is a wonderful, creative person with a deep appreciation for and understanding of marketing.
Rick Sametz· LinkedIn recommendation
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★★★★★
I consider myself very fortunate to work with Catherine Oaks over the past few months. Catherine is unique in her ability to develop effective marketing strategies and a roadmap to get you there. Catherine is extremely professional and yet very personable and easy to work with. She personally goes the extra mile to work through issues that may crop up and she does not quit until a solution is found and implemented.
Scott M. Cutler, Operations and Supply Chain Leader· LinkedIn recommendation
Brand Identity

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.
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Marketing Technology by industry

The specific situations we handle in each industry. Tap one to see the full answers.

Banking and Lending
Biotech and Life Sciences
Construction, Electrical and Skilled Trades
Consumer Health, Beauty and Lifestyle
Entertainment, Gaming and Casinos
Financial Services and Fintech
Healthcare and Wellness
Manufacturing, Logistics and Industrial Technology
Professional and B2B Services
Startups and Emerging Companies
Technology and SaaS

Get in Touch

(775) 313-8944
2735 Falcon View Court, Sparks, NV 89436