Month: May 2020

Salesforce Lead Source vs Campaigns

Figuring out when to use Lead Source or Campaigns can be tricky, particularly to new Salesforce Administrators. The short answer is, use both, but use them differently. The rule of thumb is that Lead Source should be high-level categories like “Events” or “Purchased Lists” while Campaigns can be incredibly specific, like “Spring 2011 Flyer Drop” …

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What is “Closed Loop Analytics”?

Closed-Loop Analytics, also known as Closed-Loop Marketing, refers to the fact that information from the Sales team can be used by the Marketing team to improve their efforts and results. Without Closed-Loop Analytics, your marketing team is limited to saying, “I know what marketing efforts got people to our website.” With Closed-Loop Analytics, your marketing team …

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