Understanding the return on investment of a campaign is a key part of any marketer’s role. It’s important to understand the performance of past successes or failures, in order to optimize campaigns in the future. This is important for yourself as an individual, but also your boss, who I’m sure wants to understand the results …
A common KPI that Marketing & Sales leaders want to see, is Lead Conversion Rates. This report will give you insights into how often Leads are being converted into Opportunities. This can be grouped by Lead Owner, to see the performance of an individual, but also by Lead Source, to see the quality of Leads …
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” …
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 …
