Revenue, Campaign, Customer Relationship Management CRM Reporting and Analysis

Clicks lead to Sales

Every consumer has a journey that leads to the discovery of your digital brand. Ideally, once the discovery is made, their existence is stamped in the system i.e. the first trace of how that user enters the system is a small bit of info that is valuable and available, though severely underleveraged in many companies. Full transparent communication history from top to bottom of funnel to all leads and customers is frankly a data mess for most founders, so they do their best or they invest in a team like ours.  

Whether it be filling out a form, opting in, speaking direct with a sales team member, the beginning of that interaction including how it came to be should all be stored in your CRM. Subsequent calls, emails sent, campaigns included in, contact information, occupation, notes all assist your sales team when the time comes. 

Know Your Lead Sources

Never underestimate the power of UTMS, sources, opens and clicks. Indicators of interest should never be ignored. Open and clicks alone are big signifiers of interest. A smart and capable marketing team can leverage form submissions from an ad, website, and open and clicks from email all in one place giving you a 360 view of that user’s communication experience before anyone ever calls them.  Why is this important? To know where your customers are coming from and what that journey has consisted of is to be in sync with those thinking about doing business with your brand which presents an opportunity for sales team members to focus on connection with where leads are versus cold pitching them. My team helps you meet customers where they are and then communicate with them effectively. 

Revenue and demographic analysis on past sales.

Past Forecast's Future Sales

Hindsight is 20/20 right? Wrong. The past is a key predictor of the future but it’s through vision that progress, innovation and victory are forged. Properly storing information in your CRM creates an opportunity to visualize the data in ways that emphasize clarity where there had been blind spots. Visualizing data not only allows us to identify trends, peaks, and valleys for situations like, “What states does majority of my sales come from?”. It also helps us identify the gaps, long term growth, and necessary correlations. 

Salesforce Dashboard Sample Report Demographics Lead Source Revenue