Marketing Superhero - Leads By Source

Learn ways in which you can optimize targeting, messaging, and conversions to sales. This video is an introduction to our 1 day class, Marketing Superhero.

Marketing superhero combines reports, dashboards, and marketing automation essentials into a comprehensive course for increased marketing efficiency and sales. Learn to track and automate marketing processes and then use that data to drive sales analytics with reports and dashboards. Apply best practices and simplification to your marketing processes to make them more efficient.

Let’s see an example of one of the reports you will be building in the class: Leads by source. Identify your lead sources and focus your marketing efforts accordingly. Determine the origin of leads. Track marketing efforts and stay on course. Use data to make informed decisions.

• Create a new report
• Select the Leads report type
• Switch Show to “All Leads”
• Open up your time range for more data
• Verify which fields will help your users identify your leads such as lead owner, first name, last name, title, company, lead status, phone number, email, etc
• Hover over lead source, click on the drop down arrow to then group the field.
• Running this report now gives you a simple leads by source report.
• Hide the details to show only total records rolled up for that listing
• Let’s make it more effective. Click on customize again.
• Switch your format from summary to matrix
• Across the top grouping zone, you can now add lead owner, lead status, creation date, industry, or more to segment your numbers even further. Select lead status.
• Run Report
• You can now find out where your leads are coming from and which ones are open, working or qualified.
• Click on customize again
• Now, let’s Add a Chart
• You can now select a vertical or horizontal bar chart depending on which looks better based on how many rows or columns you have. Your data values will not be displayed in full until you run your report.
• You can then choose your y-axis as your lead source or lead status and then group by the other. We could choose either a side by side comparison, stacked, or stacked to 100%. Let’s pick side by side
• Feel free to adjust any formatting, such as adding a chart title, legend position, and chart sizing.
• Click ok
• Run your report – You now have an easy way to identify how your leads are coming into Salesforce.
• Finally, Save it

You will also create reports such as

• Campaign ROI
• Leads by Source
• Opportunities by source
• Leads by Industry/state/Category/Age Group/ etc
• Campaigns by Type
• Closed Opportunities by Primary Campaign
• Personal Campaign Report
• Top 5 / Bottom 5 Campaigns by Revenue
• Lead Trends by Status
• Lead Conversion Rate

You can then use those newly created tools to develop a Marketing dashboard for you and your team to close more deals faster.

This course is available virtually, at our training facility, and at your place of business in select locations. Become a marketing superhero with live Salesforce training.