Following data from CRM — in the table, they correspond to separate columns:
entity: lead or deal — in your case, it can be one entity if your CRM has the appropriate settings;
the channel from which the lead came: call, registration, offline or online event, chat message, etc.;
advertising channel: Google, Facebook, LinkedIn, etc.;
UTM source — that is, source, medium — channel, campaign — campaign, term — keyword;
date — broken down into year, month and day for more convenient filtering;
Deal ID, i.e. its identifier, which will allow you to austria telegram data quickly find the deal in CRM;
status: won, lost, in progress, etc.;
reason for loss: spam, not relevant to the client at the moment, expensive, we cannot meet the customer's needs, etc.;
client's country;
Lead qualification: MQL, SQL, AQL — are set depending on the stage the deal is at in CRM.
I will dwell on the last point in a little more detail.
MQLs are inbound leads that came through channels that are the area of marketing responsibility. For example, from contextual advertising, organic search, and held events.
SQL is a lead that the sales team has assessed as a potential customer. For example, they really have a need for the product, they are a decision maker, etc.
AQL is a lead in Ringostat that has almost reached payment. That is, sales have already consulted with him, explained everything, conducted a demonstration, if it is a service or IT product, made calculations.
Of course, the columns in your dashboard may be different depending on the specifics of your business processes and the specific CRM system.
For example, we at Ringostat import the
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