For example, we at Ringostat import the
Posted: Tue Feb 18, 2025 8:27 am
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.
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.