I produce a weekly sales report which tracks leads sources through our pipeline. I have to manually find all the data. Is there a way to streamline this please? How do you run your reports to see which lead sources are working and which are not?
I would use tags inside the sequences, then do a saved search on those people with those tags. You can then use a Custom Statistics Widget to put those numbers on your dashboard.
That sounds interesting - how do I find out more about how to do this please?
Yeah this is a common issue as most CRMs don’t make it easy to run reports that show how different lead sources are performing through your pipeline.
The key is making sure lead source data is being captured consistently with each form submission and stored properly in your CRM. If you’re manually finding the data, it sounds like the lead source information isn’t being captured automatically or isn’t structured in a way that makes reporting easy.
Tools like Attributer can help streamline this. It automatically captures where each lead came from (Paid Search, Organic Search, Paid Social, etc.) when they first land on your site, stores it in a cookie, and then writes that data into hidden fields on your forms. So when someone submits a form, their lead source information flows directly into your CRM with the lead record.
Once you have consistent lead source data in your CRM, you can set up automated reports that show things like leads by source, conversion rates by source, deals won by source, and pipeline velocity by source. Most CRMs have decent reporting capabilities once the data is structured properly.
You could also write some custom JavaScript to capture the lead source data yourself, but that requires ongoing maintenance as your site structure evolves and browsers release updates.
Hope this helps