Hey looking for recommendations for anyone that has a similar use case that can assist.
We are an HR SaaS company and we currently sell direct and through benefits brokers. So in our database we have broker leads to market to and HR personas. I am looking for automated options to tag indirect sales and leads that come from our broker network in our system so we know they are a broker referral and not our usual marketing tactics.
The options i currently can think of are the following but these are manual:
- Broker specific tracking links
- Custom object (sales would have to tag this manually)
Are there any other options I am missing to optimize this process?