Connect CRM Deals with Marketing Campaigns
Nov 20, 2017 1:49 PM
Feature improvement / idea: Allow the Marketing Campaign field as an option for the list of properties available in a Deal.
By allowing the Campaign Name field as an allowed property on a Deal, reports could be created connecting marketing activity with Deals.
- Marketing hosts an event with a campaign name "2017 Industry Conference".
- Sales team identifies an opportunity and creates a new Deal
- For the Marketing Campaign property on the Deal, the user selects "2017 Industry Conference"
- Report is created by filtering Deals based on Campaign
This would allow true attribution for marketing campaigns, since Deal pipeline would then be connected directly with individual camapgins.