Deal Creation Attribution
Oct 12, 2020 3:43 PM
Our team has a custom propety called "Deal Origin" that we use to track what sales/marketing effort was responsible for that deal being created. Typically the last interaction we had with a contact before the deal was created.
- Free Demo Request
- Resource Library (lead visited our free resource library and sales followed up with someone who downloaded and it lead to a demo)
- Webinar (contact raised their hand on a webinar poll and said they wanted a demo, and sales created a deal)
- Email promo
The goal of this property is to help us identify which efforts are directly tied to more deals being created (more demos being requested). The issue we've come across is that we now have way too many options to select from. 42 different sources. This is too many for sales to wade through when manually creating a deal record.
Are there better, more automated ways of tracking this and reporting on which efforts are driving deal creation? I know there are attribution reports, but those don't tell us exactly what is driving deal creation and there is the "Original Source" property under the deal that tracks where the associated contact came from (Organic search, offline, etc.), but that's more like first touch rather than what lead to the creation of a deal.
Any tips or best practices?