SmartSuite | Automating Lead Management and Measuring Campaign Success
Are you looking for a way to streamline your lead management process and measure the success of your marketing campaigns? SmartSuite has a range of features to help you automate processes and get a better understanding of your leads. In this SmartSuite Showcase, we’ll explore how SmartSuite can help you automate your marketing leads and measure the success of your campaigns.
This Video's Chapters:
0:00- Intro to Showcase
0:43- Where to Find Showcase Templates
0:59- Marketing Leads App
1:58- Overview Using Default Values
2:36- Pipeline Report Email Automation
3:02- Share View Link for Pipeline Overview
3:17- Slack Message for Hot Leads Automation
4:13- Linking Leads to Campaigns / Content
4:48-Marketing Campaign Measurement
Video Details
Introduction
- Managing marketing leads and connecting them to campaigns and content
- Focus on automating parts of lead management
Where to Find Showcase Templates
- Go to the Smart Suite templates on the homepage
- Marketing showcase template available for download
Marketing Leads App Overview
- Overview of the solution and its components
- Pipeline by stage view
- Ways to bring in leads (through forms, importing, integration)
- General information, sales details, checklist, and contacts
Using Default Values
- Explanation of default values for next actions checklist
- Example of default values for steps in lead management
- Benefits of using default values to save time
Pipeline Report Email Automation
- Sending a weekly report on lead status to the team
- Creation of automation for sending the report
- Description of the email content and share view link
Slack Message for Hot Leads Automation
- Automation for sending a message to the Fulfillment team
- Conditions for identifying hot marketing leads
- Slack message content and link to the lead record
Other Lead Management Automations
- Mention of other possible automations (e.g., initial email to new leads)
- Using the check-in field to trigger templated emails
Linking Leads to Campaigns/Content
- Importance of linking accounts to campaigns and consumed content
- View for tracking content's influence on lead generation
- Overview of related deals and revenue from linked leads
Marketing Campaign Measurement
- Measuring the influence of campaigns on the pipeline
- Comparing campaign budget/cost with generated revenue
- Determining campaign ROI
Why SmartSuite for Marketing Teams?
- Benefits of using Smart Suite for marketing lead management
- Automation and time-saving features
- Linking leads to campaigns/content for better analysis
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