SmartSuite Showcase: Automating Lead Management and Measuring Campaign Success

When it comes to managing your marketing leads, automating processes can be a huge time saver. SmartSuite has a range of features to help streamline lead management and make sure everything runs smoothly. In this SmartSuite Showcase, we’ll explore how SmartSuite can help you automate your marketing leads and measure the success of your campaigns. SmartSuite makes it easy to capture leads from a variety of sources, including forms, imports, and integrations. You can also set default values for certain lead fields, such as the next action items and the likelihood to close. This automates parts of the process, saving your team time. You can also set up automations to send out regular reports on the status of your leads, or send a message to the relevant team when you have a hot lead.


SmartSuite also helps you measure the success of your campaigns. Linking your leads to campaigns and content consumed allows you to get a better understanding of which campaigns and pieces of content have been most successful. You can view all related deals for a campaign, and see the accounts, potential value and actual revenue from the leads. This helps you measure the ROI of your campaigns and make more informed decisions in the future.


Overall, SmartSuite is a great way to manage your marketing leads, automate processes and measure the success of your campaigns. If you’re interested in trying out SmartSuite for yourself, you can download the template from this showcase and start a free trial. Thanks for watching and don’t forget to leave your feedback or questions in the comments of the video.

Watch Showcase Here