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Analytics
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Measuring what marketing channels, campaigns and touches drives sales (aka marketing attribution): a case study based on our data + discussion + offer to help.

Measuring b2b marketing shouldn’t be this hard, right? But if you’re a small-to-medium-sized business using a mix of tools (say, Pipedrive for CRM, Mailchimp for email marketing, and website on Wix) you’ll have plenty of different reports and dashboards but none can tell you what's really driving sales.

We recently ran an analysis that pulled together our sales data in Pipedrive and marketing data from Outfunnel, Contact Form 7, Calendly, Livestorm, and our custom-build lead source capturer to find out:

  • Broadly, what channels are driving new leads in our marketing mix
  • Following the money: how are each of the channels converting leads to paid

We then wanted to dig deeper into each of the main channels.

  • Content marketing: what kind of content marketing is driving leads and conversions
  • Social media: what drives traffic, leads, conversions
  • Paid marketing: which ad platforms perform best
  • A quick detour: what kinds of email addresses lead to conversions

And we then wanted to assess the effectiveness of individual marketing tactics. Namely:

  • What’s the effect of a “consulting call” on conversion
  • Do webinars help to convert signups to paid
  • Does visiting our website during a trial help to convert leads to paid

See the case study we published: 9 things we learned from combining Outfunnel’s marketing and sales data

Keen to compare notes with people who have done similar things. What tools and reports are you finding useful? What are your biggest unanswered questions related to marketing attribution? What have been your biggest surprises?

Finally -... (More)

How can I track an existing customers web analytics on my website? ie what they are doing on my site against their activity tab?

 I would like to be able to see the activity of my customers when they go on my website like the pages they visited. This should be able to be done with cookies from email previously sent to them from pipedrive. I would expect to see this in the activity section of the person record?

This is an example of another CRM doing this...
https://www.agilecrm.com/crm-analytics

Can this be done in pipedrive? or Is their an add on I can get that will do this in pipedrive?

 

Thanks!

 

Accurate Insights for Retail/Wholesale but Avoiding Many Deals per Client

Hello Pipedrive Community,

Within our wholesale business, we may win say 3-7 deals per year per client. As you can imagine, the deals that have been won (or lost), start to add up and really make Pipedrive quite congested. For example: if you create an activity for a client and search for their name, all of the old deals will show up and as we don't use unique identifiers for deals, it's hard to distinguish which is the open deal. In effect, we want to be able to have accurate insights/analytics, but not have tons of deals stack up. In the first year, it might be fine. But as the years go on, with one client, next thing you know, we might have a list of 30-40 deals.

Has anyone else ran into this issue? If so, I'd be very interested to hear your ideas for a workaround. The k key for us is accurate insights/analytics.

Thanks in advance,
Stephen

Accurate Insights for Retail/Wholesale but Avoiding Many Deals per Client

Hello Pipedrive Community,

Within our wholesale business, we may win say 3-7 deals per year per client. As you can imagine, the deals that have been won (or lost), start to add up and really make Pipedrive quite congested. For example: if you create an activity for a client and search for their name, all of the old deals will show up and as we don't use unique identifiers for deals, it's hard to distinguish which is the open deal. In effect, we want to be able to have accurate insights/analytics, but not have tons of deals stack up. In the first year, it might be fine. But as the years go on, with one client, next thing you know, we might have a list of 30-40 deals.

Has anyone else ran into this issue? If so, I'd be very interested to hear your ideas for a workaround. The k key for us is accurate insights/analytics.

Thanks in advance,
Stephen