Learn Lead Tracking in 31 Mins! скачать в хорошем качестве

Learn Lead Tracking in 31 Mins!

I will build & scale your Salesforce with you 1-on-1: https://www.gosimplyscale.com ---- If your lead source numbers are different in Salesforce, HubSpot, spreadsheets, and ad platforms, you do not have a reporting problem. You have a tracking problem. In this video, I will show you the system high performing tech companies use to track lead source using UTMs, push that data into Salesforce, and report on it in one place so your team can make faster decisions and spend marketing budget wisely. You will learn: What a UTM is in simple terms How UTMs travel from ads to landing pages to forms How to get UTMs into Salesforce using Web to Lead, native integrations, or tools like Zapier How to set up first touch and last touch UTMs so data does not get overwritten How to build one report and dashboard to see which channels create leads and pipeline This is one of the first systems I recommend for tech companies doing $3M and scaling toward $100M because it turns marketing into a predictable formula. If you want help setting this up, check the link in the description.