Designing or re-designing a lead lifecycle is a huge project which requires marketing and sales alignment.

With a well-designed lead lifecycle in Salesforce you are able to surface metrics for tracking your marketing and sales data and understand the marketing to sales handoff.

In this white paper, we share challenges and recommendations on how to track funnel metrics using lead and contact statuses, stages, and campaign responses.

Download Best Practices for Designing a Lead Lifecycle in Salesforce and learn how to:

  • Move away from a linear lead lifecycle in Salesforce
  • Identify bottlenecks in your funnel to see where leads are getting stuck
  • Market to your whole database including both Leads and Contacts

More Campaign Attribution Content For You

Your Salesforce Funnel Attribution Model is Broken _ Full Circle blog _ Full Circle Insights logo _ light blue and dark blue pie chart
Your Salesforce Funnel Attribution Model is Broken: 5 Reasons Why
Funnel Attribution How I Learned to Embrace ROI and Stopped Worrying _FullCircleInsights logo _ ROI bar graph
Funnel Attribution: How I learned to Embrace ROI and Stopped Worrying
Campaign Attribution Best Practices_webinar_webinar icon_full circle insights logo _ colorful Pie chart with darts
Marketing Campaign Attribution Best Practices [On-Demand Webinar]

Webinar Series

Who Cares About Data?

Who Cares About Data? Discover the must-have reports that Marketing Leaders, Marketing Operations, and Salesforce Admins depend on.

Wednesday, June 19, 2024
10AM PT, 12PM CT, 1PM ET

Save Your Spot

What's New at Full Circle Insights

Your Source for Marketing Content