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
Introduction
SmartSuite offers a powerful solution for managing marketing leads by connecting them to campaigns and content, with a focus on automating key aspects of lead management. This ensures that marketing teams can efficiently handle leads and measure the success of their campaigns.
Where to Find Showcase Templates
To get started, visit the SmartSuite homepage to access the Marketing Showcase Template. This template is available for download and provides a structured approach to managing marketing leads.
Marketing Leads App Overview
The Marketing Leads App in SmartSuite offers a comprehensive overview of lead management. It includes a Pipeline by Stage View that allows you to track leads through various stages. Leads can be brought in through forms, importing, or integration, and the app provides fields for general information, sales details, checklists, and contacts.
Using Default Values
Default values are used in SmartSuite to streamline the lead management process. These values are automatically applied to next actions checklists and steps in lead management, saving time and ensuring consistency across tasks.
Pipeline Report Email Automation
SmartSuite's Automation Engine enables the creation of weekly reports on lead status, which are sent to your team. The report includes an email with a share view link, providing an overview of the pipeline's status.
Slack Message for Hot Leads Automation
Automation can also send messages to the Fulfillment team via Slack when hot marketing leads are identified. This feature ensures timely communication of critical lead information, linking directly to the lead record for easy access.
Other Lead Management Automations
SmartSuite supports various other automations, such as sending initial emails to new leads and using the check-in field to trigger templated emails. These automations enhance efficiency and ensure consistent communication with leads.
Linking Leads to Campaigns/Content
Linking accounts to campaigns and consumed content is crucial for tracking content's influence on lead generation. SmartSuite provides views for tracking related deals and revenue from linked leads, offering insights into campaign effectiveness.
Marketing Campaign Measurement
SmartSuite allows you to measure the influence of campaigns on your pipeline by comparing campaign budgets/costs with generated revenue. This helps in determining campaign ROI and optimizing marketing strategies.
Why SmartSuite for Marketing Teams?
SmartSuite offers numerous benefits for marketing lead management, including automation features that save time and improve efficiency. By linking leads to campaigns/content, teams gain better analytical insights, enhancing decision-making and overall marketing effectiveness.
Copy this template here!
