Do you find it challenging to track where your leads in Sage CRM are coming from?
This straightforward approach will allow you to identify lead sources in Sage CRM, or any other CRM or accounting software.
You can then optimize your marketing strategy to target the channels that drive the highest number of leads, sales, and revenue.
Let’s start the process!
How to track the Source of Leads in Sage CRM
How does Leadsources track the source of your leads?
Leadsources is a simple tool that tracks the source of your leads. Once added to your website, it tracks up to 7 lead source data for each lead you generate.
When visitors land on your website, Leadsources uses cookies and UTM parameters to track details like channel, source, campaign, term, content, landing page, and the specific subfolder they accessed.
After submitting the form, the lead's contact details (including email, name, and more) are sent to Sage CRM, together with the source data monitored by Leadsources (channel, source, and more).
How Leadsources passes Lead Source Data into Sage CRM
Try these three easy steps today:
- Create a free account on Leadsources.io.
- Implement the Leadsources tracking code on your site—follow this article for step-by-step guidance.
- Create the hidden fields in your form to store lead source details. Leadsources supports any form builder. Use this article to find specific guidance on your form builder.
…and you’re now ready to monitor where your leads come from! 🎉
After a form submission on your site, Leadsources automatically populates the hidden fields with the relevant lead source data:
- Channel
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
Once the form is submitted, lead source information from the hidden fields is transferred to Sage CRM, accessible on your leads dashboard.
You now have detailed information on the source of every lead!
Performance reports: Lead, sales, and revenue by source
What data is tracked in Sage CRM?
Leadsources populates your form with up to 7 different data points:
- Channel: The type of traffic.
- Source: The specific source or platform that sends the visitors.
- Campaign: The name of the specific marketing campaign.
- Term: The keyword targeted by a specific campaign.
- Content: The exact element of your ad that was clicked.
- Landing Page: The URL of the landing page where the lead landed.
- Landing Page Subfolder: For example, if a visitor lands on the page domain.com/services/corporate-lawyer-miami, the tracked subfolder is "services."
How to create performance reports?
1. Lead source reports
Learn more about where your leads come from by using lead source reports.
Begin by categorizing your leads by channel to see which channels delivered the highest lead volume.
Narrow down to a particular channel, such as Search Paid (Google Ads), and classify your Google Ads leads by campaign to see which one is generating the most leads.
For a detailed look at a particular campaign, use the “Volume of Leads by Keyword” and “Volume of Leads by Ad” reports to further segment your leads.
2. Sales Source reports
Even though we can see which sources drive the highest number of leads, we need to determine if they’re actually leading to sales and revenue.
By sending your leads to a CRM like Sage, you can analyze sales performance across various channels, sources, landing pages, and more.
It helps you optimize your marketing efforts by boosting the channels that contribute the most to your revenue.
For a clearer picture, let’s explore the following scenario:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg order value | $150 | $100 |
| Revenue | $750 | $600 |
You launched ads on Google and Facebook, and the “Leads by Channel” report showed that Social Paid ads attracted more leads compared to Search Paid ads.
After a few weeks, you review which leads converted into paying customers and find that the Search Paid channel produced more revenue despite having fewer leads compared to the Social Paid channel.
You decide that increasing your Search Paid budget would be the best strategy.
