As you use Kylas Sales CRM to generate leads, do you wonder where they come from?
With this method, you can efficiently determine the origins of your leads in Kylas Sales CRM.
This gives you the opportunity to strengthen your marketing campaigns by focusing on the sources that produce the best results.
Let's discuss this method.
How to track the source of leads in Kylas Sales CRM
How does Leadsources track the source of your leads?
Leadsources provides an intuitive method for monitoring lead origins, and after being integrated into your website, it can track as many as 7 distinct lead source data points for each lead you create.
By utilizing cookies and UTM parameters, Leadsources efficiently collects data from visitors whenever they access your website, allowing it to accurately map out important details including channel, source, campaign, term, content, and the associated landing page subfolder.
After the submission of a form, the lead's contact details, including email, name, and other relevant information, are sent to Kylas Sales CRM, in addition to the source data tracked by Leadsources, which consists of channel, source, and further information.
How to track the source of your leads in Kylas Sales CRM?
Simply follow these 3 steps today, and it’s all free:
- Join Leadsources.io with a free sign-up.
- To implement the Leadsources tracking code, consult this article for step-by-step instructions.
- Ensure you add hidden fields to your form to store lead source data, and because Leadsources is compatible with any form builder, check out this article for specific guidance.
… and now you’re equipped to track the sources of your leads! 🎉
When a form submission takes place on your site, Leadsources automatically populates the hidden fields with crucial lead source information:
- Channel
- Source
- Campaign
- Term
- Content
- Landing Page
- Landing Page Subfolder
After submitting your form, the lead source data from the hidden fields is dispatched to Kylas Sales CRM, and it will be available on your leads dashboard.
You now have meaningful insights regarding the source of your leads!
Performance reports: Lead, sales, and revenue by source
What data is tracked in Kylas Sales CRM?
Your form can include up to 7 data points inserted by Leadsources:
- Channel: Type of traffic divided into 10 channels, including Paid Search, Organic Search, Email Marketing, and others.
- Source: Indicates the platform or origin sending visitors, such as Facebook or Instagram for "Organic Social."
- Campaign: Refers to the particular marketing campaign’s name, useful for tracking its performance across campaigns.
- Term: The keyword targeted for campaigns, like "Corporate lawyer in New York."
- Content: The exact ad element that the visitor interacted with through a click.
- Landing Page: Specifies the URL of the page where the lead first landed.
- Landing Page Subfolder: Identifies the subfolder in the URL, for instance, "/products/" in "https://www.example.com/products/".
Creating your first performance reports
1. Lead source reports
Discover valuable information about your lead sources using lead reports.
Initially, group your leads by channel to determine which channels were the most successful in lead generation.
Focus on the Search Paid (Google Ads) channel and sort your Google Ads leads by campaign to uncover which one generates the most leads.
If you analyze the performance of one specific campaign more closely, you can benefit from segmenting leads with the “Volume of Leads by Keyword” report.
2. Sales and revenue source reports
Although we are aware of which sources yield the highest leads, we must evaluate: are these leads generating sales and revenue?
Sending your leads to a CRM like Kylas Sales allows for a complete assessment of sales performance based on various criteria.
As a result, you can readjust your marketing strategy by directing resources toward channels that generate the most revenue.
For a better understanding, we will review the following scenario:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
Your campaigns on Google and Facebook resulted in an initial “Leads by Channel” report that highlighted the superior performance of Social Paid ads over Search Paid ads in lead generation.
A few weeks later, your assessment indicates that the leads converting into paying customers show that the Search Paid channel produced more revenue despite having fewer leads than the Social Paid channel.
