Generated leads are transferred to Sage CRM, but the source of information is not identified.
When a lead converts to a customer, you’re unable to identify the specific channel or ad that converted a lead into a customer.
This gap in tracking prevents you from measuring your marketing performance, leaving you unaware of which sources deliver leads, sales, and revenue. Consequently, your marketing investment lacks insight into its profitability.
Fortunately, there’s a clear path to associating leads and sales with their specific channels.
We’ll break it down into steps!
How to track the source of leads in Sage CRM
Step 1: Add Leadsources in your website
Leadsources offers an easy-to-use tool for tracking lead sources. By adding it to your website, it captures up to 7 essential data points for each lead:
- Channel
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
➡️ Sign up to Leadsources.io for free
➡️ Add the Leadsources tracking code to your site
Step 2: Add the hidden fields in your form
These form fields, hidden from users, are used to transfer background data during submission.
By storing lead source data in hidden fields, Leadsources ensures that each form submission is filled with Leadsources data.
Step 3: Send lead source data to Sage CRM
You can configure your form builder to send lead source data directly to Sage CRM.
You can track the exact sources of your leads, sales, and revenue directly in Sage CRM.
This makes it easier to analyze the relationship between marketing activities and sales.
➡️ Send lead source data to Sage CRM
How does Leadsources work?
When someone visits your website, Leadsources captures lead source data and populates the hidden fields of your form. Once the form is submitted, this information, including lead name and email, is transferred to Sage CRM.
Leadsources tracks and stores the source data for every lead you generate:
| Lead source data | Fetched automatically |
| Channel | ✅ |
| Source | ✅ |
| Campaign | ✅ OR use UTM_campaign |
| Content | UTM_content parameter is required |
| Term | UTM_term parameter is required |
| Landing page | ✅ |
| Landing page subfolder | ✅ |
Even when UTM parameters aren’t employed—like with organic Google search traffic or when your site is mentioned in an article—Leadsources still records lead source data:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Leadsources is unique in tracking lead sources from all marketing channels, both organic and paid.
Pick a channel to uncover the lead source data that Leadsources fills into your form.
Performance reports: Lead, sales, and revenue by source
Tracking lead source data within Sage CRM helps you create valuable performance reports, such as:
- Leads, sales, and revenue by channel
- Leads, sales, and revenue by source
- Leads, sales, and revenue by campaign
- Leads, sales, and revenue by term (e.g. keyword or adset)
- Leads, sales, and revenue by content (e.g. ad)
- Leads, sales, and revenue by landing page
- Leads, sales, and revenue by landing page subfolder
By understanding this, you can allocate your marketing budget to the channels, sources, campaigns, terms, and content that are most effective in generating leads, sales, and revenue.
Let’s explore the range of reports you can generate.
1. Lead source reports
Prepare reports that show how many leads were generated by:
- Channel
- Source
- Campaign
- Term (e.g. keyword or adset)
- Content (e.g. ad)
- Landing page
- Landing page subfolder
Example #1: Leads by channel
With this report, you can quickly determine which channel is producing the highest number of leads.
Example #2: Leads by campaign
You can now track a specific lead source (like Google Ads) and evaluate the leads generated by each campaign.
Example #3: Leads by keyword and ad
After identifying the campaign with the most leads, you can look into which specific keyword ad is creating those results.
2. Sales and revenue source reports
Now that we know where our leads are coming from, we need to assess whether they are converting into sales and contributing to revenue.
To implement tracking, send your leads to Sage CRM. This enables you to track sales and revenue across various channels, sources, campaigns, terms, content, and subfolders on your landing pages.
With these insights, you can adjust your marketing activities to prioritize the channels, sources, campaigns, keywords, and ads that bring in the most revenue and sales.
You can develop different reports to monitor sales and revenue, including:
- Sales and revenue by channel
- Sales and revenue by source
- Sales and revenue by campaign
- Sales and revenue by term (e.g. Keywords)
- Sales and revenue by content (e.g. Ads)
- Sales and revenue by landing page
- Sales and revenue by landing page subfolder
Let’s work through this scenario as an example:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
Following the launch of ads via Google Ads and Facebook Ads Manager, the “Leads by Channel” report initially revealed that Facebook’s Social Paid ads produced more leads than Google’s Search Paid ads.
Sage CRM’s sales and revenue data revealed that the Search Paid channel produced more revenue from fewer leads than the Social Paid channel. This insight led you to shift your marketing budget to favor the Search Paid channel.