4 Replies Latest reply on Jul 12, 2016 11:01 PM by Masha Finkelstein

    How to preserve marketing influence info from leads to contacts to opps?

    Masha Finkelstein

      Hi fellow marketers,

       

      We are thinking about to switching to doing full-on ABM and had a question. If we auto-convert leads into contacts under the named accounts, how can we preserve all the tracking data in Salesforce? For example, someone comes in as a lead with some marketing touches history. They are then auto-converted into a contact under a named account. Then there is an opportunity created from, say, a different contact under that account. How can we show the cumulative marketing touches, lead source, channels, and do any kind of ROI analysis?

       

      Thanks!