#general
General Discussions & Topics
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Happy new year all! One of my resolutions is to become more active in this lovely community that has helped me so much. I'm curious to know how others are tracking customer marketing attribution on expansion efforts. I currently have a scrappy way of doing it where I consolidate all email clicks, webinar engagement, in app message engagement etc and cross reference it with salesforce upsell opportunities. While webinar attendance and form fills are already logged in SFDC as activities, the more granular click/interaction data isn't due to the need to prioritize which campaigns are relevant (i.e. unpaid feature updates don't count). Has anyone found a scalable solution for this?
And this may go without saying but we need to account for people who find out about a product from an email or in app message and reaches out to their account manager without any further, more quantifiable engagement, which differentiates this/makes it more complicated than the new sales attribution model