106: Crissy Saunders: Funnel reporting, composable ...

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1. Crissy’s team utilizes a solution unique to their clients’ needs. This unmanaged package is not just a tool; it’s a bespoke solution that integrates seamlessly with a client’s existing Salesforce environment. The flexibility of this package means it can be tailored to each client’s specific sales and marketing processes, allowing for more accurate and relevant data capture and analysis. “The tracking methodology focuses on pivotal moments in the customer journey, capturing data like the lifecycle source, campaign details, and the ‘tipping point’ actions that lead a prospect to become sales-ready.” Crissy’s emphasis on the three Vs – Volume, Velocity, and Conversion – is grounded in this detailed tracking. Volume offers insights into whether goals are being met, velocity highlights process bottlenecks, and conversion rates guide strategic planning. These metrics, when combined with the data from the custom object, provide a comprehensive view of the sales funnel’s effectiveness.

   In Inbound and outbound attribution

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