Ever wondered which and how many touch-points the leads in your CRM systems had with your brand before filling out a form?
Our B2B Attribution dashboard helps B2B marketers to understand the entire customer journey across Analytics and CRM data. Simply start and connect the data of both systems. To understand the ROI or CPA you can simply connect all your paid media activities. You can see top-level data from all your channels
- Google Ads
- Facebook Ads
- LinkedIn Ads
- Bing Ads
and understand their contribution to your CRM goals. If you have additional channels (we support 50+ media cost sources) you will need to customise your dashboard a bit.
Currently supported CRM systems include:
- Active Campaign
- Zoho CRM
- Microsoft Dynamics
- and many more which can be integrated using Zapier
The standard setup includes reporting on all channels on a Channel Groupings level to make it easy to understand for everyone (especially for non-technical users).
To start using it:
- Sign up for Windsor.ai here: https://onboard.windsor.ai/
- Copy the CRM attribution dashboard template here: download template
- Integrate to the CRM system of your choice by clicking the respective logo
If you have any question do reach out to us on the chat.
Have fun connecting and drilling deep into your data!
You might also be interested in…
- Microsoft Power BI Multichannel Marketing Attribution Dashboard Template