I. Business Scenario Overview

Enterprises conduct multiple Campaigns to gather a substantial number of Leads. Through Lead assignment, follow-up validation, and conversion, these Leads are successfully transformed into Accounts, Contacts, or Opportunities.

By analyzing the “Lead Conversion Process by Campaign” report, businesses can evaluate the conversion performance of each Campaign. For instance, trade shows may yield a 2% Lead conversion rate, while product Promo events achieve 5%. Based on these insights, companies may consider organizing more product Promo events to acquire additional Leads. However, other factors such as actual investment costs should also be taken into account when assessing Campaign effectiveness.

picture coming soon: