ROI Guide 2018-11-14T15:57:24-04:00

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Quick Guide: Marketing ROI for Dynamics CRM

How do you measure return on investment (ROI) and the performance of your campaigns when you are using Microsoft Dynamics CRM?

As marketers we are accustomed to our bosses asking this question and expecting a cut and dry answer. However, it is not always so simple to piece everything together to provide a clear answer. This quick guide will help you make sense of this by covering topics like:

  • Best practices for setting up lead source and source campaign fields
  • Best views and reports for ROI measurement
  • Suggestions for configuring your lead and opportunity forms to optimize ROI data capture
  • Combining your data into a marketing ROI dashboard
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