We use both SugarCRM and SugarMarket. We're struggling to determine the best way to do two things:
1. Track campaign engagement history for a lead or contact -- particularly for offline activities like direct mail campaigns or tradeshows
2. Reporting on offline campaign attribution. For example, if we attend a tradeshow and come back with a list of leads (can be new leads, or can be existing leads or contacts that we have a productive conversation with at a tradeshow), we want to be able to track how many of those leads turned into opportunities, how many turned into won opportunities, and the revenue associated with those opportunities.
I'm a previous Salesforce user -- for many years-- and Sugar is new to me. Salesforce has the ability to do this. It seems like there isn't a great way to get this same data from Sugar on anything that's NOT an email campaign (or digital campaign, using UTM tracking).
Any thoughts or guidance would be greatly appreciated!!!
