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Tracking revenue attribution for offline marketing activities

Tracy Grzybowski


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!!! 

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    Yes, we are very aware of the Campaigns module. However, in order to actually see offline activity in the Campaign module, you have to indicate "Mark as Sent" which we were not aware of. So we do have that solved for now. (And, a note for the folks at Sugar -- they say the campaigns module is to be used for email and non-email campaigns, but all documentation we found only discusses how to use it for email campaigns -- not helpful!) Now, we are working on how to set up Parent/Child relationships with campaigns, which doesn't seem to be a feature Sugar has. 

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    Yes, we are very aware of the Campaigns module. However, in order to actually see offline activity in the Campaign module, you have to indicate "Mark as Sent" which we were not aware of. So we do have that solved for now. (And, a note for the folks at Sugar -- they say the campaigns module is to be used for email and non-email campaigns, but all documentation we found only discusses how to use it for email campaigns -- not helpful!) Now, we are working on how to set up Parent/Child relationships with campaigns, which doesn't seem to be a feature Sugar has. 

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