Marketing

Manage your marketing activities and see their real return.

As the saying goes: “Only 50% of marketing is effective; but which 50%?”

Understanding how well your marketing activities are working is an essential part of having a predictable sales pipeline and a healthy business. It is easy to spend a lot of money on marketing, but if you cannot accurately measure the results then you are flying blind, and you are probably wasting some of your money and effort.

Tracking marketing campaigns and activities in Actionstep

Actionstep allows you to define all your marketing campaigns and related activities, set budgets, timeframes, and expected results. You can follow a workflow, keep file notes, and link actual expenses to each activity.

Connecting marketing to your sales pipeline

When you enter sales prospects, you will be prompted to select the marketing activities that gave rise to the sales lead. In many cases, a prospective client may have been exposed to several marketing activities before they decided to make contact, and Actionstep will allow you to allocate the return accordingly.

Tracking Return on Investment (ROI)

This is where the rubber hits the road from a marketing perspective. Because Actionstep knows which marketing activities gave rise to each client, it can report on the actual income received against the actual costs for the marketing activities, and give you an accurate report on your return on investment (ROI).