Summary
- Description: New leads/contacts not previously in Salesforce
- Report: Campaigns with Leads and Converted Lead Information (s)
- Group by: Company/Account
- Filters:
- All campaigns
Includes campaigns matching (Parent campaign) or (child campaign 1) or (child campaign 2) etc. - Email does not include (company domain)
- All campaigns
The Net New Leads report has fundamentaly changed our approach to lead generation. So simple, yet so powerful.
OBJECTIVE
The Net New Prospect report shows us new leads not previously in Salesforce. These leads might be associated with an existing account, but they are still new to your CRM.
SCENARIO
You have an existing Account called ABC Inc. Three of their employees are contacts in Salesforce. James who works for ABC attends one of your webinars and gets added to Salesforce. Because James is not an existing Contact, he will be part of the Net New Lead report.
WHO USES IT
- Product Marketer: How successfull was my campaign in reaching new prospects we have not comunicated to?
- Sales: Who are the prospects I can target for upsell or cross sell?
- Customer Success: Who are the unknown customer contacts who are engaging with us?
Looking for more?
Download the entire Marketing Reporting Playbook below. Get access to all 10 report templates and instructions of how to build them in Salesforce.
Get the Reporting Playbook
Please complete the form to get your unique download link.
Original Article Content
The Net New Leads report tracks the number of new leads generated from marketing activity, allowing you to see which channels are most effective at generating leads.
Identify trends and patterns in your lead generation effort
A 'Net New Lead' report provides valuable insights into the effectiveness of your marketing campaigns and helps you identify opportunities for improvement.
Summary
- Description: New leads/contacts not previously in Salesforce
- Report: Campaigns with Leads and Converted Lead Information (s)
- Group by: Company/Account
- Filters:
- All campaigns
Includes campaigns matching (Parent campaign) or (child campaign 1) or (child campaign 2) etc. - Email does not include (company domain)
- All campaigns
The Net New Leads report has fundamentaly changed our approach to lead generation. So simple, yet so powerful.
-
OBJECTIVE
Show Lead Generation results for new business AND upsell/cross-sell
The Net New Prospect report shows us new leads not previously in Salesforce. These leads might be associated with an existing account, but they are still new to your CRM.
-
SCENARIO
Show Lead Generation results for new business AND upsell/cross-sell
You have an existing Account called ABC Inc. Three of their employees are contacts in Salesforce. James who works for ABC attends one of your webinars and gets added to Salesforce. Because James is not an existing Contact, he will be part of the Net New Lead report.
-
WHO USES IT
This is a good example of a report that provides different insights to different groups.
- Product Marketer: How successfull was my campaign in reaching new prospects we have not comunicated to?
- Sales: Who are the prospects I can target for upsell or cross sell?
- Customer Success: Who are the unknown customer contacts who are engaging with us?
How to build it
Looking for more?
Download the entire Marketing Reporting Playbook below. Get access to all 10 report templates and instructions of how to build them in Salesforce.
Get the Reporting Playbook
Please complete the form to get your unique download link.
Sign up for the mini course
We are putting together a mini course showing you step by step how to build all the Salesforce reports in the Reporting Playbook for Marketers. Click below to get notified when it gets released.
Need some help?
If you need some help setting up your marketing reporting suite in Salesforce, why not book some time with us to see where we can help.