Scenario: I sell real estate. I run a radio ad campaign. I set up the campaign in the CRM.
Joe McLeaderson calls me and says "Hey, I heard your ad on the radio and I want to buy a house. So I create Joe McLeaderson in the CRM and add him to that radio campaign for ROI tracking. I also create an Opportunity for him called “Joe McLeaderson wants to buy a house”.
We close the deal and everything seems to be running fine.
A year later, I run a Facebook campaign. Joe McLeaderson fills out a person form and wants to buy another house.
Now, I have a conundrum in terms of tracking. If I change Joe McLeaderson’s campaign to the NEW campaign, then the ROI tracking for the OLD campaign will be off (right?).
Conversely, if I leave him associated with his OLD campaign, then the new ROI tracking for the NEW campaign will be off.
What I would like to do is essentially track ROI based on the OPPORTUNITY, rather than the lead.
This is sort of the nature of the real estate game, especially in small towns like mine. You might get the same lead multiple times through multiple different marketing channels.
Anybody have a solution for this? The best I can come up with is to create a duplicate lead for Joe McLeaderson (one for the radio campaign and one for the Facebook campaign).