Stacking Growth | The B2B Marketing Podcast cover image

S3 E07 - How to Measure Demand for the Entire Funnel | Sidney Waterfall - Senior VP Growth @ Refine Labs

Stacking Growth | The B2B Marketing Podcast

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How to Track Type Conversions in Your CRM

You need to set up the foundation to power this. You need to implement self-report distribution and get that going. Step two, you need to ensure that you're actually capturing type conversions correctly in your CRM. Opportunity stage tracking out of the box solutions aren't designed super well. And then number five, just require contacts on all opportunities or deals so that your data can map correctly to revenue.

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