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I'm curious how far you're able to follow them down the funnel (e.g. conversions from that free trial to paying member? or effect on the cancel rate of those me
by joshklein 15y ago
I'm curious how far you're able to follow them down the funnel (e.g. conversions from that free trial to paying member? or effect on the cancel rate of those members?). I ask because I've been looking at Hubspot, and find their ability to connect the lead gen into the CRM a big selling point (I guess they call this "lead nurturing"). Are you focusing narrowly on the lead gen half of it?
- dsiroker 15y agoHi Josh, Yup, you can track as far down the funnel as you like. Here is an article in our knowledge base that explains how you can do this: http://support.optimizely.com/kb/goal-tracking-and-reporting/how-can-i-track-a-goal-that-isnt-a-pageview-or-a-click http://support.optimizely.com/kb/goal-tracking-and-reporting... Let me know what you think!
- mvolpe 15y agoJosh - I think tools like Optimizely can track to the final sale if you have an online (ecommerce only) transaction. This works well when the user is expected to complete the transaction online and without changing computers or deleting their cookies during the consideration process. If you have an offline sales process (where a salesperson takes an order in person or on the phone) or customers who pay by invoice, or a longer and more considered sales process (bigger ticket items), you need a closed loop marketing tool that connects your marketign leads database to the CRM that the sales team is using. HubSpot does this, and connects to Salesforce.com, NetSuite, Highrise, Sugar CRM, Microsoft Dynamics, ACT, Goldmine, or pretty much any CRM. So, Optimizely for small ticket / ecommerce, and HubSpot for large ticket / offline sales. Thanks, Mike Volpe (CMO @ HubSpot)