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Hi - first time post, hopefully you guys can help.
We are starting to evolve the way in which we analyse the sales of our services, looking at how campaigns are driving these sales and would like to generate dashboards about our products/services to show the inputs i.e. events, marketing campaigns, web interactions, against the outputs (Leads, Appointments, Opportunities created/proposals/wins.
I would be interested to hear how others are doing this within CRM - we don't use the Products entity at the moment as we rely on a bespoke field which is simply a drop down list of our 'services', but maybe this is something we should be looking at so that we can link them to campaigns?
End result being - here is our list of services, how are they performing and how do various campaigns affect each of them?
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