Optimize Your Marketing Spend with REW CRM's Source View
In our latest Summer of Innovation webinar, Account Manager Shannon Barker, walked us through REW CRM's Source View, showing how this powerful feature can transform the way you track ROI across various marketing channels, categorize your leads more effectively, and fine-tune your strategy for better results. In this recap, we'll explore the key takeaways from her insightful demo to help you get the most out of Source View.
What is Source View?
REW CRM's Source View is designed to help you track where your leads are coming from and how your marketing efforts are paying off. This feature allows you to break down the performance of each marketing channel, giving you a clear view of which sources are driving the most valuable leads and which might need a little tweaking.
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The dashboard of REW CRM's Source View feature.
You can use Smart Lists to organize your leads within Source View, making it easy to focus on a specific channel or apply filters to narrow down your results. This flexibility helps you zero in on the data that matters most to your strategy. Our Customer Success Manager, Sammi Ho, hosted a webinar on creating Smart Lists. If you need a refresher, be sure to watch the replay!
Source View also integrates seamlessly with REW Deals to calculate your ROI. Once a deal is closed, simply input the source from which the lead originated, and Source View will include it in your ROI calculations. This makes it easier than ever to see the real impact of your efforts and adjust your approach accordingly.
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Adding lead source details for a closed deal in REW Deals.
The Power of Source View
With Source View, you're not just guessing which marketing tactics work—you're using real data to guide your strategy. By understanding which sources yield the best results, you can allocate your budget more effectively, focusing on the channels that deliver the highest ROI. This means you can optimize your marketing efforts, invest in what works, and refine or reduce spending on less effective tactics.
Additionally, Source View leverages Smart Lists, enabling you to make more detailed, data-driven decisions that enhance your overall marketing performance. The Source View dashboard highlights key metrics such as a channel's cost per lead, conversion rate, and commission. This summary of essential data helps you quickly analyze performance, adapt strategies in real time, and effectively plan future campaigns.
Creating a Smart List for leads acquired through Google PPC in July 2024.
Summer Deals You Can't Miss
Take advantage of our exciting summer promotions! For a limited time, you can secure the first 10 hours of REW CRM upgrades for just $100 per hour. This is a fantastic opportunity to enhance your marketing strategy and make the most of features like Source View. Once the initial 10 hours are used, additional upgrade hours are available at a discounted rate of $150 per hour. This is your chance to utilize the full power of REW CRM while saving big!
Aside from upgrade work, we're also offering exclusive promotions for early contract renewals, patchwork, and SEO services. Seize this opportunity now and contact us or your Account Manager today.
Secure Your Spot!
Join us for our next Summer of Innovation webinar on August 27th, 10 a.m., with Account Manager Hanna Wolff! Hanna will discuss the most important settings in REW CRM, focusing on lead assignment and IDX settings. This session is perfect for those looking to fine-tune their CRM setup and improve their lead management strategies.
Register now to secure your spot and gain expert knowledge to help you make the most of REW CRM!
Join Hanna Wolff on August 27th and explore REW CRM's crucial settings for lead management.
Source View FAQ
How does Source View integrate with REW Deals?
Source View works with REW Deals to calculate ROI. After closing a deal, you can input the lead's source, and Source View will include this data in your ROI calculations for accurate performance tracking.
What are the benefits of using Source View?
Source View helps you make data-driven decisions by showing which marketing channels are most effective. It enables better budget allocation, campaign optimization, and provides key metrics like cost per lead and conversion rates.
How do I register for the next webinar?
Register here to join our next Summer of Innovation webinar with Account Manager Hanna Wolff. She will cover essential REW CRM settings, including lead assignment and IDX settings.