34 min
How LinkedIn Advertisers Use Their CRM Data - EP 71 LinkedIn Ads Show
-
- Marketing
Show Resources Here were the resources we covered in the episode:
Lead Gen Form Ads
Reporting
UTM live builder
NEW LinkedIn Learning course about LinkedIn Ads by AJ Wilcox
Contact us at Podcast@B2Linked.com with ideas for what you'd like AJ to cover.
Show Transcript I think B2B marketing and CRMs go together like chocolate and caramel. Today, we're diving into CRM reporting on this episode of the LinkedIn Ads Show.
Welcome to the LinkedIn Ads Show. Here's your host, AJ Wilcox.
Hey there, LinkedIn Ads fanatics! If you listened to the last episode about the cookiepocalypse, you know that conversion tracking as we know, it probably isn't going to be reliable in the future. Luckily, B2B and E commerce have something in common here. In E commerce, marketers will always have purchase data, whether or not it occurred, what the sale value was, etc. And no cookie can affect that. There's a very clear line all the way from ad impression to a purchase. In business to business. When someone fills out a form it goes into your CRM. So if you're doing it right, there's never a challenge in figuring out how many leads came from a specific effort. If someone filled out a form and submitted it, it's in the database, it's become increasingly important in business to business to make sure that we've got data available to us as marketers, so we can close the loop on reporting. That way, when a platforms conversion tracking is way under reporting, because cookie data is limited, or when a platform may be way over reporting because it's using some algorithm to calculate the estimated number of conversions, you can be totally carefree. On this episode, we're gonna dive into the connection between your ads efforts, and your CRM platform and show you what you can do with the day that to close that reporting. Another hat tip to Mark Bissoni for requesting this topic. And any of you out there who have a topic you'd like us to cover, please do reach out to us at Podcast@B2Linked.com. We are always looking forward to helping you become more super powered and hear about the topics that you're interested in. In the news, for you listeners who are attending HubSpot Inbound conference in Boston, I'm going to be speaking on Thursday there. So I'd love to get to connect if you're going to be in town. I heard a couple of weeks back that my session was totally filled up. So I hope you got registered early. But if not get there early to stand in the standby line, I speak at quite a few digital marketing conferences every year. And Inbound is by far the largest one that I speak at. And it's one of the ones I most look forward to every year. Okay, for the topic at hand, let's hit it.
2:27
What is a CRM?
What is a CRM? First of all, we talk about it a lot in business to business, we may use the acronym, or we may say customer relationship management platform. But realistically, we're gonna say CRM, because the other one just hardly makes any sense. It's basically a database of your customers, your prospects, really anyone you'd want to keep track of. There are so many different types of CRMs out there. Really, anything can qualify as a CRM. If you just keep an Excel sheet, or a Google sheet of all of your current customers with some data about them, that is a really basic CRM. So don't be daunted when you hear the term if you haven't heard of it before. Some of the major CRMs that you've probably heard of before, are like Salesforce, HubSpot, Constant Contact. There's way, way, way too many to list all here. And all of them have their own personalities. Some are very tailored to sales, some are tailored more to marketing, some are better for email versus reps who are making calls. We B2Linked we actually went through several CRMs testing this, and we would have one that worked really, really well when we were doing outbound. And another that was much better with handling inbound. One connected to email really well and made it easier to do newslet
Show Resources Here were the resources we covered in the episode:
Lead Gen Form Ads
Reporting
UTM live builder
NEW LinkedIn Learning course about LinkedIn Ads by AJ Wilcox
Contact us at Podcast@B2Linked.com with ideas for what you'd like AJ to cover.
Show Transcript I think B2B marketing and CRMs go together like chocolate and caramel. Today, we're diving into CRM reporting on this episode of the LinkedIn Ads Show.
Welcome to the LinkedIn Ads Show. Here's your host, AJ Wilcox.
Hey there, LinkedIn Ads fanatics! If you listened to the last episode about the cookiepocalypse, you know that conversion tracking as we know, it probably isn't going to be reliable in the future. Luckily, B2B and E commerce have something in common here. In E commerce, marketers will always have purchase data, whether or not it occurred, what the sale value was, etc. And no cookie can affect that. There's a very clear line all the way from ad impression to a purchase. In business to business. When someone fills out a form it goes into your CRM. So if you're doing it right, there's never a challenge in figuring out how many leads came from a specific effort. If someone filled out a form and submitted it, it's in the database, it's become increasingly important in business to business to make sure that we've got data available to us as marketers, so we can close the loop on reporting. That way, when a platforms conversion tracking is way under reporting, because cookie data is limited, or when a platform may be way over reporting because it's using some algorithm to calculate the estimated number of conversions, you can be totally carefree. On this episode, we're gonna dive into the connection between your ads efforts, and your CRM platform and show you what you can do with the day that to close that reporting. Another hat tip to Mark Bissoni for requesting this topic. And any of you out there who have a topic you'd like us to cover, please do reach out to us at Podcast@B2Linked.com. We are always looking forward to helping you become more super powered and hear about the topics that you're interested in. In the news, for you listeners who are attending HubSpot Inbound conference in Boston, I'm going to be speaking on Thursday there. So I'd love to get to connect if you're going to be in town. I heard a couple of weeks back that my session was totally filled up. So I hope you got registered early. But if not get there early to stand in the standby line, I speak at quite a few digital marketing conferences every year. And Inbound is by far the largest one that I speak at. And it's one of the ones I most look forward to every year. Okay, for the topic at hand, let's hit it.
2:27
What is a CRM?
What is a CRM? First of all, we talk about it a lot in business to business, we may use the acronym, or we may say customer relationship management platform. But realistically, we're gonna say CRM, because the other one just hardly makes any sense. It's basically a database of your customers, your prospects, really anyone you'd want to keep track of. There are so many different types of CRMs out there. Really, anything can qualify as a CRM. If you just keep an Excel sheet, or a Google sheet of all of your current customers with some data about them, that is a really basic CRM. So don't be daunted when you hear the term if you haven't heard of it before. Some of the major CRMs that you've probably heard of before, are like Salesforce, HubSpot, Constant Contact. There's way, way, way too many to list all here. And all of them have their own personalities. Some are very tailored to sales, some are tailored more to marketing, some are better for email versus reps who are making calls. We B2Linked we actually went through several CRMs testing this, and we would have one that worked really, really well when we were doing outbound. And another that was much better with handling inbound. One connected to email really well and made it easier to do newslet
34 min