How To Track Revenue And Customers From SEO In Your CRM

As an SEO professional, you have also worked to find the impact of your efforts on the customers and revenue. Using the Google Analytics tool, you will get the number of visitors visiting your site through organic search. Also, you can get the number of leads by setting up GoalTracking on the forms.

But traditionally, gathering the data into the CRM and reporting them on the metrics was much more challenging. But in this article, you will find the solution to the problem and learn how to track the customers and revenue from SEO in your CRM tool.

What Is The Need For CRM?

Let’s take an example to understand the need for a CRM so it will be easy.

For example, you work as an SEO professional in a company and use paid advertisements through Google and Facebook ads to generate leads. If you use Google Analytics to analyze it, you will only get the amount you spent on advertising, leads, and the number of visitors to your site.

But, if you use CRM here instead of Google Analytics, you will get the details of the number of visitors, the amount spent, the number of customers and leads, and the revenue generated from every source. Also, you will pay more for paid channels in Google Analytics data. But in CRM data, you will see that your SEO efforts will outperform more than your paid advertisements.

Also See: Tracking Multiple Cities Without Hurting SEO

How To Track Revenue And Customer From SEO In CRM?

Now that you are clear about the need for CRM and how it will benefit you, the next thing that comes is how you can track the customer and revenue in it. It is easier than it seems, and tracking the revenue and customers from SEO in CRM is down to two steps. The steps are:

Checking the Data

Make sure that you have the data which is needed in your CRM. Various CRM systems contain custom fields that store contact information and sales. But what if you also want to know how the customers discover your business in the first place? You can also do this; you need to add hidden fields in the lead generation forms and add attribution information.

This way, the data gets grasped and loaded into the CRM. You can use different form-making tools to add hidden fields in the forms that offer drag-and-drop features.

Running The Reports With The Analytics or CRM Tools

The second or final step to track the customer and revenue from SEO in CRM is to run the reports in the analytics or CRM tool. Once you get all the correct and necessary customer information in CRM, you can run your reports. You can do so by using the built-in reporting tool of CRM, and it depends on the CRM tool on which metrics you will get the report.

If you are looking for a more advanced tool for analytics, you can export your data to a spreadsheet or connect CRM to a third-party analytics tool. Doing so will allow you to get more advanced information, like through which search engines more customers are generating, which single blog post is creating more leads, etc. Also, you will be able to know how many customers you are getting from a particular page.

See Also: How To Use HARO For SEO And Link Building

Conclusion

We all know that revenue and customers are essential to business metrics and tracking them is challenging. But by thoroughly reading the article, it has been clear that although it seems complicated, you can make it easy using a CRM tool. Tracking these is at most 2 steps. And in just two easy steps, you can track the customers and revenue from SEO in your CRM.