Marketing Automation Reporting 

Get measurable results and prove ROI with FunnelBud's Marketing Automation and Sales reporting tools. Measure what works and optimize your inbound marketing and sales processes. Multiply your sales output.

Measure each stage of your sales process

We help you define, measure and optimize your sales process. Create a step-by-step sales process that takes leads from first touch to closed deal and thereafter. Measure each step to find and eliminate bottlenecks. Understand which parts of your sales process you can automate. We help you automate and measure the results.

By regularly measuring, finding and addressing bottlenecks, you will optimize each step of your inbound sales process. A small improvement in each step will yield exponential results in sales output.

Case study: How a B2B company optimized their marketing and sales process

An enterprise software vendor had the following inbound marketing and sales process:

  1. Visitors find their blog posts
  2. Converts to lead
  3. Talk to salesperson
  4. Contract and rollout

The management team could not see which specific activities yielded sales results. Every sales person managed the process their own way, with different activities in each step and each sale. Forecasts were rarely on target.

To solve this, the company created a new sales team of three people, with the explicitly stated goal to create a standardized and measurable sales process. To do this, the new process would need to include key activities in each stage, and a way to measure the result of each activity.

The company achieved this by creating a bi-monthly iteration process, where in each iteration the company tried a new key activity to address the most obvious bottleneck they could measure each time.

Two years later, this is how their sales process looked (new activities in bold):

  1. Visitors find their blog posts
  2. Converts to lead
  3. Follow up email that promotes an online presentation
  4. Initial phone qualification
  5. Joint ROI analysis via shared screen
  6. Controlled trial with formalized testing criteria
  7. Signed project plan
  8. Pilot with pre- and post results benchmarking
  9. Contract and rollout

One of the key learnings was that prior to this process, the company was spending considerable time on activities that often didn't yield results. Many of the activities in the new process were designed to address that.

New steps created a natural progression from one step to the next, where objections were proactively anticipated and addressed in an objective and measurable way before they could stall the process.

They also ensure that each step was preceded by clear success criteria, and that decision makers were committed to moving forward if such criteria were met.

Looking at the two sales processes side by side, most experienced sales people find it obvious that the new one should produce dramatically improved results. Yet, until the company started to standardize, formalize and measure each step, they had not been able to create this process. The ability to measure each step made it possible for the company to do this.

The results? They cut average sales cycle time in half. They multiplied the number of deals each salesperson was able to handle. And they multiplied the number of deals per month. (This particular company closed more than $2.3M in new customer revenue from inbound marketing during these two years, with the majority of those coming at the final quarter of that period.)

Will you measure and report on your marketing automation and sales process?

You can travel the same journey, too.

Standardize your sales process and make it measurable. This will allow you to find and address bottlenecks, and continuously improve your sales process. Over time, small incremental improvements in each step will yield big results in output.

We help you implement and use FunnelBud to do achieve similar results. Learn more about FunnelBud below.


Improved Marketing Automation and Sales Reporting

crm säljprocess lead till affär

Manage and measure first touch to closed deal

Built in CRM from first touch to closed deal

SharpSpring is a complete sales and marketing platform, which means that you can measure your customers' journey from first touch to closed deal. This allows you to optimize each step of your inbound marketing and sales.

Create multiple sales processes

You can create as many sales processes as you wish. This allows you to A/B-test variations of your sales process and find which one works best.

mät och optimera säljprocesser

Test multiple sales processes against each other

mät och optimera försäljningen

Mät och optimera försäljningen

Measure which marketing efforts leads that sales close

SharpSpring's ability to measure the entire journey from first touch to closed deal in one system gives you the ability to see which marketing leads are of high quality, and assign a realistic ROI on each lead and each marketing initiative. Focus your efforts on the highest quality campaigns to multiply sales.

We already have Salesforce or another CRM

That's a-OK with us! SharpSpring integrates well with almost any cloud based CRM out there, and we will help you set up the integration. Sales will be able to get new abilities right in the CRM they're already used to, such as new leads that are regularly created for them and assigned to them through your Inbound Marketing efforts, information about which pages and emails their contacts are reading, and ability to assign contacts to nurturing sequences and get notified when leads get a higher lead score.

This will allow you to create a more automated and granular sales process, measure what works, and optimize each step just as we've described on this page.

SharpSpring: All-in-one Marketing Automation & CRM with help included

SharpSpring is an easy to use Marketing Automation and CRM solution that helps you get leads, manage your deals, and sell more. Complete with features such as contact tracking, lead scring and automations. Offered by FunnelBud, a premium SharpSpring agency, complete with Professional Services and implementation at no extra cost.

Marketing Automation

Landing pages, newsletters, automations, segments and more. Rather than a bunch of tools - one for newsletters, one for events, one for lead scoring - let SharpSpring manage it all.

CRM system

Contacts, accounts, business opportunities, pipelines, email sync, reports and more. Integrated with Marketing so you get leads right into the CRM. Work as one team in SharpSpring!

Included Services

Our job is to help you grow. Get more leads. Automate your business. Integrate. Training and coaching. Designs and templates. Others charge $2-4,000/mo. We charge nothing.

Low monthly cost. All included. High quality help. Don't hesitate to request a demo now!


No more juggling multiple tools. All your contacts in one place. Great features that help you get more leads, sell and align your sales and marketing teams. All customer communication saved in one place. Low cost, and Professional Services from SharpSpring experts included to get you going fast. Get in touch with us now and let's talk!