State & Dynamics of the Pipeline
Combine digital behaviour and CRM data to create comprehensive prospect profiles. Track profiles over time to get the full picture of the pipeline.
Combined profiles. Create rich anonymous and identified profiles based on combination of website, CRM, advertising, and other data. Analyse the profiles by various attributes and define the rules for segmentation and journey stage attribution. Link profiles to segments and journey stages based on their behaviour and demographics.
State of pipeline. Report the state of the pipeline based on the number of profiles at each stage and segment. Compute the ratios and timing for transitions (conversions) within the pipeline for each segment. Inspect how state of the pipeline changes over time.
Pipeline flow and velocity. Analyse how prospects (profiles) within each segment move along the pipeline, where the transitions skip stages, where they stall or reverse.