RingLead's Data Quality and Lead Management Blog

ROI Reporting on only New Leads Created

Accurate reporting for return on investment (ROI) for marketing campaigns has never been easier.

To identify only the new Leads in a Salesforce report which were created by web form submissions or lists imported, set the RingLead field action for any field to "Do Not Update" for matching Leads. If RingLead finds a matching Lead, this field would not be updated. However, if RingLead created a new Lead, this field would contain the value submitted in the web form.

A report can be created to identify these new Leads created by setting the criteria for this field in the Salesforce report to "not equal to blank". This will filter out any Leads or Contacts that were already in Salesforce before the campaign began.

Best Practices In Data Entry and Searching

These company and naming standards will help increase the accuracy of the deduping process and the sf.com search tool

Entering new Leads, Contacts and Accounts in Salesforce:

1. Enter company names just as they are registered for trade marks:
   1. Copy/paste from footer of the company's website or the About Us webpage
   2. Check www.Hoovers.com
   3. Examples:
      1) Fast Net - Incorrect
      2) FASTNET Corporation - Correct
2. Be consistent by entering "Company" and "Inc."
   1. Co - Incorrect
   2. Co. - Incorrect
   3. Company - Correct
   4. Incorporate - Incorrect
   5. Inc - Incorrect
   6. Inc. - Correct
3. Use "and" and "&" exactly as they are registered for trade marks
   1. McCarter & English LLP - Correct
   2. Simon and Schuster - Correct
4. DO NOT use all lowercase or all UPPERCASE:
   1. smith anderson blount dorsett mithcell & jernigan - Incorrect
   2. SMITH ANDERSON BLOUNT DORSETT MITHCELL & JERNIGAN - Incorrect
   3. Smith Anderson Blount Dorsett Mithcell & Jernigan - Correct
5. Use apostrophe (searching requires special consideration)
   1. Peoples Bank - Incorrect
   2. People's Bank - Correct
6. Enter legal name AND nickname in first name field.
   1. William  - Incorrect
   2. Bill - Incorrect
   3. William "Bill" - Correct