Course Code: SM-11
Goal: Integrate marketing efforts into your sales strategy by utilizing market analysis tools and tracking campaign effectiveness to maximize lead generation and conversion rates.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate (Ideal for sales leaders, marketing managers, and strategic planners)

Resources Provided:

• Market Analysis Overview Sheet
• Campaign Tracking Setup Guide
• Marketing-to-Sales Alignment Checklist

Learning Objectives

By the end of this session, participants will be able to:

• Understand the fundamentals of market analysis and campaign tracking within CUBE.
• Align marketing initiatives with active sales goals and pipeline targets.
• Analyze and report on campaign effectiveness to drive smarter marketing investments.

Session Agenda

SM11.1 Introduction to Market Analysis and Campaign Tracking

• Overview of market analysis capabilities in CUBE.
• Creating and managing marketing campaigns.
• Linking marketing campaigns to Sales Projects and Leads.
• Key fields to track: source, campaign type, engagement scores.

SM11.2 Aligning Marketing Initiatives with Sales Goals

• Coordinating marketing timelines with sales forecasts.
• Prioritizing campaigns based on:
• Market expansion goals
• New product or service launches
• Customer re-engagement efforts
• Setting measurable marketing KPIs tied to pipeline outcomes.

SM11.3 Analyzing Campaign Effectiveness

• Tracking campaign-generated opportunities and conversion rates.
• Analyzing return on investment (ROI) by campaign.
• Identifying which campaigns produce the highest value leads.
• Creating feedback loops between sales and marketing teams.

Hands-On Preview (Optional if time allows)

• Create a sample marketing campaign entry.
• Link a lead to a marketing campaign.
• View campaign performance dashboard metrics.

Post-Session Action Items

• Audit active campaigns for sales linkage accuracy.
• Establish a marketing-to-sales handoff process.
• Standardize campaign tracking fields across marketing and sales users.

Note: When scheduling, make sure to include this session code: SM-11

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