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WHAT IS CLOSED LOOP
REPORTING (CLR)?
Closed-Loop Reporting is when
the sales team tells the
marketing team what source(s)
successfully generated leads
that marketing team
created. The marketing team
uses this information to
effectively produce more leads.
•Conversion
into a lead
•Credit the
source
•Visitor
Browses
webpage
•Form
(visitor
arrives) Source
Cookie ID
Placed
Cookie ID
activity
tracking
Cookie ID
Action
recorded
Cookie ID
Customer
acquisition
EVENT1
Email
Traffic
Event1
Banner
Web
Traffic
EVENT1
Search
Web
Traffic
Feeder CRM FORM
event 1
traffic
identified
Webpag
e event 1
traffic
activity
tracked
Source Cookie ID
recorded
CLR Lead Generation Cycle
WHICH SOURCE CONVERTED THE
MOST LEADS?
50
35
10
35
25
15
125
75
25
0
50
100
150
200
250
Week 1 Week 2 Week 3
Source Performance
Email Banner Search

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closed_loop_reporting

  • 1. WHAT IS CLOSED LOOP REPORTING (CLR)? Closed-Loop Reporting is when the sales team tells the marketing team what source(s) successfully generated leads that marketing team created. The marketing team uses this information to effectively produce more leads.
  • 2. •Conversion into a lead •Credit the source •Visitor Browses webpage •Form (visitor arrives) Source Cookie ID Placed Cookie ID activity tracking Cookie ID Action recorded Cookie ID Customer acquisition EVENT1 Email Traffic Event1 Banner Web Traffic EVENT1 Search Web Traffic Feeder CRM FORM event 1 traffic identified Webpag e event 1 traffic activity tracked Source Cookie ID recorded CLR Lead Generation Cycle
  • 3. WHICH SOURCE CONVERTED THE MOST LEADS? 50 35 10 35 25 15 125 75 25 0 50 100 150 200 250 Week 1 Week 2 Week 3 Source Performance Email Banner Search