It is necessary to analyze the lead generation channels in our company over the last 6 months, determine which channel is the most profitable, and understand through which channels clients are coming.
Existing data sources:
1.Unitalk (telephony) – data on incoming calls.
2.KeyCRM – information on clients, their interactions with the company (applications, conversions, etc.).
3.Google Analytics – data on website traffic, user behavior, traffic sources, etc.
Tasks:
1.Data analysis for the last 6 months:
- Analyze calls received through the Unitalk system.
- Check which channels (calls, online applications, email, social networks, etc.) clients came from.
- Determine the effectiveness of each channel based on the number of applications and their quality (conversion to sales).
2. Comparison with Google Analytics data:
- Determine which traffic channels from Google Analytics convert best into leads.
- Analyze the effectiveness of different traffic sources (organic search, paid advertising, social networks, etc.).
3. Evaluation of KeyCRM effectiveness:
- Perform an analysis of interactions with leads through KeyCRM.
- Determine the correlation between data in CRM and lead sources.
- Evaluate which channel generates the most quality leads (by conversion).
4. Determining the profitability of channels:
- Calculate which channels bring the highest revenue.
- Determine the costs for each channel and compare them with profitability.
5. Recommendations for optimizing lead generation:
- Provide recommendations for further optimization of lead generation.
- Identify the most effective channels for further investment.
- Suggestions for automation and improvement of lead processing processes in CRM and other systems.
Requirements:
- Use the provided data from Unitalk, KeyCRM, Google Analytics.
- Report based on charts, graphs, and tables to visualize results.
- All conclusions should be based on clear data and be understandable for the end user.
Format for delivering results:
- PDF or Google Document with detailed analysis.
- PowerPoint or Google Slides presentation to demonstrate key results and conclusions.
Deadline:
2 weeks from the confirmation of the task.