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Lead Conversion Mapping in Salesforce: How to Create and Use a Lead Conversion Map to Improve Your Lead Conversion Rate

cecileparkmedia by cecileparkmedia
May 13, 2022
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What is lead conversion mapping and why is it important for salesforce users

Lead conversion mapping is a way to determine which prospecting channels have the highest likelihood of capturing new leads. This helps you identify your biggest opportunities for lead generation and then capitalize on them. It also helps you optimize your efforts by prioritizing where your time should be focused. The more you understand about your leads and what influences them to convert into sales, the faster you’ll be able to close more deals.
When you’re able to predict which leads are going to convert into sales, you can then determine what actions you need to take to make sure your leads are as prepared as possible for a smooth buying process. By optimizing your lead conversion, you’ll be able to spend less time generating new leads and more time closing them into customers.
Importance of Lead Conversion Mapping

salesforce lead conversion mapping
salesforce lead conversion mapping

How to create a lead conversion map in salesforce

To understand which channels are most effective for prospecting and lead generation, you must track all of your leads from start to finish, from when they first sign up for your list to when they become a customer. Salesforce provides numerous features that help you keep track of your leads’ progress through the sales cycle. You can also use Salesforce lead conversion mapping to identify your most valuable lead sources and the channels that lead to the most conversions. This kind of organized data is essential for any business looking to optimize its lead generation efforts.
Here are five steps to becoming a leading sales force that includes the use of Salesforce lead conversion mapping.
1.) Create a lead conversion map in Salesforce
A lead conversion map helps you identify your most valuable leads and the channels that lead to the most conversions. For example, you might record who creates a new lead, who opens an email campaign and which page people click to fill out a form to sign up for your newsletter.
By recording this information and mapping out these actions over time, you can identify which sources give you the most engaged leads that are then converted into paying customers.
Track your conversion map by creating a lead source in Salesforce (such as email or website) and then specify the actions (clicks, opens and downloads) that move a lead from one state to the next. The maximum number of actions varies by plan type.

salesforce lead conversion mapping
salesforce lead conversion mapping

Tips for improving your lead conversion rate using the map

Next, set up your lead conversion mapping account. This will help you spot what is working and what needs to be improved. In this example, the organization is tracking its leads as they progress through several different stages of the sales cycle. Once you’ve completed this step, click on “lead conversion mapping” from your list of tabs to start creating a map of your company’s leads.
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Title:Set up your lead conversion mapping account. This will help you spot what is working and what needs to be improved. In this example, the organization is tracking its leads as they progress through several different stages of the sales cycle. Once you’ve completed this step, click on “lead conversion mapping” from your list of tabs to start creating a map of your company’s leads.
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Title:Next, set up your lead conversion mapping account. This will help you spot what is working and what needs to be improved. In this example, the organization is tracking its leads as they progress through several different stages of the sales cycle. Once you’ve completed this step, click on “lead conversion mapping” from your list of tabs to start creating a map of your company’s leads.
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Title:Add a conversion map. In this example, the organization is tracking its leads as they progress through several different stages of the sales cycle. Click on ‘Add’ to start creating a map.
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salesforce lead conversion mapping
salesforce lead conversion mapping
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