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Why a Custom Object is Our Favorite Way of Tracking the Funnel

On this week's episode, we welcome one of our favorite guests - Alison Rouse, Chief Architect and Analyst at CS2, to talk about why using a custom object to track your funnel is our preferred method.

Historically marketers have been stuck with some less-than-ideal solutions to track their funnel properly. Whether it's only on the lead/contact object and losing out on multi-journeys and causing inaccurate data, or having to invest money into solutions that are separate from your CRM, trying to track the funnel has always felt "hard."

Well - Alison has a solution that she has developed for our clients that uses an SFDC custom object and it has made us all true believers.

So sit down and hear why you need to think about adopting this approach and the benefits you will see from using it! And if you are interested after the show to learn more, reach out to us on our website

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