Visibility of the sales funnel

Way of Life has a complex customer journey where leads can join at any part of the journey. For the marketing team, it has been not easy to visualise the conversion rate of their leads and to estimate the ROI of their spending.

By using Snowflake to extract and transform their CRM data, and by using Tableau to visualise it, a clear sales funnel was created to show exactly how leads joined at different stages of the journey. This has helped the marketing team to identify the most effective lead sources for each location and to calculate their ROI.

Client: Way of Life
Benefit:  Understanding the customer journey, calculation of ROI
Platforms involved: Snowflake, Tableau

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