We get a ton of questions on our "Lifecycle Object" Our SFDC custom object that unifies your funnel data from the signals, to pre-opportunity stages, through all opportunity stages to closed won. For all your GTM motions. Repeat funnel journies (not overwriting data). One report type in SFDC. It's pretty great. If you've ever wondered what a record looks like Crissy breaks it down. Link in comments. #gtmoperations #revenueoperations #marketingoperations
That's amazing! I'm curious to know what would be the criteria for creating a new Lifecycle record instead of updating the existing one. Would a new one be created only after closing interactions such as "disqualified" or "opportunity closed lost/won"?
So glad you guys have created this. We worked with a SF agency in 2021 to do a custom project for something similar and I couldn’t figure out how other companies were operating well without it. If you’re a B2B SaaS company that needs to measure multiple passes through the funnel and you don’t have something like this, you should definitely check this out.
This looks incredible! I spent years going back and forth with CRM admins and consultants trying to get this kind of tracking. Salesforce makes it so difficult 🫠
CRO at CS2 | GTM Operations For B2B SaaS
1moCheck it out https://www.youtube.com/watch?v=TrXtqseO1m8b