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Customer Success White Board: How to Keep Lead Sources Honest with DealerSocket’s CRM

March 2, 2020

The CRM’s Internet ROI Report is an excellent tool for monitoring the appointments your team sets from leads generated by your website and third-party lead sites. But for a high-level view of which lead sources you need to continue investing in (and to keep them honest), Senior Customer Success Manager Erik Post recommends using the Marketing Channel ROI report. He shares how to group tracking codes for lead sources that power car-buying programs for affinity organizations into one channel within the CRM’s Campaign Manager (e.g., TrueCar’s relationships with USAA and AARP).