Infographic: New Contact Research: 4 Steps to Uncover a Contact’s Digital Journey

As a marketer, we’re always looking for ways to measure ROI, especially in the digital world. This infographic outlines four simple steps to consider when a new contact enters your pipeline. Did they read a blog and submit a form? Or perhaps they received an email, visited a service page and clicked on a partner’s bio? By using these straightforward tools, you can gather impressive data that not only provides valuable insights but also highlights the impact of your marketing efforts.
- Website Analytics
- CRM Data
- Heatmaps
- UTM Tracking

About Rachel Pompeani

Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
Beyond the Database: Building a CRM That Fuels Business Development
Nikki Burgeson | UHY-US
In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services.