Generating and Tracking Organic Online Leads that have an Offline Conversion.

Organic Search offers a wide variety of assets where you can beat the SEO game beyond simple Text Results. Most Search Engines like Google, Microsoft Bing, Duck Duck Go, Baidu, Yandex support Knowledge Graphs, Video/ Image Search, People Also Ask, Business Listing and Shopping as options. Organic Search offers a wide variety of assets where you can beat the SEO game beyond simple Text Results. Most Search Engines like Google, Microsoft Bing, Duck Duck Go, Baidu, Yandex support Knowledge Graphs, Video/ Image Search, People Also Ask, Business Listing and Shopping as options.

Author Name : Rajarshi Banerjee

Posted On : 23 Jan 2024

Table Of Contents

Executive Summary:

In this article, we will explore how Organic assets can generate leads from Search Marketing organically and how we can track them through to final conversion. While eCommerce and online purchases lend themselves to tracking lead through conversion, the problem becomes tricky in the case of most businesses which have online lead acquisition- offline conversion. The focus of this article is to recommend a ROI Tracking methodology for this segment, non-ecommerce businesses. We will briefly look at the different types of assets which come up on Search and possible consumer behavior paths based on different CTAs, and how a proper CRM can track these paths.
This blog will not cover SEO Optimization. That by itself is a subject by itself. The blog also does not cover PPC/ Paid Search Ads. If you are interested in tracking for Paid Search Ads, we recommend checking out the next blog in the series- Search Marketing- Tracking ROI in PPC.

Is it possible to track Marketing ROI for Organic Leads? Why should you try to track what sort of Leads are coming from Organic content? How can you use it to supercharge your Lead Generation from SEO?

Most Marketing Teams do not actively track ROI for Organic Leads because firstly, it’s hard to track. How do you track how much money was spent on creating an individual web page or video? And then if you could calculate that, how can you track the revenue generated?
Agreed that quantifying the effort in creating individual assets is difficult and it’s only something very evolved teams can do. But then, does that mean we should not track how much each asset is bringing in? Given that good content needs an analyst, copywriter, graphic designer, web developer and other Marketing Team members time, high quality content optimized for SEO can be quite expensive. As a Marketing Director, how would you decide or justify to the business leadership team the expense and effort that goes into getting Organic Leads. This thing becomes even more critical if you factor in the long lead time needed for Organic leads to build up.
So, while it may not be possible to granularly measure the exact effort, a savvy Marketing Team could work on thumb rules. Say, a blog will cost so much money if we create it without dedicated artwork vs so much money if we build with infographics, video, etc.
Once you have an estimate, you can go ahead and commission. Track leads which come from that asset (blog) and at the end of six months show a Marketing ROI against it. Does not have to be 100% accurate, but if it gives you a trend, is above your targeted ROI, you have a better tool for decision making. And more importantly, will be much better than going with generic platitudes. Each industry is different, geography is different. For example, Business Consulting firms may generate a lot of Leads by publishing White Papers, whereas, a haute-couture brand will do well to steer away from this type of content and focus on image content, and, a DIY hardware brand may find success publishing “How-To-Videos”.
The rest of this article will explore how we could track where an Organic Lead came from. At the end of this article, you should be able to identify how much revenue different pages on your website, or on sponsored content are generating. With this information, you should be in a better position to make decisions on what to invest in, what to improve, and what to axe. Having a table like the one at the end of a period will enable much more accurate decision making.

Tracking Revenue from Organic Leads over a period of time can improve decision making on what types of content you need to prioritize on and also helps build the case for Management for investing in Organic content.

A Cheat Sheet for How to Track Leads generated by different user behavior for Organic Leads.


Now, that we have reviewed all possible opportunities to rank and get ahead of competition in Organic Search, let’s see how we could track leads coming in from these assets in the cases where we are acquiring Leads online but have to go through a series of steps offline before final conversion.
Ecommerce businesses don’t face this challenge because the complete process is online. But wherever there is an offline component, even tools like Google Analytics are inadequate in providing last mile trackability. What is ideally needed is a CRM that can capture as much of this information as possible from different sources and provide a workflow for team members to trace each lead granularly till win (recording the exact conversion amount and conversion date).
The benefit of using a CRM is not only being able to track information on what page is of what value to the enterprise, but will yield additional insights into:

  1. By being able to integrate all leads into one place reducing effort needed to manage Sales Funnel and minimize opportunity losses.
  2. Conversion Ratio’s at different stages of the offline Sales Funnel
  3. Lead time from receiving a Lead to Final Conversion
  4. Diagnosis of reasons as to why Leads are Lost.
  5. Evaluation of Marketing Team’s Performance.
  6. Ease of decision making in allocation of resources between SEO, SEM, Influencer Marketing, Social Media et al.
  7. Sales Team Performance analysis and consequent linking to rewards and incentives.

So, how can you capture leads with lead origin information in a CRM?

A true omnichannel CRM like Pronnel comes with integrations of webforms, calls, WhatsApp, Chatbots besides integration with platforms like YouTube, Vimeo, Google Business Listings and Bing Places besides others. Using Pronnel we can capture not only leads but also manage Reviews, Comments from one place.
Based on the listing of the different CTA’s Pronnel’s Lead Funnel tickets uses automation to capture hidden fields (Page submission, UTM’s, Phone Numbers, etc). Based on the CTA’s listed above, these are the following ways in which we could capture lead origin data.

Where Does It Happen CTA's What Information Should We Capture in CRM
On Website Page A. Call Hidden Field- Page from which Call Was Made + Phone Number
B. Form Fill Hidden Field-Page from which Form Fill was submitted. Refer FAQ on Form Integration to see how you can integrate all types of forms into Pronnel.
C. WhatsApp Phone Number + Name in WhatsApp. Pronnel comes with WhatsApp Business API. Refer our blog on WhatsApp Integration.
D. Chatbot Interaction Hidden Field- Page of Interaction+ Details Bot is programmed for
E. Sign Up Hidden Field-Page from which Form Fill was submitted. Refer FAQ on Form Integration to see how you can integrate all types of forms into Pronnel.
Ecommerce F. Buy (Ecommerce sites) Your Ecommerce platform will capture all details.
YouTube G. Leave Comment On YouTube Not really leads, but good practice is to answer them promptly. Pronnel’s Omnichannel CRM can help you with Community Management. Refer FAQ section for how Pronnel can integrate with YouTube.
Google Business Listing H. Question on Google Listing Profile Primarily, a Community Management task. While these may not generate Leads directly, they are still important. Pronnel can integrate. Refer FAQs on Google My Business Listing.
I. Review on Google Page
J. Lead from Google Page Offer Put a UTM for the Offers Landing Page.
K. Appointment Booking Through GMB Integrate with CRM for Chat, Appointment Booking, Review Management Workflows
L. Chat on Google Page Pronnel connects directly with your Google My Business Profile. You can answer all your chats from within your Pronnel CRM. Refer FAQ on Integration with Chat Channels.
Shopping Network M. Buy from site. Your Ecommerce platform will capture all details.

Where this approach outperforms a tool like Google Analytics is in being able to track Lead to Final Conversion completely. Whereas Marketing Teams using Google Analytics solely will often get two sets of data- Web Traffic to Lead by channel/ medium/ etc from Google Analytics and a final conversion data from the ERP, and then break their heads on trying to figure out which leads gave what conversion, a CRM like Pronnel can provide a much more granular view as shown below. Pronnel’s built in Automation (readers interested in how they can build Automation rule sets for classification can check out our Automation Tutorial on Lead Classification) tools will parse data, classify what lead is from what source and help summarize results.

Tracking Lead Organic Lead through to conversion with Automation in CRM.

Conclusion:

Non- ecommerce businesses often struggle to track and understand their ROI investment for online acquisition. By understanding the different types of Search Results, the possible CTA’s and investing in a robust omnichannel CRM like Pronnel, business can get actionable insights into which assets are bringing how much revenue for the firm, allowing them to make strategic decisions in building up their Organic Leads portfolio.
In the next article of the series- Search Marketing- Tracking ROI in PPC, we will explore Paid Advertising and how non-ecommerce businesses can track Marketing ROI granularly.

FAQ’s

Preparing for a Cookie less future. Can you make lead tracking non-intrusive? How to ensure compliance with GDPR and other privacy policies?

The cookie jar is getting emptied. More and more, Tech giants like Google and Apple have been signaling that third party cookies are on their way out. With increasing Privacy regulation like GDPR and rising consumer concern around their Personally Identifiable Information (PII), third party cookies are on the way out. Given the stringent implementation of legislation around data privacy, it is better to err on the side of caution than risk it. What then is the way out for Marketers if they are to forget third party cookies. While not perfect the following tools can be useful to bridge these changes:

  • Relax First Party Cookies are still available.
  • Account Based information- If you are providing downloads, hidden features for signups, you can get a treasure trove of data from your website and App visitors. SSO signups using FB, Google and LinkedIn accounts are quite helpful in this.
  • Second Party Data- Second Party Cookies distributed between domains using partnerships are still allowed.
  • Contextual Ad Targeting rather than blindly relying on third party cookies to serve ads to your target segment.
  • Walled Gardens- Common among social networking sites, walled gardens allow firms to upload their first party data to target those users and lookalike audiences.

Are Rich Results on Search Engines worth working for since they often lead to Zero Click Searches?

SERP Position vs Share of Total Traffic. The Organic results on the first page of Google garner almost 86% of the Traffic.

The first 10 results on a Google Page get about 86% of the Click Throughs with only the first three positions getting almost 55% of the traffic. Imagine how difficult it becomes for any new business to list in these positions. What do you do?
You can always advertise but then Search Marketing is not cheap (for a detailed discussion on Search Engine Ads you can jump to our blog- Search Marketing- Tracking ROI in PPC). Another option is to try and get featured as a Featured Snippet / Position Zero (Google Knowledge Panel, People Also Ask, Image Result, Video Result, How To, Google Shopping Network). Yes, there is the chance that viewers will read and navigate away from the Google page without visiting your website, but then the fact that your brand provided the information will remain with them, and if they are interested they may end up navigating to your site through the link at the bottom.

Featured Snippet. Poisition Zero on Google. Your best bet to feature on first page of Google Search.

What are the Alternatives to Google Business Listings?

Google Business Listings, or, more popularly known as Google My Business, is our go-to Business Listing tool. However, there are alternatives in place. Do you need to have them, maybe no. But since you would already be creating a Google Business Listing, why not go ahead and copy these. Chances, are your competitors may overlook them and why not get that added edge?
Apple Business Connect- This one you want to pay attention to, especially if your Customer Profile is weighed towards Apple users. Apple Business Connect lets you create a profile on Apple Maps.

Apple Business Connect Allows you to create a free Business Listing on Apple Maps. Alternative to Google Business Listing

< href="https://www.bingplaces.com/" style="font-weight:500;color:#3571de;">Bing Places for Business - Free Business Listing like google My Business. Chances are that even if you have not created one, your place already exists, and you need to claim it. Given preference on Bing Search.

Bing Places for Business. Alternative to Google Business Listings.

Facebook Places- Basic FB pages that are different from Business Page on Facebook. Contains name, address, phone and users can share and review your place.

Facebook Places different from Facebook Pages

How do UTM’s work?

UTM’s stand for Urchin Tracking Method. We discuss the power of UTM’s in detail in a subsequent blog- Tracking Last Mile Conversions with UTMs. But in short, an UTM is a set of tracking parameters that are appended to the end of a standard URL so that our tracking software (like CRM, Google Analytics/ MixPanel etc) can pick up the origin from where the query came from.
To quickly understand and generate UTM’s, readers are recommended to check out the Google Campaign URL Builder link given below.
https://ga-dev-tools.google/campaign-url-builder/

How Can You Track the Performance of Influencer Marketing?

With the rise of Influencers, Social Selling has become one of the new weapons in the arsenal for Marketing Teams globally. To track purchases influenced by Social Celebrities, firms often resort to providing Influencers with

PROMO Codes

. However, what would you do to track the impact of non-financial promotions through Influencers? What if you have enlisted a ‘Financial Guru’ who is discussing Personal Finances and, in the end, recommends that the consumer download a free App/ brochure/ or visit your webpage for more information?
A solution to this could be creating

dedicated webpages

for each Influencer which is a starting point for the website from the Influencer’s post. Teams can map visits to these pages as visits from specific Influencers. An unfortunate drawback is that with increasing use of Influencers, the amount of work involved in deploying and keeping these pages updated increases dramatically. Teams need an alternate way to scale with less effort.
Enter

UTM’s

. When you sign on an Influencer, incorporate the need for UTM tagging (? Lacking proper UTM tracking parameters, these visits may end up showing as Unknown Referee or Direct visits in your Analytics software) in the agreement from the start. Use a consistent tagging practice to make sure that the traffic that lands on your webpage can be distinctly and properly attributed to the source. We discuss this in our upcoming blog- Influencer Marketing- Money Wasted, or, Hidden Gem.

How can you track conversions from paid Business Listings and digital Advertorials/ Content?

Like leveraging UTM’s to provide insight from visits and conversions from paid business listings, specific Advertorials placed in online news magazines/ news portals, etc. Instead of putting a simple URL link, it is much better to put a link with UTM’s or a shortened link to connect back to your website/ App/ Play store. Not using proper tracking parameters will result in these visits being classified as Direct by most Analytics software like GA4 or MixPanel or Adobe Analytics.

What is the best Form to integrate into my website? My website is custom code, can we implement your Forms?

All forms are good if you are able to configure them well. However, we would recommend Pronnel forms for three simple reasons:

  1. Pronnel forms are free

    (no limit on number of forms, or form submissions monthly)
  2. Pronnel Forms are simple to use and integrate into any website.

  3. Pronnel forms come with built in special features

    like hidden tracking fields, without disturbing the client or contravening Privacy Laws, that can capture URL of page form submitted on, Cookie, data from Local Storage of machine, and URL parameters like UTM.
Pronnel Forms are the best option for capturing web data. Completely free, easy to install and captures tracking data like Cookie, URL, UTM, etc.

Whether you have a custom website built on Laravel, Django, Express, Ruby on Rails, React or used a platform like Wordpress, WIX, Shopify, Webflow, SquareSpace, GoDaddy, you can implement Pronnel forms in them.
You can refer the Tutorial below on how to implement a Pronnel form through HTML/ iframe on any system in a few clicks.

My website is built on Wordpress. Can I integrate Wordpress forms into Pronnel? Or is it possible to integrate a Pronnel form into a Wordpress site?

Yes. The best way to integrate a Wordpress form into an Omnichannel CRM like Pronnel would be to use a Webhook as outlined in the Tutorial here. You can do it yourself or ask your web developer to do it for you.
Alternatively, you can use an online Automation Tool like Zapier, Make, Integrately or Pabbly to have a single click connection between your WordPress forms and Pronnel. Pronnel is already a registered App with Zapier, Make, Pabbly and Integrately.

Single Click Integration of Your Wordpress websites forms with Pronnel CRM through Zapier.

Alternatively, you can embed a Pronnel form into your Wordpress site by pasting HTML. iframe Code. Refer FAQ - What is the best Form to integrate into my website? My website is custom code, can we implement your Forms?

My website is built on Wix. Can I integrate Wix forms into Pronnel? Can I integrate a Pronnel form into a Wix site?

Yes. The best way to integrate a WIX form into an Omnichannel CRM like Pronnel would be to use a Webhook as outlined in the Tutorial here. You can do it yourself or ask your web developer to do it for you.
Alternatively, incorporate a Wix form into the CRM is to use an online Automation Tool like Zapier, Make, Integrately or Pabbly to have a single click connection between your Wix forms and Pronnel. Pronnel is already a registered App with Zapier, Make, Pabbly and Integrately.

Single Click Integration of Your Wix websites forms with Pronnel CRM through Integrately.

To place a Pronnel form on your Wix website, …Use CatchHook. Refer Tutorial below.
Alternatively, you can embed a Pronnel form into your WIX site by pasting HTML. iframe Code. Refer FAQ - What is the best Form to integrate into my website? My website is custom code, can we implement your Forms?

My website is built on Shopify. Can I integrate Shopify forms into Pronnel? Is it possible to Integrate a Pronnel form into Shopify?

Yes. Both are possible. The best way to integrate a Shopify form into an Omnichannel CRM like Pronnel would be to use a Webhook as outlined in the Tutorial here. You can do it yourself or ask your web developer to do it for you.
Alternatively, to incorporate a Shopify form into the CRM is to use an online Automation Tool like Zapier, Make, Integrately or Pabbly to have a single click connection between your Wix forms and Pronnel. Pronnel is already a registered App with Zapier, Make, Pabbly and Integrately.

Single Click Integration of Your Shopify website's forms with Pronnel CRM through Pabbly.

Alternatively, you can embed a Pronnel form into your Shopify site by pasting HTML. iframe Code. Refer FAQ - What is the best Form to integrate into my website? My website is custom code, can we implement your Forms?

My website is built on Webflow. Can I integrate Webflow forms into Pronnel? Is it possible to integrate a Pronnel form into Webflow?

Yes. Both are possible. The best way to integrate a Webflow form into an Omnichannel CRM like Pronnel would be to use a Webhook as outlined in the Tutorial here. You can do it yourself or ask your web developer to do it for you.
Alternatively, to incorporate a Webflow form into the CRM is to use an online Automation Tool like Zapier, Make, Integrately or Pabbly to have a single click connection between your Wix forms and Pronnel. Pronnel is already a registered App with Zapier, Make, Pabbly and Integrately.

Pronnel webflow make intergation

Alternatively, you can embed a Pronnel form into your Webflow site by pasting HTML. iframe Code. Refer FAQ - What is the best Form to integrate into my website? My website is custom code, can we implement your Forms?

My website is built on Squarespace. Can I integrate Squarespace forms into Pronnel? Can I integrate a Pronnel form into Squarespace site?

Yes. Both are possible. The best way to integrate a Squarespace form into an Omnichannel CRM like Pronnel would be to use a Webhook as outlined in the Tutorial here. You can do it yourself or ask your web developer to do it for you.
Alternatively, to incorporate a Squarespace form into the CRM is to use an online Automation Tool like Zapier, Make, Integrately or Pabbly to have a single click connection between your Wix forms and Pronnel. Pronnel is already a registered App with Zapier, Make, Pabbly and Integrately.

Pronnel-SquareSpace-Zapier-Integration

Alternatively, you can embed a Pronnel form into your Squarespace site by pasting HTML. iframe Code. Refer FAQ - What is the best Form to integrate into my website? My website is custom code, can we implement your Forms?

My website is built on GoDaddy. Can I integrate GoDaddy forms into Pronnel? Is it possible to Integrate a Pronnel form into GoDaddy?

Yes. Both are possible. The best way to integrate a GoDaddy form into an Omnichannel CRM like Pronnel would be to use a Webhook as outlined in the Tutorial here. You can do it yourself or ask your web developer to do it for you.
Alternatively, to incorporate a GoDaddy form into the CRM is to use an online Automation Tool like Zapier, Make, Integrately or Pabbly to have a single click connection between your Wix forms and Pronnel. Pronnel is already a registered App with Zapier, Make, Pabbly and Integrately.

Pronnel-GoDaddy-Pabbly-Integration

Alternatively, you can embed a Pronnel form into your GoDaddy site by pasting HTML. iframe Code. Refer FAQ - What is the best Form to integrate into my website? My website is custom code, can we implement your Forms?

I use Ninja Forms. Can I integrate with Pronnel so that I can receive Leads directly in my CRM?

Yes, it’s possible to integrate Ninja Forms to create leads directly into Pronnel every time a Form Submission happens. The easiest way to incorporate a Ninja Form into the CRM is to use an online Automation Tool like Zapier, Make, Integrately or Pabbly to have a single click connection between your Wix forms and Pronnel. Pronnel is already a registered App with Zapier, Make, Pabbly and Integrately.

Pronnel-ninja-form-integration

Alternatively, you can embed Pronnel forms directly into your website using a Webhook like given in the Tutorial below.
You will have the advantage of using unlimited forms, unlimited submissions, less accounts/ passwords to maintain and of course a cost-saving from multiple connector and form Subscriptions. When you consider Pronnel’s pricing it would be insightful to consider the savings from avoiding these subscription services can practically mean that by adopting Pronnel your net costs will reduce.

What other forms does Pronnel support for direct Integration? How can I get a lead directly into Pronnel every time there is a form submission.

Pronnel can create a new lead in the CRM directly if you are using any of the following forms:

  • Contact Form 7

  • Forminator

  • Gravity Forms

  • Jot Forms

  • Fluent Forms

This way you can avoid spending any money on an Automation Tool like Zapier, Pabbly, Make, Integrately. This is done using a Catch-Hook. Refer Tutorial on Using Catch Hooks to Collect Information from Forms

I want to monitor comments and answer them from my CRM. How can I do this?

Pronnel has a single click Integration with YouTube through Automation services like Zapier, Pabbly, Make and Integrately. You can set up an automation, so that every time a viewer leaves a comment on your YouTube videos, an Item is created in your comment moderation board. No need to juggle platforms, just use one Pronnel Board for Community Management.

Connect your YouTube channel and moderate comments, manage community from your CRM- Pronnel.

Can I connect my CRM to my Google My Business / Business Listing?

Yes, you can link an Omnichannel CRM to your Google My Business listing with a Single click through a connector like Zapier, Integrately, Make, Pabbly. Connect your Community Management Board to your profile. Every time someone creates a Review, you will have a new ticket created on your Community Management Board. You can answer the Reviews from within Pronnel itself.

Community Management with Single Click Integration between Google My Business Listing with your Omnichannel CRM. Get notified on a new review, reply to the Review directly from your CRM.

Can I answer Google Chats sent by customers to my Google Business listing profile from my CRM?

Yes. Pronnel connects directly with all Chat platforms like Google Chat, WhatsApp, Facebook, Instagram, Viber, Telegram, Line, etc. All it takes is you to have an account in good standing and just a few clicks. You can find the connection options in Settings Channels on every board. For individual tutorials on how to connect each Channel refer our Tutorials page.

Pronnel CRM connects with all chat platforms like WhatsApp, Viber, Line, Facebook Messenger, Instagram, Telegram and Google Business Chat with a few clicks.

Once connected you can chat with your customers directly from the Communications View on each Board as shown below.

Communications View in Pronnel. Connect all your chat channels to your CRM- Google Business Chat, WhatsApp, Facebook Messenger, Instagram, Viber, Telegram, Line, Signal.

Read Also

This blog is the fifth in the series on Lead Management. Dive deep and check out our other blogs:

  • Mastering Marketing ROI: Tracking Success (pronnel.com): What Is Marketing ROI (ROMI)? Why is it important? How do you build a system to track marketing ROI?
  • Practical Steps to Track Marketing ROI (pronnel.com): How to Track Your Marketing Performance- From Zero to ROAS to ROMI with downloadable templates.
  • Trends in Global Marketing Spends: Globally consumer media consumption habits are changing. You need to be where your consumers are. The toss-up between Traditional Media and the Digital World is not so clear cut. Depending on whether you are targeting the Boomers, Gen X, Millenials or Gen Z, you need to plan your media mix. We also briefly discuss how changing Privacy regulation is impacting advertising.
  • Google Is Not the Only Game In Town: Search has become synonymous with Google. But based on geography, User preferences and niche, there are other Search Engines to keep in Mind. Understand the difference between Organic and Paid Search results.