August Ops Success Session Recording & Recap: Measuring ROI with CRM Reports

Kimberly Conklin

If you’ve ever been asked, “So… how’s that campaign really doing?”, this one’s for you.
At the latest August Ops Success Session, @suchitadonti shared some very practical ways to pull real, measurable value out of your CRM, no complicated data gymnastics required.

https://6senseinc.wistia.com/medias/fs2htauyua

The ops-focused session focused on two powerful types of CRM reporting you can build with 6sense:

1. Advertising Impact Reporting

This one’s all about showing exactly how your ads are feeding the pipeline.

• Build your segment – Start with accounts clicking your ads or visiting high-intent web pages in the last 90 days. Filter by campaign if you want to get super specific.
• Push it to Salesforce – Publish the segment using the Segment Name Push orchestration.
• Run the report – In Salesforce, filter opportunities where the account’s 6sense Segment field contains your campaign’s name. Boom! Now you know which deals your ads actually touched.

2. Product-Specific Intent Reporting

Selling multiple products? This helps you see which accounts are interested in what.

• Build your segment – Use keywords, review site activity (G2, TrustRadius, Gartner), visits to specific product pages, or campaign attendance.
• Push to Salesforce – Same orchestration as above.
• Run the report – Filter accounts by product interest so sales and marketing can tailor outreach accordingly.

If you have any questions for Suchita, leave them below!

CRM Reporting with 6sense.pdf