The qualified leads are basically the source via which your prospects receive will have found your b2b product, services, and resources. By doing so, you’ll know what works for your marketing strategy and what does not or will never.

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1 . Classify your leads differently

2. Ensure your lead source remains constant

3. Your opportunity reporting has to utilize lead source activity

4. Lead sources and campaign naming have to be separate

5. Make everything simple

Sometimes, still starting with lead optimization and generation may work for you when you implement or set up your automation platform or a CRM for your website or firm, or company. 

Interesting Read: Facebook Lead Ads Planning: The Advertiser’s Guide

Even so, you can always try something different and add those extra efforts which recommend you to try. The answer is to check the channels online and campaigns related and ask them to subscribe that turn and drive a lot of sales-qualified leads and conversion at last.

For Example, It will drive your lead positioning, categorize, simplify, and track insight into what you want to do with lead effects which will add value multiple times.

Below are five best practices to optimize your lead source

lead source best practices, lead source analysis

#1 Classify your leads differently

Do not be one of the marketers or people that simplify or complicate sales qualified lead sources and value too much. Look at the number of ways that your b2b marketing organization generates leads and database which will result in conversion automatically.

Have your lead platforms and campaigns aligned and easy as per your program channel to keep a close eye on lead optimization? Never right!!

Interesting Read: Lead generation campaigns made easy with Facebook-Aritic integration

Example These can be tradeshows, web- organic, phone call to talk, e-conference, web-PPC, webinars, advertising, events, and content syndication known as content republished in a different site.

You should allow going through the sales process keeping the buyer’s persona in mind a number of times.

You can automatically upgrade or downgrade and set up your lead generation reporting i.e paid or free within a list within your marketing automation tool or CRM like in Aritic PinPoint.t.

#2 Ensure your lead source remains constant

When a lead comes to your instance, assign a lead source field and don’t change it afterward as easy as that. If there are duplicates in your lead practice, it is advisable to use the earliest lead effects.

Sales and marketing can collaborate where the sales and marketing teams work together, which means to have a stronghold and turn and think onto the lead sources to keep them engaged like a social media channel or a website.

Often, Specific and organic sales and marketing strategy and the campaign is a great way to ensure your every lead source is constant.s.

#3 Your opportunity reporting has to utilize lead source activity

The lead source will always give you an insight as to where your best won opportunities originate from.

When you have a lead source field that is solid and scoring, you can search and analyze, determine and add value and efforts and method with earned opportunities and search value of lead positioning and lead sources that are closed and Last Updated.

Interesting Read: How to Generate leads through Personal Branding?

By using an advanced report builder, you will know which programs had significant influences on their actions. When you have such data measure, you will see the content and assets that are relevant to the leads and prospects which will add value and conversion.

This will depend on the lead effects. Through this, you will be able to increase the number of opportunities you will win in the future for your website. 

#4 Lead sources and campaign naming have to be separate

Don’t use the first campaign name which engages the lead as your lead effects as some companies do. Use your natural Lead Sources as an aligned label and a broader marketing social media channel, website, and campaigns as opportunities.

For instance, within Aritic PinPoint, you can create a segment based on a specific direct contact source and search to get in touch as a point. 

lead source, lead source categories

#5 Make everything simple

As an Opportunity, for the platforms, companies, and websites that capture your leads with efforts like Facebook, the natural sources of lead have to be short and precise, many prefer it like that.

It may be hard to still have different classes of tradeshows, conferences, or emails. Therefore, based on which leave the specifics away from the lead sources and effects.

Take your lead sources track, get it assigned, and engage sales reps to be your primary source of incoming leads and customers for lead positioning performance.

Interesting Read: Effective Lead Nurturing Setup for Modern Marketers

Consider where the use of a program sales team can help tags or extra fields like parent leads source to get more incisive roll-ups or contact details of the lead source in a form to get insightful drill-downs and measure and to get in touch.

It is always advisable to look into incorporating lead sources best practices with a new instance. Create and define your channels online and give yourself a new start. You can leave the previous original lead source fields as legacies.

Alternatively, you can run batch campaigns that will help understand transforming old values into valuable incisive tabs. Through this, you’ll be able to track/track,ing and important report the ROI and value of the various program types and relationships.

You’ll also identify and capture the marketing qualified leads source and effects that are most valuable and understand the lead effects.


Pritha Bose is the Senior Marketing Content Specialist at Aritic where she writes and edits for their marketing and sales blog. She is an avid reader and a social media enthusiast. On the flip side, Pritha thinks the whole world is an artificial simulation, and one fine day the skies will open up and she will see who controls it.


  1. Shirley Cook Reply

    Lead Source data is a particularly important set of information. It tells marketers which channels their best leads come from. It can change the dynamics of a business. Implementing the practices you have suggested will sure shot work.

  2. Matthew Jenkins Reply

    If you don’t want any website visitor slip away from you, then you must follow the tips written in the article and depend upon leads to close sales and grow your business. Good post.

  3. Catherine Jackson Reply

    Loved this post, Pritha for updating information about the Lead source data which is a particularly important set of data for the marketing campaign.

  4. Christina Bailey Reply

    Well-written Pritha, lead source data is a vital element for any marketing campaign.

  5. Peter Brooks Reply

    Lead Source can change the entire dynamics of a business. I will practice the steps suggested by you.

  6. Jesse Adams Reply

    Great article! The lead source data help marketers channelize their best leads so that it can change the dynamics of every business.

  7. Lois Peterson Reply

    Amazing article. Loved the suggestions you offered to optimize the lead source. I will try these email marketing strategies in my business!

  8. Russell Miller Reply

    Great work, Pritha, it’s an informative piece of you have written here. Any marketer should follow these email marketing strategies. Thank you!

  9. zarine simons Reply

    Good work Pritha! This is a pretty informative blog. All the essential points are covered with detailed information.

  10. Sanjay Singh Reply

    Splendid blog there, I must say! You might be on the right track, or your industry might be hot, but that doesn’t mean you’re optimizing your lead source. If you’re not getting new leads, you’re not optimizing your lead source.

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