Plan, track, and measure marketing campaigns with complete ROI visibility. Connect every marketing dollar to real revenue with Salesboom's integrated Campaign Management CRM.
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ROI Visibility
Marketing teams struggle to prove ROI because their activities exist in silos, disconnected from sales outcomes. Spreadsheets track budgets, email platforms track sends, and CRM systems track deals—but nothing connects them.
Marketing teams waste budget on ineffective channels because they lack visibility into what actually works. Sales teams ignore marketing-generated leads because they don't trust lead quality. Leadership cuts marketing budgets during downturns because ROI isn't proven. Companies repeat failed campaigns while abandoning successful ones, all because data lives in disconnected systems.
Without integrated campaign management, marketing becomes guesswork instead of a predictable revenue driver. Organizations need a unified system that connects marketing activities directly to revenue outcomes, proving which campaigns generate real business results.
Salesboom's Campaign Management module transforms marketing from an isolated function into an integrated revenue driver. By connecting campaign planning, execution tracking, lead generation, opportunity creation, and deal closure in a single platform, marketers finally gain complete visibility into what works.
The campaign creation interface captures everything needed for strategic planning and financial tracking. Marketing managers define campaign owners, set clear start and end dates, classify campaign types across channels, and establish budgets before spending a single dollar.
Financial planning fields include expected revenue projections, budgeted costs for approval processes, actual cost tracking as expenses occur, and planned distribution channels for execution clarity. This upfront planning creates accountability and enables accurate performance comparison once campaigns complete.
Campaign types cover the full marketing spectrum:
Campaign status tracking moves initiatives through clear lifecycle stages from planned to in progress, completed, delayed, or cancelled. Teams gain instant visibility into which campaigns are active, which need attention, and which delivered results.
The active flag allows archiving completed campaigns while maintaining historical data for trend analysis. Expected response rate tracking sets performance benchmarks before launch. Planned distribution documentation ensures execution teams understand delivery channels.
Description fields capture campaign objectives, target audiences, messaging strategies, success criteria, and tactical details that inform future optimization.
The Campaign ROI Report transforms marketing from a cost center into a measurable revenue driver by connecting marketing spend directly to closed deals.
Calculate exact return on investment for every campaign, showing which marketing initiatives generate the highest returns and deserve increased budget allocation.
Track total revenue generated per campaign with complete attribution, connecting closed deals back to the original marketing source that created the lead.
Monitor total campaign costs including budgeted vs. actual spend, identifying campaigns that exceeded budget or delivered under budget for better planning.
Count leads created by each campaign, measuring top-of-funnel effectiveness and identifying which channels generate the highest lead volumes.
Identify opportunities influenced by each campaign throughout the buyer journey, even when campaigns don't create the initial lead but impact deal progression.
Report deals won with complete attribution showing which campaigns directly contributed to closed revenue, proving marketing's business impact.
Marketing teams finally answer executive questions with data instead of anecdotes.
The Campaign by Outcome Dashboard provides visual intelligence for rapid decision-making with color-coded visualization of campaign results.
Represents revenue generated from campaign-influenced opportunities that successfully closed, showing your most profitable marketing investments.
Indicates deals created but not won, helping identify campaigns that generate leads but may need better qualification or sales enablement.
Captures additional leads not directly tied to closed revenue, showing top-of-funnel activity that may convert over longer sales cycles.
Every lead generated through campaigns maintains connection to its source throughout the entire customer lifecycle, enabling true multi-touch attribution.
When leads enter the CRM through campaigns, their source is automatically recorded and follows them through conversion to accounts, opportunities, and closed deals without manual intervention.
Track every campaign touchpoint a prospect encounters before converting, understanding which combinations of campaigns drive the highest conversion rates and deal velocity.
Measure conversion rates at each funnel stage by campaign source, identifying which campaigns generate leads that progress most efficiently through your sales process.
Analyze how long deals take to close by originating campaign, revealing which marketing sources generate quick wins versus long nurture opportunities.
Compare average deal sizes by campaign source, discovering which campaigns attract high-value prospects versus volume plays requiring different sales approaches.
Track which campaigns generate customers with the highest lifetime value, informing long-term marketing strategy beyond initial acquisition costs.
Campaign financial tracking provides the controls CFOs require while giving marketers the flexibility they need to execute effectively.
Establish budgets during campaign planning phase, creating spending authority before campaigns launch. Budget fields support approval workflows requiring financial sign-off before execution begins.
Expected revenue projections create ROI targets, enabling teams to model campaign returns before investing. Budgeted costs provide spending limits that prevent overruns and require stakeholder approval for increases.
Record actual costs as expenses occur throughout campaign execution, creating real-time visibility into spending versus budget. This prevents surprise overruns and enables mid-campaign course corrections.
Budget variance reporting highlights campaigns exceeding or under-spending against budgets, triggering management review when thresholds are breached. Historical cost data improves future budgeting accuracy based on actual performance rather than estimates.
Total campaign cost divided by leads generated, enabling channel comparison on efficiency basis and identifying most cost-effective lead sources.
Total campaign cost divided by customers acquired, showing true customer acquisition cost rather than just lead generation efficiency.
Revenue generated divided by campaign cost, demonstrating marketing's contribution to bottom line in financial terms executives understand.
Campaign management solves the perpetual sales-marketing conflict by creating shared visibility and accountability.
Sales teams see which campaigns generate their pipeline. Marketing teams see which leads convert to revenue. Both teams optimize around shared metrics rather than conflicting goals.
When sales complains about lead quality, marketing points to campaign outcome data showing close rates by source. When marketing questions follow-up, sales shows lead response time reports.
Lead handoff improves dramatically when sales understands campaign context. A lead from a high-touch executive dinner receives different treatment than a website form fill.
Marketing credibility increases when revenue attribution is transparent and indisputable. CMOs present board reports showing marketing-sourced revenue with complete confidence.
Campaign management's greatest value emerges over time as organizations accumulate data across multiple campaigns, channels, and time periods.
Certain campaign types consistently outperform others in specific industries or customer segments. Seasonal trends emerge showing optimal timing for product launches or promotions. Channel effectiveness varies by deal size, with enterprise deals requiring different touches than small business sales.
Geographic performance differs, with some regions responding to different messages or offers. Partner co-marketing campaigns might generate lower volume but higher quality leads compared to paid advertising.
Marketing teams build annual plans based on what actually worked rather than what they hope will work.
Budget reflects proven performance rather than equal distribution or loudest voices in the room.
Each campaign generates data that improves the next campaign, accelerating learning and optimization.
Campaign management delivers maximum value when integrated into complete revenue operations rather than functioning as an isolated marketing tool.
Execute email campaigns directly from CRM with send tracking, open rates, and click-through rates automatically updating campaign records.
Connect campaign costs to actual financial transactions, ensuring budget tracking reflects real accounting data.
Track unique business requirements without customization projects or developer involvement.
Integrate with marketing automation platforms, advertising networks, and event management systems.
This integration creates a complete revenue intelligence platform where marketing, sales, and service teams work from shared data, aligned around customer outcomes rather than departmental metrics.
Stop guessing which marketing campaigns work. Start tracking ROI, connecting spend to revenue, and scaling successful campaigns with Salesboom's integrated Campaign Management CRM.
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