Funnel Survey

Why do funnels matter?

Funnels are an accepted way to benchmark key stages in a buyer journey, but it can be hard to get them right in B2B. We'd love to understand if there are any sticking points with your current process and how it may be impacting your business.

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* 1. Which category best describes your role?

Revenue Operations

Sales Operations

Marketing Operations

MarTech Consultant/Agency

Marketing Functional Practitioner

Marketing Manager/Director

Marketing VP/CMO

Sales

None of the above

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* 2. What's the biggest problem you'd like to solve with funnels?

To understand how efficient our sales & marketing processes are

Ability to see Marketing and Sales data in a cohesive view

To get an estimate of awareness

Predictive analytics - best next step for campaign planning

Reporting - getting alignment on metrics

Activation - identifying segments and pushing to ad platforms

Other (please specify)

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* 3. What’s the most important thing about getting funnels right?

To refine our Ideal Customer Profile

To help marketing improve their messaging & targeting

To help marketing understand what is and isn’t working

To make sure sales doesn’t miss a single engaged lead

To make sure sales knows which accounts to go after

We want to follow best practices to get more out of our leads/opportunities/etc.

Other (please specify)

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* 4. Which funnel do you think is the best?

Sirius Decisions (now Forrester) Demand Waterfall

Bow Tie Model (Winning By Design)

Flywheel

Other (please specify)

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* 5. What has been the hardest thing (technically) about building a funnel?

Getting lead and contact data consolidated at the account level. Our data is messy!

Relying on data entry by salespeople breaks campaign "credit" for key stages

Reporting on every step of the buyer journey and not just stage milestones.

Figuring out how to set up a single active funnel journey per account. We want a B2B view.

Not all of the data we want to track is in our CRM. What about intent and website visits?

Other (please specify)

Funnel Survey

Why do funnels matter?

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* 1. Which category best describes your role?

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* 2. What's the biggest problem you'd like to solve with funnels?

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* 3. What’s the most important thing about getting funnels right?

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* 4. Which funnel do you think is the best?

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* 5. What has been the hardest thing (technically) about building a funnel?

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* 6. Would you like to get a copy of the final survey results? If so, please provide your email.

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* 7. Is there anything else that you’re trying to solve for related to funnels that wasn't listed above?