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Campaigns directly in the CRM
Marketing campaigns are planned in the same system that runs sales. Lead source per campaign, tags and segments for targeted outreach, hit rate visible all the way to the won engagement.
Campaign management tool: marketing and sales in one logic.
With the campaign management tool in teamspace you plan, run and measure B2B marketing campaigns directly in the CRM. Tags, segments, lead sources, hit-rate analysis and seamless handover to the sales pipeline. Part of teamspace CRM software, no module surcharge.
What the campaign management tool delivers
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Segments and target groups
Contact lists by industry, size, region, existing customer, lead stage. Tags and custom fields enable targeted selection. Lists exportable to external newsletter tools like CleverReach or Mailchimp.
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Performance through to revenue
Per campaign you see lead count, conversion rate, weighted pipeline and actual revenue won. Marketing efficiency measurable rather than gut feel.
How a campaign runs in teamspace
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Plan the campaign
Campaign name, target audience, channels, budget, owners. Tags and lead source are configured so every lead is automatically assigned to the campaign.
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Segment the audience
Contact list from the CRM, filtered by industry, size, region or status. Existing customers and cold contacts addressable separately.
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Outreach and capture
Newsletter via external tools (CleverReach, Mailchimp), events, LinkedIn campaigns or direct mail. Responses land automatically in CRM with the campaign's lead source.
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Lead scoring and handover
Inbound leads are qualified, sales picks up with the lead source. Pipeline stage and forecast contribution calculated automatically.
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Performance review
Lead count, conversion rate, weighted pipeline, revenue won per campaign. Drill-down to individual leads. Marketing efficiency in the quarterly review.
Capabilities of campaign management at a glance
Planning and segmentation
- Campaigns with name, goal, budget, owners
- Tags and custom fields per contact
- Segments by industry, size, region, status
- Existing customer and lead lists separated
- Lead source categorisation
Outreach
- Export to newsletter tools (CleverReach, Mailchimp, Brevo)
- Event lists for trade shows and webinars
- LinkedIn campaign tracking via UTM
- Direct-mail lists with address export
- Web-form connection to the CRM pipeline
Analysis
- Lead count and conversion rate per campaign
- Weighted pipeline from campaign leads
- Actual revenue won per campaign
- ROI calculation against budget
- Campaign performance in quarterly review
What a campaign management tool delivers for B2B service firms
A campaign management tool plans, runs and measures marketing activity, from the first webinar to the won engagement. In B2B service firm growth, the goal is rarely mass mailing to hundreds of thousands. It is targeted outreach to defined audiences with measurable contribution to the pipeline.
teamspace integrates campaign management directly in CRM. Create a campaign, filter the audience from the contact base, configure the lead source. Inbound leads land automatically in the pipeline with campaign attribution. Per campaign you see at quarter-end which revenue resulted.
Campaigns in CRM, not in a parallel marketing tool
The advantage of integrated campaign management is direct handover to sales. In classic setups, marketing tool, CRM and sales run separately. Leads from a newsletter action land in a list, then have to be moved into CRM, qualified, assigned to the pipeline. Lead source often gets lost, ROI stays unclear.
teamspace solves this in one data foundation:
- Create campaign with name, goal, budget, lead source, owners
- Filter audience from the CRM contact base by tags, segments, industries
- Outreach via newsletter, events, LinkedIn, direct mail
- Leads land automatically in the pipeline with campaign attribution
- Performance measurable through to the won engagement
Segments and audiences
Good B2B campaigns live off precise segmentation. teamspace supports this with tags, custom fields, segments as saved filter combinations, separation of existing customers and cold contacts, lead stage and industry as standard fields, group and subsidiary filters for account-based marketing.
External marketing tools connected
teamspace doesn’t replace a dedicated email marketing tool, it integrates: CleverReach, Mailchimp, Brevo for email send-out, REST API for custom integrations, UTM parameters for LinkedIn and Google Ads, web-form connection for lead capture, CSV export and import for event lists. Responses and signups flow back automatically with correct lead source.
Performance through to revenue
Marketing ROI in B2B is notoriously hard to measure because months pass between lead and engagement. teamspace links the data points: lead count per campaign, conversion rate at every stage, weighted pipeline from campaign leads, actual revenue per campaign once engagements are won, ROI from the ratio of budget to revenue generated, drill-down to individual leads and engagements.
Made in Germany, GDPR compliant
Marketing contacts are particularly GDPR-sensitive. Consent, opt-out, retention periods are built in. Hosting in Frankfurt am Main, ISO 27001 certified, contracting party 5 POINT AG under German law.
In the 15-minute requirements check we walk through campaign management on a sample.
Frequently asked questions about campaign management
Do I need a separate marketing automation tool with teamspace?
For most B2B service firms with manageable marketing volume, the campaign management in teamspace is enough. It plans campaigns, segments audiences, measures lead performance and hands over seamlessly to sales. For complex email marketing, external tools like CleverReach, Mailchimp or Brevo can be connected, with lead return into teamspace.
How does lead source assignment work?
Per campaign a lead source is defined. Inbound leads via web form, newsletter signup or event list are automatically assigned to the campaign. The lead source stays on the lead and engagement until final performance review.
How is conversion measured?
Conversion rate is visible at every stage: from contact to qualified lead, from lead to quote, from quote to order, from order to invoice. Aggregated per campaign with drill-down to individual leads.
Can event leads be captured?
Yes. Attendee lists for trade shows, webinars or workshops can be imported. Per event a campaign is created, all attendees receive the event's lead source. Follow-up tasks distributed in CRM.
How does ROI calculation work?
Per campaign, budget, lead count, weighted pipeline and actual revenue won are compared. ROI emerges from the ratio of marketing budget to generated revenue, with drill-down to individual engagements.
Related CRM features
Campaign management reviewed in 15 minutes.
In the requirements check we discuss your marketing channels, segments and lead workflow.