For Universal Containers to understand the return on investment (ROI) for their latest advertising buy while using a private security model, the best recommendation is to use Campaign Hierarchies and Campaign statistics.
Campaign Hierarchies and Campaign Statistics: Campaign hierarchies allow Universal Containers to track the effectiveness and ROI of marketing efforts by grouping related campaigns (e.g., advertising buys) under a parent campaign and rolling up key metrics like responses, converted leads, and won opportunities. Campaign statistics provide detailed insights into individual and aggregate campaign performance, helping calculate ROI.
This method works well within a private security model since it respects existing sharing rules and access controls, ensuring that only authorized users can see the campaign data.
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Option A (Account Hierarchies and Roll-Up Summary fields): Account hierarchies and roll-up summary fields focus on aggregating account-level data, which doesn't directly support measuring the ROI of advertising campaigns.
Option B (Opportunities Pipeline Report): While an opportunities pipeline report can provide insights into sales, it doesn't track campaign-related data or advertising ROI directly.
Option C (Change to a Public Security Model): Changing to a public security model isn't necessary and could expose sensitive data. Campaign hierarchies and statistics work well with a private security model.
In summary, Campaign Hierarchies and Campaign Statistics are the recommended approach to track the ROI of advertising buys.
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Campaign Hierarchies and Campaign ROI