Salesforce

Bring your Salesforce sales activity and marketing data closer together with Ruler Analytics

Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

Integration

Connecting Ruler Analytics with your Salesforce CRM allows you to seamless sync data captured from lead generation activity from web forms, phone calls or live chat to enrich your sales pipeline with marketing attribution data.

Enrich your Salesforce CRM with over 60 marketing variables across multiple touch points such as First/Last Click marketing source, landing page, keyword, GCLID, page views and sessions, as well as a link back to view the lead's page journey through your website.

In turn, Ruler will update the marketing data in the Ruler dashboard with the revenue value once an Opportunity is marked Closed/Won in Salesforce, as well as sending this back into your marketing platforms such as Google Analytics, Google Adwords, Facebook and Microsoft Advertising, ensuring both sales and marketing teams are working from the same source of truth.

This allows you to measure ROI and optimise your campaigns based on revenue rather than impressions, goals or conversions, for definitive proof of the impact of your marketing campaigns on the business.

Key Benefits

  • Sales and marketing data aligned in a single view
  • Empower sales team with lead intelligence
  • Evidence the effectiveness of marketing campaigns to drive both leads and revenue
  • Visibility of impact of marketing activity across the sales cycle
  • Close the loop between marketing and sales

How Ruler integrates with Salesforce

ENRICH YOUR SALES LEADS

Supplement your sales opportunities with over 60 marketing variables to view your customer’s interactions over multiple touch points, including first/last click marketing source, landing page, keyword, page views and sessions. Provide your sales team with greater intelligence on prospects via a direct link to the prospect’s data within Ruler to view their decision making journey via various channels, sources and engagement with your website.

EVIDENCE MARKETING IMPACT

Provide proof of the success of your marketing campaigns by reporting on value rather than vanity metrics. Report on return on investment at channel, campaign and keyword level as prospects make their way through your opportunity pipeline.

ALIGN SALES AND MARKETING EFFORTS

By combining marketing and sales data in one place, your teams can take a collaborative approach to your commercial operation, understand what constitutes a quality lead, how marketing affects the sales cycle and optimise to generate revenue quicker.

Integration Options

Push data into Salesforce 

Available Ruler Triggers

  • New event from New Call lands in Ruler Analytics
  • New event from New Form completion lands in Ruler Analytics
  • New event from New Live Chat
Available Salesforce Actions
  • Create new lead in Salesforce
  • Create new contact in Salesforce
  • Create new opportunity in Salesforce
  • Find and Update Lead in Salesforce
  • Find and Update Opportunity in Salesforce

Pull data out of Salesforce

Available Salesforce Triggers

  • New Lead
  • New Opportunity
  • New Updated Opportunity
  • New Closed Won/Closed Lost Opportunity

Available Ruler Actions

  • Send data as an opportunity stage to Ruler Analytics
  • Send closed revenue deals to Ruler Analytics

Additional Actions

  • Fire an event to Google Analytics
  • Upload the GCLID to Google Ads
  • Upload the MSCLKID to Microsoft Advertising
  • Fire an offline event to Facebook Conversions

Data workflow

RULER SALESFORCE
Lead <    > Lead/Contact/Opportunity
Opportunity Stage < Opportunity Stage
Revenue < Revenue
Attribution data  > Lead/Contact/Opportunity

Book a demo with Ruler Analytics today!

Maximize the ROI from your marketing investment & grow your business. Find out more today!

Book Demo