Your sales team is likely already busy contacting new leads and nurturing them through the sales cycle. As such, you want to automate as much of your cycle as possible.
Importing leads automatically to Salesforce allows you to save time and resources. With Ruler Analytics, you can automatically import your leads into Salesforce. And, with its marketing attribution tools, you can get even more data in and out of your CRM.
With Ruler, you can capture detailed marketing interaction data such as channel, source, campaign and keyword, allowing you to gain full visibility into the customer journey and track which activities drive the most offline revenue.
The following is a step-by-step guide on how to send conversions and lead source data into Salesforce using Ruler.
Ruler tracks each anonymous visitor individually and records how that user found your site.
It will continue to track visitors and their interactions meaning you can get a full view of each and every lead’s customer journey. Once your custom fields are set up and Ruler’s code is added to your site, Ruler will be able to track your website visitors.
Take customer journey below, for example.
In this specific journey, we can see that a visitor clicked on a Google Ad after searching the keyword "marketing attribution" and converted via a form fill.
Ruler Analytics connects your website data to your CRM. So, when a user converts into a lead, Ruler will match the conversion data with the user's marketing touchpoints and fire it all to Salesforce.
Salesforce can’t capture lead details like source, channel, campaign or keywords. So, you’ll need to create custom fields yourself.
Want to see how much potential revenue you have at each stage of your funnel? With Ruler’s opportunity stage report, you can analyse and monitor leads and opportunities at every stage of your sales pipeline.
This allow you to:
When you have a longer sales cycle, this is valuable information to see how your business is driving revenue through the full pipeline. This is viewable directly within Ruler’s dashboard.
When your lead converts into a sale, no matter how long after their first session, Ruler will utilise a pre-built integration to fire conversion and revenue data back into your favourite marketing apps and tools.
Ruler Analytics will scrape the closed revenue from Salesforce and share it with apps like Google Ads, Facebook Business Manager and Google Analytics.
This allows your marketing team to identify which marketing channels, campaigns and ads are generating the most revenue.
Ruler can also integrate with your payment processing system to track repeat sales and renewals. This is extremely useful for marketers that track and report on metrics like marketing-generated monthly recurring revenue and customer lifetime value.
Ready to take full advantage of Ruler to help solve the disconnect between sales and marketing and prove marketing’s impact on revenue growth? Learn how Ruler enriches your Salesforce CRM with attribution data or book a demo and see it in action for yourself.
Connecting Salesforce CRM revenue data with Google Analytics
Salesforce’s Web-to-Lead Forms: A complete guide
All you need to know about Salesforce multi-touch attribution
How to track leads in Salesforce and view your original source
Add lead source to Salesforce and attribute marketing revenue