Does your business rely on inbound calls to generate new sales?
Chances are, your marketing is driving inbound calls.
Understanding how many calls each marketing channel has generated is essential data. It allows you to calculate the ROI of your PPC, SEO and other marketing activities and helps justify your marketing spend.
Ruler Analytics is a marketing attribution tool that makes it easy for you to integrate phone call data with Salesforce with no need for coding.
Integrate Ruler and Salesforce to easily match phone calls to marketing campaigns and your closed revenue data.
Related: How can Ruler enrich your Salesforce CRM
And remember, with Ruler, you can capture more than just calls. 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 outputs drive the most revenue.
The following is a step-by-step guide on how to send call tracking data into Salesforce using Ruler Analytics.
Ruler Analytics call tracking works by using Dynamic Number Insertion (DNI) technology. This overrides the static phone number on your website and generates a unique number for every visitor.
Related: What is dynamic number insertion and how does it work
Ruler call tracking numbers are free unless you require a specific number type. You can contact us to learn more about call tracking packages and allowances.
Our packages also include visitor identification and keyword level tracking so you can see exactly where your customers are coming from, and which keywords are most effective in bringing visitors to your website.
When an anonymous visitor makes a phone call, Ruler will update the data on that user to create a journey map for what is now known as a lead. This means you’ll be able to link one inbound call to a whole host of marketing touchpoints that user had in their journey to conversion.
Ruler will fire all the marketing and conversion data it has collected on that lead to Salesforce, allowing sales to see what specific products, services, and/or features each lead was interested in while browsing your website.
Say a user converts after having called you, Ruler Analytics can use its tools to scrape the revenue data from Salesforce and fire it to your favourite reporting tools like Google Analytics. This means that you can track conversion data alongside all of your traditional metrics.
Are you ready to implement call tracking and link up your CRM to your phone calls? Ruler Analytics is the perfect solution to ensure you can track inbound calls and accurately attribute them back to your marketing.
Book a demo with our team to see how else we can support you make the most out of your Salesforce CRM.
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