Olark is a key tool for businesses looking to directly engage with website visitors.
This live chat tool can support your sales team to answer questions quickly and convert website traffic into leads.
But, connecting Olark with Salesforce is tricky as the key data you need is generally locked within each tool. Ruler integrates with Olark to allow you to better track your live chat conversations and to fire data to tools like Salesforce.
With this integration you’ll be able to send lead data from Olark to Salesforce, and prove how much revenue customer journeys that included Olark as a touchpoint have made.
Ruler Analytics integrates with Olark and Salesforce and allows you to better access key data within each app. Keep reading for the step-by-step guide on how this integration works.
Ruler tracks your anonymous website visitors every time they engage with your content and campaigns giving you a full picture of their marketing journey.
Take the screenshot below, for example.
Looking at 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.
When a website visitor convert into a lead via Olark, Ruler will match them to their previous marketing engagements and send the relevant data over to Salesforce.
This means that when you log into your CRM, you’ll be able to see your original source data and get a better understanding of what your lead is interested in.
When your lead closes into a sale, Ruler gets to work again. It will scrape the revenue data inputted to Salesforce and fire it to the Ruler dashboard where it’s automatically attributed to the influencing campaigns, channels, ads and more.
By you can filter your performance data, improve your campaigns, reduce waste, and make data-driven decisions to boost ROI.
When Ruler scrapes your key revenue data from Salesforce, it can also send this to tools like Google Analytics, Google Ads, Facebook Business Manager and more.
There, the revenue will be automatically attributed to the influencing channels and campaigns.
Learn more about the Ruler and Olark integration or book a demo today and see how Ruler can improve the quality of your data.
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Add lead source to Salesforce and attribute marketing revenue