How can Ruler Enrich Salesforce

The built-in source fields in Salesforce are a good starting point for tracking marketing impact, but they fall short. They're often too broad and don't provide enough detail to track which specific marketing touchpoints are leading to conversions and deals. 

A multi-touch attribution tool can help you overcome these limitations by providing a more comprehensive view of how leads arrive at your website and convert into revenue. For example, Ruler's multi-touch attribution tool can:

  • improve customer journey visibility from the initial touchpoint to close.
  • enrich your contacts in Salesforce with marketing source variables such as marketing source from each session, page views, UTM variables, Click IDs, and Cookie IDs.  
  • establish a direct connection between your marketing campaigns and revenue.
  • quantify the impact of marketing on the bottom line.

Download the eBook and get a step-by-step guide on how Ruler helps marketers identify their most valuable marketing channels and boost revenue impact. 

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Automatically reveal which marketing channels drive the best leads

Ruler Analytics makes it easy to track customer journeys and match closed revenue to the source.
Make data-driven decisions by integrating your website, your CRM and your marketing apps to view the data you need, where you need it most.

Track

Track every click, call and conversation driven to your website automatically through our forms, live chat and call tracking integrations

Evidence

Evidence the effectiveness of your campaigns via a single source of truth of your customer’s buying journey

Optimise

Gain clarity on how high quality leads behave to help optimise campaigns based on value driven metrics

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How it works...

Track website visitors and touchpoints - Ruler Analytics

Step 1

Track website visitors and touchpoints

Anonymous people visit your website. Ruler allows you to track each visitor across multiple sessions along with marketing variables such as source, channel, campaign and keyword.

Step 2

Match leads to their marketing data

When a user converts into a lead by phone, form or live chat, Ruler will match this new lead to their previous marketing interactions and fire it to your CRM.

Match leads to marketing - Ruler Analytics
Close the Loop Ruler Analytics

Step 3

Close the loop

When your lead converts, Ruler will scrape the revenue data in the CRM and fire it to your preferred marketing analytics tools. It will be attributed to the marketing channels and campaigns that influenced the sale. 

In Ruler, you'll be able to switch between attribution models to find one that works best for you.

Track offline conversions without the headache

Do you struggle to track your offline conversions? While you can track lead generation, you can't get visibility of how your offline leads progress.

With Ruler, you can track each and every touchpoint for every single lead.
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Find out how Ruler can help you close the loop between leads and revenue
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Ruler Analytics Dashboard