Getting the most out of Salesforce

As the market leading CRM solution, Salesforce is utilised by businesses around the world to help manage their leads, opportunities and customer relationships.

Unfortunately for marketers, the sales team tend to control the CRM playground, ringfencing valuable data such as lead quality and revenue, leaving marketers in the dark on the effectiveness of their campaigns.

In this guide we'll help you wrestle that control back, by exploring how to enrich information within Salesforce and unlock powerful revenue data to help attribute value to your marketing efforts, and prove what's working.

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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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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

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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