CRM Archives - Ruler Analytics https://www.ruleranalytics.com/blog/category/crm/ Marketing Measurement Analytics Mon, 23 Oct 2023 13:21:12 +0000 en-GB hourly 1 https://wordpress.org/?v=6.1.4 Complete Guide to Tracking the Entire Lead Lifecycle https://www.ruleranalytics.com/blog/crm/lead-lifecycle/ Sat, 14 Oct 2023 15:01:21 +0000 https://www.ruleranalytics.com/?p=24238 Lead lifecycle might feel like yet another process to manage, but get it right and it could wildly improve how...

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Guide to Salesforce Journey Builder (+ Other Tools to Track Customer Journeys) https://www.ruleranalytics.com/blog/crm/salesforce-journey-builder/ Mon, 09 Oct 2023 08:02:29 +0000 https://www.ruleranalytics.com/?p=25010 Learn about Salesforce Journey Builder and generate greater visibility over your customer touchpoints and interactions.  Marketers are more determined than...

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How to Capture UTMs in Salesforce to Track Leads https://www.ruleranalytics.com/blog/crm/salesforce-utms/ Tue, 26 Sep 2023 08:00:00 +0000 https://www.ruleranalytics.com/?p=24988 Send UTMs and attribution data to Salesforce and track which channels and campaigns are most effective at driving leads and...

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Salesforce Automation Tools: 7 Essential Tools to Streamline your Data https://www.ruleranalytics.com/blog/crm/salesforce-automation-tools/ Mon, 25 Sep 2023 10:10:55 +0000 https://www.ruleranalytics.com/?p=24969 Automate your workflows and close more leads into deals with Salesforce automation tools. Salesforce is one of the hottest CRMs...

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Salesforce’s Web-to-Lead Forms: A Complete Guide https://www.ruleranalytics.com/blog/crm/web-to-lead-forms/ Fri, 15 Sep 2023 08:00:00 +0000 https://www.ruleranalytics.com/?p=601 If you use Salesforce to manage your lead data, then you may be looking for ways to better capture your lead data. We share how to go beyond Salesforce’s web-to-lead forms and capture more than just lead referrer data.

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How to Setup and Track Multi-Touch Attribution in Salesforce https://www.ruleranalytics.com/blog/crm/salesforce-multi-touch-attribution/ Fri, 08 Sep 2023 09:58:00 +0000 https://www.ruleranalytics.com/?p=22978 Trying to get started with Salesforce multi-touch attribution? We run you through what it is, how it works and how to implement it.

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How to Track Leads in Salesforce and Attribute Marketing Revenue https://www.ruleranalytics.com/blog/crm/track-leads-salesforce/ Wed, 30 Aug 2023 08:00:00 +0000 https://www.ruleranalytics.com/?p=15888 Learning how to track leads in Salesforce through the entire customer journey is essential to understanding what is really influencing your customers to convert. This guide shows you how to supercharge your CRM.

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Connecting Salesforce CRM Revenue Data with Google Analytics https://www.ruleranalytics.com/blog/crm/connecting-salesforce-google-analytics/ Wed, 15 Mar 2023 09:00:00 +0000 https://www.ruleranalytics.com/?p=15596 Looking to learn how you can track the leads you see in Salesforce back to your marketing stats in Google Analytics? We share how best to close the loop between sales and marketing so you can track your leads every step of the way.

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Connect HubSpot and Google Analytics 4 To Prove Your Impact on Revenue https://www.ruleranalytics.com/blog/crm/hubspot-google-analytics/ https://www.ruleranalytics.com/blog/crm/hubspot-google-analytics/#comments Mon, 19 Dec 2022 09:00:00 +0000 https://www.ruleranalytics.com/?p=19700 Want to learn how to integrate HubSpot with Google Analytics? Here's our complete guide including a much cheaper alternative.

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How to Track CRM Deals & Attribute Marketing Revenue https://www.ruleranalytics.com/blog/crm/track-crm-deals/ Tue, 09 Aug 2022 17:59:01 +0000 https://www.ruleranalytics.com/?p=23983 Keep track of deals in your pipeline and measure the impact of your marketing on revenue.  “What’s the ROI on...

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