Bring your Salesforce sales activity and marketing data closer together

Overview of integration

Salesforce is a customer relationship management solution that brings companies and customers together.

It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

Key benefits

Salesforce is a popular CRM choice for marketing and sales professionals.

It has a whole host of tools and features that can support businesses take their lead generation, management and nurturing to the next level.

But when integrated with Ruler, there are more benefits at play. These include:

  • Getting lead source data from your users into Salesforce
  • Sharing revenue data from Salesforce to your analytics tools
  • Connecting revenue data to your marketing touchpoints
  • Optimising marketing based on revenue data

Key features

Enrich your sales leads

Supplement your sales opportunities with over 60 marketing variables to view your customer’s interactions over multiple touch points, including first/last click marketing source, landing page, keyword, page views and sessions.

Provide your sales team with greater intelligence on prospects via a direct link to the prospect’s data within Ruler to view their decision making journey via various channels, sources and engagement with your website.

Evidence marketing impact

Provide proof of the success of your marketing campaigns by reporting on value rather than vanity metrics.

Report on return on investment at channel, campaign and keyword level as prospects make their way through your opportunity pipeline.

Align sales and marketing efforts

By combining marketing and sales data in one place, your teams can take a collaborative approach to your commercial operation, understand what constitutes a quality lead, how marketing affects the sales cycle and optimise to generate revenue quicker.