Enrich your Salesforce data with your invoicing, accounting, marketing, and data sitting in Excel files with ClicData.
CONNECTOR
Salesforce
Enterprise App
Benefits
- Measure your marketing ROI by combining your Revenue data with your inbound and outbound spends from your financial system
- Keep track of your sales team productivity: Dials, Outbound emails, Deals In Progress / Closed, Task Completion
- Build a unified view of your marketing, service, sales, support data to bridge the gap in your customer journey
- Set custom thresholds and get alerts whenever they’re reached to stay on top of your team and campaigns’ performance
Sample Dashboards
These are some of the sample dashboards that can be built using this data source.
Metrics
- Conversion rate by Segment
- CPL by Segment or/and Channel
- Avg Time to Close by Segment
- Number of Dials by BDR / Account Executives
- ROI by Marketing Channel
More Information
Get more information on this connector by clicking on the icons below.
