‍How to use Salesforce Integrations for Effective Campaign Tracking

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Welcome to our deep dive into Salesforce lead tracking. If you've found yourself here, you've likely been down the rabbit hole of information on this topic. And let's be honest, if you're in marketing, you're likely facing challenges like aligning your sales and marketing teams, dealing with missing data, and figuring out which campaigns and keywords lead to actual sales.

The scenario often plays out like a well-worn script: you have many leads that come in through Google ads and do not know which of those keywords turn into customers. Next, you analyze the keywords, aiming to adjust based on their potential to attract genuine interest and achieve the lowest cost per action (CPA).

Yet, this process often involves guesswork and can miss out on important data. This is where we can help.

In this blog we’ll cover: 

• The Basics of Salesforce Tracking
• How Salesforce Integrates with Attribution IQ
• How To Bridge The Gap
• Using Software for Attribution Tracking‍

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‍The Basics of Salesforce Tracking‍

Let's make it super simple. Imagine Salesforce as a digital toolbox that sales teams use to keep tabs on potential customers and the relationships they build with them.

Now by using our Salesforce integration, you can monitor all incoming leads along with the specific keywords that attracted them. Plus, you can generate reports to identify which keywords are actually bringing in money. You’ve got an eye on everything. 

Every keyword, every ad group, and every campaign is under your watch.
This way, you can provide your team with a straightforward snapshot of how keywords perform, what customers prefer, and how they engage with ads (without biting on a rope and digging your heels into the grass for extra support).  

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How Salesforce Integrates with Attribution IQ‍

Understanding how customers interact with your brand without the right tools is like navigating a maze in the dark. You know they're engaging with your brand somehow, but it's tough to see the full picture. 

Which keywords are working? Where do customers get lost or drop off?  It's all a bit of a guessing game.

But, when you integrate Salesforce with Attribution IQ, things get a lot clearer. 

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Here’s how: 

- Web Visit Source Tracking: This feature lets you pinpoint the source of every website visit, capturing specifics like UTM parameters, the referrer site, and the keywords from paid media. Helping you identify the most profitable keywords and campaigns, guiding you to allocate your resources more effectively.‍

- Lead Source Tagging: With Attribution IQ, every lead is automatically tagged with the campaign details from which it originated. This information is directly integrated into your CRM, providing information on how each lead came to you. Allowing informed follow-up actions and strategic planning.‍

- Streamlined Reporting: Our intuitive dashboards categorize leads based on their campaigns, showing you at a glance which keywords are generating leads and the returns they are producing on your investment.

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‍Using Software for Attribution Tracking

‍Software like Attribution IQ can act as a ‘cheat code’ in tracking keyword accuracy and campaign performance. By integrating with your CRM you get to understand and analyze the following a lot faster than your peers: 

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- Keyword Performance

- ROAS (Return on Ad Spend)

- Lead Quality

- Cost Per Lead

- ROI by Channel

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Best Practices for Data Management
Here are some additional tips to help you get the most out of your Salesforce tracking data:‍‍

1. Keep it Tidy: Regularly clean and audit your data to ensure it's accurate and ready for analysis when you need it.‍

2. Segment It: Sort your data by specific analysis and campaign improvement. By breaking your data into smaller chunks, you can quickly find the details you're looking for.

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If You Work Smart, The Data Will Do The Talking

‍In the end, it's smart to use a little help. That's what lead attribution tools are for, right? When you need to understand how well your keywords are doing, having tools to help out is really worth it. Your goal is to get to the data, strategize accordingly, and make the most out of your campaign ROI.

After all, why make things harder when the tools are right there to make lead tracking easier?

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