This article delves into the benefits of integrating Trendemon with Salesforce, highlighting how different components on your website impact deals, and how Trendemon's personalization influences deal progress at various stages.
What Insights Can You Gain by Integrating Salesforce with Trendemon?
Integrating Trendemon with Salesforce unlocks unique insights on how Trendemon and your website is impacting deals in different stages and their dollar value.
It will enable you to answer questions like:
- What is the impact and uplift of personalization on deals (number, value and stage)
- Which pages are influencing deals, their value and stages
- Compare different sources, channels and campaigns and see how each of them contribute to closed-won deals and pipelines
You can find answers to these business questions (and more!) by integrating Trendemon with Salesforce and exploring different sections on our dashboard.
Why is this important?
Seeing the impact of Trendemon campaigns on accounts and buying groups associated with deals gives you a new perspective on the actual $ value influenced by personalization.
In an ROI-centric economic environment, these insights can provide a clearer picture of how technologies, efforts and assets are actually impacting returns. This new perspective can help compare the business performance between different campaigns and assets and increase operational efficiency while improving outcomes.
Impact and Uplift of Personalization on Deals
Navigate to our main Dashboard screen to review the overall impact of Trendemon on deals in different stages, their dollar value and conversion rate to deal. Dive into the details of impacted deals by clicking on the total numbers.
To explore the impact of each individual campaign / offer, navigate to Active → Analyze → Campaigns & Offers. Switching the view of the bottom table to “By Deals” will reveal how each specific personalization unit impacted companies, deals and values:
Explore Deals of Companies Visiting the Website
Uncover the deals associated with companies visiting your website, and explore their value according to deal stages and whether or not they were impacted by Trendemon:
Clicking on the Company’s name will lead you to more information, and you can explore the details of the deals and their stages, remove irrelevant deals and more:
Learn How Content is Impacting Deals
Navigate to Explore → Assets, and select the “By Delas” view to learn how different website areas and pages are influencing deals in different stages.
Scroll down to the bottom table to uncover the companies that viewed each page, their associated deals and values.
How Trendemon Connects Website Visits, Companies and Deals
Here is how we connect anonymous website visitors to Salesforce deals:
- Leveraging reverse IP lookup to identify the company of anonymous website visitors.
- Extracting Salesforce's data regarding deals associated with each visiting company, including deal stages and their dollar value.
- By integrating the above data with our website engagement analytics, we deliver actionable insights, enabling you to enhance revenue, activate opportunities, and optimize the dollar impact of your website.
Metrics and Definitions
- The deals we include in our insights are ones that were updated in Salesforce in the past 90 days (the deal’s creation date can be before that).
- A company or deal is referred to as “Impacted by Trendemon” if at least one visitor from the company was accelerated in the past 90 days (clicked on an inbound personalization unit / viewed an outbound stream / viewed a One-to-Won page).
How to Get Started with Deals on Trendemon
To learn more about the benefits of connecting Trendemon with Salesforce or to enable the new Deal view on your account, speak with your customer success manager. Not already a customer? Sign up for a demo or start a free trial to test it yourself.