How to Integrate Call Tracking with Salesforce CRM

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17 Φεβ 2014 (πριν από 3 χρόνια και 8 μήνες)

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How to Integrate Call Tracking with
Salesforce CRM
How to Integrate Call Tracking with Salesforce CRM
Whether you’re a Salesforce power-user or
a novice, you’ve come to rely on the power and
reliability of the platform to run your business.
Aside from scheduling meetings, follow-up phone calls and keeping track of custom
-
ers and prospects, perhaps one of the most important data points Salesforce illumi
-
nates is how leads are created and which marketing sources deliver them.
For most Salesforce users, leads are created through the usual channels:

A sales representative manually creates or updates the lead;

Marketing automation software feeds leads into the system;

Prospects download web forms on your website and your backend system injects
the information into Salesforce.
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Contact us at
Mongoose Metrics at 877.784.0496
or visit us online at
www.mongoosemetrics.com to set up a meeting.
But what happens if a new or existing
prospect calls in to your business?
Can you rely on the person answering the phone to accurately
record how, where and when the caller found your business?
Integrating call tracking data into Salesforce solves these dilemmas
and provides a treasure-trove of data points to better understand how
prospects navigate through the sales funnel.
Call tracking as a middleware component also allows you to under
-
stand more of your prospect’s DNA.
Imagine being able to see leads by phone call within your Salesforce
lead reports. When you integrate phone call data you’ll immediately
see phone calls as well as the corresponding keywords and marketing
sources which generated them in a number of Salesforce reports.
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twitter@mongoosemetrics
Contact us at
Mongoose Metrics at 877.784.0496
or visit us online at
www.mongoosemetrics.com to set up a meeting.
How to Integrate Call Tracking with Salesforce CRM
Phone call data can be injected into a number of Salesforce
reporting dashboards and is fully customizable to your particular
needs whether your the CEO looking for an overview of lead sourc
-
es or a sales representative trying to understand why a prospect
has been calling customer support.
Here’s the simple upload form within the Mongoose dashboard:
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twitter@mongoosemetrics
Contact us at
Mongoose Metrics at 877.784.0496
or visit us online at
www.mongoosemetrics.com to set up a meeting.
How to Integrate Call Tracking with Salesforce CRM
Once you’ve connected your Mongoose phone call
data with Salesforce you’ll be able to start analyz
-
ing how, when and why phone calls are coming into your
business. Here’s an example:
By drilling down further into a lead generated by a phone call
within Salesforce -- as the following screen shot depicts -- us
-
ers can access a recording of the call, see which pay-per-click
keyword generated the call, get the geolocation of the caller
as well as caller ID and IP address.
Follow us on

twitter@mongoosemetrics
Contact us at
Mongoose Metrics at 877.784.0496
or visit us online at
www.mongoosemetrics.com to set up a meeting.
How to Integrate Call Tracking with Salesforce CRM
By arming yourself with phone call data within Salesforce you’ll close more
deals and learn more about how prospects are responding and interacting with
your company.