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CASE STUDY GA360 + SALESFORCE INTEGRATION REVEALS … · 12/27/2019  · having users sign up for...

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GA360 + SALESFORCE INTEGRATION REVEALS TRUE MARKETING AND CONTENT IMPACT CASE STUDY
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Page 1: CASE STUDY GA360 + SALESFORCE INTEGRATION REVEALS … · 12/27/2019  · having users sign up for free trials and demos. Within Google Analytics, they could see what marketing efforts

GA360 + SALESFORCE INTEGRATION REVEALS TRUE MARKETING

AND CONTENT IMPACT

CASE STUDY

Page 2: CASE STUDY GA360 + SALESFORCE INTEGRATION REVEALS … · 12/27/2019  · having users sign up for free trials and demos. Within Google Analytics, they could see what marketing efforts

©2019 Seer Interactive • p2

OVERVIEW• CLIENT: Looker

• INDUSTRY: Computer Software

• SERVICES: Analytics & SEO

• RESULTS:

• Full marketing attribution to bottom-line closed won deals

• Full content attribution to bottom-line closed won deals

Page 3: CASE STUDY GA360 + SALESFORCE INTEGRATION REVEALS … · 12/27/2019  · having users sign up for free trials and demos. Within Google Analytics, they could see what marketing efforts

The Challenge Looker generates new leads on their website by

having users sign up for free trials and demos.

Within Google Analytics, they could see what

marketing efforts and content drove lead creation

and build an attribution model all the way through

to closed deals. However, the Looker team

wanted to leverage the advanced features and

segmentation capabilities in GA360 with their

Salesforce data.

©2019 Seer Interactive • p3

MERGE SALESFORCE DATA

Page 4: CASE STUDY GA360 + SALESFORCE INTEGRATION REVEALS … · 12/27/2019  · having users sign up for free trials and demos. Within Google Analytics, they could see what marketing efforts

©2019 Seer Interactive • p4

The Approach Utilizing Seer’s custom planning & best practices

for the Google Analytics 360 (GA360) +

Salesforce Sales Cloud turnkey integration,

Seer worked with Looker to:

1. Provide specs and requirements for a multi-

team project to execute on the development &

implementation of the integration

2. Import Salesforce lead statuses, opportunity

stages, and additional Salesforce fields

(Industry, Rating, Number of Employees, etc.)

Seer’s expertise in this area allowed Looker to

confidently head into the integration and execute a

true closed-loop data integration in GA360.

SALESFORCE DATA

GOOGLE PLATFORM

REQUIREMENTS

Page 5: CASE STUDY GA360 + SALESFORCE INTEGRATION REVEALS … · 12/27/2019  · having users sign up for free trials and demos. Within Google Analytics, they could see what marketing efforts

The ExecutionBy following Google’s detailed documentation on

the integration, Seer assisted Looker to have their

development team, Salesforce team, operations

teams, and legal team all tied into the process, and

take the following steps:

1. Create new Salesforce fields (Looker)

2. Pass the GA Client ID to Salesforce

using a hidden form field (Looker)

3. Link GA360 + Salesforce Sales Cloud

(Seer + Looker)

4. Data Validation (Seer + Looker)

©2019 Seer Interactive • p5

Create new Salesforce

fields

Pass GA Client ID to Salesforce

Link GA360 + Salesforce

Cloud

Validate data

Page 6: CASE STUDY GA360 + SALESFORCE INTEGRATION REVEALS … · 12/27/2019  · having users sign up for free trials and demos. Within Google Analytics, they could see what marketing efforts

The Results This approach led to Looker’s GA360 receiving

Lead and Opportunity information from Salesforce

every 4 hours. This allows Seer to take previous

information in Google Analytics (traffic source

leading the user to the website, content the user

consumed, etc.) and tie this to the Lead and

Opportunity information.

With Opportunity Closed Won as the “end stage”

in Looker’s process, Seer was able to set-up a

goal conversion to not only see what web traffic

sources and pages play a role in these won deals,

but also create segments and audiences based on

Salesforce attributes, allowing Looker to further

leverage the Google Marketing Platform enriched

with Salesforce data.

©2019 Seer Interactive • p6

4hrs new data from

Salesforce every four hours

Page 7: CASE STUDY GA360 + SALESFORCE INTEGRATION REVEALS … · 12/27/2019  · having users sign up for free trials and demos. Within Google Analytics, they could see what marketing efforts

PHILADELPHIA (HQ) • SAN DIEGO

p: (215) 967-4461 • seerinteractive.com


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