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How to Integrate Call Tracking with Salesforce CRM · Phone call data can be injected into a number...

Date post: 29-Nov-2018
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How to Integrate Call Tracking with Salesforce CRM
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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.

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

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:

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

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.


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