Analytics Foundations

• What are key terms I should know when assessing success in Qualified?
• What type of reports can I create in Qualified?
• How can I filter reports?
• What type of dashboards can I create in Qualified?

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Platform Engagement  

• How can I understand whether my experiences are successful?
• How can I compare which experience is performing better?
• How can I tell how many people have engaged with my experience?
• How can I see where visitors drop off in my experience?

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Rep Performance 

• How can I track which of my reps are successfully pouncing?
• How do I track how often and how long my reps are available?
• How can I see how many meetings each of my reps have booked?
• How do I see how many times my reps have pounced?

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Revenue and Pipeline Influence 

• What’s the difference between revenue and pipeline influence?
• What’s the difference between sourced and influenced pipeline/revenue?
• How can I customize my pipeline and revenue dashboards within Qualified?

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Salesforce Campaign Basics

Before getting started with reporting in Salesforce, it’s important to have a strong understanding of key terminology, the most important being “Campaigns.” Campaigns play a critical role in your ability to assess Qualified’s impact on your sales and marketing efforts. 

• What is a Salesforce campaign? 
• Want to dive deeper and learn more about Salesforce Campaigns? ‍
• What is a Campaign Member? 
• ‍Want to dive deeper and learn more about Campaign Members? ‍
• How do I set up campaigns in Salesforce? 

Option 1: Leverage the Qualified ROI Unmanaged Package 

Click here to access the unmanaged package 

The Qualified ROI unmanaged package includes custom fields, reports, flows, and a dashboard so you can analyze which Qualified conversations and meetings impacted your opportunities in Salesforce. 

By using this package, you can associates these type of Qualified activities with applicable opportunities and answer these questions via Salesforce reporting:

• How many open opportunities have had a Qualified conversation and/or meeting? 
• How many Qualified conversations and meetings does it take to help create an opportunity? 
• How many Qualified conversations and meetings does it take to help win an opportunity? 
• How much pipeline has Qualified sourced and/or influenced? 
• How much revenue has Qualified sourced and/or influenced? 
  

*Note, you will have to customize the reports and dashboards in this package to meet your company’s unique needs. Reach out to your Qualified Success Architect if you need additional guidance on customization.

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Option 2: Leverage the Qualified ROI Unmanaged Package 

Leverage Campaigns with Influenced Opportunities Reports using Attribution Models*

*This option will most likely require the help of your Qualified Success Architect. Please reach out to them for additional guidance.  

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Salesforce Campaign Attribution & Influence

Salesforce campaign attribution is one of the best ways to assess the ROI of your marketing efforts and the channels you’re using to connect to leads, contacts, and prospects. Attribution models describe how each touchpoint (Campaign) is weighted (% influence) when associated with Opportunities. 

Marketers use campaign attribution to measure campaign influence, and allows you to show how your conversational marketing efforts in Qualified helped to influence your overall revenue.

• What Salesforce objects do I need to use to track marketing efforts and opportunities within Salesforce? 
• What’s the difference between Campaign Influence 1.0 and Custom Campaign Influence models? 
• Campaign Influence 1.0 (AKA Salesforce Influence Model) – the default attribution model, using the “Primary Campaign Source Field”
• Customizable Campaign Influence – for more advanced, multi-touch attribution.
• How do I set up Campaign Attribution in Salesforce with my marketing automation platform? ‍
• How does Campaign Attribution differ when using Pardot? 
• How are unknown website visitors associated with Campaigns?
• How are known visitors associated with Campaigns? 

‍Click here for a complete guide to enabling Campaign Influence

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Option 3: Work with your Qualified Success Architect to develop reports and dashboards in Salesforce without Campaign Influence using Opportunity report type.

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Note: The above content and resources are simply a guide to get you started on your ROI journey. Every company is unique, which means you'll most likely have unique needs when creating ROI reports and dashboards. Please reach out to your Qualified Success Architect for additional support.

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