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.
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:
*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.
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.
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.
Click here for a complete guide to enabling Campaign Influence
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.