Play #5: Advanced Engagement Dashboards

The Salesforce Engagement dashboards provide a visual representation of key metrics related to prospect engagement and interactions with your company, such as email opens, website visits, and service requests.

Analyze prospect engagement with Salesforce Engagement Dashboards

The Salesforce Engagement dashboards help businesses track and analyze prospect engagement data in one centralized location, allowing them to make data-driven decisions.

Summary

  • Description: New leads/contacts not previously in Salesforce
  • Report: Campaigns with Leads and Converted Lead Information (s)
  • Group by: Company/Account
  • Filters:
    • All campaigns
      Includes campaigns matching (Parent campaign) or (child campaign 1) or (child campaign 2) etc.
    • Email does not include (company domain)

The Net New Leads report has fundamentaly changed our approach to lead generation. So simple, yet so powerful.

David Channing

OBJECTIVE

Improve engagement and ultimately drive more conversions.

When using Salesforce Engagement Dashboards B2B marketers can gain a deeper understanding of how their target market interacts with their company and use that information to make data-driven decisions that will improve engagement and ultimately drive more conversions. This can include identifying which marketing campaigns are most successful, tracking website visitor behavior, and monitoring customer service interactions to ensure they are meeting the needs of their target market.

The Salesforce Engagement Dashboards provide a centralized location for all of this information, making it easier for B2B marketers to track and analyze their performance, and make adjustments as needed to drive better results.

SCENARIO

Polar Energy, a company that provides battery technology to various industries, uses Salesforce Engagement Dashboards to enable their sales teams and drive engagement. By using the dashboards, the sales team can track and analyze customer engagement data in one centralized location, allowing them to make data-driven decisions and improve customer interactions.

The sales team can identify which industries and target markets are most interested in their products by tracking website visitor behavior, and monitor customer service interactions to ensure they are meeting the needs of their target market. By using this information, the sales team can then make adjustments to their sales strategies, such as targeting specific industries or tailoring their messaging to better align with the interests of their target market. Additionally, the dashboards can also be used to track the success of marketing campaigns, helping the sales team understand which campaigns are resonating with their target market and which ones may need to be adjusted. Overall, the Salesforce Engagement Dashboards help Polar Energy's sales team to improve customer engagement, drive more conversions, and achieve their business objectives.

WHO USES IT

This is a good example of a report that provides different insights to different groups.
  • Sales teams: The Sales teams can use the dashboards to track and analyze customer engagement data, which would allow them to make data-driven decisions.

  • Marketing teams: The marketing teams can use the dashboards to track the success of their campaigns and understand which campaigns are resonating with their target market.

  • Customer Service teams: The customer service teams can use the dashboard to monitor customer service interactions, ensuring that they are meeting the needs of their target market.

  • Business Analysts: The business analysts can use the dashboards to identify patterns, trends and insights.

How to build it

Looking for more?

Download the entire Marketing Reporting Playbook below. Get access to all 10 report templates and instructions of how to build them in Salesforce.

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