Integrations

Allocadia for Salesforce

Finally, answering the elusive "What is our Marketing ROI?" question

As a marketer, you want to maximize the effectiveness of your marketing investments. How can you do this, however, when Investment data is spread across multiple spreadsheets or locked in ERP systems, and Return data is spread across different campaign systems and in your CRM? With Allocadia, you can gain visibility into your return on marketing investments [see screenshot].

Salesforce Return metrics that are available via the automated connection include:

  • Total Contacts
  • Total Responses
  • Total Leads
  • Converted Leads
  • Num Total Opps
  • Num Won Opps
  • Total Value Opps
  • Total Value Won Opps

How it works

Existing Allocadia and Salesforce customer? Connect directly using your Salesforce login credentials. Login and read the Knowledge Base article to learn more or Contact Us for a demo.

Not a customer? Sign-up to a 30-day trial which includes the ability to connect to Salesforce.

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  Communications Manager of Building Construction, Trimble 
  marketing budgeting software customer quoteWe now have out-of-the-box Marketing ROI Dashboards that clearly show the return on our tradeshow investments.marketing budgeting software customer quote  
box image for budgeting software industries   box image for budgeting software industries
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