Advanced Marketer’s Guide To Salesforce Reports & Dashboards
A guide for advanced teams and companies on marketing attribution modeling and reporting using data inside Salesforce.
When we think of Salesforce, we typically think of its main use case, which is pulling together relevant information for sales so they can track and close deals. However, CRMs hold great value for marketers as well.
This hands on guide will walk through the basics of using Salesforce as a B2B marketer. You’ll get an overview on connecting sales and marketing data with Salesforce, creating marketing reports, and building a marketing dashboard that helps you generate revenue from your online marketing efforts.
Contents:
- Finding the data that matters
- Creating a marketing report
- Making the report actionable
- Building a dashboard
- Getting smart with marketing fields
