Salesforce

Why Connect Salesforce to Bright Analytics?

Salesforce contains a vast amount of data covering leads, sales, customer interactions, and revenue. However, using this data effectively presents challenges:

• Fragmented reporting – Marketing, sales, and customer data often exist in separate silos, making it hard to track end-to-end performance.
• Limited marketing attribution – Understanding which marketing efforts drive conversions and long-term customer value can be complex.
• Manual data extraction inefficiencies – Exporting and consolidating Salesforce data with marketing insights is time-consuming and prone to errors.

By integrating Salesforce with Bright Analytics, you can:

• Gain a consolidated view of customer journeys from marketing touchpoints to sales and beyond.
• Link advertising and marketing spend to pipeline generation, revenue, and customer lifetime value.
• Automate reporting and build advanced analytics models connecting marketing activity to business outcomes.

What Data Can You Access?

Our integration provides access to key Salesforce data, including:

• Leads, opportunities, and closed sales – Track how marketing-generated leads progress through the sales funnel.
• Customer interactions and engagement – Analyse email, call, and support history to understand the customer journey.
• Revenue and lifetime value – Link individual campaigns and channels to customer profitability over time.
• Marketing attribution – Connect CRM data with advertising spend, measuring the true ROI of marketing efforts.

We also process and enrich the data to align with existing marketing and business intelligence workflows.

How the Integration Works

1. Authentication: Securely connect Bright Analytics to Salesforce using API credentials.
2. Data Sync: Automatically ingest lead, opportunity, and customer data at regular intervals.
3. Processing & Enrichment: Standardise, transform, and optimise the data for deeper analysis.
4. Dashboards & Reporting: View insights in custom reports or blend with other marketing and financial data sources.

Use Cases

• Measure marketing-driven lead generation and track conversion rates to revenue.
• Analyse the long-term impact of marketing campaigns on customer lifetime value.
• Optimise budget allocation based on sales data and revenue attribution.

Get Started

Sync your Salesforce account today. Speak to our team to begin and discover how Bright Analytics can enhance your marketing and sales performance reporting.