Integration & Data
Integration & Data

Tracking and analytics, tied to revenue

Most reporting stops at the form fill, so nobody can say which campaigns produce customers. We connect marketing activity to Salesforce so your reports follow a lead through to revenue.

At a glance
Scoped and priced in
Statement of work
Works with
Salesforce, Account Engagement
Analytics tools
GA4, Tag Manager
Partner status
Salesforce Silver Partner

Why the reporting stops short

The data usually exists. It just never meets in one place.

  1. Tracking that breaks quietly

    Tags and forms change over time, and nobody notices the data has stopped until a report looks wrong.

  2. Leads without a source

    Campaign details are lost between the website and the CRM, so opportunities look like they came from nowhere.

  3. Credit to the last click

    Reports reward whatever happened just before the form fill and undervalue everything that built the interest.

Analytics dashboard with key figures and a trend line, beside a funnel from first visit to revenue

What's included

Scoped per project. Definitions are agreed with sales and marketing before anything changes.

  1. Tracking audit

    What your website, forms and campaigns record today, where that data goes, and where it gets lost.

  2. Measurement plan

    The events, fields and definitions agreed with sales and marketing, written down before anything is built.

  3. Source capture

    Campaign and source details carried from the first visit into Salesforce with every new lead.

  4. Multi-touch attribution

    Customer lifecycle and multi-touch attribution reporting, so credit is shared across the whole journey.

  5. Data governance

    Sales and marketing data rules that keep fields consistent, so reports stay accurate after launch.

  6. Dashboards and handover

    Reports sales and marketing both sign off, plus training so your team can build its own.

Method

How a tracking project runs

Stages follow our delivery process. Durations depend on how many sites and channels are involved.

  1. Scope

    Sales and marketing agree a statement of work covering solution, timeline, team and cost.

  2. Audit and map

    A tracking audit and a workshop that agrees what counts as a lead, an opportunity and a win.

  3. Design

    Events, fields and attribution rules written into a Configuration Blue Print.

  4. Build and test

    Tracking and reports built with regular show-and-tells, then checked against real leads.

  5. Launch

    Dashboards live, your team trained, and ours on standby for user and technical support.

Technical scope

For the people who'll sign the scope off. Everything here is confirmed in the audit before we quote the build.

Salesforce clouds
Sales Cloud, Account Engagement, Marketing Cloud
Analytics tools
Google Analytics 4, Google Tag Manager, enhanced ecommerce tracking
Data captured
Campaign source, form submissions, lifecycle stage, opportunity influence
Reporting
Customer lifecycle and multi-touch attribution
Deliverables
Tracking audit, measurement plan, Configuration Blue Print, dashboards, training

Questions

Yes. Funnel-wide tracking follows the customer journey across websites and platforms, so you can see where people drop out at each stage.

The audit starts with what you already record, so we keep what works and fix what doesn't rather than starting again.

The one your sales and marketing teams agree reflects how you win customers. We compare models against your own closed deals before recommending one.

Daily, monthly or at whatever interval suits your team. The dashboards are yours, so your team can also run them any time.

Not just as instructed

Book a free consultation

Tell us the outcome you need, and talk it through with one of our certified Salesforce consultants.