Analyze sales and marketing journey in Salesforce

Due to lack of data, understanding what is the typical funnel to close an opportunity is usually quite hard in Salesforce.

Moreover, it sometimes pretty hard to distinguish "marketing driven" versus "sales driven" activities since related data might be stored on different objects.

Using Heeet acquisition will provide you with an accurate view of marketing, self reported and sales activities weight in the closing funnel.

Looking at the standard Salesforce report below included in the Heeet package, you'll be able to identify precisely how each activities impact your sales funnel (A) and see the distinction between sales or marketing driven activities.

Moreover, using Heeet content influence, you'll be able to see at what stage of the journey your prospects are engaging with each content.