Connect Salesforce to Dreamdata
Take your Salesforce activities to the next level
Dreamdata’s revenue attribution platform connects all activities from across your techstack to help build, repeat and scale succes
Account-based, multitouch attribution for Salesforce
When you connect Salesforce to Dreamdata, you join your CRM data with data from across your go-to-market tech stack. This includes your marketing automation tools, your ads platforms, CS call platforms, etc.
Dreamdata then attributes every touch of every account to revenue and pipeline generated, offering unprecedented clarity into the B2B customer Journey.
With this attribution modelling, you gain immediate insights into what generates pipeline and revenue. Which paid campaigns are working and which ones aren’t, what content is generating a good ROI, which are your best acquisition channels, etc.
When you connect Salesforce with Dreamdata, all the tracking data is streamed directly to your data warehouse. The Dreamdata data platform will then transform and model the data, which you can access on our app or connect to your favourite BI, visualisation and reverse ETL tools.
Why integrate Salesforce
with Dreamdata?
Diverse tech stack? Connect Salesforce with the rest of your ecosystem
Fire up your pipeline and revenue generation by connecting all the commercial tools sitting on your stack - now and in the future.
Make every tool count.
Build a complete picture of your end-to-end customer journey.
Break down silos and align your teams like never before.
Every touch matters. Attribute towards all your revenue activities not just marketing.
Apply multi-touch attribution models to all the activities associated with the account’s journey.
Run custom multi-touch attribution models tailored to your needs.
Include all stakeholders in the buyer journey through account based attribution.
Compare attribution data between pipeline stages.
Make your data yours. Unlock your Salesforce and tech stack data with Dreamdata
Dreamdata enables you to freely access all the data sitting in your tools.
Gather, join and clean data from across your tech stack under one roof.
Pull your Salesforce data and run custom analytics from the database.
Store in the cloud and be free to migrate tools whenever you need.
Account-based attribution
Dreamdata’s revenue attribution platform is tailored to the multi-stakeholder B2B customer journey.
Customer journeys are tracked as companies (accounts) consisting of multiple stakeholders. With Dreamdata you can map and measure user journeys at both the individual and account level.
With Dreamdata accounts and users are no longer siloed into each team's tech stack. Your account’s activities are seamlessly connected between your marketing, sales and customer success teams.
Unlock your Salesforce data
With Dreamdata you gain free access to raw data from across your tech stack.
Move away from only accessing siloed data displayed inside Salesforce and your other tools.
Work with clean, standardised and unified revenue data.
Plug in your favourite BI tools to all the raw data.
More here ➝Ensure insights and analytics are not lost if you migrate to a new CRM system or want to use the data outside of Salesforce.
Speed up how quickly you run reports across all your activities.
Dreamdata + Salesforce: how it works
Powering up your end-to-end customer journey is simple and easy.
1. Find out which Dreamdata setup best meets your needs.
2. Introduce the Dreamdata tracking script to ensure all your user behaviour is tracked and identified
3. Make sure your data is clean and ready to extract.
4. Integrate Salesforce and all other tools on your tech stack
5. Let the data magic happen
6. Start building, repeating, and scaling success on activities throughout the customer journey
