Note: This feature is available on our Grow or Scale plans. Please contact support if you want to upgrade your plan.
In this article, you’ll learn how to set up the revenue analytics using Salesforce deal data to analyze your content's performance through the lens of revenue data.
Connect your Salesforce account to Turtl
Note: This part is only required if you’re using Salesforce to identify known readers in Turtl analytics.
Go to Integrate > Salesforce.
Enter API user credentials. Utilize the Salesforce Help Center's AI assistant for guidance on setting up your API user.
Click "Save".
For more detailed steps on how to connect and configure this integration, visit this article: Configuring Your Salesforce Integration.
Identify known readers with your CRM connection
We recommend having at least 10 known readers before setting up Revenue Analytics. Ensure you are identifying known readers in Turtl with Salesforce or any of our other available CRM connections.
Check this section of the "How to get individual reader analytics in Turtl" article to learn how to identify and start collecting individual reader analytics using your CRM connection.
Revenue analytics with Salesforce
Self-serve configuration for Salesforce from the integrations hub is not yet available. To view real data in Revenue analytics, you can send us your Salesforce deal data manually.
Export your opportunity data from Salesforce and match the formats and fields exactly as shown in the provided CSV sample.
If you are not gathering known readers through Salesforce, complete the CRM contact ID mapping CSV to align deal records with reader identities, since your known readers data exists in a different system.
Send your deal data and the completed mapping sheet to your Customer Success Manager or Customer Support.
Once we receive all required assets, our team will configure Revenue Analytics for your account within 5 business days.
After setup, you'll see useful data like ROI numbers, deals influenced by your content, hidden opportunities, and which Docs bring in the most revenue. Plus, you can use the Hatch to get helpful tips and recommendations to grow your revenue even more.
