Notes:
The CRM integration feature is available on our Grow AI and Scale AI plans. Please contact support if you want to upgrade your plan.
To view revenue analytics, Known Contacts will need to be enabled. Revenue analytics requires individual contact data. Take a look at our article here for more details.
In this article, you’ll learn how to set up Revenue Analytics using Microsoft Dynamics deal data to analyze your content’s performance through the lens of revenue.
Install and configure your Microsoft Dynamics integration
If you’re using Microsoft Dynamics to identify known contacts in Turtl analytics, follow the steps in this article to install and configure the integration.
Identify known contacts with your CRM connection
To get meaningful Revenue Analytics, you’ll need to identify individual contacts.
We recommend having at least 10 known contacts before setting up Revenue Analytics.
Ensure you are identifying known contacts in Turtl with MS Dynamics or any of our other available CRM connections.
See this section of the "How to get individual contact analytics in Turtl" article to learn how to identify and start collecting individual contact analytics using your CRM connection.
Revenue analytics with MS Dynamics
Self-serve Revenue Analytics for Microsoft Dynamics is not currently available. To view real Revenue Analytics data, you’ll need to send us your deal data manually.
To do this:
Ensure you are collecting known contacts in Turtl with other CRMs. We recommend having at least 10 known contacts before setting up Revenue Analytics.
Export your opportunity data from Microsoft Dynamics and match the formats and fields exactly as shown in the provided CSV sample.
If you are not gathering known contacts through Microsoft Dynamics, complete the CRM contact ID mapping CSV to align deal records with contact identities, since your known contacts data lives in a different CRM.
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 be able to view ROI metrics, deals influenced by your content, hidden opportunities, and the documents driving the most revenue. You can also use Hatch AI to uncover insights and recommendations to help grow pipeline and revenue further.