When we begin the process of setting up your account, we start by creating custom pages & fields pertaining to your business.

The pages:

In the Salesforce interface, prospective customers are categorized into leads and then opportunities & accounts.

• Lead Page - All leads (web forms, phone calls, live chats, referrals, etc) are created in Salesforce as a Lead.
• Opportunity Page - As the sales team qualifies a lead, they convert it to an Opportunity, which will then create a parent Account Page.
• Account Page - You can have multiple opportunities under an Account page if a customer purchases products/services multiple times.

We map fields from the Lead page to the Opportunity & Account pages. This way, any information on the Lead page gets copied over to the Opportunity & Account pages when a potential customer expresses more interest in your company.

At Journeys Through Search, we are capable of both standard and custom field mapping, depending on the needs of your business. Salesforce contains a preset route to organize data into standard fields, and custom field mapping can assist with niche data collection. We also map the chatter field and other custom objects to trace the timeline from lead to account and opportunity. With our expert field mapping setup, you can keep track of your lead conversion process and analyze the data to find the most successful strategies for your business.

When setting up your Salesforce account, you need to consider how you want Salesforce to communicate with external systems. This can be approached from a variety of angles:

• Process-based integrations focus on creating a functional protocol that spans across two or more applications.
• Data integrations merge information between two or more applications, ensuring that each user in the platform has access to the most up-to-date information.
• Virtual integrations create a system where Salesforce interacts with external data in real time, eliminating the need to replicate the data within Salesforce.

Depending on the needs of your business, we will work with you to create an integration strategy that is clear, efficient, and effective. With our custom integration solutions, your client interactions can be tracked in real time across a multitude of platforms, giving you the edge to finalize more sales.

Conversion Tracking Integrations

While setting up your Salesforce integrations, we will create a strategy for conversion tracking that is tailored to the existing operating procedures within your business. Whether you currently rely on calls, forms, chats, Google Ads, Bing Ads, or other marketing strategies to drive your sales, Journeys Through Search will work with you to create customized integrations that allow you to analyze your conversion channels.
By funneling data from a multitude of platforms into Salesforce’s centralized interface, you can compare spend and performance data and make informed decisions as you move forward in your approach to customer engagement. Conversion tracking integrations allow you to analyze and invest in the most effective engagement techniques, resulting in more sales.
Offline Conversion Tracking with Salesforce requires your systems to be fully integrated, and we’ve seen drops of up to 37% on Cost per Acquisition after fully integrating your systems with Offline Goals - the sales that happen on the phone and Google, Bing, or Facebook don’t know about unless you import them.

Billing Integrations

We will also assist you in the integration of your current billing applications, whether you work with Quickbooks, Freshbooks, or another similar service. By merging your current billing software into the Salesforce interface, you can analyze all of your company’s financial data in one location. This drives revenue, increases user and administrative efficiency, and provides concrete numbers to motivate growth.

In Salesforce, reports and dashboards are the means through which users access notifications and information pertaining to your organization. Once we know about your company and its current operating procedures, we create a customized system wherein your users can view and analyze information.

We can also take your Salesforce data and connect it to other systems for custom dashboards & reports, such as Tableau or Google Data Studio.

Below is an example of a custom graph in Google Data Studio, using data from Salesforce & Google Ads. It shows the Cost per Lead, Qualified Lead, & Deal over time with Google Ads. We can also calculate other ratios, such as Deal to Lead ratio, Deal to Qualified Lead Ratio, and more.

At Journeys Through Search, we understand that customized reporting is key to the success of your business. So talk to us more and let us design custom solutions for your business’ reporting needs.

Once we complete your Salesforce setup, we will help you take over the reins as an administrator.

In the administrator profile, we will show you how to create users and customize each user’s access and permissions within the Salesforce interface. We will work with you to establish a chain of command within your Salesforce profile, or we can help you to replicate your current business structure within the Salesforce administration portal.

We will also offer support for your internal Salesforce administrators on an as-needed basis - it is our goal to make sure that you understand the interface and that, in the end, Salesforce provides an invaluable springboard for the growth of your business.