Get Started Free
Accurate Salesforce Analytics

The Easiest Salesforce Reporting Dashboards

Integrate Salesforce with SegMetrics and unlock insights, revenue attribution and customer journey metrics. Get a handle on the KPIs that matter most for your marketing funnels. SegMetrics: built by marketers, for marketers.

Connect Salesforce Now
list reports
How SegMetrics Works

You have questions.
SegMetrics has answers.

When your data is fragmented across multiple tools, it’s hard to find answers to important questions about your marketing — like which ads bring in contacts with the highest LTV after 3, 6, and 12 months.

SegMetrics connects your data from all your marketing tools, including ad platforms, CRMs, email systems, payment processors and more. Find the hidden profits in your marketing.

Watch the Video

How SegMetrics Optimizes Your Salesforce Marketing

Analyze Subscriber Growth

Monitor new subscribers and unsubscribers across all email campaigns

Optimize Email Funnels

Optimize email funnels by analyzing comprehensive metrics to build trust and drive sales.

Optimizing nurture sequences

Nurture activities affect sales further down the funnel, so you need to optimize for more than just click rates.

Personalizing each funnel

Funnels need customization for each lead type, yet other tools only show dry breakdowns such as device.

Connect your entire company – every team, app, workflow, and data source – in one unified CRM

Salesforce is a popular solution for customer relationship marketing that helps you manage relationships and interactions with current and potential customers. Improve each interaction and watch your customer relationships grow with Salesforce automations, messaging and tracking.

However, getting a lead is just one step in a customer’s journey. SegMetrics joins your nurture sequence to the rest of your funnel, including the ads that brought in your most profitable leads. Understand your entire customer journey, by connecting lead sources to purchases they make weeks, months or years later.

Using SegMetrics as your Salesforce reporting tool lets you truly optimize your funnel. You will be able to identify the customer segments that perform best through your email sequences, not just which sources generated the best leads.

When you get started with Salesforce and SegMetrics you can see the revenue of every group of leads through every sequence.

Don't have Salesforce yet?
Get Salesforce.
Or go to your
Salesforce login.
Need help? Ask questions in our in-app support.
Learn more About This Integration

Trusted by 3,000+ Marketers and Agencies

Squadcast Logo
Bixa Media Logo
Joanna Wiebe, CopyHackers

Joanna Wiebe

Founder, Copyhackers

“SegMetrics is perfect for digital training businesses like ours. Since switching to SegMetrics, we’ve been able to rely on our dashboard in ways we just couldn’t with ‘the other guys’.”

brandan dubbel

Brendan Dubbels

Senior Partner Manager, Ontraport

“It’s not enough for us to just track our ads right after the first click because someone may convert 6 months later. SegMetrics has made a huge difference in our ability to track what we are actually getting from our paid ads. We can even track the impact individual salespeople are having during the sales process.”

Eben Pagan

Founder, Eben Pagan Training

“SegMetrics gives you X-Ray vision to reveal what your customers are doing, how your marketing funnel is working… and how to make it work better.”

Uncover the hidden profit in every part of your funnel

SegMetrics Optimizes

Your Email Funnels

Do your emails build trust and drive sales—or push prospects away? Without full funnel data, you’re emailing in the dark. 

With SegMetrics you can:

  • Track the financial impact of every email and every funnel you send
  • Discover the exact messaging and offers that turn engagement into revenue
  • Optimize your funnels for different segments, no matter how long your customer journey
DIAGNOSTIC SEGMENTATION

Filter your leads by any action or attribute

SegMetrics syncs with your email marketing platform or CRM. This means you can filter by custom fields and tags to identify contacts who have clicked an ad, attended a webinar, joined a sales call, entered an email sequence and more.

Any action or attribute you track in your CRM, SegMetrics can filter your people based on it — and show you the impact it has on your bottom line.

GROW AVERAGE ORDER VALUE

Maximize LTV with Upsell Insights

Your funnel is more than a single sale. Increase revenue with upsells and cross-sells. Discover which offers drive the biggest AOV for each segment, and double down on what’s working.

SegMetrics shows you lifetime value by offer and cohort. See how one-time deals become long-term revenue. Maximize each purchase, from first click to final upsell.

Better Together! Connect Salesforce to all your data:

Combine your Salesforce data with all the tools you love, and get smarter insights instantly with 130+ integrations.
Spiffy
Sell More With Conversion-Optimized Checkouts & Upsell Flows
Stripe
Use Stripe’s software and APIs to accept payments, send payouts, and manage your business online
SamCart
SamCart helps you showcase what your customers care about most—your products.
Facebook
Measure and optimize your marketing campaigns through Facebook

Discover the untapped profits hiding in your marketing

Start Your Free Trial
Schedule a demo