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.

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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.

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How SegMetrics Optimizes Your Salesforce Marketing

Attribute revenue, not clicks

See the money each campaign actually produced, not the traffic it sent.

Optimize every send

Tie revenue to individual emails and sequences instead of opens and clicks.

Find your best segments

Filter by any action or attribute to see which groups convert and which stall.

Measure lifetime value

Track what a customer is worth across every repeat purchase, upgrade and renewal.

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.

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Trusted by 3,000+ Marketers and Agencies

Joanna Wiebe

Founder, Copyhackers

“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

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

Optimize Email Funnels report in SegMetrics

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.

Filter your leads by any action or attribute report in SegMetrics

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.