To maximize the benefits of RB2B’s integration with Salesforce CRM, you can focus on enhancing your marketing strategy by targeting newly de-anonymized website visitors. Here's how to make the most out of this powerful combination:
Unlocking the Power of RB2B and Salesforce CRM
Once you integrate RB2B with Salesforce CRM, newly identified visitors are have their properties automatically updated with information captured by RB2B. These contacts provide valuable insights into previously anonymous website visitors, giving you the chance to tailor your marketing efforts for higher engagement and conversions.
By associating these properties with your Salesforce CRM Campaigns, you can seamlessly add these new contacts into your workflows and target them more effectively.
How to Associate Contacts from RB2B with Your Salesforce CRM Campaigns
Contacts created by RB2B will have a Lead Source value of "RB2B."
Accounts created by RB2B will have an Account Source value of "RB2B."
Benefits of Using RB2B in Salesforce CRM Campaigns
Influence on Key Metrics: When you associate forms with campaigns, you can monitor their impact on influenced contacts, deals, and revenue, particularly useful if you have Salesforce CRM's Marketing Hub Enterprise. This insight helps you refine your approach based on actual data from RB2B-identified visitors.
Centralized Management: Once your forms are associated with a campaign, you can view, comment, and manage them directly from the Assets tab, streamlining collaboration across your marketing team.
Get the Most Out of Marketing to Newly Identified Visitors
RB2B’s ability to de-anonymize website visitors gives you a competitive advantage. By bringing these visitors into Salesforce CRM campaigns, you can:
Create Targeted Workflows: Use these newly identified contacts to create customized workflows that cater to their specific behavior and interests, increasing the likelihood of conversion.
Personalized Campaigns: Leverage insights about these visitors to deliver highly personalized marketing messages, ensuring that your content resonates with them and keeps them engaged.
Track Results and Optimize: With RB2B and Salesforce CRM's integration, you’ll have a clear picture of how these contacts contribute to your marketing efforts. Use this data to optimize your campaigns, focusing on what drives engagement and revenue.
By effectively using RB2B’s insights in your Salesforce CRM campaigns, you can turn anonymous traffic into meaningful business opportunities, driving stronger results from your marketing initiatives.