Who can use this feature?
How It Works
Our Salesforce integration analyzes account, contact, lead, opportunity, campaign, and activity (task) data from your Salesforce. During setup, you decide the level of access you'll give us when you create a user profile for the Radius sync.
Prepare for Integration
Here's what you'll need.
Connect Salesforce, Map Fields, and Add a Goal
Integrate Salesforce, map your fields, and then model your goal. After you integrate Salesforce, your system syncs with Radius and kicks off the data matching process. Data matching can take some time, so we’ll send an email when it’s done. After the initial sync, Salesforce syncs with Radius every 30 minutes to keep your data is up to date.
Go to the main menu, then select Integrations.
Under Available Integrations, find Salesforce and click Connect.
Follow the wizard to enter your Salesforce username and password and map Radius fields to Salesforce fields.
Define your Won criteria by describing business you want more of. Select whether your Won criteria needs to meet any or all of the rules you set.
- Define your Lost criteria by describing business you want less of. Select whether your Lost criteria needs to meet any or all of the rules you set.
Review Your Goal's Success Rate
A good way check if your goal is realistic is to review the success rate. Use a metric you have knowledge about outside of Radius to see if it aligns with how you've done in the past. For example, if your success rate for the financial industry is over 50% and you know you have never gotten those types of results before, you'll want to review your Won and Lost criteria. You may have defined rules incorrectly.
- Go to the Insights tab.
- View your overall Historical Success Rate at the top of the page.