Map campaigns properly
A Salesforce campaign structure with types, hierarchy and member statuses, so every programme, event and ad group has a place to report into.
Salesforce campaign attribution and reporting that connects website sources to opportunities, so you can see which campaigns build pipeline.
SalesforcePartnerSelected work, in motion.
The experiences at the front of a connected customer journey.Most Salesforce orgs know what closed. Few know what started it.
What's included
Good Salesforce reporting depends on data captured at the website, long before a rep opens a dashboard.
A Salesforce campaign structure with types, hierarchy and member statuses, so every programme, event and ad group has a place to report into.
UTM parameters, landing pages and first and last touch captured on the website and written to leads, contacts and opportunities.
Workshops with marketing, sales and leadership that turn questions into metrics, definitions and the fields each report needs.
Pipeline by source, campaign influence and funnel conversion dashboards built from the agreed definitions, then handed to your admin.
Security, by consideration.
For your Salesforce project, we consider customer records, permission sets, automation and external integrations as part of one connected build.
See our approachGitHub workflows, peer review and dependency checks bring decisions into the release process.
Certificate configuration, HTTPS and secure headers help protect the path between your users and your systems.
Scoped tool access, validated inputs and human approval where automated actions carry consequences.
We start with the questions leadership asks, then work back to the data.
Agree the questions, metrics and definitions with marketing and sales.
Capture attribution on the site and map it to Salesforce records and campaigns.
Dashboards built, checked against raw data and handed over.
Trusted across our practice
Independent reviews. Long-term working relationships.
“After a website (re)launch, they are also always accessible and happy to help. I highly recommend everyone who is looking for a new and more stable website in Webflow, to work with Stega!”
“Stega Creative team not only understood our needs and vision for the websites, but they also came up with improvements.”
“We’ve been working with Stega & Gabriel for the last two years. Cannot recommend them enough. They’re responsive, professional & an asset.”
A few things worth discussing before your Salesforce reporting takes shape.
UTM parameters reach Salesforce through hidden form fields that read them from the URL or a first-party cookie, then map to lead fields. We store first touch and last touch separately, and copy both to the contact and opportunity on conversion so the data survives the sales process.
Campaign influence in Salesforce links opportunities to the campaigns their contacts engaged with, so revenue can be credited to marketing activity. Customizable Campaign Influence supports several attribution models. Any model is only as good as the campaign membership data, which is why we fix capture first.
Salesforce reporting can include website analytics data when the key signals are written to records, such as landing page, source and important events. Full session data belongs in your analytics tool. We send what sales and marketing need into Salesforce and leave the rest in GA4 or PostHog.
Tracking changes on the website are quick. The longer part is agreeing definitions with marketing and sales, then letting new data build up before the dashboards tell a reliable story.
Your ambition. Our collective craft.
Strategy, design and technology, working as one.