When you integrate Salesforce with Apollo, you can take advantage of Apollo Analytics to access key insights from your Salesforce Opportunities data. If you analyze your Salesforce Opportunities, you can more easily identify and better understand the key demographics of your ideal prospects. This can directly impact your success when prospecting in Apollo.
Refer to the sections below for more information on how to access Salesforce Opportunity Analytics in Apollo and how to leverage these insights when prospecting.
Access Opportunity Analytics in Apollo
Before you can access Salesforce Opportunity Analytics in Apollo, you first need to integrate Salesforce with Apollo and enable the Pull Opportunity Records option.
For more information about how to integrate Salesforce with Apollo, please follow the instructions in the Salesforce section of the Apollo Knowledge Base. Pay particular attention to the steps in the "Configure Your Salesforce "Pull" Settings" article to ensure you pull your Salesforce Opportunities into Apollo. You must enable the Pull Salesforce Opportunities into Apollo toggle before you can follow the instructions below.
When you finish integrating Salesforce, you are ready to access Salesforce Opportunity Analytics in Apollo.
Launch Apollo, click Engage, and then click Analytics.
Click Reports and then click + New Reports.
Click Metrics and scroll to Opportunities.
Click the Opportunity metric(s) that you want to measure. Apollo displays the metrics that you select in the table on the left.
Click the Dimensions tab. Then, click the dimension(s) by which you want to measure your metrics. Apollo displays the dimensions that you select in the table on the left.
Use the Filters, Data, and Visualization drop-downs to personalize your report further.
For more information about how to configure the different elements of your report, please refer to the "Build and Access Reports in Apollo" article.
Click Run to visualize the data.
You have now accessed the analytics of your Salesforce Opportunities in Apollo.
Use Opportunity Analytics to Prospect Better
Now it's time to analyze your data and identify key trends that you can leverage when prospecting.
In the example report from the section above, you can see that the top 3 categories with the highest win rate were companies with 1-10, 51-100, and 11-20 employees.
You can use this data to customize the way you search according to your top-performing Salesforce Opportunities.
To utilize this data, first launch Apollo and click Search. Then, click Companies.
Select the appropriate filters to segment your Search according to the results of your Opportunities report.
Apollo displays the companies that match your search criteria. Click the Net New tab to access the contacts or accounts with whom you want to start engaging.
You have now leveraged the data from your Salesforce Opportunities to prospect with more accuracy.
You can also save and subscribe to the Search to stay notified of any new contacts or accounts that match the demographics of your top-performing Salesforce Opportunities.
For more information about how to create and subscribe to saved searches, please refer to the "Create and Subscribe to Saved Searches" article.