Overview
When you integrate Salesforce with Apollo, you can take advantage of Apollo Analytics to access key insights from your Salesforce opportunities data.
With analysis of 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.
Check out the following sections to use Salesforce opportunity analytics on Apollo.
Access Opportunity Analytics on Apollo
Before you can access Salesforce opportunity analytics on Apollo, integrate Salesforce with Apollo and sync deals.
To access opportunity analytics:
- Launch Apollo and click Analytics.
- Click Reports and then click + New Report.
- Click Metrics and scroll to opportunities.
- Select the opportunity metrics you want to measure.
- Click Dimensions.
- Select the dimensions by which you want to measure your metrics.
- Finally, use filters, data, and visualizations to personalize your report.
- When finished, click Run.
You have now use Apollo Analytics for your Salesforce opportunities.
Use the trends from your Salesforce opportunities analysis, such as the employee-size segments with the highest win rates, to prospect on Apollo, so you surface the most relevant net-new accounts and contacts, and prospect with greater accuracy. Once you've built search, you can save and subscribe to it to get notified when new companies match your top-performing criteria.
Check out Build and Access Reports to learn more about analytics on Apollo.
Next Steps
Ready to keep building on your opportunity analytics momentum? Here are a few Salesforce + Apollo moves that pair perfectly with this workflow.
| Important Information about the Salesforce Integration | Before your team goes all-in on reports, get familiar with the key behaviors and limits of the Salesforce integration to keep your opportunity analytics clean, predictable, and surprise-free. |
|---|---|
| Integrate Salesforce with Apollo | If you’re still getting set up, connect Salesforce to Apollo the right way to make sure your opportunity data actually flows into Analytics in the first place. |
| Configure Salesforce Pull Settings | Next, fine-tune how and when Apollo pulls records from Salesforce to keep your opportunity analytics fed with fresh pipeline data instead of stale snapshots. |
| Configure Salesforce Push Settings | Then control exactly which Apollo updates get written back to Salesforce to keep your CRM aligned with the insights you’re surfacing in opportunity reports. |
| Map Apollo Deals to Salesforce Opportunities | Finally, align Apollo deals with Salesforce opportunity stages and fields to make sure your opportunity analytics reflects the same pipeline reality your reps see in Salesforce. |