Segment’s Salesforce Block makes it easy for business to build a comprehensive sales analytics tool to understand their unique sales process with customizable reports and analysis at any level of aggregation. Segment’s Salesforce Block generates a pattern based on those core objects that are standardized across instances, such as Account, Opportunity, Lead, etc.. This Block will help you establish the foundations of your analysis, which you can then augment with additional objects based on your customized schema.

Use this Block to accomplish the following:

  • Understand where your sales team is thriving (and where they need help) by analyzing every stage of the sales funnel
  • Identify areas for growth by comparing conversion rates across verticals, regions, and individual sales reps
  • Optimize resource allocation by reviewing your pipeline potential sliced by company size, geography, or any other customer attribute
  • Automatically de-dup, clean, and update your Salesforce data
  • Combine this Block with Analytics Blocks, such as funnel, rest-of-population comparisons, and cohorting, to augment your sales analysis