Quickstart Guide for Revenue.io Inbound Call Tracking Customers
Revenue.io inbound call tracking helps you see which marketing campaigns and sources drive valuable phone calls, gives sales reps campaign context and history, and logs inbound call data in Salesforce.
Log in to your administrative account
- Go to Revenue.io.
- Sign in with your Salesforce username and password.
Track your first marketing channel
With Revenue.io, you can start measuring the return on calls from online or offline sources. For an overview of options, see Marketing Call Tracking Types.
Route calls to your sales team
You can route calls to sales teams and specialists based on marketing campaigns, time of day, and other factors. To configure routing, see Call Flow Overview.
Associate tracking numbers with Salesforce
To measure marketing impact in Salesforce, associate your tracking numbers with Salesforce campaigns.
Manage tracking numbers
Over time you may change routing, keywords, Salesforce campaign associations, or other settings for tracking numbers. See Smart Numbers.