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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
SalesforceHigh Velocity Sales licensing costs $75+ per user per month, and third-party email tracking tools add complexity and subscription costs to yourimplementation without guaranteeing complete integration.
You’ll learn how to build comprehensive email tracking capabilities that eliminate expensive licensing and tool subscriptions while maintaining all data within your Salesforce ecosystem.
Build complete email tracking with Coefficient integration
CoefficientSalesforceprovides a comprehensive email tracking solution that eliminates the need for expensive High Velocity Sales licensing or third-party tools. You can create custom email logging workflows and maintain email tracking data within yourecosystem using custom objects.
How to make it work
Step 1. Create data integration strategy.
Export Contact, Lead, and Account data to Google Sheets or Excel for comprehensive email tracking setup. Import email activity data from available Salesforce objects (Tasks, Events, Activities) and create custom email logging workflow using Coefficient’s export and import capabilities to maintain data synchronization.
Step 2. Integrate with external email platforms.
Connect with Gmail or Outlook APIs outside of Salesforce to capture actual email sends that Salesforce misses. Use scheduled exports to sync Salesforce contact data with external email tracking systems, then import enhanced email data back into Salesforce custom objects for internal reporting.
Step 3. Build advanced email tracking features.
Create email activity dashboards with open rates, response rates, and engagement scoring using imported data. Build email sequence tracking that follows multi-touch communication campaigns and generate email send reporting with conversion tracking and pipeline correlation analysis.
Step 4. Set up automated tracking workflow.
Schedule hourly imports to maintain real-time email activity data without manual intervention. Set up email alerts when tracking data reveals significant engagement changes and create email activity snapshots for historical trending and performance analysis over time.
Save thousands while getting enterprise-level email tracking
Build your customThis approach delivers enterprise-level email tracking capabilities without High Velocity Sales costs or third-party subscriptions, using data integration to overcome Salesforce’s native limitations.email tracking solution today.
