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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.”
Structure touchpoint data by linking all Tasks and Events to Opportunity records through WhatId relationships, include stage history tracking, and map activity timing to deal progression for comprehensive touchpoint analysis.
Salesforcestruggles with complex touchpoint analysis because it requires joining multiple objects and calculating patterns across time periods. Here’s how to build touchpoint tracking that reveals what actually moves deals forward.
Build touchpoint analysis using Coefficient
CoefficientSalesforceexcels at touchpoint analysis through custom SOQL queries and cross-object relationships. You can map every activity to deal outcomes and calculate touchpoint effectiveness patterns that aren’t visible in standardreports.
How to make it work
Step 1. Import primary opportunity data with touchpoint context.
Pull in Opportunity fields like Id, Name, StageName, Amount, CloseDate, CreatedDate, plus context fields like Lead_Source__c, Pipeline_Category__c, and Deal_Size_Tier__c to segment touchpoint analysis by deal characteristics.
Step 2. Map all activity touchpoints to opportunities.
Import Tasks and Events where WhatId equals Opportunity.Id. Include activity fields like Subject, ActivityDate, Type, Status, Duration_Minutes__c, Meeting_Type__c, and Outcome__c to track touchpoint quality and timing.
Step 3. Include stage progression history.
Import OpportunityFieldHistory records to track stage changes over time. This lets you correlate activities with stage advancement and calculate touchpoint effectiveness by deal progression.
Step 4. Use custom SOQL for complex touchpoint queries.
Write queries like “SELECT Id, Name, StageName, (SELECT Subject, ActivityDate, Type FROM Tasks WHERE ActivityDate = LAST_N_DAYS:30) FROM Opportunity WHERE StageName IN (‘Qualified’,’Proposal’)” to get touchpoints by deal stage and timeframe.
Step 5. Calculate touchpoint effectiveness metrics.
Use formulas to create metrics like “Days between touchpoints” with date calculations, “Activities per stage” with COUNTIFS functions, and “Touchpoint velocity” by analyzing activity frequency patterns across deal progression.
Step 6. Set up touchpoint scoring and exports.
Calculate engagement scores based on touchpoint patterns and export these back to Opportunity records as Engagement_Score__c or Touchpoint_Quality__c fields for sales team visibility and prioritization.
Discover what touchpoints actually drive deals
Start buildingProper touchpoint analysis reveals patterns like “Opportunities with >5 touchpoints in first 30 days have 3x higher close rates.” This insight helps you coach reps on effective engagement strategies and prioritize high-touch activities.touchpoint analysis that shows what really moves deals forward.
