Marketing success isn’t just about creativity and reach. It’s about measurable results.
Today, marketers face growing pressure to prove the return on investment (ROI) of every campaign. That’s where Salesforce stands out. With powerful analytics and automation tools, Salesforce enables businesses to track ROI across digital, email, and event-based marketing strategies.
In this blog, you’ll learn how to set up effective ROI tracking in Salesforce, the essential tools to use, and best practices for measuring marketing success.
ROI tracking is the backbone of a strong marketing strategy. It helps teams:
Without proper ROI tracking, it’s difficult to evaluate your efforts or make data-driven improvements over time.
To measure ROI accurately, calculate the revenue generated from marketing efforts against the associated costs. The basic formula is:
Marketing ROI = (Revenue from Campaign – Marketing Costs) / Marketing Costs × 100
However, calculating ROI in isolation doesn’t provide the full picture. You need accurate attribution and the right tools—this is where Salesforce gives marketers a competitive advantage.
Salesforce offers several native features and integrations that make ROI tracking easier:
Salesforce Campaigns let marketers organize and monitor each marketing initiative. Campaign Hierarchies allow you to group related efforts—like webinars, emails, and ads—under a parent campaign for a consolidated ROI view.
Use cost tracking fields to log budgets and actual spending, and calculate ROI directly inside each campaign.
Marketing Cloud offers automation, personalization, and analytics for digital marketing. With tools like Journey Builder and Email Studio, you can track behavior, engagement, and conversions—all linked to Salesforce.
Multi-touch attribution reveals how different touchpoints contribute to conversions. Salesforce tools like Interaction Studio and Marketing Cloud Intelligence (formerly Datorama) provide clarity on what’s truly driving revenue.
Custom reports and dashboards help you visualize ROI data. Break down performance by campaign, channel, or region, and quickly identify which strategies are working.
B2B Marketing Analytics offers deep insights into funnel performance. Pre-built dashboards allow marketers to connect sales and marketing data for a comprehensive view of ROI.
Follow these steps to track ROI effectively:
Events can be expensive, so tracking their ROI is critical.
These KPIs are essential for measuring marketing performance:
Align your KPIs with overall business goals, and measure them regularly.
A common benchmark is 5:1, or $5 returned for every $1 spent. High-performing campaigns may reach or exceed a 10:1 ratio.
Benchmarks differ by industry and strategy, so it’s important to compare performance to your past campaigns and goals.
KPIs act as measurable indicators of success. They help you:
Without KPIs, marketing becomes guesswork. With them, it becomes a data-driven growth engine.
To track performance consistently:
ROI tracking isn’t just a reporting task—it’s a strategic must-have. With Salesforce, marketers can go beyond vanity metrics to track what really matters: revenue, growth, and performance.
Using tools like Campaigns, Marketing Cloud, Attribution Models, and Dashboards, you can turn your marketing team into a revenue-generating powerhouse.
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