How to setup and use SmartSend ROI

Learn how to set up SmartSend ROI and use all the features available. You must have SmartSend enabled for your Spekit organization to begin. Please get in touch with your Customer Success Manager or support@spekit.co to discuss enabling SmartSend

Prerequisites for Connecting Salesforce

Before connecting Salesforce to Spekit, ensure the following:

• Create a dedicated Salesforce Integration User. This user will be responsible for managing and maintaining the connection between Salesforce and Spekit. Having a separate integration user helps improve security, ensures better tracking, and minimizes disruptions if individual user accounts change. Click here to learn how. 
• Authenticate the connection using the Salesforce Integration User. Only the integration user should be used to establish the connection. This approach provides a stable and consistent link between the two platforms, preventing potential issues caused by individual user access changes.

How to connect Salesforce

A Salesforce Admin can connect your Salesforce instance to Spekit by following these steps:

1.) Open the Spekit Web App.

2.) Navigate to Settings.

3.) Click Connect.

4.) Find the Salesforce for SmartSend tile.

5.) Click Connect to Salesforce.

6.) Log in to Salesforce when prompted to complete the authentication.

How to Map Fields

After connecting Salesforce, you need to map fields to align Spekit data with Salesforce.

1.) The field mapping step will be presented after authentication.

2.) Review the pre-selected default field mappings to ensure accurate data syncing by mapping key fields:

• All Objects: crm_id, is_deleted, created_date, source
• Account: Includes Name
• User: Includes username, email, is_active
• Opportunity: Includes name, stage_name, is_closed, status

3.) If necessary, adjust mappings by selecting relevant custom fields from your Salesforce instance.

4.) Click Exit to save your field mappings.

Sync Salesforce Data

Once field mapping is complete, initiate the sync:

1.) Click Sync Salesforce Data.

2.) A notification will confirm the sync has started.

3.) You will be notified in the Spekit Web App and Chrome Extension once the sync is complete.

How to validate your data

To ensure successful syncing:

1.) Open a piece of content that can be shared externally.

2.) Click the share arrow and select Externally.

3.) Verify that synced Salesforce data appears correctly in the company dropdown. 

4.) SmartSend prioritizes data based on:

• • Recent activity within your Salesforce instance.
  • Opportunities where you are the owner.

How to track performance

Analyze content performance in Salesforce:

1.) Navigate to the Analytics tab in the Spekit Web App. 

2.) Click on the SmartSend Links tab.

• The overview table includes details like opportunity amount, SmartSend links, date viewed, and total views.
• Click into a company to see a detailed breakdown of the content sent, including:
  • Connected Salesforce opportunity data.
  • Total views, total viewers, and total time spent.
  • Recent activity for all shared SmartSend links.
• Click further into individual links to understand who viewed what content and for how long.

3.) Next, click on the Buyer Engagement tab. 

4.) Review insights on:

• Revenue Impact: Understand how content contributes to deals by tracking influence on closed-won deals and pipeline and top revenue-impacting content (useful for sales to see which content helps close deals and for marketing to refine content strategy).

• Content Engagement: Track top engaged content by buyers and most shared content.

• Company-Level Engagement: Gain insights into buyer behavior with data on total company sent content and top engaged companies and departments engaging with content.

• SmartSend Adoption Overview: Understand internal usage of SmartSend, including total SmartSend links sent and unique SmartSend users and top users.

• Individual Content Interactions: Track detailed engagement metrics, such as internal vs. external views of content and content time-based engagement. 

5.) Use these insights to refine your SmartSend strategy and improve content effectiveness.