SALESFORCE & ON24 Using Webinar Analytics to Optimize Contact and Campaign Management

Key Features & Benefits

• By integrating ON24 webinar analytics with Salesforce CRM, you can accelerate opportunities in your sales pipeline.

• Webcast activity and user engagement metrics can be incorporated into your contact management process.

• User demographics and webinar activity can be used to add leads, update contacts, build campaigns, and create opportunities in Salesforce.

• One-time setup process for all of your ON24 marketing webcasts.

• Flexible registration options – use either the standard ON24 or 3rd party registration systems.

© 2014, ON24, Inc. www.on24.com | solutions@on24.com | 1-877-202-9599

With the ON24 Integration Service for Salesforce, you can more

effectively drive prospects through your sales pipeline. While

the ON24 webinar analytics are incredibly valuable alone, they

become invaluable when integrated with Salesforce CRM. The

combined solution of Salesforce and ON24 will allow you to

significantly improve your contact and campaign management.

The ON24 Integration Service for Salesforce allows you to use

webinar activity to add new leads, update contacts, build

campaigns, and create opportunities in Salesforce. The ON24

webinar metrics can also be used to provide prospect activity in

greater detail to improve your lead qualification.

The ON24 Integration Service is flexible and configurable,

allowing it to adapt to your unique marketing workflow. Also,

over 30 types of ON24 metrics can be delivered to Salesforce,

including viewing duration, level of engagement, poll responses

and user questions.

With the combination of ON24 and Salesforce, you can close

the loop between your webinar, marketing automation and

CRM platforms, and take your demand generation and

customer engagement programs to the next level.

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© 2014, ON24, Inc. www.on24.com | solutions@on24.com | 1-877-202-9599

Combining the Benefits of Industry Leaders

The ON24 Integration Service for Salesforce brings together the

leaders in webinar-based marketing and CRM. Industry benchmarks

have increasingly supported the benefits of webinars and CRM

platforms, which have delivered to both the top and bottom line.

The ON24 Integration Service extends these benefits by allowing

ON24 webinar activity to be leveraged in Salesforce-based contact

and campaign management.

Greater Understanding of Customer Interest

With the combination of ON24 and Salesforce, you can get a more

complete picture of every prospect’s activity history. Webinar

campaign activity can now go well beyond simply the user’s

participation status – registered or attended. With the ON24

Integration Service for Salesforce, a contact’s activity history can

include detailed webinar information, such as viewing duration,

engagement level, poll responses, questions asked, and much more.

ON24 Integration Service for Salesforce

Custom Workflow & Mapping

The ON24 Integration Service for Salesforce allows you to meet

your unique marketing workflow by transferring any of ON24’s

over 30 webcast metrics to any standard or custom field in the

Salesforce CRM platform. The Integration Service can also

automatically create leads, campaigns, and opportunities as well

as use “if/then” statements to perform conditional updates

and/or field mappings.

Flexible Registration Options

The ON24 Integration Service for Salesforce does not require you

to use a specific registration process. With the ON24 Integration

Service, you can use the standard ON24 registration, a custom

landing page, or a 3rd party registration system. This flexibility is

particularly valuable when planning a multichannel promotional

strategy.

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The following metrics can be passed from ON24 webinars to the Salesforce CRM platform.

Event Summary

Event ID

Title

Abstract

Date / Time (live start/end, archive start/end)

Sponsor

URLs (report, upload, presenter)

Speaker

Registration Count

Attendance Statistics (attendance count, live count, archive count)

Partner Referral Details

For Each Registrant

Email Address

Registration Date / Time

Registration Form Responses

Partner Referral

For Each Attendee

Email Address

Engagement Score

Live Statistics (number of minutes, first access, last access)

Archive Statistics (number of minutes, first access, last access)

Interactivity Summary

o Number of polls responded to o Responded to all polls (Y, N) o Number of surveys responded to o Number of questions asked o Number of resources viewed

Poll Details (poll questions & responses)

Survey Details (questions & responses)

Question Details (all attendee questions asked)

Resource Details (titles of resources viewed)

Test Results (passed / failed)

© 2014, ON24, Inc. www.on24.com | solutions@on24.com | 1-877-202-9599

ON24 Integration Service for Salesforce

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