Customer Overview
Customer is a global B2B technology innovator leveraging LinkedIn for industry education and thought leadership.
The Challenge
Customer heavily relied on LinkedIn to reach prospects and influence buying decisions. However, critical engagement insights (likes, comments, shares, and impressions) lived outside Salesforce, creating major gaps in visibility and efficiency.
- Limited Sales Insight: Sales reps lacked visibility into which posts were resonating with potential buyers.
- Inefficient Reporting: Marketing teams spent significant time manually aggregating LinkedIn metrics.
- No Unified Analytics: Without integrated dashboards, leadership struggled to measure LinkedIn’s true influence on pipeline and revenue.
Customer needed a scalable way to bring LinkedIn engagement intelligence directly into Sales Cloud, enabling smarter sales outreach and marketing–sales alignment.
The Solution: LinkedIn Engagement Intelligence Integration for Sales Cloud
To close the visibility gap between LinkedIn activity and revenue outcomes, Our salesforce consultants deployed a tailored LinkedIn Engagement Intelligence Integration built on Salesforce Sales Cloud.
- Automated LinkedIn Data Integration
Using the LinkedIn Marketing Developer API, the team implemented scheduled daily sync jobs to automatically pull post metrics (impressions, clicks, likes, shares, and comments) directly into Sales Cloud.
- Custom Data Model Within Sales Cloud
Purpose-built custom objects were created to store LinkedIn post data and map it to Salesforce Campaigns, Leads, Contacts, and Opportunities, enabling full content-to-revenue attribution.
- Engagement Visibility for Sales Teams
Sales reps gained instant access to engagement trends inside Sales Cloud, allowing them to prioritize outreach based on buyer interactions and content relevance.
- Analytics & Dashboards for Revenue Teams
Interactive dashboards and reports were built to help sales and marketing track campaign performance, identify top-performing content, and measure LinkedIn’s influence on opportunity creation and progression.
The Results
- Stronger Marketing–Sales Alignment
Sales teams now understand which content resonates with target audiences, creating more informed and strategic conversations.
- Enhanced Lead Intelligence
Linking engagement insights directly to leads and campaigns provides reps with context that improves outreach quality and buyer engagement.
- Operational Efficiency
Automated syncing eliminated manual reporting, freeing marketing resources for strategy and content innovation.
- Clear Revenue Attribution
For the first time, customer can correlate LinkedIn engagement with pipeline and revenue, demonstrating measurable ROI on social marketing efforts.
With the Congruent Software's help, customer transformed fragmented social metrics into actionable revenue insights. Sales Cloud now serves as a unified hub for engagement, sales activity, and pipeline impact.