Get True Marketing ROI From Your Salesforce Data

Marketing teams at SMBs run on Salesforce, but their analytics are often stuck in spreadsheets. The native Salesforce dashboards are fine for tracking activities inside the CRM, like leads created or opportunities closed. They fail the moment you need to connect that activity to external data, like how much you spent on Google Ads to acquire those leads. The dashboards cannot join Salesforce objects with ad spend data from another platform's API.

To solve this, analysts spend hours each week manually exporting CSV files from both systems and wrestling with VLOOKUPs in Excel. Consider a 15-person B2B SaaS company trying to measure marketing effectiveness. They can see they got 50 MQLs from a campaign in Salesforce. They can see they spent $10,000 on Google Ads. But they cannot easily see that 45 of those MQLs came from a single keyword that only cost $2,000, while the other $8,000 in spend generated junk leads. This manual process is slow, error-prone, and always a week behind reality.

Tools like Salesforce Einstein or Tableau are positioned as the solution, but they have their own limitations for SMBs. Einstein requires huge volumes of historical data (often 1,000+ conversions) just to activate, a threshold many smaller businesses haven't met. Tableau can connect to multiple sources, but requires a dedicated analyst to build and maintain the data models and visualizations, becoming another complex tool to manage. The core architectural problem is that these tools are designed for general-purpose reporting, not for answering your specific business questions by blending disparate data sets automatically.

The first step is a data audit. Syntora would connect to your Salesforce instance with read-only API access to map your key objects: Leads, Contacts, Opportunities, and Campaigns. We would do the same for your marketing platforms like Google Ads. This audit identifies the exact fields needed to link ad spend to revenue and surfaces any data quality issues. You receive a clear data map showing how the systems will be joined before any build work begins.

Syntora would then build a Python service that runs on AWS Lambda. This service uses the Salesforce and Google Ads APIs to pull the relevant data on a schedule, typically every hour. The data is cleaned, transformed, and stored in a Supabase Postgres database, creating a unified source of truth. A FastAPI application then queries this database to power your analytics. For deeper insights, cleaned data is sent to the Claude API to generate natural language summaries, like "Campaign X's cost-per-acquisition increased by 30% this week due to lower conversion rates on keyword Y."

The delivered system is a custom dashboard hosted on Vercel that gives you a complete view of your marketing funnel, from ad click to closed deal. Key metrics like 'Cost per SQL' and 'Predicted LTV by Campaign' can be written back into custom Salesforce fields, making the data available directly within your team's existing workflow. The entire system typically costs under $50 per month to run on AWS.