Marketing intelligence that accelerates high-value customer journeys
Track and optimize complex, considered purchase journeys while meeting strict financial services compliance requirements.
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Stop the guess work and invest in touch-points that generate ROI
Siloed data across platforms and a lack of tracking leaves marketing and sales without the marketing and sales intelligence to optimize the journey from lead to close.
Track engagement while staying compliant
Connect digital research journeys to actual client investment decisions. See how awareness campaigns drive sales of financial products to clients with a high lifetime value.
Track engagement while staying compliant
Connect digital research journeys to actual client investment decisions. See how awareness campaigns drive sales of financial products to clients with a high lifetime value.
Maintain complete customer journey visibility
High-value transactions require precision attribution that funnels insights back to marketing and sales so both teams can focus on improving programs generating revenue.
Maintain complete customer journey visibility
High-value transactions require precision attribution that funnels insights back to marketing and sales so both teams can focus on improving programs generating revenue.
Connect siloed data from paid media platforms in your CRM
Trust-building campaignsspan months before conversion decisions. Leverage insights from purchase journeys so sales can take action on signals of intent.
Connect siloed data from paid media platforms in your CRM
Trust-building campaignsspan months before conversion decisions. Leverage insights from purchase journeys so sales can take action on signals of intent.
"An indispensable solution for tracking paid acquisition and optimizing ROI, fully integrated into Salesforce"
Vincent Coulondres
Growth Marketing Manager
Unified intelligence that drives results based marketing spend
See how marketing's activity and budget contributes to revenue. Uncover which programs generate pipeline that lead to closed deals so you can reinvest in strategies that do more than justify marketing spend.
Compliant cookie-less tracking
Track customer research journeys across devices without relying on third-party cookies that leads aren’t accepting and disappearing from browsers.
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Automatic multi-touch attribution
From the first website visit to revenue, see how each channel impacts your customer journey and ensure they receive the revenue credit they deserve.
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Sync campaign data from ad platforms
Heeet retrieves performance data from Meta, Google, and more in a few clicks, without complex setup or API work.
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Native Salesforce integration
Works entirely within your existing Salesforce Health Cloud or Sales Cloud. No security reviews, no IT approval delays, no data governance concerns. Built-in privacy protections ensure data never leaves your secure environment.
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Actionable insights that help every team take action
Heeet integrates seamlessly with the marketing and tech platforms you already use, ensuring seamless data flow that maximizes intelligence for teams and leadership.
See which content converts
Identify the content that each stakeholder are reading to evaluate your products.
Discover the quickest path to revenue
See the touchpoints that accelerated your ideal customers from lead to closed deal, and focus on optimizing the path to revenue.
Invest in marketing with confidence
Optimize campaign timing and budget allocation across channels that you know are delivering results.
Keep the C-suite in the know
Use dashboards that give your team the intel to pinpoint issues, forecast growth, and find opportunities.
Why teams trust Heeet
A must have for online marketers!
Heeet has been very helpful in order for us to track attribution and understand the ROI of different campaigns. When using many different marketing channels, it is sometimes challenging to know exactly which channels that "does the trick", but by using Heeet we can see where it is most profitable to invest our time (and money!) directly by looking at Salesforce data. The Salesforce integration is not only good for us, but also for our sales team who get a transparent picture of the prospect's journey before converting.
Helpful tool and implementation support
Tool is very useful and the implementation team has been very helpful to get us onboarded.
Great tool, great ROI
With heeet.io, we can determine which investments in paid and earned media, as well as our own content outlets, are truly impactful, and where we should focus our efforts. Having this data available across the entire customer journey within our Salesforce Org significantly enhances our marketing optimization. The product includes excellent pre-built reports and dashboards, and with the help of the superb heeet.io team, setup was a breeze.
FINALLY, A Multi-Touch Attribution App THAT WORKS!
Not only does HEEET deliver on their product claims, they also provide stellar support and direction throughout set up and long after the sale. Their technology is clean and straightforward, their catalogue of ready-to-use reports and dashboards are robust, helpful, and reveal actionable details, and their responsiveness to questions, ideas, etc., is exceptional. I am over-the-moon delighted and grateful to our digital guru for finding HEEET and recommend HEEET without hesitation.
Heeet is an amazing product.
Heeet has done an incredible job at ingesting data from all of the digital marketing platforms we use (Google Ads, Facebook Ads, etc). Within Salesforce, we now have a complete picture from a cost-to-acquire and LTV perspective. We know what leads are driving actual customer acquisitions and their respective costs. Most importantly, the team at Heeet really cares. This is a group that provides incredible service and simplifies the complexities of Salesforce. Don't hesitate to work with the Heeet team on any size project you may have. They have created a gem of a product.
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Connecting and collecting data so you can focus on activation
Heeet seamlessly syncs data from marketing, paid media, CRM, and tech platforms, ensuring you get a constant flow of data that maximizes the intelligence marketing and sales can leverage.
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Implementing Heeet is quick and straightforward. The process varies slightly depending on your CRM, but the core steps remain the same: install or connect Heeet, link your paid platforms, configure your attribution model, and add the Heeet Javascript to your website
No. Heeet does not have any access to your Salesforce data.
Heeet does not store any personal data.
Yes, Heeet is fully GDPR compliant since we do not track, store or assign any unique ID to your online prospects.
The typical implementation process takes two weeks, but can be completed in under 90 minutes in some instances
Ready to track leads from first touch to close with Heeet?
Heeet gives marketers in the financial services industry the insights to make informed marketing investment decisions that drive revenue from high-value clients.
