Very new to adobe analytics and trying to figure out how to load or pull in offline sales data to count towards our total revenue and orders. For example: In July we sold 10 widgets online for $100 total. But 5 more people filled out a form online and a sales rep sold them widgets for an additional 5 orders at $50 total. Adobe as is only can show $100 & 10 orders. How can I bring in the others to show TOTAL = $150 and 15 orders?
If it helps, the offline lead sales are completed in Salesforce. I saw something about bringing in customer attributes from our CRM but it seems like a data feed/data source would be easier?
You can confirm this from adobe account manager.
As per Adobe:
Data Sources does not carry any additional fees beyond the standard server call. Server call charges apply only to full-processing data source types, where individual hits are sent in as rows of data. Traffic and aggregate level data sources do not incur additional costs.
If our adobe license includes up to 3 customer attribution points from a CRM is this the method I should use and would it still be an additional cost?
As you are using form submission to contact sales rep at a point of time you should use transaction integration. i.e.
1. Enable transaction id recording in adobe.
Go to Admin > Report Suites > [Select Report Suite] > Edit Settings > General > General Account Settings.
To see if Transaction ID Recording is enabled, navigate to Analytics > Admin > Data Sources.
2. Set transactionID tracking at the same time user submit sales form.
3. Upload transaction id dimension and metrics. How see here : Transaction ID
Note: There will be additional fee to use a transaction id table and you have 90 days data to upload offline data after setting transaction Id) which can be extended with additional cost.