Workshops

Mastering Google Analytics 4: Data Integration with Sales and CRM

Workshop Summary

You will learn how to get the most out of GA4 by integrating data with your sales team and your CRM. You will learn advanced techniques to capture first-party data, customize reports and synchronize valuable information with your CRM, thus improving sales efficiency and the ability to make informed decisions. This approach is highly focused on data integration to align marketing and sales. Where other technologies such as CDPs or Google Cloud come into play. But above all the integration with sales teams through CRM.

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01 Workshop format

in house attendance
4 hours
consult (depending on profiles and number of people).
CRM and GA4 configuration audit.

02 Evaluate if this Workshop is for you

You will learn how to get the most out of GA4 by integrating data with your sales team and your CRM. You will learn advanced techniques to capture first-party data, customize reports and synchronize valuable information with your CRM.

03 Contents

  1. Google Analytics 4 Fundamentals (20 min)
    • GA4 Possibilities
  2. Initial configuration for integration with CRM
    • Creation of properties and views.
    • Configuration of data flows.
    • Sales-focused report customization.
  3. Introduction to Google Tag Manager as a CRM connector
    • Possibilities and types of integration.
  4. Data Integration and First-Party Data in GA4 (30 min)
    • Practical examples of data integration with a focus on sales.
  5. GA4 Integration with Sales and CRM Systems
    • Practical example: synchronization of leads and conversions from GA4 to CRM.
  6. Advanced Configuration and Customization (30 min)
    • Advanced GA4 configurations focused on sales.
  7. Optimization and Best Practices
    • How sales uses the data.
  8. Integration and Sales Case Study
    • Example of full integration: conversion tracking and synchronization with CRM.

04 Contact for more information

If you think this Workshop fits your needs and you want to evaluate its realization, please contact us:

05 Why Imanta?

We are from Sales

We like selling, not technology. We have a sales profile with a high level of digitalization. We incorporate the new commercial productivity to your sales.

Experts in CRMs

Since 1996, we have used and sold Salesforce, Hubspot, Soho, Microsoft Dynamics, Marketo, Pipedrive. We take its use to a higher level.

Experts in the Process

Focus on adoption and use by the sales team. Invest 90% of resources in process and people and 10% in technology. We solve the process with Notion.

Data Experts

Obsessed with data quality. Good data leads to more sales in less time. We solve data quality problems.

Integration Experts

Focus on integrating productivity and data applications that add value to the sales process. We help you use data and new tools.

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