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Best Practice: Campaign Management For Marketing Professionals
Best Practice: Campaign Management For Marketing Professionals
Business Driver
Best Practice Overview
Best Practices: Campaign Management
– Campaign Preparation
– Campaign Execution
– Campaign Tracking
NOTE: Campaigns are included with Enterprise Edition, and available for an additional cost with Professional Edition. In
the Professional Edition, one campaign license is consumed for each user that has the "Marketing User" box checked.
Business Driver
Common Criteria
– Geography
– Title (e.g. CFO, Director of Sales)
– Industry
– Company Size
– Product Interest
– Installed products/services
– Previous campaign and response history
Create fields to record what you need on Lead and Contact
records
– Consider using Assets on Account or Contact objects or a custom
product tracking object
Campaign Preparation
Determine campaign programs: Decide your channels and process
Phone/Telemarketing
Search Engine/
Google Ad Words
Inside Opportunities
Field Opportunities
Email
Events
** In order to use the campaign import wizards, Marketing Users must also have the Marketing User
profile (or the "Import Leads" permission in Enterprise Edition organizations).
Agenda
Campaign Preparation
– Goal of the Campaigns
– How to Target Campaigns
– Determine Campaign Programs
– Define Campaign Responses
– Define Campaign Access
Campaign Execution
– Build Campaign
– Campaign Tools
– Campaign Members
– Mass E-mail
Campaign Tracking
– Campaign Responses
– Campaign Measurement
Campaign Execution
Build campaign: Include key fields for tracking
17
Campaign Execution
Build campaign: Understand campaign statistic calculations first!
Example:
Tips & Tricks
The naming convention should
include the quarter and fiscal
year of the campaign
When using Parent Campaign, you can see the whole picture!
Campaign Execution
Build campaign: Consider using Campaign Influence!
Web-to-Lead
Phone/Telemarketing
Search Engine/
Google Ad Words
Website
Website Response
PR/Events
Individual
Response
Manual
Update
Email
Mass
Events
Update
Tips & Tricks
Set up the processes you need
each response channel to
follow for your Call to Action
Individual
Campaign Tracking Manual
Campaign responses: Individual manual update Update
for Pre-built
Dashboards
Reduced
Reducedtime
time for
for
100%
100% increase
increase in
in preparing
preparingemail
email
lead
lead conversionrate.
conversion rate. campaigns
campaigns by
by 95%.
95%.
Campaign
Campaign
Lead Analysis
Revenue
Management
Went
Wentfrom
frommanaging
managing
Increased
Increasedlead
lead 11 to 16 simultaneous
to 16 simultaneous
conversion by 400%.
conversion by 400%.
Campaign Lead campaigns.
campaigns.
ROI Tracking
Leads
Analysis
“40 percent reduction in time “Increased lead generation by “40 percent reduction in time
to build email marketing 20 percent and reduced follow- to build email marketing
sends” up time by 50 percent” sends”
Tools & Resources
Tools & Resources
Consider using Salesforce for Google AdWords
Advertise Online
Generate Leads
Track Keyword
Effectiveness
For more information, visit our website:
http://www.salesforce.com/products/marketin
g-automation/campaigns/search-marketing.js
p
Tools & Resources
What else is out there that I can use?
AppExchange:
http://www.salesforce.com/appexchange
Tools & Resources
What else is out there that I can use?
Recommended
AppExchange
Marketing (free)
Components
Campaign Membership
Report
- Installs a single web link to
show everyone
associated with the
campaign
Campaigns Related to
Opportunities Report
- Creates a campaign
contact report accessible from
a custom link on the
Opportunity detail page
Tools & Resources
What else is out there that I can use?
http://www.salesforce.com/community/crm-best-practices/marketing-professionals/c
ampaign-management/detail87.jsp
http://www.salesforce.com/community/crm-best-practices/marketing-professionals/c
ampaign-management/detail227.jsp
How Salesforce.com uses Marketing:
http://www.salesforce.com/community/crm-best-practices/marketing-
professionals/campaign-management/detail228.js
Salesforce for Google AdWords Overview:
http://www.salesforce.com/community/crm-best-practices/marketing-
professionals/demand-generation/search-marketing/sfga-overview.jsp
Sales Process Map, Campaign to Customer
Two tier sales process typically found in high volume B2B sales organizations where marketing campaigns generate
leads, a tier one team qualifies leads to pass on to a tier two sales team that manages the sales cycle.
Accounts
Salesforce.com Tabs
Campaigns Leads Contacts
Opportunities
A campaign is an outbound marketing project that you want to Accounts are your organization's customers, competitors, and
plan, manage, and track within Salesforce. It can be a direct mail partners. Each account stores information such as name, address,
program, seminar, print advertisement, email, or other type of and phone numbers. For each account, you can store related
marketing initiative. information such as opportunities, activities, cases, partners,
contracts, and notes.
Campaigns
Accounts
Google AdWords™ is an online advertising service used to Contacts are all of the individuals associated with your business
create advertisements that display on major search engines, accounts that you need to track in Salesforce. You can store
including Google. Many Salesforce customers advertise online various information for a contact, such as phone numbers,
with Google AdWords as a mechanism to generate leads. addresses, titles, and roles in a deal.
Google AdWords
Contacts
Opportunities are the sales and pending deals that you want to
With Web-to-Lead, you can gather information from your track. By adding opportunities, you are also building your
company’s website and automatically generate leads. Web-to- “pipeline,” which will contribute to your forecast. You can also
Lead form can be used for contact me requests, registration link opportunities to campaigns to help measure the ROI of your
pages, or campaign landing pages. marketing programs.
Opportunities
Web-to-Lead Form
A lead is a prospect or potential opportunity - a person you met Products are the individual items that you sell on your
at a conference who expressed interest, or someone who filled opportunities. You can create a product and associate it with a
out a form on your company’s website. price in a price book. Each product can exist in many different
price books with many different prices. A product that is listed in
a price book with an associated price is called a price book entry.
Leads Products
Sales and Marketing: Tools and Terminology
Below you’ll find the tools and terminology used in the application and online training. For more information visit Salesforce Community, the Salesforce.com Online User Community.
You can search the site, browse around, and see what the community is interested in.
A forecast is your best estimate of how much revenue you can Tasks are to-do items that need to be followed up on. They can
generate in a quarter. This amount is divided between Commit be associated with accounts, contacts, leads, or other custom
Amount - the amount you can confidently close - and Best Case objects. You can follow up on the task yourself, or assign it to
Amount - the total amount of revenue you might possibly another user.
generate. A manager’s forecast should include the amount of
Task
Forecasts revenue the entire team can generate together.
Make searching data and interacting with the results of your With Salesforce you can create email templates for common
searches simple, smooth, and highly effective. Inline paging and emails such as web-to-lead responses, sales prospecting,
sorting features simplify the task of working with large sets of announcements, and internal workflow. You can even
search results. Powerful filtering and scoping functions narrow Email Templates personalize parts of the email with information from the contact
searches and results. Customization options enable users to or account record.
Search design search results layouts that are tailored for the way they
work.
Plan and execute email campaigns targeted at prospects and
customers. Enterprise Edition customers can send 500 emails per
Outlook users enjoy high levels of productivity with Apex mass mailing, while Unlimited Edition customers can send 1,000
Connect Outlook—formerly called Outlook Edition—which Mass Email emails per mass mailing. Salesforce can also integrate with third-
makes it easy to synchronize important customer data between party marketing solutions and offers out-of-the-box integration
two commonly used applications. With Connect Outlook 3.0 in with several top email marketing vendors.
Connect Outlook Spring ’07, productivity for Outlook users gets another boost
with several enhancements. Users can add emails with
attachments, create contacts and leads directly in Outlook, and
create relationships between calendar events and associated Evaluate the success of email campaigns with integrated response
tracking and easy monitoring of key campaign metrics, such as
objects such as accounts and opportunities.
whether recipients open the messages, when they open them, and
Email Tracking more.
You can set up a Web-to-Lead form to capture contact me
requests from your company’s website. With a lead de-dupe
solution you can automatically route those requests to the person The ability to easily import data into Salesforce is one of the
who owns the account. application's key benefits. Import excel worksheets or CSV
Web-to-Lead Form (comma separated value) files. Map the information to leads,
contacts, accounts, solutions, and custom objects. Search Import
Tools on Salesforce Community for more information.
With computer-telephony integration (CTI) capabilities, you can Import Wizard
directly integrate your telephone network into Salesforce and
access it entirely through the familiar, browser-based Salesforce
interface. With the combined power of CTI and the new
Salesforce Console, salesforce.com delivers unlimited
CTI Integration productivity to your call centers.