Getting Started with Reports and Dashboards for Marketers


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What good is marketing without measurements? Good news: Recently released features in Salesforce CRM make it easier than ever to drag and drop data, chart types, and graphs to generate the marketing intelligence you crave. Join us to learn best practices and to see how to create popular marketing analytics in easy-to-use reports and dashboards.

Published in: Business, Technology
  • Here is the live recording of this presentation that took place at Dreamforce 2010. What is missing from the Slidedeck is the Live Demo within the Salesforce Application.
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  • Pulling Together Marketing Programs and Attaching Them to Revenue is Even More Difficult
  • Salesforce Marketing shows you real-time ROI helping you create more leads, at less cost, across a wider range of channels. With the Sales Cloud you can make sure your teams are spending time on things that work, manage marketing and sales together allowing you to increase leads, accelerate deals and measure campaign effectivenessSpend marketing budget effectively to generate leads and drive revenue based on educated decisions about which programs Not just leads but leads associated to revenueEasily capture more leadsAssign resources to things that workMake smart budgeting decisions based on solid ROIEfficiently manage leads, programs, budgets across the entire marketing mix in one locationMarketing delivers real-time information about what’s working and what’s not Marketing allows you to make informed decisions based on concrete ROI Demonstrate the impact of marketing across all marketing channels with real-time ROI reporting and campaign management from Salesforce MarketingControl not necessarily a good thing as other people could say you don’t want control is you want participation and flexibility Empowers the marketer , data analytics, Using closed sales ROI information, scale your marketing efforts across channels, increase your lead volume and decrease your costs Salesforce Marketing delivers sales based ROI information allowing you to scale your marketing efforts across channels, increase your lead volume and decrease your costs
  • We also offer over 200+ FREE app templates built by employees called Labs apps.These can be used out of the box as stated or you can choose to customize them to match your specific business process. Many people use them as a basis to kick off their custom app development projects.
  • Getting Started with Reports and Dashboards for Marketers

    1. 1. Getting Started with Reports and Dashboards for Marketers<br />Marketing Professionals<br />David Ciccarelli:<br />Matt Evans: Extra Space Storage<br />Tom Barber: DecisionPoint Systems<br />Marko Koosel:<br />Tad Travis:<br />
    2. 2. Tad Travis<br /><br />
    3. 3. Today, Marketers Have More Channels Than Ever <br />Search<br />Online Ads<br />Direct Mail<br />Webinars<br />Website<br />Print Ads<br />eMail<br />Events<br />Social Media<br />
    4. 4. Marketers Need A Central View of Programs <br />That’s Connected to Sales<br />
    5. 5. The Sales Cloud Aligns Sales & Marketing Everyone Gains Visibility and Can See What Works <br />Leads<br />Campaigns<br />Leads<br />Deals<br />Revenue<br />$<br />No Leaky Funnel + Complete Process Visibility = Spend More on What’s Working<br />
    6. 6. Take-Aways from This Session<br />Marketing is measurement<br />Dashboards direct decisions and behavior<br />Getting started with lead and campaign reporting is easy<br />It doesn’t come in a box<br />
    7. 7. Marko Koosel<br /><br />
    8. 8. Recently Delivered<br /> Drag and Drop Dashboard Builder<br /> Drag and Drop Report Builder<br /> Dynamic Dashboards<br /> Collaboration on Analytics<br />
    9. 9. Recently Delivered<br />Accessible to users where their profile has ‘Report Builder’ enabled<br />Report type displayed<br />Drag a field to add a position in a report<br />Blue line shows drop position<br />Data preview shows up to 50 rows of data (after filters)<br />Column menu gives context-sensitive column options<br />Change format with 1 click<br />
    10. 10. Drag and Drop Dashboard Builder<br />Inline Editing of key labels<br />Drag and Drop Data Source and Component Type<br />Component Type palette – drag to canvas to create a new component<br />Drag and Drop Position<br />
    11. 11. Improved Dashboard Management<br />Running User Dynamic Dashboards<br />My Team’s Dashboards<br />
    12. 12. Recently Delivered<br />Chatter-enabled analytics<br />Chatter reporting<br />
    13. 13. Collaborative Analytics<br /><ul><li>Follow metric/gauge components
    14. 14. Share a component with a Dashboard Feed
    15. 15. Share a component to User or Group feed
    16. 16. Get notified of significant data changes</li></li></ul><li>David Ciccarelli<br />Matt Evans<br />Extra Space Storage<br />Speaker Panel<br /><br />Tom Barber<br />DecisionPoint Systems<br />
    17. 17. All About<br /> is the #1 source for voice-over talent. As an agency, they represent talent who speak over 100 languages covering hundreds of accents or dialects. Their online portal makes it easy for talent to register their services, and makes it even easier for corporations to find the precise actor or actress for their needs.<br /><ul><li>Fast lead conversion is crucial to the business
    18. 18. Google AdWords for lead generation
    19. 19. Use dashboards to monitor their high-volume customer acquisition processes
    20. 20. Salesforce reports calculate customer lifetime value
    21. 21. Dashboards drive their closed-loop marketing practices
    22. 22. Resolved uncoordinated selling processes. Gained visibility into the full selling cycle</li></li></ul><li>All About ExtraSpace Storage<br />ExtraSpace Storage is the 2ndlargest owner and/or operator of self-storage properties in the US, covering 800+ locations in 33 states and D.C. Their climate-controlled facilities and flexible unit sizing makes ExtraSpace the leading choice for residential and commercial storage<br /><ul><li>Hyper-competitive environment demands accurate marketing metrics
    23. 23. Call center receives 1000’s calls/day. Immediate conversion is key to driving results.
    24. 24. Monitor conversion rates and discounting rates in real-time
    25. 25. 1100+ Dashboards in their Salesforce implementation</li></li></ul><li>All About DecisionPoint Systems, Inc.<br />A leading global provider of mobile solutions for inventory tracking, pricing, and asset management in the retail, field service, and warehouse distribution industries. And MobileArc Field Mobility is an end-to-end system for automating remote workforces.<br /><ul><li>Drive all marketing information through
    26. 26. Market-leading B2B practices
    27. 27. Salesforce united previously un-coordinated sales and marketing practices
    28. 28. Continuously monitor their customer acquisition campaign performance to improve their targeting</li></li></ul><li>David Ciccarelli<br />Matt Evans<br />Extra Space Storage<br />Speaker Panel<br /><br />Tom Barber<br />DecisionPoint Systems<br />
    29. 29. Importing Web Traffic <br />
    30. 30. New Registrants by Traffic Source<br />
    31. 31. Job Postings on by Source<br />
    32. 32. Leads: Time is Money at ExtraSpace Storage<br />Average Call Back Time<br />Inbound lead conversion rate<br />
    33. 33. Marketing Impact is Monitored in Real-time<br />Average Call Back Time<br />Status of Walk-in Leads<br />
    34. 34. DecisionPoint Dashboards<br />ROI by Campaign Type<br />Marketing Spend<br />
    35. 35. DecisionPoint Dashboards<br />Lead Gen by Channel<br />$ from Leads<br />Qtr/Qtr Comparisons<br />
    36. 36. Tad Travis<br /><br />
    37. 37. Other Relevant Sessions This Year<br />
    38. 38.
    39. 39. The AppExchange The Trusted Cloud Computing Marketplace<br />1000+<br />Pre-Integrated Apps<br />300+ <br />Services<br />4000+<br />Customer Reviews<br />
    40. 40. Labs 200+ Free Apps to Get You Started<br />
    41. 41. Getting Started with Reports and Dashboards for Marketers<br />
    42. 42. How Could Dreamforce Be Better? Tell Us!<br />Log in to the Dreamforce app to submit<br />surveys for the sessions you attended<br />Use the Dreamforce Mobile app to submit surveys<br />OR<br />Every session survey you submit is a chance to win an iPod nano!<br />