Contributors to this best practice presentation consist of the following individuals from Salesforce.com Pat Cameron, Sr. Customer Success Manager (primary author) Lisa Taylor, Sr. Customer Success Manager Anne Moore, Customer Success Manager
Don’t skip this step, it’s very important to consider what your key objectives are for driving the use of campaigns. This step will help you prioritize what you need to accomplish. In addition, these buckets also come in handy when setting up your campaign in Salesforce for reporting. It helps answer the question of where to spend your budget dollars, among many other areas we will cover in this presentation. For example, you may be pleasantly surprised how effective enhancing current opportunities with webinars or targeting prospects for your upcoming conference are.
There are basically 3 types of targets: existing customers, existing leads and new leads. Existing Customers: Your target audience very much depends on what your objective is for your campaign. If you need to enhance your brand and provide education for continued customer loyalty, targeting existing customers is the obvious choice. So, think about how you segment/tag your customers today and what fields you need to help you in your efforts. Collaborate with Sales to determine various way to capture the details you need. Existing Leads: I know Lead scoring is not new and you might already be using the Lead Status field but these are important fields to help target campaigns. You might want to re-evaluate your current settings for Lead Status. For inbound inquiries for example, consider all the choices for your company for Lead Status field like: New, Working, Archived – Bad Data, Contact – Recent Activity, Partner Interest (if using PRM), Contact – No Oppty (converted to contact but no net new business), Contact – Current Oppty ( converted to Contact, current Opportunity exists for same Product on Account), etc. New Leads: We list out a couple of options for managing new leads. As you can imagine, there are a number of ways to manage new leads but the objective is to make sure you are de-duping them against your existing customers, whether you do that inside Salesforce or outside of Salesforce is up to you. They are both feasible. The best practice really depends on quantity but be sure to track your lead source, especially for your net new leads. (Note: For Option 1, during this process, Campaign information is moved to the existing record. Net New Leads are Suspect records which are worked to qualify to convert to an Account/Contact/Opportunity).
Most marketing professionals already have their targets in mind but if you don’t, this is a great starter list of common target criteria which are easily managed with standard and custom fields on your Lead and Contact records. We also have a feature called Assets. While products represent the items that your company sells, assets represent the specific products your customers have purchased, including a serial number, date of purchase, or any other information related to an individual sale. Depending on how your organization uses assets, they can represent a competitor product that your customer has or versions of your products. Many customers have implemented a custom object for tracking existing customers’ products, purchases, etc.
Some common campaign programs and channels include (some listed above) Web form, phone, personal e-mail, registration/attendance for a conference, tradeshow or web seminar (events). If your Marketing Campaign has a web component, i.e. a landing page or registration page, your responses can flow through your website and be captured as new “Leads” in Salesforce with the use of Web-2-Lead which we discuss later. The main point is to have a process defined for your campaign. For example, if you have an inside sales team or some form of internal telemarketing organization which receives and qualifies all inbound responses will combined with their attention to your Campaign, and diligence in follow-up, will positively impact your Pipeline generated. Example: Our example above illustrates a process representing an inside sales rep who will first review the inbound response and determine if it is from an existing Customer, existing Prospect or is a net new Suspect. From there, the inside sales rep will route the response to the correct owner for follow-up and create the field opportunity, or make an outbound phone call to qualify the response and create an inside opportunity to work. This process may vary depending on your organization but it is very important to outline your process.
Often times when thinking about campaigns, deciding on what a response truly is can get overlooked. So, it’s important to take the time and determine what a response or action is. Certain actions may not count toward a response. And which responses require follow-up? These are all important steps to take as you prepare your campaign. This step ties back to the important standard field called “Total Responses” on the Campaign record. It helps you measure the success of your campaign. We will get into more details later.
If you are just getting started with Campaigns, you will want to limit creation/management of Campaigns to just Marketing. In order to “turn on” the capabilities needed, you need to check the “Marketing User” checkbox in the user profiles of your marketing team. But other users (aka Sales) will have visibility to your campaigns which is important as you will involve them in certain campaigns especially the ones that help him/her sell more. This slide is more housekeeping for you so you have an idea of campaign access. For larger marketing organizations or companies with multiple business units and separate marketing teams, you can set up Campaign Sharing but only if you selected Private for your organization wide default for Campaigns. Then you can “open up” access per public groups, roles, and roles & subordinates (and these rules can be recalculated just like all other sharing rules).
We discussed key category fields earlier but here is an example. We have a parent campaign for an overall Webinar series but this particular campaign represents the Webinar event for driving sales/interest for a particular product (notice the Product Area field). Although this screen shot does not follow the recommended naming convention in the tips & tricks box, you get the idea! You can also “sub-type” in your naming convention. For example, you can do that in your “Type” picklist or use dependent picklists to accomplish this. You could have “Type” defined as “Event” and have a dependent picklist called “sub-type” and have values such as web seminar, tradeshow, conference, seminar, etc. It’s important to track your success rate and capture which campaigns are effective while you track your costs, etc. Notice the “Lead Source” field, it’s important to understand where your traffic is coming from for this campaign, again for tying back your budget dollars. We are all trying to do more with less!
Here are some ideas for further classifying and categorizing your campaigns to help you track product interest (which products are more popular, where should you spend your time), advertisements (which publications are better than others, which one should you drop), agencies (is there a correlation to poor performing campaigns and creative work), and offers (are demos the key to success, what offers seem to do the trick). These are just some initial ideas but you might have many more!
Speaking of your traffic and where it’s coming from, you also want to manage your campaign responses (as discussed in campaign preparation). The Advanced Setup button on your campaign is where you set up your member responses. A member is a lead or contact that has been added to a campaign. Total responses is a standard calculated field that helps you track who has responded to your campaign. The next slide explains how this works.
In a nutshell, you can set up different member status’ which tell you and Sales exactly what your customer or prospect did. Not only that, it can also tell you what the follow-up steps should be. Upon setting these up, you select which action counts toward a response to you. For this user conference event example, we are considering whether they registered, registered w/ attendance and registered w/ not showing up as a response. You can always report on conferences with no shows to help in future planning. The “Total Responses” field/metric on the campaign page in the previous slide counts the number of members who have a responded status. Each member can only have one associated status which avoids double counting.
We get many questions about these campaign statistics so here is a summary of these fields and what they should mean to you.
These metrics are highly valuable especially the Total Value Won Opportunities. (Keep in mind that campaign influence does NOT count toward the opportunity metrics however you can report on campaign influence. Use the Campaigns with Influenced Opportunities report to view opportunities that have been influenced by multiple campaigns. You can see the Primary Campaign Source in that report as well as the other campaigns that influenced the opportunity – we cover Campaign Influence shortly). Also, make sure you fill in the Actual Cost field as this will help calculate your ROI.
Here is a sample of the Campaign ROI Analysis Report. This is the ultimate metric we are seeking, among other metrics of course.
With all the channels we have available to us to market to our customers, we wanted to create a feature that would easily allow you to structure your campaigns and relate them. The Parent Campaign ties these elements together and enable reporting across all tactics. For example, you might have something similar to our Success Tours here at salesforce.com. In order for us to market this event, we have several initiatives that are separate campaigns like e-mail blasts, website registration, or even executive breakfasts as part of our Success Tours for a given quarter.
If each campaign is assigned to the appropriate hierarchy level, you can use campaign-hierarchy statistic fields to report on all the campaigns at any level. This is powerful for overall planning and seeing the whole picture. Note: Each campaign in a hierarchy can have one parent and a parent can have an unlimited number of children. A maximum of five hierarchy levels are allowed in a campaign hierarchy. You can add campaign members to any level in the hierarchy.
We have received a lot of feedback on the campaign influence feature through our IdeaExchange. We all know that one single campaign isn’t enough, there are multiple tactics that come together which influence the creation and closing of opportunities. You need to enable this feature in order to use it. Upon enabling this feature, you can set a Campaign Influence Time Frame that specifies the maximum number of days between the campaign first associated date and the opportunity created date, during which a campaign is considered influential. For example, if you specify a Campaign Influence Time Frame of 30 days and one of your contacts becomes a member of a campaign on June 1, the campaign is considered influential to any opportunity that is created and associated with the contact by June 30. Use the association rules to configure additional criteria that campaigns must meet to be automatically associated to an opportunity. Also, the Primary Campaign Influence field on the Opportunity record itself is considered the most influential and this is what populates the campaign metrics previously discussed. Important: In addition, when you convert a lead that is linked to a campaign, that campaign is automatically inserted into the opportunity Primary Campaign Source field. If the lead is linked to multiple campaigns, the campaign with the most recently updated member status is mapped to the new opportunity.
In order to use Campaign Influence successfully, consider these best practices.
One of the tools we provide to help you with executing your campaigns is HTML e-mail templates. These are very easy to set up where you can create letterheads and insert graphics from the Docs tab. If you are not using these today, this is a must see. You can build e-mail templates for your campaigns that drive the call to action to your website (e.g. Registration) that will automatically add them to that specific campaign (from the website using Web-2-Lead feature discussed later). We talk about how to manage responses in the Campaign Tracking section of this presentation. However, you need to build a process around receiving inbound responses (discussed in Campaign Tracking) just ahead! Another great feature is our HTML E-mail Status related list. This will alert Sales that their customer has seen or opened their e-mail. Consider using HTML E-mail Templates for Sales to use (outside of a Campaign). This will help with their sales effectiveness and provide standards for communicating with customers and prospects.
Another great tool, with Web-to-Lead, you can gather information from your company’s website and automatically generate up to 500 new leads a day. Your company may already have a registration or other type of page where users enter their contact information. You may also want to create a jump page where prospects respond to a campaign. With a little extra HTML code, you can redirect that information to Salesforce to create new leads. Key fields are hidden so if you plan to capture additional information, remember to create those fields on the Lead object, that will help with follow-up. Consider an internal telemarketing organization/team which receives and qualifies all inbound responses. Their attention to your Campaign, and diligence in follow-up, will positively impact your Pipeline generated. If you have technical resources on hand, consider leveraging Apex to assist with automatic de-duping upon entry. We always recommend a data quality strategy in general. We can talk more about data quality in another session.
Upon executing your campaign, specifically adding your target list to your campaign, consider using our Mass Add Campaign Members feature. For example, you might have a Campaign to target existing customers who are interested in your Mobile product and you want to send a mass e-mail to them. You would add these existing Contacts or Leads to your campaign with this wizard using Views. You can also accomplish the same thing using Reports. The last option here is adding members through importing a file, this is the import leads feature. Make sure you have your data de-duplication strategy ironed out when importing leads. Salesforce has a “Find Duplicates” button for Leads and a Merge Contacts button from the Contacts related list of an account.
There are a number of ways to use e-mail marketing. Salesforce offers the combination of HTML E-mail templates covered a few slides back and the Mass Email feature on both the Leads and Contacts main page. You can also use the mass email queue to view the status of scheduled mass emails and cancel mass emails if necessary (Setup | Personal Setup | Email | My Mass Emails. Our mass email feature does not send e-mail to anyone who has the standard field “Email Opt Out” checked. Since salesforce.com is not an e-mail marketing vendor, there are many features we do not offer so we do recommend looking at some of our e-mail marketing partners. Follow the link above to our Appexchange.
Now let’s talk about the responses based on your program. Some common response channels include (listed above) Web form, phone, personal e-mail, registration/attendance for a conference, tradeshow or web seminar (events). Every campaign has a specific outcome. As we discussed during Campaign Setup, the values in the Member Status picklist capture campaign outcomes. Customize your member status values to represent the possible outcomes for your campaigns. What I want to focus on here is what are the choices for the call to action. We have different tools to help you capture the responses or updating responses: Website response using Web-2-Lead, individual manual updates with related lists and mass update capabilities. Let’s look at each one.
Customers and prospects respond via phone or mail. Typically responses come in one-by-one rather than in bulk although one-by-one is losing its popularity given our electronic world. However, common responses of this type include: 1. A call to your sales team or other department 2. A card that customers and prospects mail to your office To track these types of non-automated responses, a sales or marketing team member can manually update the Campaign History for the lead or contact in Salesforce. Above portrays a sample process of what could happen when updating manually. Here are the steps in the application to take.
Another type of response is any response that you track in an offline list. Common examples include: Trade show attendance tracked in an Excel or Google Spreadsheet Email responses that have been collated into a list by your email agency Mass Add Campaign Members You can add existing contacts and leads through an easy wizard when mass adding them as campaign members. You can accomplish this with Views AND Reports. Mass Updating the Status of Campaign Members You can update existing members status through an easy wizard. You can accomplish this with Views. Note: If you are importing a file to update the statuses , you can update only the member status of an existing lead or contact so it’s imperative if you are “working” with a list that was generated FROM Salesforce (exported to Excel for example at which time you will update later), that you include the Lead or Contact ID. There is lots of help on this in our Help & Training link so be sure to check that out. The moral of the story is any time you are working with lead or contacts outside of the application, drag along their IDs so it’s easy to mass update later. Mass Remove Campaign Members You can delete existing members from a campaign through an easy wizard. You can accomplish this with Views.
Campaign measurement is the best part! The ROI Analysis report is one of our favorites. The Campaign ROI Analysis Report calculates the return on investment and average costs for your campaigns. The ROI is calculated as the net gain (Total Value Won Opps - Actual Cost) divided by the Actual Cost. The ROI result is expressed as a percentage. So, don’t forget to fill out your Actual Cost on the Campaign record. Other reports help with response rates by type of campaign. Use all these analysis tools to help make decisions on future campaigns and how to improve them. Note: The 3 reports circled in red are also available on the Campaigns home page.
If you decide to use one of our e-mail marketing partners, you can integrate e-mail statistics or upload the data with Apex Dataloader. You of course need to create the custom fields on the Campaign object first. Then when you build your report (see sample above), you can add Custom Summary Formula fields to your report to tell you the email effectiveness based on Opens, Clicks, Bounce, and Unsubscribe. The formula for “Email Effectiveness” is: ((Campaign.Clickthroughs__c:SUM / Campaign.Sent__c:SUM) * 60) + ((Campaign.Opened__c:SUM / Campaign.Sent__c:SUM) * 40) - ((Campaign.Bounces__c:SUM / (Campaign.Sent__c:SUM + Campaign.Bounces__c:SUM)) * 20) - ((Campaign.Opt_out__c:SUM / Campaign.Sent__c:SUM) * 80) Also, you can create a Custom Summary Formula field for “Open Rate” which is: (Campaign.Opened__c:SUM/Campaign.Sent__c:SUM) * 100 THE DATA BEHIND THE EMAIL STATISTICS ABOVE ARE FROM AN EMAIL MARKETING VENDOR BUT THESE FIELDS ARE STANDARD WITH MOST EMAIL MARKETING VENDORS. THE ONLY FIELD THAT IS NATIVE TO SALESFORCE IN THIS SCREEN SHOT IS CAMPAIGN NAME AND CAMPAIGN STATUS. We wanted to share you a sample of what you can report on when you bring in an email marketing partner.
Set up the dashboard that is right for you and measure the success of your campaigns. Our AppExchange does provide you with a couple which will save you a lot of time (see links above). Remember you can always customize whatever you download.
To measure the success of marketing programs in real-time, our customers use dashboards that can be used to measure any marketing metric that is critical to your organization. For First American, they measure lead conversion rates. First American increased lead conversion rates by 100% by closing the loop in marketing with Salesforce. First American’s primary problem was neglected leads. Sales wasn’t following up on every lead and no one was holding them accountable. With Salesforce Marketing, First American solved the problem not only by tracking every lead, but by customizing lead information to attach the right information to every lead every lead was better qualified. Salesforce.com conducts a quarterly on line Relationship Survey, hosted by CustomerSat ( www.CustomerSat.com ). Respondents mentioned some of the above CRM success metrics they have achieved with Marketing from their use of Salesforce.
Salesforce for Google AdWords allows customers to: Create Ads Manage Google ad campaigns from within Salesforce Generate and Track Leads Quickly and clearly correlate search efforts with inbound leads Measure ROI Directly compare sales revenue with search marketing spend through keyword effectiveness Note: To learn more about this features, let’s set up a separate meeting to discuss this product.
In addition to the Campaign dashboards I shared in a few slides back, there are also some great reports to take advantage of. For example, the Campaign Membership report is a very important report to download and create a link on the campaign page layout which allows you to see which members are on that specific campaign while you are looking at the individual campaign. You would click on the “Show Campaign Members” link as illustrated above. Another great report is the Campaigns Related to Opportunities Report. This is a little different than the Campaigns with Influenced Opportunities report which shows you which campaigns influenced opportunities (or opportunities closed last month for example). You can summarize by Opportunity which will tell you how many times and in what ways you need to touch your customers to get them to buy. The Campaigns to Related to Opportunities report allows you to see which campaigns have influenced the specific account to which an opportunity is related. Both great reports!
Sample process map for campaign to customer. This particular process map is not published on our Community site so we are including it extra here.
If you are interested in renaming salesforce.com’s standard application terminology for your own company deployment, read the help documentation then log a case to have it enabled in your account.
If you are interested in renaming salesforce.com’s standard application terminology for your own company deployment, read the help documentation then log a case to have it enabled in your account.
If you are interested in renaming salesforce.com’s standard application terminology for your own company deployment, read the help documentation then log a case to have it enabled in your account.
Best Practice: Campaign Management for Marketing Professionals Salesforce.com Customer Success January 2009
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.
Your Marketing and Sales organizations should collaborate to capture essential customer information in the application to assist with defining your targets
Define and configure the necessary custom fields to help with segmentation definitions; consider using picklists, dependent picklists etc. to make your targeting, customer segmentation and reporting more effective
Consider lead scoring and lead status with customer segmentation in mind
For example, a series of archived status definitions (e.g. No Interest, Future Interest, Nurture)
New Leads - Adding 3 rd Party Lists in Salesforce
Some companies incorporate 3 rd party prospect/lead lists inside of Salesforce with a specific 3 rd party designation (e.g. by record type, or assign to queue, or specific pre-qualification process before passed to Sales)
De-dupe against existing records in your Salesforce database to determine which are existing Customers, existing Prospects or Net New names
Some companies purchase 3rd party lists containing “suspect” names which are not added to your Salesforce application until a response has been received or the name has been qualified
Consider de-duping this list outside of Salesforce with partner tools (e.g. PeopleImport by CRM Fusion) then importing into Salesforce
Campaign Preparation How to target campaigns: Define who you want to target
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 How to target campaigns: Information to use when creating targets
Website Search Engine/ Google Ad Words PR/Events Email Events Campaign Preparation Determine campaign programs: Decide your channels and process Inside Opportunities Field Opportunities Lead Capture/ Lead Qualify Tips & Tricks Be sure to have a process defined for your programs and Campaigns Phone/Telemarketing
Campaign Preparation Define campaign responses: Prepare what a response means Why are member status values so important?
Every campaign has a specific outcome . Member Status captures this outcome
What does a response mean to you? Multiple actions can result in a response
What happens after a response? Be sure to map out your process
Well defined Member Status values:
Can make reporting much easier
Sales can understand exactly what their prospect or customer did
Helps measure the success of your campaign!
Note: We will get into more detail with Campaign Setup.
Campaign Preparation Define campaign access: Who should have access to campaigns?
Determine who should have access to Campaigns
Be default, all users have view access to campaigns, advanced setup and run campaign reports
The Marketing User check box on the user profile page indicates whether or not a user has the right to create and manage campaigns including:
Create a new campaign
Edit or delete an existing campaign
Update campaign statistics
Import leads into a campaign**
Mass update the status for members of a campaign**
Configure advanced campaign setup to define member status values
Run campaign reports across multiple campaigns
** 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).
Campaign Execution Build campaign: Include key fields for tracking Tips & Tricks Have a naming convention: e.g. EMEA – FY08Q3 – Success Tour - Brussels Tips & Tricks Update the Type picklist field and keep the total number of values to no more than 10 and include general types Tips & Tricks Define your lead source values so they tie back to budget dollars Tips & Tricks Tie campaigns together with the “Parent Campaign” field
Campaign Execution Build campaign: Categorizing for campaign measurement
Products and services
Create a campaign picklist field for Product or Focus Area
Advertisements and publications/media
Create a picklist field for Ad Type with values such as Magazine, Newspaper, Online, etc.
Create another picklist for specific publication so you can report on both levels
Agencies creating materials
Track which agencies are tied to your successful campaigns by creating a Creative Source or Creative Piece picklist field
Offers made in campaigns
Track the different types of high-level offers (e.g. whitepapers, demos, web seminars) to track overall effectiveness
Campaign Execution Build campaign: Set up member response status values
Campaign Execution Build campaign: Set up member response status values Tips & Tricks Member Status tells Sales exactly what their prospect or customer did Tips & Tricks You can have more than one “Responded” value! Tips & Tricks # Responses metric is the sum of all members with a status checked as “responded”
1) Total Leads = SUM of all leads associated with this campaign
Includes converted leads that you can’t see in the app
# Leads will decrease if two lead records are merged, or if a lead is deleted
2) Total Contacts = SUM of all contacts associated with this campaign
# Contacts will decrease if two contact records are merged, or if a contact is deleted
4) Total Responses = SUM of all visible records associated to this campaign that have a member status with the “Responded” box checked ** Best metric for success of campaign – when member statuses are set up correctly!
3) Converted Leads = SUM of all leads associated with this campaign that have been converted to a contact
Includes leads converted to new or existing contacts
Campaign Execution Build campaign: Understand campaign statistic calculations first! The Campaign ROI Analysis Report calculates the return on investment and average costs for your campaigns Tips & Tricks Be sure to fill out the Actual Cost field so your ROI will be calculated for you
Campaign Execution Build campaign: Consider using Campaign Hierarchies
Campaign hierarchies provide a powerful categorization tool that enables you to analyze/report on the health of your related multi-channel, integrated campaigns
It is important that marketing managers use a Parent Campaign 1 to tie these elements together and enable reporting across all tactics
Example: Tips & Tricks The naming convention should include the quarter and fiscal year of the campaign 1 Parent Campaign field is hidden; you need to change FLS.
Campaign Execution Build campaign: Consider using Campaign Hierarchies cont.
When using Parent Campaign, you can see the whole picture!
Campaign Execution Build campaign: Consider using Campaign Influence!
Because opportunities are usually influenced by more than one campaign, the campaign influence feature allows you to manually or automatically associate multiple influential campaigns to a single opportunity
Enable Campaign Influence for automatic association
Configure Time Frame and/or Association Rules
Influential campaigns are automatically added to opportunities when a campaign is related to a contact that is assigned a contact role on an opportunity prior to the close date of the opportunity
Campaign Influence Time Frame, if specified, is the maximum number of days between the campaign first associated date and opportunity created date. Campaigns associated to a contact prior to this timeframe will not be considered influential
Add the Campaign Influence related list to Opportunity Page Layout
Primary Campaign Source on Opportunity is the “most” influential
When Lead is converted, their campaign is automatically inserted into this field
If the Lead is linked to multiple campaigns, most recently updated member status wins
Can update field manually or through Campaign Influence related list
Campaign Execution Build campaign: Best practices for Campaign Influence
Consider the following rules when setting up and using Campaign Influence:
Add Contact Roles to your Opportunity page layouts
Instruct Sales to add key contacts in Contact Roles associated to their deal so campaigns are automatically correlated
If using Sales to send e-mail templates for a specific Campaign:
First, ensure you have a good Contact de-dupe strategy
Instruct Sales to send e-mail from Contact record but change the “Related To” to Campaign and include the name so it’s easy OR just ask Sales for their top Contacts and you do the work!
Campaign Execution Campaign tools: Set up HTML E-mail Templates E-mail Templates are easy to set up!
Set up your Letterhead to standardize the look and feel of HTML email templates
Include graphics through the Documents tab
Campaign Execution Campaign tools: Start off with a unique landing page using Web-2-Lead With Web-to-Lead, you can gather information from your company’s website and automatically generate leads. Web-to-Lead form can be used for contact me requests, registration pages, or campaign landing pages. De-duping logic can be included! Web-to-Lead Form Tips & Tricks Leverage Apex code to assist with de-duping before creating Lead record in Salesforce Tips & Tricks Brand the form to match the offer they received and keep your fields short Tips & Tricks Key fields are hidden like Campaign ID, Member Status, Product Line, Lead Source, etc. Web-to-Lead
Campaign Execution Campaign members: Mass add Campaign Members Manage Members Salesforce provides a variety of ways in which you can manage the leads, contacts, and person accounts that you are targeting with your campaigns. You can choose which method to use based on your business needs; for example, you can add and update up to 50,000 campaign members at a time through lead or contact. Tips & Tricks When adding NEW members via importing a file, it’s important to have a de-dupe strategy Note: You can use other import sources!
Campaign Execution Mass Email: Consider using email marketing partners Email Marketing Partners Tips & Tricks You can send mass email to a maximum of 1000 external email addresses per day, consider our e-mail marketing partners Tips & Tricks Consider an Email Marketing Task Force to ensure customers and prospects are not being emailed too frequently
Website Response Individual Manual Update Response Website Search Engine/ Google Ad Words PR/Events Email Events Campaign Tracking Campaign responses: How does one respond? Mass Update Tips & Tricks Set up the processes you need each response channel to follow for your Call to Action Phone/Telemarketing
Campaign Tracking Campaign responses: Individual manual update For campaigns that elicit responses one-by-one, for example, via a phone call to a sales rep, you can manually link a contact, lead, or person account to a campaign and update that individual’s campaign status. Any user can do this via the Campaign History related list on a contact, lead, or person account. Campaign History Individual Manual Update 1. Search for Lead or Contact, update status 2. Add Lead to Campaign 3. Pick correct Member Status
Campaign Tracking Campaign responses: Mass update Manage Members Mass Update Salesforce provides a variety of ways in which you can manage the leads, contacts, and person accounts that you are targeting with your campaigns. You can choose which method to use based on your business needs; for example, you can add and update up to 50,000 campaign members at a time through lead or contact. Tips & Tricks When adding members via importing a file, it’s important to have a de-dupe strategy
100% increase in lead conversion rate. Increased lead conversion by 400%. Reduced time for preparing email campaigns by 95%. Went from managing 1 to 16 simultaneous campaigns. Measuring and Improving Business Leads Analysis Campaign ROI Lead Tracking Campaign Analysis Campaign Revenue Lead Management Campaign Tracking Campaign measurement: Proven customer success “ 40 percent reduction in time to build email marketing sends” “ Increased lead generation by 20 percent and reduced follow-up time by 50 percent” “ 40 percent reduction in time to build email marketing sends”
Tools & Resources Consider using Salesforce for Google AdWords
Track Keyword Effectiveness
For more information, visit our website: http://www.salesforce.com/products/marketing-automation/campaigns/search-marketing.jsp
Tools & Resources What else is out there that I can use?
E-mail Marketing Partners
Demand Generation Partners
Sales Intelligence Partners
Data Cleansing Partners
Tips & Tricks You can utilize partner tools to execute various types of campaigns, generate new leads and integrate the data directly with Salesforce.com AppExchange: http://www.salesforce.com/appexchange
Tools & Resources What else is out there that I can use? 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 Recommended AppExchange Marketing (free) Components
Tools & Resources What else is out there that I can use?
Marketing Manager Tier 1 Sales: Sales Reps or Inside Sales Tier 2 Sales: Account Executives or Field Sales Management Reports & Dashboards Campaigns Leads Qualified? yes Lead Management
Lead Capture Mechanisms
Online Registration Forms
Import Lists From Excel
Manually Enter Business Cards
Sample Routing Rules
Territory Based Routing
Product Based Routing
Pick Off Queues
Manual Assignment of Leads
Win? Opportunity Management Lead Generation Campaign Effectiveness & ROI Accounts no yes Opportunities 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.
Types of Campaigns
Sample Qualification Questions
Keep a historical record of archived leads and set up email campaigns or follow up reminders to regenerate interest.
Common Reasons for Duplicate Leads
New contact, current opportunity
Salesforce.com Tabs Lead Source Lead Status Closed Business Qualify Lead Lead Assignment Archived Leads Check for Duplicates
Sample Lead Status
Open: Followed up on within 48 hours
Working: Day 1 through day 30
Developing: Scheduled follow up beyond 30 days
Archive: Non-responsive or No Current Interest
Work Lead & Adjust Lead Status Opportunity Pipeline Competitive Win/ Lose
Sample Sales Stages
Sales Cycle Keep a historical record of archived opportunities and set up email campaigns or follow up reminders to regenerate interest. Archived Opportunities The lead is converted into an opportunity with an associated contact and account. Often the lead will be handed off to the tier 2 sales person to work it through the sales cycle. Lead Conversion Lead Quality Lead Type Neglected Leads Marketing Campaign Lead Capture Active Customer Account becomes an active customer. Lead Conversion Contacts
Contacts 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. Accounts Opportunities Accounts are your organization's customers, competitors, and partners. Each account stores information such as name, address, and phone numbers. For each account, you can store related information such as opportunities, activities, cases, partners, contracts, and notes. Contacts are all of the individuals associated with your business accounts that you need to track in Salesforce. You can store various information for a contact, such as phone numbers, addresses, titles, and roles in a deal. Opportunities are the sales and pending deals that you want to track. By adding opportunities, you are also building your “pipeline,” which will contribute to your forecast. You can also link opportunities to campaigns to help measure the ROI of your marketing programs. A lead is a prospect or potential opportunity - a person you met at a conference who expressed interest, or someone who filled out a form on your company’s website. A campaign is an outbound marketing project that you want to plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or other type of marketing initiative. Leads Campaigns Google AdWords™ is an online advertising service used to create advertisements that display on major search engines, including Google. Many Salesforce customers advertise online with Google AdWords as a mechanism to generate leads. Google AdWords With Web-to-Lead, you can gather information from your company’s website and automatically generate leads. Web-to-Lead form can be used for contact me requests, registration pages, or campaign landing pages. Products are the individual items that you sell on your opportunities. You can create a product and associate it with a 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. Products Web-to-Lead Form
Sales and Marketing: Tools and Terminology A forecast is your best estimate of how much revenue you can generate in a quarter. This amount is divided between Commit Amount - the amount you can confidently close - and Best Case Amount - the total amount of revenue you might possibly generate. A manager’s forecast should include the amount of revenue the entire team can generate together. Forecasts A contract is a written agreement between two or more parties. Many companies use contracts to define the terms for doing business with other companies. Track the contract through your organization’s approval process and use workflow alerts to notify yourself when to initiate contract renewals. Contracts Group calendaring will helps you better collaborate as a team, and arrange meetings with prospects and customers. Task Activities Tasks are to-do items that need to be followed up on. They can be associated with accounts, contacts, leads, or other custom objects. You can follow up on the task yourself, or assign it to another user. Maintain a historical record of all activities related to an account, contact, or opportunity. Your activity history includes emails, call notes, and calendar events, so everyone is on the same page . Calendar Events Reports are lists, summaries, and analyses of your data, which you can display or print. To help you monitor your organization, Salesforce offers a wide range of standard reports, accessible in the Reports tab. You can also create new custom reports to access exactly the information you need. You can subtotal and limit your data to help you analyze trends and get a concise picture of what is happening in your organization. Reports Dashboards give you a real-time snapshot of corporate metrics and key performance indicators. A dashboard is a group of different charts (or components) that graphically display your custom report data. You can select up to 20 different custom reports to display data graphically as charts in each dashboard. Dashboards A document library is a place to store files without attaching them to accounts, contacts, opportunities, or other records. Each document in the document library resides in a folder. The folder’s attributes determine the accessibility of the folder and the documents within it. Documents 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.
Make searching data and interacting with the results of your searches simple, smooth, and highly effective. Inline paging and sorting features simplify the task of working with large sets of search results. Powerful filtering and scoping functions narrow searches and results. Customization options enable users to design search results layouts that are tailored for the way they work. Sales and Marketing: Tools and Terminology With computer-telephony integration (CTI) capabilities, you can 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 productivity to your call centers. Outlook users enjoy high levels of productivity with Apex Connect Outlook—formerly called Outlook Edition—which makes it easy to synchronize important customer data between two commonly used applications. With Connect Outlook 3.0 in 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 objects such as accounts and opportunities. CTI Integration Connect Outlook 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 who owns the account. Web-to-Lead Form With Salesforce you can create email templates for common emails such as web-to-lead responses, sales prospecting, announcements, and internal workflow. You can even personalize parts of the email with information from the contact or account record. Email Templates Plan and execute email campaigns targeted at prospects and customers. Enterprise Edition customers can send 500 emails per mass mailing, while Unlimited Edition customers can send 1,000 emails per mass mailing. Salesforce can also integrate with third-party marketing solutions and offers out-of-the-box integration with several top email marketing vendors. Mass Email Evaluate the success of email campaigns with integrated response tracking and easy monitoring of key campaign metrics, such as whether recipients open the messages, when they open them, and more. Email Tracking Search Import Wizard The ability to easily import data into Salesforce is one of the application's key benefits. Import excel worksheets or CSV (comma separated value) files. Map the information to leads, contacts, accounts, solutions, and custom objects. Search Import Tools on Salesforce Community for more information. 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.