How Salesforce.com Uses MarketingPresentation Transcript
How Salesforce.com Uses Salesforce Marketing Monica Norton, Salesforce.com Andrea Wildt, Salesforce.com Jenny Dixon, Salesforce.com Track: Marketing Executives
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Document Management, E-mail Templates and Collateral Management
Hard to ensure everyone has the “latest and greatest” when your distribution options are:
Collateral must be maintained in multiple spots
Worst case scenario: brand confusion and misinformation
Inbox overload – updated datasheets get lost in the email shuffle
Archive overload – when a rep needs a datasheet, he/she can’t find the latest version
Doubt overload – uncertainty about validity of materials
Worst case scenario: reps make do without proper tools or they create their own (YIKES!)
Categorize documents by region, group, type, etc. for easy browsing
Think about your users and how they search for info
Make your library easy to search and scan with:
Link to the documents from your Web site and intranet
Begin folder name with category:
Region ( US – Collateral)
Dept. ( Sales – Collateral)
Product ( SFA – Collateral)
Tips & Tricks
Top search results match documents’ titles and/or keywords
In descriptions, short phrases are easier to scan than narrative descriptions
Tips & Tricks
Managing the Collateral Process
Create a custom collateral object and tab in Salesforce
Include completed and in-progress collateral of all types: datasheets, brochures, case studies, articles, analyst reports
Ask to be the delegated admin so you can maintain the tab
Restrict access to marketing, and expose the appropriate data on your intranet or portal via an API integration
Tab name: Collateral Program Field suggestions: Text/Text Area: Title, Notes, Inventory Quantity Picklists: Type, Status, Update Frequency Multi-Select Picklists: Languages, Content Date: Target Completion, Last Update, Last Printed Checkbox: Printed?, Distribution Rights? URL: Link to Document Tips & Tricks
Top Five Reasons to Create a Sales Template Library
Protect your brand
Make sure sales is sending out the correct messaging.
Keep sales focused on selling
Save them time by having approved templates ready to go.
Leverage best practices
Reinforce your sales methodologies in your templates.
Facilitate marketing/sales interaction
Reinforce your valuable contribution to the sales process.
Banish typos (very few salespeople were English majors).
5 4 3 2 1
Creating Effective Sales Templates
Identify the message(s)
What’s the key point?
What’s the goal?
Who’s the audience?
Who’s the sender?
How many are needed?
Create simple letterheads and images
When to consider breaking your message into two (or more): Longer than two short paragraphs Covering too much territory Multiple calls to action Opportunity for sequential follow up Tips & Tricks Keep graphics to a minimum in templates coming from individual reps. Tips & Tricks
Andrea Wildt Sr. Manager, Integrated Marketing Salesforce.com [email_address]
Campaigns are CORE to Tracking Marketing Effectiveness Closed business ties back to leads Leads tie to marketing campaigns
Campaign Record Types Record types allow you to associate different business processes and subsets of picklist values to different users based on their user profile. Any promos on corporate website (demo center Web Promotions Description Record Type Name Campaigns that do not fit in other categories (sales campaigns, internal company programs) Generic Campaign When customers or prospects express interest in a specific area (product, education, services, etc) Opt-in Campaign Keyword buys on search engines (google, yahoo) Search Engine Marketing Any salesforce event (city tour, user conference, etc) or 3 rd party event (trade show, partner conference) Marketing Events & Webinars Email drop to customers, prospects or 3 rd party lists Email Marketing
Campaign Naming Conventions
Consistent global naming conventions will help you:
Member Status Values 1. Replace Sent & Responded Member Status with “Completed Form” 2. Set Default & Responded to “Completed Form” Search Engine Marketing 1. Replace Sent & Responded Member Status with “Registered”, “Attended” and “Cancelled” 2. Set Default to “Registered” Events & Webinars 1. Replace Sent & Responded Member Status with “Responded” 2. Set Default & Responded to “Responded” Email Marketing 1. Replace Sent & Responded Member Status with “Responded” 2. Set Default & Responded to “Responded” Web Promotions
Allows us to tie together marketing tactics to see the holistic results of an initiative.
Section on Campaigns for Sales “Next Steps”
From a lead, sales reps can click in to the campaign and understand what the lead was responding to and what the appropriate follow up is
Tracking the Right Data at the Right Place
Define what is important to your organization and tie that value from lead to opportunity
Program Campaign (Lead Source) CAMPAIGNS Lead Source copied over from program campaign LEADS Lead Source and Campaign carried forward OPPORTUNITIES Tip: Define your lead source values so they tie back to budget dollars
Examples of Reports
From leads we pull reports that give us:
# of leads generated by source in a given period of time
From campaigns we pull reports that give us:
What specific tactics contribute to lead generation by source
ROI of all campaigns that contribute to a lead source
Label your data - create a “Dashboard Label” custom field
Communicate at least 2 facts in each component
Building Your Dashboard – How We Do It GAUGE Compare performance vs. target METRIC Small size is useful for side-by-side comparisons TABLE See the exact numbers in a series or the names of the “top records” CHART Best for visualizing trends and segmentation , but often lose detail on exact numbers Optimizing Your Component Options
Sales Prospecting Dashboard – Tips & Tricks FILTER dashboard by region GROUP target accounts by account owner NAME call-down lists clearly INCLUDE leader boards for competitions TRACK performance: reps attach campaign to opportunities Organize call-down lists and sales leader boards
Marketing Campaign Dashboard – Tips & Tricks TREND data shows impact GROUP responses by tactic METRIC components summarize results REPORT campaign revenue generated COMPARE performance v. target TIP : Include lead conversion rate using a custom formula field Reports performance of a campaign or series of tactics
Product Line Dashboard – Tips & Tricks LINE GRAPH reports responses over time METRICS show snapshot of key metrics LIST top tactics by responses and revenue INCLUDE overall performance data Reports cumulative marketing impact on the business over time
Event Registration Dashboard – Tips & Tricks Tracks ongoing event registration and ROI GROUP registration by city COMPARE registered v. attended METRICS for at-a-glance results FILTER by year to track progress
Search Engine Marketing Dashboard – Tips & Tricks Tracks Search Engine Marketing performance and ROI LIST top performing keywords TREND SEM leads over time LIST top performing campaigns COMPARE target $$ v. performance
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