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Your Marketing Chocolate is in my Salesforce Peanut Butter
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Your Marketing Chocolate is in my Salesforce Peanut Butter

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Blakely Graham of Bracket Labs de-mystifies Salesforce Campaigns. This presentation covers basics of Salesforce Campaigns, how to implement them, the common pitfalls, and the top five tips for …

Blakely Graham of Bracket Labs de-mystifies Salesforce Campaigns. This presentation covers basics of Salesforce Campaigns, how to implement them, the common pitfalls, and the top five tips for success.

Published in: Technology, Business

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  • 1. CampaignsYour Marketing Chocolate is in my Salesforce Peanut Butter
  • 2. Who is Bracket Labs?‣ About Us - Boulder, CO startup focused on building awesome apps - Deep experience with salesforce.com (10+ years) and social web‣ Key AppExchange Facts - Salesforce Partner since 2010 - One app currently listed, 2nd imminent - Key customers: Ariba, SunGard, Kelly Services and AdAstra (Overland Park) - AppQuest 2010 & 2011 semifinalist
  • 3. TOP 5 TIPS
  • 4. What are Campaigns? Email Social Media SEM Snail Mail Call
  • 5. What are Campaigns? Tradeshow Live Networking Thank You Email Google Speaking conference Reception Emailannouncement Adwords engagement tweeting to prospects promoting #hashtag event
  • 6. What are Campaigns? Press releases Commercials Brand awareness Website overhaul Speaking engagements Social conversation
  • 7. What does Salesforce say? “A marketing tactic (or series of tactics) that are designed to achieve specific goals such as increased revenue, leads, adoption, etc.”
  • 8. Our twist on a “Salesforce” Campaign “A marketing tactic or theme designed to achieve specific goals that offer benefit by being tracked and measured using Salesforce”
  • 9. So what are Campaigns not good for?
  • 10. 1. Planning Scheduling and calendaring of campaigns
  • 11. Complex multi-triggering events Mass email made easyFree marketing extensions 2. Automation Complex multi-triggering events
  • 12. 3. Project Management Tracking of pre-production or follow-up activities
  • 13. 5 tips for getting the most from Campaigns
  • 14. 1. Simplify your naming convention! Structure Channel.Product.CampaignType.CampaignName.Date.ExtraInfo Example Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd
  • 15. 1. Simplify your naming convention! Custom Fields Structure Channel.Product.CampaignType.CampaignName.Date.ExtraInfo Example Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd
  • 16. 1. Simplify your naming convention! Standard Fields Structure Channel.Product.CampaignType.CampaignName.Date.ExtraInfo Example Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd
  • 17. 1. Simplify your naming convention! Standard Description Structure Channel.Product.CampaignType.CampaignName.Date.ExtraInfo Example Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd
  • 18. 1. Simplify your naming convention! Unique Information! Structure Channel.Product.CampaignType.CampaignName.Date.ExtraInfo Example Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd
  • 19. 1. Simplify your naming convention! Date Grouping + Campaign Name Category Grouping
  • 20. 1. Simplify your naming convention! lock. nsume r.AlarmC Co tronics Magazi ne.Elec ly.AprilE dition. Month 510.Ful lPageAd 041
  • 21. 1. Simplify your naming convention! onthly - Elec tronics M FY12Q2
  • 22. 2. Parent-child hierarchy is your friend!
  • 23. 2. Parent-child hierarchy is your friend!
  • 24. 2. Parent-child hierarchy is your friend!
  • 25. 2. Parent-child hierarchy is your friend!
  • 26. 2. Parent-child hierarchy is your friend!
  • 27. 3. Close the loop!
  • 28. 3. Close the loop!
  • 29. 3. Close the loop!
  • 30. 4. Mine your website!
  • 31. 4. Mine your website!
  • 32. 4. Mine your website!
  • 33. 4. Mine your website!
  • 34. 4. Mine your website!
  • 35. 4. Mine your website!
  • 36. 5. Maintain your data! Inactivate old or inactive Campaigns
  • 37. 5. Maintain your data! Create a few miscellaneous Campaigns
  • 38. 5. Maintain your data! Be consistent
  • 39. 5. Maintain your data! Manage “audit” views
  • 40. 5. Maintain your data! Know your limits
  • 41. BONUS: When you need to track more costs Total Value Won Opportunities - Actual CostROI = Actual Cost
  • 42. BONUS: When you need to track more costs
  • 43. BONUS: When you need to track more costs
  • 44. BONUS: When you need to track more costs
  • 45. Final words of wisdom‣ Grow organically - Automation is great, but feel the pain before you solve the problem‣ Bridge sales and marketing - Turn sales into your advocates for marketing dollars‣ Focus on visibility and collaboration - Make sure you can answer the “what’s Marketing up to?” question with data‣ Embrace Chatter - Perfect for versions, proofs, etc.
  • 46. Stay in touch @blakelygrahamMore Campaigns 101 athttp://bracketlabs.com/blog

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