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CRM 101: Session 8: Everybody Says They Want to Use CRM for Marketing, but not many do...
 

CRM 101: Session 8: Everybody Says They Want to Use CRM for Marketing, but not many do...

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Discover how to get more out of your CRM’s marketing capabilities. Campaign management is more than just sending an email. Learn what other companies have done to automate their campaign management ...

Discover how to get more out of your CRM’s marketing capabilities. Campaign management is more than just sending an email. Learn what other companies have done to automate their campaign management and how you can do it without breaking the bank or hiring an army of marketers.

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  • TAI sentence – SugarCRM Gold partner – doing CRM for 10 yearsSFETL sentence – Very slick Migration and Integration tool
  • I like to tailor my presentation to my audience. Since this is on the 101 track, please give me an idea of your experience level.Can I please see with a show of handsCurrently using SugarCurrently using Sugar for marketingAnyone rocking their marketing with Sugar?Anyone evaluating Sugar?We all know that Sugar is a data store and I assume that most of you know that Sugar can do some workflow automation and lead capturing with the web-to-lead form. In this presentation, we are going to concentrate on the campaign mgmt and analytics.
  • Describe each moduleMost people don’t use Targets, but I like the idea of keeping super cold leads separate. If you are going to use Targets, I would add a lead source field to Targets module and then when they are converted to leads, carry over the lead source.Is anyone using targets?Construction industry list
  • Slice and dicePlay catch up and have to clean-up dataHow would you like to ideally target your leads? Slice and DiceIf you are going to build campaigns around specific sets of data, then make sure that you are capturing on inputting that data necessary.Product*Industry*Location
  • Required Fields Missing Data Reports – you would be amazed at how things tighten up when there is a light shining on them. Are you going to fire someone for continuously not having data in, no, but they will not want to hear you bitch.
  • Since we are trying to fit a ton of information into a small time frame, I am not going to do a live demo. I am going to show screen shots with filled in data so that I can move at the speed of light. That way I don’t need to worry about typing mistakes, clicking on the wrong thing or any other snags that the demo god wants to throw at me
  • Use the resource guideThe administrator must complete the following tasks:•Set up outbound emails to enable you to send out email campaigns, and specify the number of campaign emails in each batch.•Specify a bounce-handling inbox to route campaign emails that bounce back to you. Bounced emails contain specific identifiers that set them apart from emails that are responses from your targets.•Set up Scheduler jobs to process nightly mass email campaigns and bounced campaign emails.Running Campaign DiagnosticsExecuting an email campaign or a newsletter campaign involves several steps, some of which can be performed only by your administrator. The campaign diagnostic tool enables you to check if all pending administrative tasks have been completed before you attempt to launch the campaign.To run diagnostics1. From the Campaigns tab, select Diagnostics.Sugar displays the Campaign Diagnostics page on the screen.If the email settings and a bounce-handling inbox have not been configured, warning messages display on this page. Contact your administrator to complete these tasks.2. To perform the diagnostics again, click Re-Check.
  • More resources at the end on this
  • OverviewWho in here has created campaigns?Campaigns are comprised of 1,2,3I think it is easier to do the Target List and Email Templates first and then build the campaign
  • Suppression – Construction 20 companies that you are already talking to. Include them in the construction list but exclude them from a different campaign.
  • Target lists from reports are the best practice because they are dynamic. Make your reports favorites to make life easier for youUse a % when searching for anything
  • Once you click on the link, the contacts/leads are added
  • You can have
  • I could have people from each module in one target list
  • Because the Tracker URL’s are specific to each campaign
  • Can be done through Emails or campaigns
  • For email campaigns, you can embed images to your email templates instead of sending them as attachments to prevent the email from being reported as spam. For more information on attaching images, see Creating Email Templates
  • For email campaigns, you can embed images to your email templates instead of sending them as attachments to prevent the email from being reported as spam. For more information on attaching images, see Creating Email Templates
  • Because the Tracker URL’s are specific to each campaign
  • When you use the Campaign Classic option, you are creating a campaign record but you are not completing related tasks such as specifying the email settings. For more information on creating a campaign using the Classic option, see Creating a Campaign.When you use the Campaign Wizard, it guides you through the process of creating the campaign as well as completing related tasks.
  • Do not hit create here or it will give you the entire form
  • If you get here and realize that you don’t have a list or email created, you can right-click and open an duplicate tab and add what ever you need.If you hit cancel now, you will lose everything up to this point
  • If you want to add another target list, click the select button again and add another target list.
  • If you select an email template and edit it, you will be editing the original. You cannot duplicate an email template once you are in the wizard.
  • Hitting finish now drops you into the campaign that you just created.
  • I assume that clicking on the full form should take me to the full form. I actually have to close the window to see the full form behind it.
  • Don’t wait until you needed to send out your campaign 2 days ago.
  • Positive ImpactsProvide detailed views into campaign effectiveness across marketing and sales stagesDefine campaign routing and approvals to ensure buy-in across the organizationBenchmark campaigns to understand which ones produce the most revenueTrack delivery, open, and click-through percentages of email campaignsInclude opt-in and opt-out links to email campaignsTrack campaign ROI by linking opportunities to specific campaigns
  • You can drill down on these graphs.
  • You can drill down on these graphs.
  • You can still send an email directly, but anyone with an opt-out will not be included in campaigns.
  • Last name is always required
  • I track the total leads by month and then I also track a specific type of lead by month.