CRM 101  Everybody Says They Want to UseCRM for Marketing, but Not Many Do..."
Michelle Horn          Director of MarketingTechnology Advisors – www.techadv.com   Starfish ETL – www.starfishetl.com    ...
SugarCRM for Marketing                                      Campaign                      Analytics                       ...
CRM Customer & Prospect Data Store Module          Description             Example Accounts        Companies              ...
Data Input and Segmentation             • Understand YOUR segmentation      1             • Input Data Consistently      2...
What Are Your Segmentation Needs?                                                        Roofing                          ...
Ensuring Data ConsistencyTweet: #SCON12                            5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   7
How to Use SugarCRM for Marketing         Setup            Email Campaigns                 Campaign Measurement           ...
Customize Menu for Marketing                  Default                 MarketingTweet: #SCON12                             ...
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   10
Marketing Tabs Order                       Home                       Accounts                       Contacts             ...
Email SetupThe administrator must complete the following tasks: Set up outbound emails Specify a bounce-  handling inbox...
Scheduling Campaigns Run campaigns during quiet  times   Not during Sugar backups! Send emails in batches of  500 or les...
Email Campaign Overview                          Target List           Email         Template                    Tracker  ...
Target ListsEmails need to be included or excluded from acampaign  List Type      Description              Example  Defaul...
How to Create a Target List - Manually           Contacts    Leads            Targets   Accounts                          ...
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   17
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   18
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   19
How to Create a Target Lists – With A Report                                                 (best practice)              ...
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   21
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   22
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   23
Target Lists Modules                 Targets        Leads              Accounts                  Base          UserContact...
Email Templates                                         *Duplicate in                  Campaigns                          ...
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   26
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   27
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   28
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   29
Components of A Campaign                    Campaigns                                                Tracker              ...
Create The CampaignCampaign Types  Campaign Type     Description           Example  Newsletter        Recurring emails    ...
Campaign WizardTweet: #SCON12                  5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   32
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   33
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   34
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   35
Tracker URL’s Links to external website or a .php  file Must be created for each campaign Are case sensitive Plain tex...
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   37
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   38
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   39
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   40
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   41
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   42
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   43
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   44
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   45
Editing A CampaignTweet: #SCON12                     5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   46
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   47
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   48
Test and Execute the Campaign          Email marketing status = Active                 Send Test/Send Emails              ...
Email Time Bombs Note: The start date, start time and status in  the email determine when the email is sent Important: M...
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   51
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   52
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   53
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   54
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   55
Completed SendsTweet: #SCON12                  5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   56
Where’s the Beef?        Let The     Analytics BeginTweet: #SCON12                       5/1/2012   ©2012 SugarCRM Inc. Al...
Campaign StatusTweet: #SCON12                  5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   58
Campaign Analysis TopTweet: #SCON12                        5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   59
Campaign Gold (Bottom Section)Tweet: #SCON12                           5/1/2012   ©2012 SugarCRM Inc. All rights reserved....
Click-thru LinksTweet: #SCON12                   5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   61
Opt OutsTweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   62
People Opted OutTweet: #SCON12                   5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   63
Opt-Out ResultTweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   64
Lead CollectionManually inputting data is bad Use Web-to-Lead Forms Starfish ETLTweet: #SCON12                          ...
Web to Lead FormsTweet: #SCON12                    5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   66
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   67
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   68
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   69
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   70
Tweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   71
Marketing Analysis       Let The Games Begin!Tweet: #SCON12                              5/1/2012   ©2012 SugarCRM Inc. Al...
Lead Source DashboardsTweet: #SCON12                         5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   73
Campaign ROI DashboardsTweet: #SCON12                          5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   74
Customize It Custom reports that make  a differenceTweet: #SCON12                             5/1/2012   ©2012 SugarCRM I...
Leads By MonthTweet: #SCON12                 5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   76
Missing Marketing DataTweet: #SCON12                         5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   77
Closed/Won Opps by Lead SourceTweet: #SCON12                          5/1/2012   ©2012 SugarCRM Inc. All rights reserved. ...
Additional Marketing Reports             Total Click Thrus                 Specific Link Clicks Thrus             New lead...
Workflow Automation Examples    Click Thrus for …X (eBook)    Leads or contacts with missing data    Automated Lead Routin...
Technology Advisors’ Resources                  TAI SugarCRM Marketing Webcasts          4/18   Part I - Leveraging SugarC...
SugarCRM ResourcesTweet: #SCON12                     5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   82
SugarCRM Marketing Add-ons                             Pardot                                        LinkedIn        LeadF...
Questions?                  AnswersTweet: #SCON12                         5/1/2012   ©2012 SugarCRM Inc. All rights reserv...
Director of Marketing         Technology Advisors – www.techadv.com            Starfish ETL – www.starfishetl.com         ...
Submit Session Feedback        Select the SugarCon Mobile App:        1) Tap on this session        2) Tap on survey      ...
#SCON12          5/1/2012   ©2012 SugarCRM Inc. All rights reserved.   87
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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 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.
  • Transcript of "CRM 101: Session 8: Everybody Says They Want to Use CRM for Marketing, but not many do..."

    1. 1. CRM 101 Everybody Says They Want to UseCRM for Marketing, but Not Many Do..."
    2. 2. Michelle Horn Director of MarketingTechnology Advisors – www.techadv.com Starfish ETL – www.starfishetl.com michelleahorncrm Michelleahorn 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 2
    3. 3. SugarCRM for Marketing Campaign Analytics Mgmt Automated Data Store Processes Lead CollectionTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 3
    4. 4. CRM Customer & Prospect Data Store Module Description Example Accounts Companies • Customers • Prospects Business Contacts Contacts at Companies • Customers • Prospects Business Leads Unqualified Prospects • Converted website visitors Semi-warm (Inbound leads) • Tradeshow handshakes • Referrals Targets Potential Leads • Purchased lists Super-cold • Tradeshow listsTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 4
    5. 5. Data Input and Segmentation • Understand YOUR segmentation 1 • Input Data Consistently 2 • Monitor Data Constantly 3Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 5
    6. 6. What Are Your Segmentation Needs? Roofing Building Product Industry Materials Equip Rentals Location SizeTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 6
    7. 7. Ensuring Data ConsistencyTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 7
    8. 8. How to Use SugarCRM for Marketing Setup Email Campaigns Campaign Measurement Web-to-Lead AnalyticsTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 8
    9. 9. Customize Menu for Marketing Default MarketingTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 9
    10. 10. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 10
    11. 11. Marketing Tabs Order Home Accounts Contacts Campaigns Reports Target Lists Opportunities Leads TargetsTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 11
    12. 12. Email SetupThe administrator must complete the following tasks: Set up outbound emails Specify a bounce- handling inbox Set up Scheduler jobs Run diagnosticsTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 12
    13. 13. Scheduling Campaigns Run campaigns during quiet times Not during Sugar backups! Send emails in batches of 500 or less at 10 minute intervals to avoid spam filters Know what your ISP permits!Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 13
    14. 14. Email Campaign Overview Target List Email Template Tracker Test Execute Analyze Links CampaignTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 14
    15. 15. Target ListsEmails need to be included or excluded from acampaign List Type Description Example Default Campaign Targets Prospects, Leads, Customers Receive email and Targets Tracked Seed Receive email Internal employees and Not tracked vendors Test Receive test email Marketing team Not tracked Suppression Will not receive email Exclude handpicked leads Not tracked from a purchased listTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 15
    16. 16. How to Create a Target List - Manually Contacts Leads Targets Accounts *Create a test list of internal usersTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 16
    17. 17. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 17
    18. 18. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 18
    19. 19. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 19
    20. 20. How to Create a Target Lists – With A Report (best practice) Targets Must be a ‘Rows Leads Accounts and Columns’ report Base UserContacts Module ModuleTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 20
    21. 21. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 21
    22. 22. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 22
    23. 23. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 23
    24. 24. Target Lists Modules Targets Leads Accounts Base UserContacts Module ModuleTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 24
    25. 25. Email Templates *Duplicate in Campaigns advance Email Template Email Email EmailTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 25
    26. 26. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 26
    27. 27. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 27
    28. 28. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 28
    29. 29. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 29
    30. 30. Components of A Campaign Campaigns Tracker Links Target Lists Emails EmailsTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 30
    31. 31. Create The CampaignCampaign Types Campaign Type Description Example Newsletter Recurring emails Monthly Newsletter - Weekly - Monthly - Quarterly - Annually Email Campaign One email Non-Email Based Non-email campaigns Radio, Direct Mail CampaignTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 31
    32. 32. Campaign WizardTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 32
    33. 33. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 33
    34. 34. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 34
    35. 35. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 35
    36. 36. Tracker URL’s Links to external website or a .php file Must be created for each campaign Are case sensitive Plain text email: must manually add the opt-out linkTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 36
    37. 37. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 37
    38. 38. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 38
    39. 39. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 39
    40. 40. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 40
    41. 41. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 41
    42. 42. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 42
    43. 43. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 43
    44. 44. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 44
    45. 45. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 45
    46. 46. Editing A CampaignTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 46
    47. 47. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 47
    48. 48. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 48
    49. 49. Test and Execute the Campaign Email marketing status = Active Send Test/Send Emails Select the Email…Send Check the campaign statusTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 49
    50. 50. Email Time Bombs Note: The start date, start time and status in the email determine when the email is sent Important: Make sure that you have worked with you Administrator to schedule a job to send email campaignsTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 50
    51. 51. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 51
    52. 52. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 52
    53. 53. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 53
    54. 54. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 54
    55. 55. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 55
    56. 56. Completed SendsTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 56
    57. 57. Where’s the Beef? Let The Analytics BeginTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 57
    58. 58. Campaign StatusTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 58
    59. 59. Campaign Analysis TopTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 59
    60. 60. Campaign Gold (Bottom Section)Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 60
    61. 61. Click-thru LinksTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 61
    62. 62. Opt OutsTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 62
    63. 63. People Opted OutTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 63
    64. 64. Opt-Out ResultTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 64
    65. 65. Lead CollectionManually inputting data is bad Use Web-to-Lead Forms Starfish ETLTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 65
    66. 66. Web to Lead FormsTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 66
    67. 67. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 67
    68. 68. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 68
    69. 69. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 69
    70. 70. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 70
    71. 71. Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 71
    72. 72. Marketing Analysis Let The Games Begin!Tweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 72
    73. 73. Lead Source DashboardsTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 73
    74. 74. Campaign ROI DashboardsTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 74
    75. 75. Customize It Custom reports that make a differenceTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 75
    76. 76. Leads By MonthTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 76
    77. 77. Missing Marketing DataTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 77
    78. 78. Closed/Won Opps by Lead SourceTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 78
    79. 79. Additional Marketing Reports Total Click Thrus Specific Link Clicks Thrus New leads by Lead SourceTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 79
    80. 80. Workflow Automation Examples Click Thrus for …X (eBook) Leads or contacts with missing data Automated Lead Routing Nurture MarketingTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 80
    81. 81. Technology Advisors’ Resources TAI SugarCRM Marketing Webcasts 4/18 Part I - Leveraging SugarCRM for Inbound Marketing (Recorded) 5/3 Part II - SugarCRMs Secret Weapon: Marketing Campaigns 5/17 Part III - Maximizing Sales Lead Management with SugarCRM WorkflowTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 81
    82. 82. SugarCRM ResourcesTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 82
    83. 83. SugarCRM Marketing Add-ons Pardot LinkedIn LeadFormix Hubspot Social Inbound Marketing Media Constant Marketo InsideView ContactTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 83
    84. 84. Questions? AnswersTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 84
    85. 85. Director of Marketing Technology Advisors – www.techadv.com Starfish ETL – www.starfishetl.com michelleahorncrm MichelleahornTweet: #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 85
    86. 86. Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback*Prizes for attendees who submit session feedback using the Mobile App 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 86
    87. 87. #SCON12 5/1/2012 ©2012 SugarCRM Inc. All rights reserved. 87
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