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Best Practice: Campaign Management for Marketing ...

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Best Practice: Campaign Management for Marketing ...

  1. 1. Best Practice: Campaign Management for Marketing Professionals Salesforce.com Customer Success January 2009
  2. 2. Campaigns Best Practices <ul><li>Business Driver </li></ul><ul><li>Best Practice Overview </li></ul><ul><li>Best Practices: Campaign Management </li></ul><ul><ul><li>Campaign Preparation </li></ul></ul><ul><ul><li>Campaign Execution </li></ul></ul><ul><ul><li>Campaign Tracking </li></ul></ul><ul><li>Tools & Resources </li></ul>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 &quot;Marketing User&quot; box checked.
  3. 3. Business Driver <ul><li>As the leader in on-demand customer relationship management (CRM), salesforce.com understands the importance of integrated sales and marketing </li></ul><ul><li>Our closed-loop marketing automation application, Salesforce Marketing, empowers you to centrally manage multi-channel campaigns, manage and track search campaigns, manage leads, collateral, e-mail templates while providing real-time analytics to your success </li></ul><ul><li>With so many moving parts, where do you start? </li></ul>
  4. 4. Best Practice Overview <ul><li>Campaign Management is a series of marketing tactics and programs that are all designed to achieve a specific business goal (increase revenue, leads, customer adoption, etc). </li></ul><ul><li>Learn best practices for planning, executing and tracking marketing campaigns that generate demand for your products and services </li></ul><ul><li>Note: This deck does not cover the Lead Management process in detail. Please request our Lead Management best practice presentation for more details. </li></ul>
  5. 5. Campaign Management
  6. 6. Agenda <ul><li>Campaign Preparation </li></ul><ul><ul><li>Campaign Goals </li></ul></ul><ul><ul><li>How to Target Campaigns </li></ul></ul><ul><ul><li>Determine Campaign Programs </li></ul></ul><ul><ul><li>Define Campaign Responses </li></ul></ul><ul><ul><li>Define Campaign Access </li></ul></ul><ul><li>Campaign Execution </li></ul><ul><ul><li>Build Campaign </li></ul></ul><ul><ul><li>Campaign Tools </li></ul></ul><ul><ul><li>Campaign Members </li></ul></ul><ul><ul><li>Mass E-mail </li></ul></ul><ul><li>Campaign Tracking </li></ul><ul><ul><li>Campaign Responses </li></ul></ul><ul><ul><li>Campaign Measurement </li></ul></ul>
  7. 7. <ul><li>Increase sales revenue </li></ul><ul><ul><li>Enhance pipeline on open opportunities </li></ul></ul><ul><ul><li>Track customer interest </li></ul></ul><ul><li>Acquire new customers </li></ul><ul><ul><li>Promotions on your website (e.g. free trial, demo center, contact me) </li></ul></ul><ul><ul><li>Track search engine marketing </li></ul></ul><ul><li>Increase customer retention </li></ul><ul><ul><li>Awareness events that drive PR and brand awareness for the company (e.g. product launches) </li></ul></ul><ul><li>Enhance up-sell/cross-sell opportunities </li></ul><ul><ul><li>Pricing promotions to current customers </li></ul></ul><ul><ul><li>Webinar banner on the website for “add-on” products or services </li></ul></ul><ul><ul><li>Add-on products targeted to call down campaign with Sales-Pat </li></ul></ul>Campaign Preparation Goal of the campaign: Define your goals and objectives
  8. 8. <ul><li>Existing Customers </li></ul><ul><ul><li>Your Marketing and Sales organizations should collaborate to capture essential customer information in the application to assist with defining your targets </li></ul></ul><ul><ul><ul><li>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 </li></ul></ul></ul><ul><li>Existing Leads </li></ul><ul><ul><li>Consider lead scoring and lead status with customer segmentation in mind </li></ul></ul><ul><ul><ul><li>For example, a series of archived status definitions (e.g. No Interest, Future Interest, Nurture) </li></ul></ul></ul><ul><li>New Leads - Adding 3 rd Party Lists in Salesforce </li></ul><ul><ul><li>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) </li></ul></ul><ul><ul><ul><li>De-dupe against existing records in your Salesforce database to determine which are existing Customers, existing Prospects or Net New names </li></ul></ul></ul><ul><ul><li>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 </li></ul></ul><ul><ul><ul><li>Consider de-duping this list outside of Salesforce with partner tools (e.g. PeopleImport by CRM Fusion) then importing into Salesforce </li></ul></ul></ul>Campaign Preparation How to target campaigns: Define who you want to target
  9. 9. <ul><li>Common Criteria </li></ul><ul><ul><li>Geography </li></ul></ul><ul><ul><li>Title (e.g. CFO, Director of Sales) </li></ul></ul><ul><ul><li>Industry </li></ul></ul><ul><ul><li>Company Size </li></ul></ul><ul><ul><li>Product Interest </li></ul></ul><ul><ul><li>Installed products/services </li></ul></ul><ul><ul><li>Previous campaign and response history </li></ul></ul><ul><li>Create fields to record what you need on Lead and Contact records </li></ul><ul><ul><li>Consider using Assets on Account or Contact objects or a custom product tracking object </li></ul></ul>Campaign Preparation How to target campaigns: Information to use when creating targets
  10. 10. 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
  11. 11. Campaign Preparation Define campaign responses: Prepare what a response means Why are member status values so important? <ul><li>Every campaign has a specific outcome . Member Status captures this outcome </li></ul><ul><li>What does a response mean to you? Multiple actions can result in a response </li></ul><ul><li>What happens after a response? Be sure to map out your process </li></ul><ul><li>Well defined Member Status values: </li></ul><ul><ul><li>Can make reporting much easier </li></ul></ul><ul><ul><li>Sales can understand exactly what their prospect or customer did </li></ul></ul><ul><ul><li>Helps measure the success of your campaign! </li></ul></ul>Note: We will get into more detail with Campaign Setup.
  12. 12. Campaign Preparation Define campaign access: Who should have access to campaigns? <ul><li>Determine who should have access to Campaigns </li></ul><ul><ul><li>Be default, all users have view access to campaigns, advanced setup and run campaign reports </li></ul></ul><ul><li>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: </li></ul><ul><ul><li>Create a new campaign </li></ul></ul><ul><ul><li>Edit or delete an existing campaign </li></ul></ul><ul><ul><li>Update campaign statistics </li></ul></ul><ul><ul><li>Import leads into a campaign** </li></ul></ul><ul><ul><li>Mass update the status for members of a campaign** </li></ul></ul><ul><ul><li>Configure advanced campaign setup to define member status values </li></ul></ul><ul><ul><li>Run campaign reports across multiple campaigns </li></ul></ul>** In order to use the campaign import wizards, Marketing Users must also have the Marketing User profile (or the &quot;Import Leads&quot; permission in Enterprise Edition organizations).
  13. 13. Agenda <ul><li>Campaign Preparation </li></ul><ul><ul><li>Goal of the Campaigns </li></ul></ul><ul><ul><li>How to Target Campaigns </li></ul></ul><ul><ul><li>Determine Campaign Programs </li></ul></ul><ul><ul><li>Define Campaign Responses </li></ul></ul><ul><ul><li>Define Campaign Access </li></ul></ul><ul><li>Campaign Execution </li></ul><ul><ul><li>Build Campaign </li></ul></ul><ul><ul><li>Campaign Tools </li></ul></ul><ul><ul><li>Campaign Members </li></ul></ul><ul><ul><li>Mass E-mail </li></ul></ul><ul><li>Campaign Tracking </li></ul><ul><ul><li>Campaign Responses </li></ul></ul><ul><ul><li>Campaign Measurement </li></ul></ul>
  14. 14. 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
  15. 15. Campaign Execution Build campaign: Categorizing for campaign measurement <ul><li>Products and services </li></ul><ul><ul><li>Create a campaign picklist field for Product or Focus Area </li></ul></ul><ul><li>Advertisements and publications/media </li></ul><ul><ul><li>Create a picklist field for Ad Type with values such as Magazine, Newspaper, Online, etc. </li></ul></ul><ul><ul><li>Create another picklist for specific publication so you can report on both levels </li></ul></ul><ul><li>Agencies creating materials </li></ul><ul><ul><li>Track which agencies are tied to your successful campaigns by creating a Creative Source or Creative Piece picklist field </li></ul></ul><ul><li>Offers made in campaigns </li></ul><ul><ul><li>Track the different types of high-level offers (e.g. whitepapers, demos, web seminars) to track overall effectiveness </li></ul></ul>
  16. 16. Campaign Execution Build campaign: Set up member response status values
  17. 17. 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”
  18. 18. <ul><li>1) Total Leads = SUM of all leads associated with this campaign </li></ul><ul><li>Includes converted leads that you can’t see in the app </li></ul><ul><li># Leads will decrease if two lead records are merged, or if a lead is deleted </li></ul><ul><li>2) Total Contacts = SUM of all contacts associated with this campaign </li></ul><ul><li># Contacts will decrease if two contact records are merged, or if a contact is deleted </li></ul>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! <ul><li>3) Converted Leads = SUM of all leads associated with this campaign that have been converted to a contact </li></ul><ul><li>Includes leads converted to new or existing contacts </li></ul>Campaign Execution Build campaign: Understand campaign statistic calculations first!
  19. 19. <ul><li>1) Total Value Opportunities = Calculated field for the amount of all opportunities associated with this campaign incl. closed/ won </li></ul><ul><li>For organizations using multiple currencies, amounts are converted to campaign currency </li></ul><ul><li>Does not include opportunities that influenced campaign </li></ul><ul><li>3) Budgeted Cost = Amount of money budgeted for the campaign </li></ul><ul><li>This field is not required to calculate the ROI of the campaign </li></ul><ul><li>4) Actual Cost = Amount of money spent to run the campaign </li></ul><ul><li>Field needed to calculate ROI </li></ul><ul><li>** The ROI is calculated as the net gain ( Total Value Won Opportunities - Actual Cost ) divided by the Actual Cost . The ROI result is expressed as a percentage. </li></ul><ul><li>2) Total Value Won Opportunities = Calculated field for total amount of all opportunities associated with the campaign hierarchy, including closed/won opportunities </li></ul><ul><li>All campaigns in a hierarchy must use the same currency </li></ul>Campaign Execution Build campaign: Understand campaign statistic calculations first!
  20. 20. 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
  21. 21. Campaign Execution Build campaign: Consider using Campaign Hierarchies <ul><li>Campaign hierarchies provide a powerful categorization tool that enables you to analyze/report on the health of your related multi-channel, integrated campaigns </li></ul><ul><ul><li>It is important that marketing managers use a Parent Campaign 1 to tie these elements together and enable reporting across all tactics </li></ul></ul>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.
  22. 22. Campaign Execution Build campaign: Consider using Campaign Hierarchies cont. <ul><li>When using Parent Campaign, you can see the whole picture! </li></ul>
  23. 23. Campaign Execution Build campaign: Consider using Campaign Influence! <ul><li>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 </li></ul><ul><ul><li>Enable Campaign Influence for automatic association </li></ul></ul><ul><ul><li>Configure Time Frame and/or Association Rules </li></ul></ul><ul><ul><ul><li>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 </li></ul></ul></ul><ul><ul><ul><li>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 </li></ul></ul></ul><ul><ul><li>Add the Campaign Influence related list to Opportunity Page Layout </li></ul></ul><ul><ul><li>Primary Campaign Source on Opportunity is the “most” influential </li></ul></ul><ul><ul><ul><li>When Lead is converted, their campaign is automatically inserted into this field </li></ul></ul></ul><ul><ul><ul><li>If the Lead is linked to multiple campaigns, most recently updated member status wins </li></ul></ul></ul><ul><ul><ul><li>Can update field manually or through Campaign Influence related list </li></ul></ul></ul>
  24. 24. Campaign Execution Build campaign: Best practices for Campaign Influence <ul><li>Consider the following rules when setting up and using Campaign Influence: </li></ul><ul><ul><li>Add Contact Roles to your Opportunity page layouts </li></ul></ul><ul><ul><li>Instruct Sales to add key contacts in Contact Roles associated to their deal so campaigns are automatically correlated </li></ul></ul><ul><ul><li>If using Sales to send e-mail templates for a specific Campaign: </li></ul></ul><ul><ul><ul><li>First, ensure you have a good Contact de-dupe strategy </li></ul></ul></ul><ul><ul><ul><li>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! </li></ul></ul></ul>
  25. 25. Campaign Execution Campaign tools: Set up HTML E-mail Templates E-mail Templates are easy to set up! <ul><li>Set up your Letterhead to standardize the look and feel of HTML email templates </li></ul><ul><li>Include graphics through the Documents tab </li></ul>
  26. 26. 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
  27. 27. 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!
  28. 28. 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
  29. 29. Agenda <ul><li>Campaign Preparation </li></ul><ul><ul><li>Goal of the Campaigns </li></ul></ul><ul><ul><li>How to Target Campaigns </li></ul></ul><ul><ul><li>Determine Campaign Programs </li></ul></ul><ul><ul><li>Define Campaign Responses </li></ul></ul><ul><ul><li>Define Campaign Access </li></ul></ul><ul><li>Campaign Execution </li></ul><ul><ul><li>Build Campaign </li></ul></ul><ul><ul><li>Campaign Tools </li></ul></ul><ul><ul><li>Campaign Members </li></ul></ul><ul><ul><li>Mass E-mail </li></ul></ul><ul><li>Campaign Tracking </li></ul><ul><ul><li>Campaign Responses </li></ul></ul><ul><ul><li>Campaign Measurement </li></ul></ul>
  30. 30. 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
  31. 31. 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
  32. 32. 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
  33. 33. Campaign Tracking Campaign measurement: Salesforce campaign reports <ul><li>Utilize the 8 standard pre-built Campaign Reports </li></ul><ul><li>Customize your own! </li></ul>
  34. 34. Campaign Tracking Campaign measurement: Salesforce e-mail campaign report with integration
  35. 35. Campaign Tracking Campaign measurement: Measure overall campaign effectiveness <ul><li>Build your own </li></ul><ul><li>Leverage </li></ul><ul><li>for Pre-built Dashboards </li></ul>Marketing Metrics Dashboard 1.0 Marketing Targets Dashboard 1.1
  36. 36. 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”
  37. 37. Tools & Resources
  38. 38. Tools & Resources Consider using Salesforce for Google AdWords <ul><li>Advertise Online </li></ul><ul><li>Generate Leads </li></ul><ul><li>Track Keyword Effectiveness </li></ul>For more information, visit our website: http://www.salesforce.com/products/marketing-automation/campaigns/search-marketing.jsp
  39. 39. Tools & Resources What else is out there that I can use? <ul><li>E-mail Marketing Partners </li></ul><ul><li>Demand Generation Partners </li></ul><ul><li>Sales Intelligence Partners </li></ul><ul><li>Data Cleansing Partners </li></ul>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
  40. 40. 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
  41. 41. Tools & Resources What else is out there that I can use? <ul><li>Marketing Professionals on Community </li></ul><ul><ul><li>http://www.salesforce.com/community/crm-best-practices/marketing-professionals/ </li></ul></ul><ul><li>Salesforce.com Marketing Blog </li></ul><ul><ul><li>http://blogs.salesforce.com/marketing </li></ul></ul><ul><li>Sales and Marketing process maps and additional best practice information in the Salesforce.com Community </li></ul><ul><ul><li>http://www.salesforce.com/community/crm-best-practices/sales-professionals/sales-process-and-methodology/sales-mktg-process-map.jsp </li></ul></ul>
  42. 42. Tools & Resources What else is out there that I can use? <ul><li>Campaigns to Cash: Best Practices for Tracking Campaign Effectiveness: </li></ul><ul><li>http://www.salesforce.com/community/crm-best-practices/marketing-professionals/campaign-management/detail87.jsp </li></ul><ul><li>Become An Expert: Campaign Management & Website Integration: </li></ul><ul><li>http://www.salesforce.com/community/crm-best-practices/marketing-professionals/campaign-management/detail227.jsp </li></ul><ul><li>How Salesforce.com uses Marketing: </li></ul><ul><li>http://www.salesforce.com/community/crm-best-practices/marketing-professionals/campaign-management/detail228.js </li></ul><ul><li>Salesforce for Google AdWords Overview: </li></ul><ul><li>http://www.salesforce.com/community/crm-best-practices/marketing-professionals/demand-generation/search-marketing/sfga-overview.jsp </li></ul>
  43. 43. 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 <ul><li>Lead Capture Mechanisms </li></ul><ul><li>Online Registration Forms </li></ul><ul><li>Import Lists From Excel </li></ul><ul><li>Manually Enter Business Cards </li></ul>no <ul><li>Sample Routing Rules </li></ul><ul><li>Territory Based Routing </li></ul><ul><li>Product Based Routing </li></ul><ul><li>Pick Off Queues </li></ul><ul><li>Manual Assignment of Leads </li></ul>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. <ul><li>Types of Campaigns </li></ul><ul><li>Email Campaigns </li></ul><ul><li>Advertising </li></ul><ul><li>Direct Mail </li></ul><ul><li>Trade Shows </li></ul><ul><li>Sample Qualification Questions </li></ul><ul><li>Current Situation </li></ul><ul><li>Pains </li></ul><ul><li>Opportunity Size </li></ul><ul><li>Timeframe </li></ul><ul><li>Budget </li></ul><ul><li>Decision Maker </li></ul><ul><li>Main Competitor </li></ul>Keep a historical record of archived leads and set up email campaigns or follow up reminders to regenerate interest. <ul><li>Common Reasons for Duplicate Leads </li></ul><ul><li>Bogus info </li></ul><ul><li>Duplicate lead </li></ul><ul><li>Current customer </li></ul><ul><li>New contact, current opportunity </li></ul>Salesforce.com Tabs Lead Source Lead Status Closed Business Qualify Lead Lead Assignment Archived Leads Check for Duplicates <ul><li>Sample Lead Status </li></ul><ul><li>Open: Followed up on within 48 hours </li></ul><ul><li>Working: Day 1 through day 30 </li></ul><ul><li>Developing: Scheduled follow up beyond 30 days </li></ul><ul><li>Archive: Non-responsive or No Current Interest </li></ul>Work Lead & Adjust Lead Status Opportunity Pipeline Competitive Win/ Lose <ul><li>Sample Sales Stages </li></ul><ul><li>Lead </li></ul><ul><li>Needs Analysis </li></ul><ul><li>Confirmed </li></ul><ul><li>Objection Handling </li></ul><ul><li>Selected </li></ul><ul><li>Negotiating </li></ul><ul><li>Closed/Won </li></ul><ul><li>Closed/Lost </li></ul>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
  44. 44. 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
  45. 45. 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.
  46. 46. 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.

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