10. Andrea Wildt Sr. Manager, Integrated Marketing Salesforce.com [email_address]
11. Campaigns are CORE to Tracking Marketing Effectiveness Closed business ties back to leads Leads tie to marketing campaigns
12. 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
15. 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
22. 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
23. 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
24. 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
25. 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
26. 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
27. 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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