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


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Campaigns are a great feature of Salesforce that can help Marketing teams measure results and grow revenue. But they can also seem a bit confusing and daunting - What should and shouldn't be entered as a Campaign? How should they be structured? What are the pitfalls? Blakely Graham from Bracket Labs leads you through the intricacies of Campaigns as well as offers her top 5 tips to get the most from the feature. There will also be plenty of opportunity for Q & A.

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

  1. 1. CampaignsYour Marketing Chocolate is in my Salesforce Peanut Butter
  2. 2. MarketingSalesforce
  3. 3. Who is Bracket Labs?‣ About Us - Boulder, CO startup focused on building awesome apps - Deep experience with (10+ years) and social web‣ Key AppExchange Facts - Salesforce Partner since 2010 - Two apps currently listed - Key customers: Ariba, Underwriter Labs, Kelly Services, EMC and Salesforce Foundation - AppQuest 2010 & 2011 semifinalist
  4. 4. TOP 5 TIPS
  5. 5. What are Campaigns? Email Social Media SEM Snail Mail Call
  6. 6. What are Campaigns? Tradeshow Live Networking Thank You Email Google Speaking conference Reception Emailannouncement Adwords engagement tweeting to prospects promoting #hashtag event
  7. 7. What are Campaigns? Press releases Commercials Brand awareness Website overhaul Speaking engagements Social conversation
  8. 8. 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.”
  9. 9. 5 Tips for getting the most from Campaigns
  10. 10. 1. Simplify your naming convention! Structure Channel.Product.CampaignType.CampaignName.Date.ExtraInfo Example Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd
  11. 11. 1. Simplify your naming convention! Date Grouping + Campaign Name Category Grouping
  12. 12. 1. Simplify your naming convention! lock. nsume r.AlarmC Co tronics Magazi ne.Elec ly.AprilE dition. Month 510.Ful lPageAd 041
  13. 13. 1. Simplify your naming convention! onthly - Elec tronics M FY12Q2
  14. 14. 2. Parent-child hierarchy is your friend!
  15. 15. 2. Parent-child hierarchy is your friend!
  16. 16. 2. Parent-child hierarchy is your friend!
  17. 17. 3. Close the loop!
  18. 18. 3. Close the loop!
  19. 19. 3. Close the loop!
  20. 20. 4. Mine your website!
  21. 21. 4. Mine your website!
  22. 22. 4. Mine your website!
  23. 23. 4. Mine your website!
  24. 24. 4. Mine your website!
  25. 25. 4. Mine your website!
  26. 26. 5. Maintain your data! Inactivate old or inactive Campaigns
  27. 27. 5. Maintain your data! Create a few miscellaneous Campaigns
  28. 28. 5. Maintain your data! Be consistent
  29. 29. 5. Maintain your data! Manage “audit” views
  30. 30. 5. Maintain your data! Know your limits
  31. 31. BONUS: When you need to track more costsMore Best Practices at Click on Campaigns 101 category!
  32. 32. Solve this with Campaign Calendar Planning Scheduling and calendaring of campaigns
  33. 33. Complex multi-triggering events Mass email made easyFree marketing extensions 2. Automation Complex multi-triggering events
  34. 34. Solve this with TaskRay Project Management Tracking of pre-production or follow-up activities
  35. 35. 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.
  36. 36. Stay in touch @blakelygraham or Campaigns 101 at