The document discusses the challenges modern marketers face with new skills required, technology issues, and resource planning. It notes a common solution is disorganization leading to "common marketing disorder". The proposed solution is to use a SaaS platform like Salesforce to manage campaigns, calendars, staff assignments, budgets, assets, partners, and metrics to measure results and ROI in order to bring organization and eliminate spreadsheets.

1. Marketing Operations
& Resource
Management with
salesforce.com
Bill McGinnis
Astadia, Inc.
bmcginnis@astadia.com
(678) 809-0123
Proprietary and Confidential © Astadia, Inc. | 1

2. Challenge: New marketing skills needed
Traditional creative and strategic thinking
Versus
More “left-brained skills”
Quantitative planning and forecasting
Rigorous marketing performance measurement
Execution excellence and refinement
2
Proprietary and Confidential © Astadia, Inc. | 2

3. Challenge: Technology issues
Financial
Systems Marketing
Automation
Marketing
Database of
Record
?
Sales Project
Systems Management
Marketing
Assets
Proprietary and Confidential © Astadia, Inc. | 3

4. Challenge: Team & resource planning
Need to manage a multitude of events, ad
placements and campaigns with many moving
parts:
Staff Partners
Budgets Co-Marketing funds
Calendars Agencies
Marketing Assets Vendors
Venues
Proprietary and Confidential © Astadia, Inc. | 4

5. Common Solution employed by Marketers?
Proprietary and Confidential © Astadia, Inc. | 5

6. Impact: Common Marketing Disorder
Proprietary and Confidential © Astadia, Inc. | 6

7. Solution: SaaS
Arm Sales with
the Best Content
Deliver Measure
Quality Leads Your Impact
Connect
Attract New with Your
Customers Communities
Manage Cross- Extend Your
Channel Campaigns Marketing Reach
Proprietary and Confidential © Astadia, Inc. | 7

8. What you are
doing?
Campaigns
Proprietary and Confidential © Astadia, Inc. | 8

9. Marketing Calendar running in sfdc
Proprietary and Confidential © Astadia, Inc. | 9

10. Why you are
doing it?
Supporting corporate
objectives
Proprietary and Confidential © Astadia, Inc. | 10

11. Proprietary and Confidential © Astadia, Inc. | 11

12. Where is
my event?
Proprietary and Confidential © Astadia, Inc. | 12

13. Where is
my event?
Proprietary and Confidential © Astadia, Inc. | 13

14. Who is
working on it?
Staff
assignments
Proprietary and Confidential © Astadia, Inc. | 14

15. Who is working
on it?
Proprietary and Confidential © Astadia, Inc. | 15

16. Who is working
on it?
Proprietary and Confidential © Astadia, Inc. | 16

17. What partners are
supported?
Co-marketing funds
and support
Proprietary and Confidential © Astadia, Inc. | 17

18. What partners
are supported
Proprietary and Confidential © Astadia, Inc. | 18

19. What assets am I
using?
Brochures,
giveaways,
equipment
Proprietary and Confidential © Astadia, Inc. | 19

20. What assets
am I using?
Proprietary and Confidential © Astadia, Inc. | 20

21. What are my
Results?
Leads, Opportunities,
Closed Business
Proprietary and Confidential © Astadia, Inc. | 1

22. What are my Costs?
Budgets and Actuals
Proprietary and Confidential © Astadia, Inc. | 2

23. What’s my
ROI?
Closed
Biz/Cost
Proprietary and Confidential © Astadia, Inc. | 3

24. What you are Results
doing ?
What does
it cost ?
Where is it?
Who is working What’s my
on it? ROI?
What partners Why you are
are supported doing it?
What assets
How am I am I using?
tracking to
budget?
Eliminates spreadsheets,
leverage salesforce.com,
become a marketing hero
to your CEO
Proprietary and Confidential © Astadia, Inc. | 4