salesforce campaigns: your marketing chocolate is in my salesforce peanut butter

Campaigns

Your Marketing Chocolate is in my Salesforce Peanut Butter

Salesforce

Marketing

Who is Bracket Labs?

‣ About Us- Boulder, CO startup focused on building

awesome apps- Deep experience with salesforce.com

(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

TOP 5 TIPS

What are Campaigns?

Email Social Media SEM CallSnail Mail

What are Campaigns?

Email announcement to prospects

Live conference

tweeting #hashtag

Speaking engagement

Tradeshow

Networking Reception

Thank You Email

Google Adwords

promoting event

What are Campaigns?

Website overhaul

Social conversation

Press releases Commercials

Speaking engagements

Brand awareness

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.”

5 Tips for getting the most from Campaigns

1. Simplify your naming convention!

StructureChannel.Product.CampaignType.CampaignName.Date.ExtraInfo

ExampleConsumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd

1. Simplify your naming convention!

+

Date Grouping

Category Grouping

Campaign Name

1. Simplify your naming convention!

Consumer.AlarmClock.

Magazine.Electronics

Monthly.AprilEdition.

041510.FullPageAd

1. Simplify your naming convention!

FY12Q2 - Electronics Monthly

2. Parent-child hierarchy is your friend!

2. Parent-child hierarchy is your friend!

2. Parent-child hierarchy is your friend!

3. Close the loop!

3. Close the loop!

3. Close the loop!

4. Mine your website!

4. Mine your website!

4. Mine your website!

4. Mine your website!

4. Mine your website!

4. Mine your website!

5. Maintain your data!

Inactivate old or inactive Campaigns

5. Maintain your data!

Create a few miscellaneous Campaigns

5. Maintain your data!

Be consistent

5. Maintain your data!

Manage “audit” views

5. Maintain your data!

Know your limits

BONUS: When you need to track more costs

More Best Practices at bracketlabs.com/blogClick on Campaigns 101 category!

Scheduling and calendaring of campaigns

1. Planning

Solve this withCampaign Calendar

http://bit.ly/campcal

Complex multi-triggering events2. Automation

Complex multi-triggering events

Free marketing extensions

Mass email made easy

Tracking of pre-production or follow-up activities

3. Project Management

Solve this withTaskRay

http://bit.ly/taskray

‣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.

Final words of wisdom

Stay in touch

More Campaigns 101 at http://bracketlabs.com/blog

@blakelygraham or bracketlabs.com

http://bit.ly/campcal http://bit.ly/taskray