When running a campaign in Salesforce, you need to standardize and track responses, Leverage Campaign Influence and Use Dashboards and Reports and seek help from reputable Salesforce consulting company to ensure guaranteed results.
Sometimes the most underrated factor when it comes to Salesforce is the campaign object. What are Salesforce campaigns? These are outbound marketing projects that individuals want to properly plan, manage and then track exclusively within Salesforce. This can also be considered as direct mail program, print advertisement, seminar, email and many other forms marketing initiatives. Individuals can even organize campaigns to hierarchies for easier analysis of the marketing related tactics.
Salesforce campaigns are therefore links between your CRM and your marketing initiatives and these would enable you to establish visibility, trace measure and then report in your exclusive marketing programs on Salesforce.
Though there are numerous companies running their campaigns on Salesforce today, there are still organizations that do not know to exploit the power of that particular functionality. So here is a breakdown of the proper ways on how to run campaign on Salesforce.
Standardize and Track Responses
Do not just throw anything to campaign object. You also need to establish your basic campaign types and the other fields which you wanted to track into your campaigns. Taking for instance product or region, this could be details or budget. You can also pick the particular fields that you wish to report on. Make some comparison and make this a requirement for each and every campaign made. To be able to do so, your own team does not necessarily mean reinventing the wheel each time a campaign is run. More importantly, you will be able to filter and report campaigns directly and easily.
Moreover, you must not forget to properly define success for every campaign type. Taking for instance in webinar scenario, for such type of campaign 5000 people might register but only 1000 will attend. Defining success can somehow be challenging especially if you cannot compare this to historical campaigns but choose one particular starting point and then set goals. You can just adjust your definition of success as you discover and learn.
Creating campaigns is only the beginning. These are relatively useless especially if you fail to track and then load expenses. As mentioned above, you first need to standardize responses to every campaign type. Then, you will need to track responses. When doing so, make sure that you are creating list loads and automating this through utilization of web to lead forms or simply by synching this with your exclusive marketing automation tool. This is actually the ideal scenario; you can still opt for the manual entry but note that this is such a dreading and tiring option to take. When tracking responses, you will be able to report on campaign successes and will also manage to impact revenue and opportunities. This simply means you can rule the world.
Leverage Campaign Influence and Use Dashboards and Reports When Running Campaign on Salesforce
Campaign influence is actually the standard functionality of Salesforce.com. By running your campaigns on salesforce, you are automatically linking your campaigns to opportunities. Additionally, you are turning the amazing campaign influence feature wherein you are allowed to attribute numerous campaigns for deal that is often a necessary case.
However, there’s one big catch and this just works on particular event which your process mainly require contact to be properly associated to the opportunities paving way for close-loop reporting. This is proven to be vital. This also means the leading area where you can see clear breakdown between marketing and sales organization. Contacts, as you know are not really linked to opportunities and marketing lack ability to conduct real reporting in automated and regular fashion.
Few ways are available to help individuals accomplish things mentioned above and one is either changing your business process and make it require a contact to be linked to opportunities or to either automate it. Either of this approach needs strategy and perhaps some customization which your Salesforce partner must be able to give you.
Salesforce Tips & Tricks 2: Customizing the Home Page Dashboard
If you have completed all the essential points mentioned, then you can proceed to the final point and the marketing Nirvana. However, if you fail to do and complete those ways shortly tackled above, you will surely need to go back from the start.
For few individuals who have successfully made it, dashboards and reports will be made available for you out of the blue and on real time. These dashboards and reports might include campaign revenue reports, campaign member analysis, lead by lead source, campaign ROI dashboards and more.
Seek Help from Salesforce Consulting Company
If you want a successful Salesforce campaign, you can seek help from a reliable Salesforce Consulting Company. Hiring an experienced and knowledgeable consultant will help explain and let you understand the things that is possible and not possible as far as running your campaign in Salesforce is concerned. However, before committing with a Salesforce consulting company, you need to ensure that the company’s focus ideally matches the focus of your business or campaign, if the experience of their consultant is relevant into your campaign projects and if their ways of managing your campaign or project are effective and good enough.
Overall, ranging from consulting on bigger Salesforce projects up to creating custom development solutions, a reputable Salesforce consulting company is willing to help you out in every challenge encountered.
Salesforce consultants usually understand the Salesforce and even more than that strive hard to understand your unique business needs; your pain points and lastly, your success factors. This company works with you to figure out purpose behind implementation and also assess the most suitable path to significantly achieve it. So, seeking help and working with a trusted Salesforce consulting company can help you achieve successful campaign results.