Salesforce has an often overlooked feature, Campaigns, that you might not be currently utilizing. It comes standard with most Salesforce.com Editions and is a powerful tool that will allow you to measure ROI on various marketing activities including trade missions, email campaigns, and seminars.
Salesforce.com describes a Campaign as “an outbound marketing project that you want to plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or other type of marketing initiative. You can organize campaigns into hierarchies for easy analysis of related marketing tactics.”
Campaigns allows you visualize your marketing efforts and their ROI on Salesforce. You can create valuable reports that track and measure your campaigns, and their success or failures. Campaigns allows you to define a “success” that you establish at the beginning of the campaign will gauge the level of success for the audience targeted, responses, and impact on Projects as well as jobs created, projects closed, and overall response rate.
Once a campaign has started, you then track responses, through lists loads, web-to-lead forms, or syncing it with a marketing automation tool. This will allow you to report on the Campaign success and impact to opportunities.
Campaigns in Salesforce allows you to select specific groups that you want to contact based on certain criteria. Your Campaign history then shows up in the Contact and Lead record, giving you a quick idea of what people are responding to. The best part of Campaigns? It tells you the ROI on trade missions and all campaigns, as it is related to Projects.
If you are a Conrin client, you most likely already have Campaigns. It is included with the Enterprise Edition and Professional edition of Salesforce. Our goal is to have you use Salesforce to the best of its ability, so why not take full advantage of something you are already investing in?
Contact us for a free demo! It’s simple enough to set up yourself, but we are always here to help.
Customer Relationship Management (CRM) is the practice, strategy and technology that companies use to manage and analyze customer interactions and data throughout the customer life-cycle. The goal of a successful CRM is to improve business relationships with customers, assist in customer retention and drive sales growth. CRM is not just a sales and marketing tool, but instead is one of the biggest ways to improve productivity – from HR to customer services.
Salesforce Implementation of CRM
Salesforce is the world’s #1 CRM app. The offer features such as Sales Cloud, SalesforceIQ, Service, Cloud, Marketing Cloud, Community Cloud, Wave Analytics and more that improve your daily tasks all the way down to your organization’s bottom line.
Average improvements among Salesforce customers reflect favorable returns: a 36 percent increase in sales productivity, a 25 percent increase in sales pipeline, a 26 percent increase in sales win rate, a 30 percent increase in revenue, and a 45 percent increase in forecast accuracy.
Many think that CRM is just a software, however it is much more than that. It is a comprehensive approach to a lasting relationship with your customers. The most important factor of successful customer relationship management practice is human connection. Once an organization has their “people,” it then creates their process and puts their technology in place. This technology continually evolves around the needs of the people and process.
Conrin Salesforce Implementation
At Conrin, we focus solely on implementing Salesforce for economic development organizations across the nation. We follow a strategic three step approach that allows us to perform one-user implementations to complex, state-wide projects. Our first step is process discovery, then system configuration completed by step three, where we finalize deliverables. Salesforce Implementation is different for each client, but this process is flexible for each client.
If your CRM software does not take a holistic approach, or your organization does not use one at all – contact us.
It is no secret that we love Salesforce. We love the benefits that it brings to our customers, the ease of use, the organization, and the list goes on. Salesforce is in the business of making others successful, and that is what we strive to see. However, sometimes Salesforce brings up questions.
That is why Conrin is here for you.
Salesforce is a vital tool in the marketing process; you can identify marketing opportunities, devise strategies, oversee implementation, evaluate results, and focus on what really matters – your customer. Do you feel as though you are missing out on growth opportunities in Salesforce?
There are times Salesforce will make an announcement, and you aren’t sure if that affects you or what it even means.
Perhaps you gave Field Trip a try and can’t figure it out, or feel like you aren’t seeing the benefits.
Maybe you decided to poke around AppExhange and came across an app that looks like it could be useful for your organization, but are not sure how to implement it or if it will really be useful for you.
Whatever your question at hand may be, we are here to assist you with the implementation of Salesforce, as well as making sure you are getting the most out of all the great features Salesforce has to offer.
Ask us your CRM Services Questions
We want your Salesforce experience to help your organization excel and achieve success efficiently. So we want to know, what can we help you with? Do you want to know about helpful apps in AppExchange? Or maybe you want to hear about a client’s story of what worked for them.
Learn more about how CRM services can benefit your economic development organization.