In this session, we’ll share the steps you should take to achieve a successful Salesforce campaign management system and how to get everyone aligned with the goals of the Salesforce campaigns.
You’ll learn how to:
- Ensure stakeholders receive expected reporting metrics
- Understand the business structure and marketing activity
- Prioritize and scope the project
You’ll also understand the definition of a successful campaign structure. Let’s compare oranges with oranges; Source, Conversion, and marketing campaigns are completely different concepts you cannot compare against each other. You have to keep it logical, tidy, and actionable.
We’re going to share implementation pro tips as well: Connected Campaigns, Campaign Influences, Campaign Member automated association, Member status, online tracking beyond UTMS… Those things we wish they would have told us.
And last but not least we’ll get to dashboards and reporting. There’s a new world of possibilities at your feet — from Salesforce Dashboard to Tableau CRM.