Salesforce Campaigns are one of the best additions you can make to your marketing plan. Why are they so good? First off, you get instant access to all your Salesforce accounts, contacts and leads. Not only that, but the data, reports and metrics that you can access can’t be beat. Here are a few tips for getting the most of your Salesforce Campaigns:
- Parent Campaigns can make your process faster as well as keep you better organized.
- Make sure to check your Salesforce reports for campaign effectiveness data.
- Use automated features to add different contacts / members to different campaigns. You can also target specific groups of members, to maximize impact.
- If you have both a marketing and sales team, think about creating a standardized Campaign process to ensure both teams understand their responsibilities and all gaps are covered.
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-Ryan and the CMB Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.