Are you using Salesforce Campaigns? Well you should be! As one of the more under-utilized out of the box functions within Salesforce, Campaigns are a powerful way to coordinate your marketing initiatives and generate new Opportunities and Leads as a result.
Campaigns allow you to track prospects from the time they are entered into the system, until the Opportunity is closed. Access Campaign Reporting to find the total number of Opportunities that have been created, the value of all open Opportunities, the number of closed won Opportunities, as well as the value of the closed won Opportunities, to name a few. You can build custom Campaigns from your Leads and Contacts, and leverage those Accounts into well targeted Marketing Emails and more!
-Ryan and the Salesforce Guys
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.