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Campaigns
Your Marketing Chocolate is in my Salesforce Peanut Butter
Who is Bracket Labs?

‣ About Us
  - Boulder, CO startup focused on building
      awesome apps
  -   Deep experience with salesforce.com
      (10+ years) and social web


‣ Key AppExchange Facts
  - Salesforce Partner since 2010
  - One app currently listed, 2nd imminent
  - Key customers: Ariba, SunGard, Kelly
      Services and AdAstra (Overland Park)
  -   AppQuest 2010 & 2011 semifinalist
TOP 5 TIPS
What are Campaigns?




  Email   Social Media   SEM   Snail Mail   Call
What are Campaigns?




                                Tradeshow




                                            Live      Networking   Thank You
     Email        Google     Speaking
                                         conference   Reception      Email
announcement     Adwords    engagement
                                          tweeting
 to prospects   promoting
                                          #hashtag
                   event
What are Campaigns?



                      Press releases                          Commercials




                                       Brand awareness
   Website overhaul



                                                                              Speaking
                                                                            engagements




                                        Social conversation
What does Salesforce say?




  “A marketing tactic (or series of tactics) that
  are designed to achieve specific goals such as
  increased revenue, leads, adoption, etc.”
Our twist on a “Salesforce” Campaign




 “A marketing tactic or theme designed to
 achieve specific goals that offer benefit by
 being tracked and measured using Salesforce”
So what are Campaigns not good for?
1. Planning   Scheduling and calendaring of
              campaigns
Complex multi-triggering events    Mass email made easy




Free marketing extensions




                       2. Automation   Complex multi-triggering events
3. Project Management   Tracking of pre-production or
                        follow-up activities
5 tips for getting the most from Campaigns
1. Simplify your naming convention!




               Structure
               Channel.Product.CampaignType.CampaignName.Date.ExtraInfo



               Example
               Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd
1. Simplify your naming convention!


                                      Custom Fields

               Structure
               Channel.Product.CampaignType.CampaignName.Date.ExtraInfo



               Example
               Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd
1. Simplify your naming convention!


                                     Standard Fields

               Structure
               Channel.Product.CampaignType.CampaignName.Date.ExtraInfo



               Example
               Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd
1. Simplify your naming convention!


                               Standard Description

               Structure
               Channel.Product.CampaignType.CampaignName.Date.ExtraInfo



               Example
               Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd
1. Simplify your naming convention!


                                Unique Information!

               Structure
               Channel.Product.CampaignType.CampaignName.Date.ExtraInfo



               Example
               Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd
1. Simplify your naming convention!



     Date Grouping


                         +      Campaign Name

   Category Grouping
1. Simplify your naming convention!




                                   lock.
                  nsume  r.AlarmC
               Co               tronics
                Magazi  ne.Elec
                       ly.AprilE dition.
                Month
                      510.Ful lPageAd
                  041
1. Simplify your naming convention!




                                        onthly
                       - Elec tronics M
              FY12Q2
2. Parent-child hierarchy is your friend!
2. Parent-child hierarchy is your friend!
2. Parent-child hierarchy is your friend!
2. Parent-child hierarchy is your friend!
2. Parent-child hierarchy is your friend!
3. Close the loop!
3. Close the loop!
3. Close the loop!
4. Mine your website!
4. Mine your website!
4. Mine your website!
4. Mine your website!
4. Mine your website!
4. Mine your website!
5. Maintain your data!




                  Inactivate old or inactive Campaigns
5. Maintain your data!




               Create a few miscellaneous Campaigns
5. Maintain your data!




                         Be consistent
5. Maintain your data!




                         Manage “audit” views
5. Maintain your data!




                         Know your limits
BONUS: When you need to track more costs




        Total Value Won Opportunities - Actual Cost
ROI =
                       Actual Cost
BONUS: When you need to track more costs
BONUS: When you need to track more costs
BONUS: When you need to track more costs
Final words of wisdom

‣ Grow organically
  - Automation is great, but feel the pain before you solve the problem
‣ Bridge sales and marketing
  - Turn sales into your advocates for marketing dollars
‣ Focus on visibility and collaboration
  - Make sure you can answer the “what’s Marketing up to?” question
    with data
‣ Embrace Chatter
  - Perfect for versions, proofs, etc.
Stay in touch




                              @blakelygraham



More Campaigns 101 at
http://bracketlabs.com/blog

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Your Marketing Chocolate is in my Salesforce Peanut Butter

  • 1. Campaigns Your Marketing Chocolate is in my Salesforce Peanut Butter
  • 2. Who is Bracket Labs? ‣ About Us - Boulder, CO startup focused on building awesome apps - Deep experience with salesforce.com (10+ years) and social web ‣ Key AppExchange Facts - Salesforce Partner since 2010 - One app currently listed, 2nd imminent - Key customers: Ariba, SunGard, Kelly Services and AdAstra (Overland Park) - AppQuest 2010 & 2011 semifinalist
  • 4. What are Campaigns? Email Social Media SEM Snail Mail Call
  • 5. What are Campaigns? Tradeshow Live Networking Thank You Email Google Speaking conference Reception Email announcement Adwords engagement tweeting to prospects promoting #hashtag event
  • 6. What are Campaigns? Press releases Commercials Brand awareness Website overhaul Speaking engagements Social conversation
  • 7.
  • 8. What does Salesforce say? “A marketing tactic (or series of tactics) that are designed to achieve specific goals such as increased revenue, leads, adoption, etc.”
  • 9. Our twist on a “Salesforce” Campaign “A marketing tactic or theme designed to achieve specific goals that offer benefit by being tracked and measured using Salesforce”
  • 10. So what are Campaigns not good for?
  • 11. 1. Planning Scheduling and calendaring of campaigns
  • 12. Complex multi-triggering events Mass email made easy Free marketing extensions 2. Automation Complex multi-triggering events
  • 13. 3. Project Management Tracking of pre-production or follow-up activities
  • 14. 5 tips for getting the most from Campaigns
  • 15. 1. Simplify your naming convention! Structure Channel.Product.CampaignType.CampaignName.Date.ExtraInfo Example Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd
  • 16. 1. Simplify your naming convention! Custom Fields Structure Channel.Product.CampaignType.CampaignName.Date.ExtraInfo Example Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd
  • 17. 1. Simplify your naming convention! Standard Fields Structure Channel.Product.CampaignType.CampaignName.Date.ExtraInfo Example Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd
  • 18. 1. Simplify your naming convention! Standard Description Structure Channel.Product.CampaignType.CampaignName.Date.ExtraInfo Example Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd
  • 19. 1. Simplify your naming convention! Unique Information! Structure Channel.Product.CampaignType.CampaignName.Date.ExtraInfo Example Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd
  • 20. 1. Simplify your naming convention! Date Grouping + Campaign Name Category Grouping
  • 21. 1. Simplify your naming convention! lock. nsume r.AlarmC Co tronics Magazi ne.Elec ly.AprilE dition. Month 510.Ful lPageAd 041
  • 22. 1. Simplify your naming convention! onthly - Elec tronics M FY12Q2
  • 23. 2. Parent-child hierarchy is your friend!
  • 24. 2. Parent-child hierarchy is your friend!
  • 25. 2. Parent-child hierarchy is your friend!
  • 26. 2. Parent-child hierarchy is your friend!
  • 27. 2. Parent-child hierarchy is your friend!
  • 28. 3. Close the loop!
  • 29. 3. Close the loop!
  • 30. 3. Close the loop!
  • 31. 4. Mine your website!
  • 32. 4. Mine your website!
  • 33. 4. Mine your website!
  • 34. 4. Mine your website!
  • 35. 4. Mine your website!
  • 36. 4. Mine your website!
  • 37. 5. Maintain your data! Inactivate old or inactive Campaigns
  • 38. 5. Maintain your data! Create a few miscellaneous Campaigns
  • 39. 5. Maintain your data! Be consistent
  • 40. 5. Maintain your data! Manage “audit” views
  • 41. 5. Maintain your data! Know your limits
  • 42. BONUS: When you need to track more costs Total Value Won Opportunities - Actual Cost ROI = Actual Cost
  • 43. BONUS: When you need to track more costs
  • 44. BONUS: When you need to track more costs
  • 45. BONUS: When you need to track more costs
  • 46. Final words of wisdom ‣ Grow organically - Automation is great, but feel the pain before you solve the problem ‣ Bridge sales and marketing - Turn sales into your advocates for marketing dollars ‣ Focus on visibility and collaboration - Make sure you can answer the “what’s Marketing up to?” question with data ‣ Embrace Chatter - Perfect for versions, proofs, etc.
  • 47. Stay in touch @blakelygraham More Campaigns 101 at http://bracketlabs.com/blog