Atlanta Salesforce User Group Meeting, Sep 28, 2010: Bill McGinnis, Astadia.com

1. Marketing Operations
& Resource
Management with
salesforce.com
Bill McGinnis
Astadia, Inc.
bmcginnis@astadia.com
(678) 809-0123
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2. Challenge: New marketing skills needed
Traditional creative and strategic thinking
Versus
More “left-brained skills”
Quantitative planning and forecasting
Rigorous marketing performance measurement
Execution excellence and refinement
2
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3. Challenge: Technology issues
Financial
Systems Marketing
Automation
Marketing
Database of
Record
?
Sales Project
Systems Management
Marketing
Assets
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4. Challenge: Team & resource planning
Need to manage a multitude of events, ad
placements and campaigns with many moving
parts:
Staff Partners
Budgets Co-Marketing funds
Calendars Agencies
Marketing Assets Vendors
Venues
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5. Common Solution employed by Marketers?
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6. Impact: Common Marketing Disorder
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7. Solution: SaaS
Arm Sales with
the Best Content
Deliver Measure
Quality Leads Your Impact
Connect
Attract New with Your
Customers Communities
Manage Cross- Extend Your
Channel Campaigns Marketing Reach
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8. What you are
doing?
Campaigns
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9. Marketing Calendar running in sfdc
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10. Why you are
doing it?
Supporting corporate
objectives
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12. Where is
my event?
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13. Where is
my event?
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14. Who is
working on it?
Staff
assignments
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15. Who is working
on it?
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16. Who is working
on it?
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17. What partners are
supported?
Co-marketing funds
and support
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18. What partners
are supported
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19. What assets am I
using?
Brochures,
giveaways,
equipment
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20. What assets
am I using?
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21. What are my
Results?
Leads, Opportunities,
Closed Business
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22. What are my Costs?
Budgets and Actuals
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23. What’s my
ROI?
Closed
Biz/Cost
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24. What you are Results
doing ?
What does
it cost ?
Where is it?
Who is working What’s my
on it? ROI?
What partners Why you are
are supported doing it?
What assets
How am I am I using?
tracking to
budget?
Eliminates spreadsheets,
leverage salesforce.com,
become a marketing hero
to your CEO
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