Marketing operations and resource management with salesforcecom

Upturn is an innovative digital marketing agency where we strive to ingeniously integrate brand, demand and technology so that the business of our clients can flourish. At Upturn we are a team of young and energetic digital geeks who use their marketing, creative and technological skills to help brands connect and engage with their targeted audience, and generate more sales successfully #digitalmarketing #marketingautomation # leadgeneration #marketingagency

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

Technologie

Marketing Operations
& Resource
Management with
salesforce.com

Bill McGinnis
Astadia, Inc.
bmcginnis@astadia.com

(678) 809-0123

Proprietary and Confidential © Astadia, Inc. | 1

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
Proprietary and Confidential © Astadia, Inc. | 2

Challenge: Technology issues

Financial
Systems Marketing
Automation

Marketing
Database of
Record

?
Sales Project
Systems Management

Marketing
Assets
Proprietary and Confidential © Astadia, Inc. | 3

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

Proprietary and Confidential © Astadia, Inc. | 4

Common Solution employed by Marketers?

Proprietary and Confidential © Astadia, Inc. | 5

Impact: Common Marketing Disorder

Proprietary and Confidential © Astadia, Inc. | 6

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

Proprietary and Confidential © Astadia, Inc. | 7

What you are
doing?
Campaigns

Proprietary and Confidential © Astadia, Inc. | 8

Marketing Calendar running in sfdc

Proprietary and Confidential © Astadia, Inc. | 9

Why you are
doing it?
Supporting corporate
objectives

Proprietary and Confidential © Astadia, Inc. | 10

Proprietary and Confidential © Astadia, Inc. | 11

Where is
my event?

Proprietary and Confidential © Astadia, Inc. | 12

Where is
my event?

Proprietary and Confidential © Astadia, Inc. | 13

Who is
working on it?
Staff
assignments

Proprietary and Confidential © Astadia, Inc. | 14

Who is working
on it?

Proprietary and Confidential © Astadia, Inc. | 15

Who is working
on it?

Proprietary and Confidential © Astadia, Inc. | 16

What partners are
supported?
Co-marketing funds
and support

Proprietary and Confidential © Astadia, Inc. | 17

What partners
are supported

Proprietary and Confidential © Astadia, Inc. | 18

What assets am I
using?
Brochures,
giveaways,
equipment

Proprietary and Confidential © Astadia, Inc. | 19

What assets
am I using?

Proprietary and Confidential © Astadia, Inc. | 20

What are my
Results?
Leads, Opportunities,
Closed Business

Proprietary and Confidential © Astadia, Inc. | 1

What are my Costs?
Budgets and Actuals

Proprietary and Confidential © Astadia, Inc. | 2

What’s my
ROI?
Closed
Biz/Cost

Proprietary and Confidential © Astadia, Inc. | 3

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
Proprietary and Confidential © Astadia, Inc. | 4

Weitere ähnliche Inhalte

Ähnlich wie Marketing operations and resource management with salesforcecom

Strategic Marketing Plan Questionnaire

Kadena Tate

Mktg 101 PowerPoint_10.30.2012

Justina Bryant

Sigma Maximum Roi

guest44e064

Sigma Maximum ROI

cmodze

Jade Magnet Account Manager Model

JadeMagnet

Upturn private limited marketing and technology capabilities

Upturn Consulting

Accreda Business Profile

accreda

Aligning Product & Customer Success Teams to Fuel Growth by Gainsight Product...

One of the most insightful findings from our latest research on ”Uncovering the Truth About Account-Based Strategies in Europe”, was that B2B leaders cited the common challenge of fragmentation caused by data silos, disconnected systems, channels, processes and teams. As such, they struggle to see accounts clearly and engage them effectively. This emphasizes the need for B2B organisations to change their approach. Join ABM experts from Demandbase, Infinityn and AVEVA as they explain how to get a clear, holistic view of your accounts and buying teams, and see what matters most to them.

CallidusCloud New World of Sales Enablement Brighttalk webinar

Craig Nelson

Syed Hashmi

One data set. One Customer Journey Get a unified view of your customers

Demandbase

Beatinfo is a Business Acceleration Company offering efficient and measurable outsourcing solutions in the domains of Inside Sales, Digital Marketing, On-demand Infrastructure solutions covering ODC and Staff augmentation and Finance and Accounting outsourcing for enterprises globally. Beatinfo is more than just Business Process outsourcing. We provide you the expertise and skills to take your business off the ground to the higher stages of maturity. It doesn’t matter whether you are just starting your business, or you have been in operations for a long time. We promise to make your business and sales process consistent and revenue generating, ensuring a higher return-on-investment.

Beatinfo Sales Acceleration Services

Beatinfo Consulting Services Pvt. Ltd

$Marketri\'s Outsourced Marketing$ $Marketri\'s Outsourced Marketing$

Marketri\'s Outsourced Marketing

Debra Andrews

For years B2B marketers have played by B2C rules, with limited to no success. Now the game has changed. Join Demandbase and Optimizely to learn why approaches to B2B website personalization and performance have evolved past persona tactics to account-based targeting strategies and what you need to know to stay in the game. Key takeaways: Why persona segmentation is no longer the go-to for B2B personalization How you can build an Account-Based Marketing personalization strategy for your website Benchmarks for success from some of today’s leading ABM marketers

The New Rules for B2B Website Performance & Personalization

Demandbase

New Rules for B2B Website Personalization & Performance

Optimizely

2squared collateral 02_24_2015

Ramzan Amiri

Lead Lifecycle Management: Finding, Creating and Managing Your Leads

LeadLife Solutions

Drive Results with Your Prospecting & Qualifying

ValueSelling Associates, Inc.

2 Page Brochure

Paul Short

People are buying experiences not products. Experience Businesses outperform their peers in business metrics spanning the entire customer journey. Experience Business leaders invest deliberately in initiatives and technologies that support strong Customer Experiences. Sultan explores the key building blocks of an Experience Business and share stories behind some leading brands that successfully teamed up with Adobe and Capgemini and are making experience their business

Making experience your business

Capgemini

Ähnlich wie Marketing operations and resource management with salesforcecom (20)

Strategic Marketing Plan Questionnaire

Mktg 101 PowerPoint_10.30.2012

Sigma Maximum Roi

Sigma Maximum ROI

Jade Magnet Account Manager Model

Upturn private limited marketing and technology capabilities

Accreda Business Profile

Aligning Product & Customer Success Teams to Fuel Growth by Gainsight Product...

CallidusCloud New World of Sales Enablement Brighttalk webinar

Syed Hashmi

One data set. One Customer Journey Get a unified view of your customers

Beatinfo Sales Acceleration Services

$Marketri\'s Outsourced Marketing$ $Marketri\'s Outsourced Marketing$

Marketri\'s Outsourced Marketing

The New Rules for B2B Website Performance & Personalization

New Rules for B2B Website Personalization & Performance

2squared collateral 02_24_2015

Lead Lifecycle Management: Finding, Creating and Managing Your Leads

Drive Results with Your Prospecting & Qualifying

2 Page Brochure

Making experience your business

Mehr von vraopolisetti

Concurforce - Atlanta ASUG Presentation

Salesforce Batch processing - Atlanta SFUG

Salesforce Adoption and Best Practices

Take Your Sales Pipeline Reporting to the Next Level 05-30-2012

Getting your data into salesforce 5 30-2012

Earning certifications efficiently 5.30.12 atlanta user group

Atlanta Salesforce UG Meeting 2/23/2011 Symplified

Atlanta Salesforce UG 2/23/2012: Release overview deck (spring '12)

Increasing reporting value with statistics

Atlanta user group presentation configero 8 nov11

building an app exchange app

Flow presentation

Who Sees What When? Using Dynamic Sharing Rules To Manage Access To Records

Building Robust Applications with Dynamic Visualforce

Build Amazing Website without coding using Salesforce SiteForce

Configuration tips

Apttus atlanta sfdc user group pres feb 2011

Mehr von vraopolisetti (17)

Concurforce - Atlanta ASUG Presentation

Salesforce Batch processing - Atlanta SFUG

Salesforce Adoption and Best Practices

Take Your Sales Pipeline Reporting to the Next Level 05-30-2012

Getting your data into salesforce 5 30-2012

Earning certifications efficiently 5.30.12 atlanta user group

Atlanta Salesforce UG Meeting 2/23/2011 Symplified

Atlanta Salesforce UG 2/23/2012: Release overview deck (spring '12)

Increasing reporting value with statistics

Atlanta user group presentation configero 8 nov11

building an app exchange app

Flow presentation

Who Sees What When? Using Dynamic Sharing Rules To Manage Access To Records

Building Robust Applications with Dynamic Visualforce

Build Amazing Website without coding using Salesforce SiteForce

Configuration tips

Apttus atlanta sfdc user group pres feb 2011

Kürzlich hochgeladen

Designing Great Products: The Power of Design and Leadership by Chief Designe...

Join us as we dive into the latest updates to the UiPath Orchestrator API, including new limits and features for 2024. Discover how these changes can enhance your automation projects and streamline your workflows. 📚 Overview of UiPath Orchestrator API 🔧 Recent changes to API limits 🛠️ How to adapt to new limits 📋 Best practices for using the Orchestrator API efficiently ❓ Q&A session

Exploring UiPath Orchestrator API: updates and limits in 2024 🚀

DianaGray10

Empowering NextGen Mobility via Large Action Model Infrastructure (LAMI): pav...

Thierry Lestable

Intrigued by why some of the world's largest companies (Netflix, Google, Cisco, Twitter, Uber etc) are using gRPC? In this demo based talk we delve into the world of gRPC in .Net, what it does and why we should use it. We compare the interface with both Rest and graphQL. We will show you how to implement grpc server-side in .net and in the web. Finally, I will show you how the tooling helps you deliver powerful interfaces and interact with them quickly and simply.

Demystifying gRPC in .Net by John Staveley

John Staveley

Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place. Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects. Here’s what you’ll gain: - Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows. - Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy. - Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency. - Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity. We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic. Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.

Essentials of Automations: Optimizing FME Workflows with Parameters

Safe Software

Screen flow is a powerful automation tool that is commonly designed for internal and external users. However, what about the guest users? We will dive into various methods of launching screen flows and understand how to make them publicly accessible, extending their usability to a broader audience. The presentation will also cover the implementation of security layers and highlight best practices for a smooth and protected user experience. Discover the potential of screen flows beyond conventional use and learn how to leverage them effectively.

Free and Effective: Making Flows Publicly Accessible, Yumi Ibrahimzade

We're living the AI revolution and Salesforce is adapting and bring new value to their customers. Einstein products are evolving rapidly and navigating their limitations, language support, and use cases can be challenging. Let's make review of what Einstein product are available currently, what are the capabilities and what can be used for in CEE region and how Rossie.ai can help to learn Salesforce speak Czech. We will explore the Einstein roadmap and I will make a short live demo (based on your vote) of some Einstein feature.

AI revolution and Salesforce, Jiří Karpíšek

De-mystifying Zero to One: Design Informed Techniques for Greenfield Innovati...

Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows. We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases. This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams. Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.

Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...

Jeffrey Haguewood

I have heard many times that architecture is not important for the front-end. Also, many times I have seen how developers implement features on the front-end just following the standard rules for a framework and think that this is enough to successfully launch the project, and then the project fails. How to prevent this and what approach to choose? I have launched dozens of complex projects and during the talk we will analyze which approaches have worked for me and which have not.

"Impact of front-end architecture on development cost", Viktor Turskyi

Fwdays

Measures in SQL (a talk at SF Distributed Systems meetup, 2024-05-22)

Julian Hyde

To Graph or Not to Graph Knowledge Graph Architectures and LLMs

Paul Groth

New customer? New industry? New cloud? New team? A lot to handle! How to ensure the success of the project? Start it well! I've created the 3 areas of focus at the beginning of the project that helped me in multiple roles (BA, PO, and Consultant). Learn from real-world experiences and discover how these insights can empower you to deliver unparalleled value to your customers right from the project's start.

Powerful Start- the Key to Project Success, Barbara Laskowska

From Daily Decisions to Bottom Line: Connecting Product Work to Revenue by VP...

Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to: Create a campaign using Mailchimp with merge tags/fields Send an interactive Slack channel message (using buttons) Have the message received by managers and peers along with a test email for review But there’s more: In a second workflow supporting the same use case, you’ll see: Your campaign sent to target colleagues for approval If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team But—if the “Reject” button is pushed, colleagues will be alerted via Slack message Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors. And... Speakers: Akshay Agnihotri, Product Manager Charlie Greenberg, Host

Connector Corner: Automate dynamic content and events by pushing a button

DianaGray10

Key Trends Shaping the Future of Infrastructure.pdf

Cheryl Hung

Discover the essentials of performance testing in the IT sector with our concise guide. Learn about various testing types such as load, stress, endurance, spike, scalability, and volume testing. Understand key performance metrics like response time, throughput, CPU and memory utilization, and error rate. Explore top tools like Apache JMeter, LoadRunner, Gatling, Neoload, and BlazeMeter. Gain insights into best practices for defining objectives, creating realistic scenarios, automating tests, and optimizing performance to ensure user satisfaction, reliability, scalability, and cost efficiency. Ideal for developers, QA engineers, and IT professionals. Visit Expeed Software for more information. https://expeed.com/

In-Depth Performance Testing Guide for IT Professionals

Expeed Software

Unlock the mysteries of successful Salesforce interviews in this insightful session hosted by Hugo Rosario (Salesforce Customer), a seasoned hiring manager that leads the Salesforce Department of multinational company with over 100 interviews under their belt. Step into the manager's chair and gain exclusive behind-the-scenes insights into what makes a Salesforce consultant stand out during the interview process. From deciphering the unspoken cues to mastering key strategies, we'll explore the intricacies of the interview process and provide practical tips for consultants looking to not only pass interviews but also thrive in their roles. Whether you're a seasoned professional or just starting your Salesforce journey, this session is your backstage pass to the secrets that hiring managers wish you knew.

Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...