Salesforce Campaign Secret Revealed!

ByDavid Giller


Most Salesforce users and Admins are under the impression that the Campaign functionality in Salesforce is reserved exclusively for email marketing initiatives.

 
While the Campaign features can certainly be used for tracking of email marketing distributions..to use it only for that would be like only using your iPhone to make calls…and nothing else.
 
The Campaign features in Salesforce can be used to track:
  • calling campaigns (performed by inside sales reps, field sales, business development teams);
  • trade show tracking:
    • incoming leads from trade shows
    • managing your company’s costs and efforts around exhibiting at a trade show
  • conferences;
  • webinars;
  • purchasing lists of leads;
  • ads – on social media, billboards, TV, radio, etc.
  • …and a whole lot more!

I will be covering this, plus how to add people to campaigns, reporting off of campaigns and tracking ROI on campaigns in my upcoming Live Salesforce Bootcamp.

 
Enrollments are now open, but spots are going fast.
 
 
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Salesforce Consultant and Trainer

I'm a Salesforce Trainer and Consultant, and I love helping businesses use Salesforce to improve their profitability, revenue, and productivity. I have an unusual background for someone in this field - I'm actually an attorney by training, but through a series of strange incidents in my professional life, I've ended up handling product development and marketing for legal industries. Then I worked on large-scale IT projects at NBC Universal and GE Capital, where I was initially introduced to Salesforce. Yes it was love at first login! After that, it's all history, and I'm here to assist in any way possible!

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