There are always differing opinions within any organisation regarding the appropriate time to invest the financial and employee resource to implementing enterprise CRM software.
Continue reading “When is the right time for an SME to invest in Salesforce?”
Even the title of this article might make your head spin. But, if you develop Lightning Components, try to stick with it: it addresses a tricky use-case when coding Lightning Components and it is actually very neat when you get to the end.
Continue reading “Using Javascript Promises to chain asynchronous actions in Salesforce Lightning”
When discussing attribution of marketing ROI, I am asked regularly “Surely other companies must have this same problem?”. And my answer is always yes. They do. Attribution is very difficult and there’s no secret sauce that will magically tell you what made a customer buy something. However, that’s no reason to despair. By using the native connection between Pardot and Salesforce Campaigns, you can generate some excellent insights that will show the success of your campaigns and help you determine where to spend your precious marketing dollars. There are a number of attribution models and the appropriate one for your company will depend on the types of campaigns you run and your sales process. Some good places to start are:
The most important consideration is how to weight your ROI based on the kinds of campaigns you are tracking. A large sponsored event may generate a number of new leads, but they may only become customers weeks or months down the line after interacting with several other campaigns in the meantime. It might not seem appropriate to attribute all the revenue to that initial event, but at the same time you need to make a decision whether to sponsor it again next year. This article from Ricky Wheeler provides great examples for how his company, Ebsta, track their Campaign Attribution, which will hopefully inspire you in your quest for Marketing ROI reports.
The truth is Campaign Attribution is hard. There are many different models, including more advanced ‘Multi-Touch Attribution’ which weights every marketing touch on the way to a sale — or more basic models like Last Touch or First Touch which are significantly easier to implement and manage. There is no one-size-fits-all for campaign attribution models and the route you take, will be governed by the type of business and campaigns you run.
“It looks weird on my iPhone”
Continue reading “Using Salesforce Lightning to create responsive web content”
Pardot has many rich features but arguably one of its greatest strengths is that it seamlessly integrates with Salesforce. Continue reading “Perfect Your Pardot and Salesforce Integration”
If you’re part of the Salesforce ecosystem you may have heard the acronym CPQ but aren’t quite sure what it means. If so, please read on…
This helpful guide comes with lots of tips for maximising the use of Salesforce Campaigns one of the most mis-understood or mis-used objects in Salesforce. Potentially one of the richest sources of relevant marketing statistics, we often find that Campaigns have been customised from their original functionality into something completely different. This can cost Sales and Marketing teams a wealth of information – from engagement to ROI to attribution modelling. Campaigns can be structured into a hierarchy – allowing you to roll up measure marketing success over a period of time, or a particular channel – and drill down to the most effective techniques.
Salesforce campaigns work in tandem with Marketing Automation tools to track on-line engagement, from tracking e-book downloads to webinar registrants and the handy many-to-many relationships of Campaign Members allows you to track both leads and contacts – making it the perfect tool to manage lists of people from trade shows and events
If you aren’t sure about Campaigns, take a look at this guide and see what you are missing out on!
Salesforce Campaigns allows you to effectively track the impact of a campaign throughout the majority of the sales funnel like you’re a Shadow Wolf… starting with a Lead, all the way through to a closed Opportunity.
For a developer focused on delivering solutions for their customers today, Lightning can seem like a lot of change and hassle for little reason.
Today most people think about connectivity as meaning internet or mobile access. However, is a more powerful type of connectivity within businesses, connecting teams together? Continue reading “Are you connected?”
The arrival of Salesforce’s Spring 17 release heralds a shift forward in the platform. Along with strides forward in the Lightning interface, perhaps the biggest change is the introduction of Salesforce Service Cloud Einstein.
This article talks about Traditional Vs Social CRM both as a strategy and a technology. In all honesty, all CRM technologies should be focusing a decent proportion of their R&D budget on social capbailities – any that are not are unlikely to be around much longer. Continue reading “Is social CRM for you?”
Do you struggle to build the reports your manager is asking for? Are you still attending every meeting with pages of Excel documents?