6. How Marketing Works at Groundswell
Basic Definitions
Lead/Contact – Person being asked to Action.
Campaign – Marketing Initiative
Campaign Member – Lead/Contact within a specific campaign.
7.
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10. Sample Visual Workflow – Sample Input
Interested in
Volunteering?
Which Activities?
What Days?
What Times?
Customizable
15. Talking Points from Jael Chng
We’re like to start using Campaigns in Salesforce, How do we like
Opportunities to our Campaigns.
How, When & Why do I use Campaign / Campaign Member
Record Types
How do I use campaigns to get more value.
16. How do you want to Leverage
Campaigns in your Organization?
Open Discussion
Notas del editor
One System / One View is Key – System of Record, Visibility is KeySystems Not being aligned to Business ProcessesScalability – Expending SFDC to fit all ProcessesReporting – How do you do reporting today?
Canvas = Door to Door
DELIVER POST MEETING
1. Have it in the whole ecosystem (we were operating on opportunities only). We need to figure out how to link leads to opportunities technically2. To know how to change Available Campaign Record Types (we only have volunteer ones now)3. learn what other functions can be used to manage campaigns better/ derive more value out of the campaign function