Category Archives: Marketing

Opting Out Contacts and Opt Out Leads, Too

Posted on February 11, 2008 by lkao

At the recent Salesforce.com San Francisco User Group meeting, presenter Tricia Reilly of Bluebird Marketing gave a good Marketing tip to a pervasive “by design, not a bug” type of problem that have plagued folks that have to send mass emails out to Contacts.

“Have you ever had someone respond to an email marketing piece asking you to remove them from your list and complaining that they’d asked to opt-out numerous times, only to look them up in salesforce.com and find out that their opt-out box is ticked?” Tricia writes.

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Lead Scoring

Posted on October 22, 2007 by lkao

The Salesforce Marketing Blog continues its Best Practices in Lead Management series with a discussion on automating various parts of your process. Specific how-tos on getting that set up are in the Salesforce.com For Dummies book. I wanted to specifically call out the discussion on Lead Scoring, which is yet another way to make sure Marketing and Sales are in agreement as to how Leads are prioritized:

Pre-score your leads so only the most qualified are getting passed over to sales. You can create some basic lead scoring formulas using custom formula fields.

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Managing Your Leads in Salesforce: Process First

Posted on October 18, 2007 by lkao

Leads in Salesforce have two cool characteristics that make them very powerful for a Marketing team as well as a Non-Profit Organization (NPO):

1) Web-to-Lead, which allows you to easily embed a form into your website, so submissions are automatically routed into Salesforce. No more of this “Contact Us at info@mycompany.com” business, which results in more Inbox management.

2) Lead Conversion, which allows for a demarcation between your Leads and more viable Opportunities or Donations (that come with Accounts and Contacts). As lead information collects in your database, you will definitely want to be able to separate the wheat from the chaff.

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Salesforce, Google AdWords, and Search Engine Marketing Basics

Posted on September 21, 2007 by lkao

Salesforce for Google AdWords is a popular and fairly new component for Salesforce’s marketing users. This feature now allows marketing folks to track their AdWords campaigns within Salesforce so people can tie leads to their sales. But what if you’re just starting to advertise online?

When dealing with smaller businesses, I find that while many are very savvy with Google Adwords and understand how important it is to have a search engine marketing (SEM) strategy, there are still many out there that are only beginning to grasp their need to play in this game. In this post, I want to tell those of you new to SEM where to go to get smarter on this.

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