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Salesforce Field History Retention Policy: What It Means and Why You Should Care

InsightSquared

But starting this spring, Salesforce will start enforcing a policy that limits client access to their Field History data that is older than 18 months. By default, Salesforce captures history on certain standard Opportunity fields. We want to be able to track and preserve the data on custom fields to Opportunities as well.

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A Structured Approach to Demand Generation Analytics

ANNUITAS

One analytics vendor after another is selling you on their ability to analyze and make sense of “any” data. So what is the key to better demand generation analytics? We must take a different approach — a structured approach — to demand generation analytics. Successful demand generation analytics must bridge the two.

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Salesforce.com Certification: it’s for Marketers, too!

Adobe Experience Cloud Blog

As a Salesforce.com user group leader, I often talk to marketers who are looking to get more and/or better data out of their Salesforce.com system. Some marketers work with their administrators to create fields which allow for better data capture or segmentation, while others are responsible to manage this all on their own.

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Marketing Features in Salesforce.com Winter 10

Adobe Experience Cloud Blog

Once again Salesforce.com has delivered a great set of new features for Marketers in the Winter 10 release. The first, Campaign Summaries, allows users to summarize information for any fields you create so can view campaign results without leaving the campaign module.

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Salesforce.com Best Practices: Thought Leadership with David Taber, Author of Salesforce.com Secrets of Success

Adobe Experience Cloud Blog

David is the author of the new Prentice-Hall book, " Salesforce.com Secrets of Success ," which covers the people, policy, and process issues surrounding effective CRM solutions. Q: What do marketers need to look out for in CRM analytics? The next interview in the B2B Marketing Thought Leader interview series is with David Taber.

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Engagio Goes Beyond Account Based Marketing to Unify Marketing, Sales, and Service

Customer Experience Matrix

But Engagio's latest product, Engagio PlayMaker, actually does occupy a space in between marketing, sales development, field sales and customer success by connecting them without replacing existing marketing automation, CRM, or customer success systems. Let’s look a little closer. It almost makes sense if you think about it a little.

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Cohort Demand Waterfall Conversions – The Framework

B2B Marketing Analytics

Been part of numerous B2B marketing analytics journeys across various organizations, I have been witnessing how data and analytics have become the core of modern B2B marketing execution. CEOs/finance/sales leaders are all in this exciting transition led by the forward-looking marketing leaders.