Customer Experience Matrix

JULY 30, 2009

The current version also hosts landing pages and Web sites, manages a lead database with profiles and Web activity history, generates lead scores, sends alerts to sales people, and synchronizes data with Salesforce.com. Leads can be captured on landing pages, imported from lists or added through Salesforce.com synchronization.

Small Business Marketing 120

Small Business Marketing Bundling Work Management Paid Search Agency 120

Customer Experience Matrix

SEPTEMBER 1, 2009

Prospects enter Net-Results from external Web forms (more about that later), file imports, manual data entry, or Salesforce.com synchronization. The actions themselves can send an email, adjust a lead score, or send the lead to Salesforce.com. They can also take actions including sending the lead to Salesforce.com and issuing an alert.

Demand Generation Agencies 120

Demand Generation Agencies Demand Generation Small Business Marketing Marketing Automation Services 120

Customer Experience Matrix

MARCH 18, 2009

I originally spoke with Treehouse Interactive in late January, but didn’t write about them because weren’t quite ready to talk about their Salesforce.com integration. Users can create questions on the fly, list allowable answers, specify required items, and either map results to database fields or store them separately.

Demand Generation Agencies 120

Demand Generation Agencies Demand Generation Demand Enterprise Management 120

Customer Experience Matrix

FEBRUARY 14, 2011

Of course, another way to look at this is that the CRM vendors already do marketing automation – certainly Oracle/Siebel does, and plenty of folks would argue that Salesforce.com has adequate marketing automation capabilities for most purposes, although most experts (and I) would disagree.

Marketing Automation Services 120

Marketing Automation Services Marketing Automation CRM Work Management 120

Customer Experience Matrix

DECEMBER 3, 2008

It also limits database customization to adding user-defined fields to the prospect table. Nor does Pardot have the refined user rights management and content management features associated with enterprise systems. The point here is that Pardot, like all systems, has its own strengths and weaknesses.

Demand Generation 120

Demand Generation Enterprise Management Small Business Marketing Pricing 120

Customer Experience Matrix

APRIL 5, 2009

The lead record allows only four user-defined fields. True Influence has existing integrations with Salesforce.com and SugarCRM. . - The system allows an unlimited number of survey questions, but it will overwrite previous replies if a question is answered more than once. - Less extensive integration is also available with GoToWebinar.

Demand Generation 120

Demand Generation Digital Asset Management Demand Marketing Management 120

Customer Experience Matrix

FEBRUARY 13, 2009

SFDC" stands for Salesforce.com.) I explored this in most depth with Marketo, who clarified that any individual NOT linked to a company by Salesforce.com will be given its own company record (a one-to-one relationship), even if the database contains several individuals from the same organization.

Demand Generation 120

Demand Generation Work Management Market2Lead Marketing Automation Services 120

Customer Experience Matrix

JANUARY 24, 2015

CRM includes opportunity tracking, unlimited user defined fields, and automatic search of Facebook and LinkedIn when new contacts are added; algorithms can automatically estimate the right number of points for different events to build a predictive lead score. Full disclosure: I’ve consulted for them.)

Marketing Automation Services 120

Marketing Automation Services Small Business Marketing Paid Search Agency Marketing Report 120

Customer Experience Matrix

DECEMBER 29, 2009

Because its sales process depends heavily on free trials, the company has developed a self-service wizard that guides users through the process of connecting to Salesforce.com , including an automated check for whether LoopFuse has been granted access permissions in the client’s Salesforce.com installation.

Loopfuse 120

Loopfuse Demand Generation Agencies Demand Generation Demand 120

Customer Experience Matrix

MAY 6, 2010

One major limitation is that the system supports only a fixed set of data fields (29 if I counted correctly). Genoo plans to let users add custom fields but hasn’t set a date for this feature. Genoo offers bidirectional synchronization with Salesforce.com, although only a handful of the company's 32 current clients actually use it.

Small Business Marketing 120

Small Business Marketing Marketing Management Planning Paid Search Agency 120

Customer Experience Matrix

NOVEMBER 29, 2010

GoToWebinar When I last wrote about Treehouse, it had just added Salesforce.com integration. CRM integration is handled through forms that map fields from one system to another. It has since added a connector for Oracle CRM On Demand. The system has expanded its referral reporting to track results by the exact referring URL.

Features 120

Features Marketing Automation Services Marketing Management Salesforce.com 120

Customer Experience Matrix

MARCH 30, 2009

The latest version actually offers integration with Salesforce.com as well, making the system more suitable for larger organizations. OfficeAutoPilot’s sales automation is not as sophisticated as specialized sales automation systems like Salesforce.com or even Goldmine. Users can add new fields to the lead profiles as needed.

Demand Generation 120

Demand Generation Small Business Marketing Cost Demand 120

Customer Experience Matrix

MAY 25, 2010

The entry of Oracle into the demand generation space certainly reflects growing interest in the field. If there's a single major distinction between the two types of systems, it's the heavy reliance of B2B marketing automation on sales automation data, which in practical terms means reliance on Salesforce.com.

Market2Lead 120

Market2Lead Buy Marketing Automation Services Eloqua 120

Customer Experience Matrix

JUNE 10, 2008

Functionally, it covers all the demand generation bases: outbound email, landing pages, Web site monitoring, lead scoring, multi-step nurturing programs, prospect database, analytics, Salesforce.com integration. Marketo’s integration with Salesforce.com also bolsters its claim to simplicity.

Demand Generation Agencies 120

Demand Generation Agencies Demand Generation Marketo Marketing Automation Services 120

Customer Experience Matrix

SEPTEMBER 23, 2010

In addition, most small firms have pretty basic needs, so even the “light” editions of full-featured products like Salesforce.com can be overkill. As the elephants in those fields begin to notice flea bites from marketing automation systems, they’ll eventually consider extending their own systems in return.

Marketing Automation Services 120

Marketing Automation Services Small Business Marketing Marketing Management Marketing Automation 120

Customer Experience Matrix

OCTOBER 10, 2011

Speaking of CRM, Beanstalk has existing connectors for Salesforce.com , NetSuite and Leads360. The system also provides above-average flexibility in the data model, allowing unlimited custom fields and supporting multiple values within a single field.

Marketing Automation Services 120

Marketing Automation Services Work Management Marketing Management Marketing Automation 120

Customer Experience Matrix

FEBRUARY 17, 2011

(Other entry points: accounting software like Intuit Quickbooks, email clients like Microsoft Outlook, personal productivity suites like Microsoft Office, Web hosting companies like GoDaddy , and of course CRM like Salesforce.com.) Rather, it means that there are plenty of other partial solutions in place at most firms.

Marketing Automation Services 120

Marketing Automation Services Marketing Management Contact Marketing Vendors 120

Customer Experience Matrix

MARCH 25, 2009

In most ways, working with Act-On is like working with other products: users build emails, landing pages and Web forms; track activities through page tags and cookies; do scoring and segmentation with activity history and lead attributes; and pass qualified leads to Salesforce.com. The company does expect to add those over time.

Act-On 120

Act-On Demand Generation Work Management Marketing Management 120

Customer Experience Matrix

DECEMBER 24, 2008

Users can import data from text files, relational databases, Excel, Access, text files, Business Objects or Salesforce.com. They can map the table relationships and add some transformations and calculated fields during or after the import process. The data model itself is a fairly standard one of tables linked by keys.

Work Management 120

Work Management Salesforce.com Demand Generation Agencies Vendors 120

Customer Experience Matrix

JUNE 9, 2011

Pricing for agent-based applications (call centers, field sales, etc.) Intriguingly, the company offers its product on the Salesforce.com App Exchange, specifically offering a smartphone-enabled version that can use geolocation to identify a salesperson’s current location and recommend the most efficient prospects to visit.

Work Management 120

Work Management Marketing Management Cost Software 120

Customer Experience Matrix

JUNE 17, 2009

Since the CMS marketplace is now almost totally commoditized, in particular by open source products like Joomla and Drupal , it makes sense for vendors to look for an adjacent field with greater profit potential. Whether demand generation is the right refuge is another question. Nor is there any visualization of the entire campaign.

Demand Generation 120

Demand Generation Marketing Management Demand Marketing Automation Services 120

Customer Experience Matrix

OCTOBER 2, 2011

He also cited previous enhancements including custom fields in list imports, custom lists and segments, increased email limit from 5,000 to 50,000 messages, better email templates, optimized email for mobile and social platforms, and improved Salesforce.com integration.

Marketing Automation Services 120

Marketing Automation Services Top of Funnel Work Management Hubspot 120

Customer Experience Matrix

OCTOBER 8, 2010

Thus, a marketing automation system like Unica or Aprimo includes advertising management; CRM systems like Salesforce.com provide marketing automation; and ERM suites like SAP and Oracle include CRM. Operating systems, databases and hardware support them all.

Work Management 120

Work Management Marketing Automation Services Marketing Management Vendors 120

Customer Experience Matrix

APRIL 14, 2009

Users build emails and Web pages by positioning objects (text, data entry fields, images, etc.) LeadLife has existing integration Salesforce.com and could connect with other CRM systems via the system API. Users can define up to sixteen user-assigned fields on the lead record, plus an unlimited number of survey responses.

Enterprise Management 120

Enterprise Management Features Marketing Management Marketing Automation Services 120

Customer Experience Matrix

FEBRUARY 16, 2009

Categories for the self-evaluation seem pretty obvious: they would be the standard demand generation functions (outbound email, landing pages and forms, nurturing campaigns, lead scoring, and Salesforce.com integration), maybe a menu for less standard functions (e.g. price range, and willingness to consider less established vendors. .

Work Management 120

Work Management Marketing Management Marketing Automation Services Demand Generation 120

Customer Experience Matrix

DECEMBER 13, 2008

For example, pretty much any kind of campaign would involve creating an email, but only some campaigns require adding custom fields to the system database. You also need a standard Salesforce.com installation and perhaps company Web site to integrate during testing.

Demand Generation 120

Demand Generation Work Management Demand Marketing Management 120