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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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SetLogik Offers B2B Marketers a Real Marketing Database

Customer Experience Matrix

I originally saw SetLogik as a tool to associate marketing leads with sales opportunities, even when they are not connected directly within Salesforce.com. This has been sadly lacking in most B2B marketing automation systems, which supplement the Salesforce.com database with barely-extensible lead profiles and contact histories.

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Review of FormAssembly Form Builder

LeadSloth

However, in a previous post I wrote about a project in which I’m replacing a full-blown Marketing Automation system with tools that add on to Salesforce.com. You can simply add form fields to the form, position or group them, and get a live preview. Also, you can pre-fill form fields by putting parameters in the form URL (e.g.

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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. Here are examples of meaningful measures that you should bake into your salesforce.com data collection and analytics: Time to "first touch" of a lead.

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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.

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Optimizing Lead Distribution for Higher Conversion

markempa

In CRMs like Salesforce.com, you can automatically notify sales people when activity has developed in their territory, vertical market or other criteria that you deem to be important. Preschedule appointments for the sales team — Help eliminate “telephone tag”. More general inquiries can go to inside sales reps and qualified first.