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Getting the Most from Salesforce.com: A Conversation with David Taber

The Point

Salesforce.com is a dominant player in the CRM category and an integral part of many companies’ lead management, database marketing, and demand generation programs. Actually, it’s much easier for Marketing and lead cultivation people to get instant value out of Salesforce.com (SFDC) than it is for reps.

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Active Conversion Offers Strong Lead Management and Leaves Out the Rest

Customer Experience Matrix

Summary: Active Conversion helps marketing and sales departments make the best use of leads they’ve generated outside the system. These functions, plus supporting features for database management, content management, sales system synchronization, and reporting, form a basic template for measuring demand generation software.

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Jesubi Doubles Sales Prospecting Efficiency

Customer Experience Matrix

It shows how specialized software can be much better at one function than general purpose systems. The flash show when you enter the company’s Web site could easily be mistaken for a demand generation product – it lists campaign workflow, list segmentation, email templates, Salesforce.com integration and dynamic reporting.

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Hubspot Offers Small Business Marketers a Big Bundle of Features

Customer Experience Matrix

Summary: Hubspot offers a bundle of Web traffic generation and lead management features in one low-cost package. 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.

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What's it take to generate leads that fuel your forecast?

ViewPoint

What’s it take to generate a volume of real leads, the ones you really need? Over the past two decades we’ve worked hard to crack the code on this. More and more marketers understand that agile, which started in the IT development realm, has good application in marketing in general, and in lead management specifically.

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Segmentation, Social Media Drive Lead Nurturing Success for iDirect

The Point

All this presents real challenges for both demand generation and lead management. First, the company invested in Marketo , a leading marketing automation platform that integrated well with the company’s CRM system, Salesforce.com. Custom workflow helps profile leads, identify high-potential opportunities.

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Company-Level Data in Demand Generation Systems

Customer Experience Matrix

Typically this is the company they work for, although there might be another relationship such as consultant or services vendor. But the wrinkle here is that most CRM systems in general, and Salesforce.com in particular, also have separate company and individual levels.