Adobe Experience Cloud Blog

JULY 30, 2009

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.

Salesforce.com 48

Salesforce.com Lead Ranking Thought Leadership Lead Scoring 48

Customer Experience Matrix

NOVEMBER 24, 2016

Indeed, some features the product had a decade ago are still cutting edge today – my favorite is simulation of proposed decision rules to assess their impact before deployment. It competes with the usual enterprise suspects: Adobe , Oracle , Salesforce.com , IBM , and SAS. It brings together audiences, offers, and actions.

Enterprise Management 120

Enterprise Management Work Management Marketing Management Marketing Automation Services 120

Customer Experience Matrix

OCTOBER 10, 2012

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.

Enterprise Management 120

Enterprise Management Work Management Lead Ranking Marketing Management 120

Customer Experience Matrix

APRIL 2, 2013

By comparison, Eloqua lost just 7% of revenue in the year before its IPO, and even Salesforce.com, the benchmark for all Software as a Service (Saas) start-ups, lost just 20% of revenue in its final year as a private company. But it also means expenses are $273,000 per employee – much higher than the $200,000 rule of thumb.

Marketo 120

Marketo Salesforce.com Eloqua Marketing Automation Services 120

Customer Experience Matrix

OCTOBER 2, 2012

As I mentioned in my Marketing Automation Beer Goggles post, KXEN introduced a free lead scoring app for Salesforce.com users at Dreamforce. Scoring happens within the external application itself – Salesforce.com in this case – allowing the system to update scores as Salesforce data changes without running on KXEN’s own servers.

Lead Ranking 120

Lead Ranking Salesforce.com Automation Lead Scoring 120

markempa

MARCH 27, 2005

« Give Lead Generation Some Respect | Main | Podcast: How Trigger Events improve Lead Generation » Sales Leads Via RSS via Salesforce.com Otter Group CEO, Kathleen Gilroy , pointed me Charlie Woods, Moonwatcher Blog , and his intriguing post on the subject of distributing sales leads via RSS. " Here is his original concept.

RSS 120

RSS Salesforce.com Lead Generation Sales Leads 120

Customer Experience Matrix

OCTOBER 29, 2015

Most are marketing and sales operations staff supporting Salesforce.com and Marketo who use Openprise to supplement the limited data management capabilities native to those systems. Openprise works by connecting data sources, which are typically lists but sometimes API feeds, to “pipelines” that contain a sequence of if/then rules.

Work Management 120

Work Management Marketing Management Marketing Automation Services Lead Ranking 120

Salesforce Marketing Cloud

JANUARY 22, 2024

Start your AI journey +700 points Trail Explore Generative AI Tools Here’s an abridged version of the ground rules we’ve set in place. Feel free to email me at cwarsham@salesforce.com. Discover more on Trailhead, the free online learning platform from Salesforce. Have you implemented AI in content marketing?

Marketing AI 59

Marketing AI Content Marketing Paid Search Agency Copyright 59

Customer Experience Matrix

NOVEMBER 4, 2010

These include sending an email via Salesforce.com or ExactTarget, creating a Salesforce.com task, generating an output file, and sending emails to Foursquare friends. CRM integration: Right On can synchronize data with Salesforce.com and Microsoft CRM on a regular basis. This makes it roughly equivalent to other products.

Salesforce.com 120

Salesforce.com Lead Scoring Lead Ranking Marketing Automation Services 120

Customer Experience Matrix

APRIL 26, 2011

Canterris , NurtureHQ , and mKubed all provide email, Web visitor tracking, nurture campaigns, lead scoring, and CRM integration ((Salesforce.com for Canterris and NurtureHQ; its own CRM for mKubed) for under $500 per month. It does this by letting users write rules that reference sets of Web pages rather than individual pages.

Small Business Marketing 120

Small Business Marketing Work Management Features Marketing Management 120

The Point

JUNE 18, 2013

Recently I had the opportunity to sit down with Daniel Chalef, CEO of KnowledgeTree , developers of an intriguing new solution, built for both Salesforce.com and mobile (iOS), that enables sales teams to instantly find, surface, and present the ideal content in any selling situation. Then, apply “Survivor” rules. B2B Marketing Sales 2.0

Salesforce.com 100

Salesforce.com Work Management Marketing Management Content 100

Customer Experience Matrix

JANUARY 31, 2010

Small digression: most business marketing systems are designed around data from a sales automation system such as Salesforce.com. This is done by creating the project as a branching flow chart, with rules to determine what takes place at junction. For example, it could use different rules for leads from different geographic regions.

Paid Search Agency 120

Paid Search Agency Work Management Marketing Management Resource Management 120

Customer Experience Matrix

FEBRUARY 25, 2009

The product was soon extended to integrate with Salesforce.com and to let the proxy server add Genius-generated popups that display personalized messages or offer an online chat. Later, the company added MarketingGenius, which lets marketers send email on behalf of salespeople and can react to Salesforce.com workflow rules.

Enterprise Management 120

Enterprise Management Work Management Marketing Management Marketing Automation Services 120

Customer Experience Matrix

JULY 10, 2013

Landing pages can be attached to an auto-responder email, while standard fields on forms are automatically mapped to Salesforce.com. The system can send each salesperson a daily email of newly qualified leads, selected with shared rules or separate rules for each salesperson. Emails are delivered through ExactTarget.

Demand Generation Agencies 120

Demand Generation Agencies Marketing Automation Services Paid Search Agency Small Business Marketing 120

Customer Experience Matrix

APRIL 17, 2015

Specifically, it hasn’t let users set up custom objects (although they’ve been able to import custom objects from Salesforce.com or Microsoft Dynamics CRM ). Sloan said that even before this happens, data in the custom objects will be fully available to Marketo rules for list building and campaign flows.

Marketo 120

Marketo Enterprise Management Mobile Advertising Salesforce.com 120

Marketing Insider Group

JULY 28, 2015

David’s New Rules of Marketing and PR was so far ahead of it’s time and so dead on, that is launched a successful speaking career that David is still cashing in on. He led social at Salesforce.com, co-founded Addvocate and according to John is now doing something stealth at the time of this writing around an electric car.

Paid Search Agency 100

Paid Search Agency Lead Ranking Salesforce.com Eloqua 100

LeadSloth

MARCH 16, 2009

Salesforce.com integration. ActiveConversion also integrates with Salesforce.com , although using Salesforce is not a requirement. Typically, new leads are assigned to sales person before they are copied to Salesforce.com: the assignment rules are flexible. Website sessions are added to the salesforce.com Lead record.

ActiveConversion 100

ActiveConversion SMB Work Management Lead Management 100

Customer Experience Matrix

JULY 17, 2009

They pull data from external lists and can execute actions including: send a message (email, voice mail, print, fax, post cards, mobile text); update Salesforce.com (create a task, send an email through Salesforce.com, update Salesforce.com bounce history); or get a record count. The system can also execute SQL queries.

Multi-Channel 120

Multi-Channel Marketing Automation Services Demand Generation Agencies Advertising Channels 120

Customer Experience Matrix

DECEMBER 13, 2012

The other important difference is decision rules. SiteCore doesn’t talk about them much, although does deliver them in the form of campaigns flows and dynamic content rules. Cards are used in decision rules to select contents and treatments for each person. Maybe that’s a good compromise.

Enterprise Management 120

Enterprise Management Work Management Marketing Management Marketing Automation Services 120

Paul Gillin

AUGUST 4, 2011

Salesforce.com leverages Facebook to drive attendance to its many events. One aspect of Salesforce.com’s Facebook presence that I particularly like is its willingness to share content from other sources that its audience may find useful. Here’s how it works. “ Is your department participating in National Night Out ?

Facebook 50

Facebook B2B Marketing Rules Salesforce.com 50

Customer Experience Matrix

APRIL 5, 2011

Terminology aside, I don't find this much different from assigning customers to segments, assigning the segments to multi-step campaign flows, and assigning treatment rules to each step. The company has existing Infogates for Salesforce.com, Constant Contact, Deliva and CakeMail. But maybe I’m missing the point.

Work Management 120

Work Management Campaigns Salesforce.com Marketing Automation Services 120

Customer Experience Matrix

MARCH 13, 2014

Last year’s biggest marketing automation acquisitions were products for consumer marketing: ExactTarget by Salesforce.com , Neolane by Adobe , and Responsys by Oracle. Rules can limit the combined number of messages sent to each customer across all campaigns, with separate limits for messages of different types in different channels.

Enterprise Management 120

Enterprise Management Marketing Automation Services Resource Management Marketing Management 120

Customer Experience Matrix

SEPTEMBER 13, 2012

The system already provided dynamic email content, although users have to write the selection rules in a scripting language – something many marketers will find intimidating. Web behavior tracking, lead scoring, and social discovery (searching for and importing public data on LinkedIn ) are also available.

Marketing Automation Services 120

Marketing Automation Services Work Management Marketing Automation Marketing Management 120

Customer Experience Matrix

AUGUST 28, 2014

Standard integrations are available for Salesforce.com , Oracle Eloqua and Marketo. Assignment rules might use purchase likelihood or a predictive model trained against a sample of companies in each buying stage. Stages are defined in consultation with the client.

Lead Ranking 120

Lead Ranking Activities Lead Scoring Marketing Automation Services 120

Customer Experience Matrix

JULY 20, 2009

Yet some other features are fairly advanced: Active Conversion can identify anonymous Web site visitors through reverse IP lookup, find contact names for those companies in JigSaw , and either send the data to Salesforce.com or let sales people access it withing Active Conversion itself.

Active Conversion 120

Active Conversion Lead Scoring Lead Ranking Lead Management 120

Customer Experience Matrix

APRIL 13, 2016

There are prebuilt API connectors for Salesforce.com CRM, Microsoft Dynamics CRM , and SAP Cloud for Customer. Eligibility and relevance rules can ensure the chosen messages are truly appropriate. ONE provides its own Javascript tag to capture Web and email interactions and a SDK to connect with mobile apps.

Marketing Automation Services 120

Marketing Automation Services Work Management Ideal Customer Profiles Marketing Management 120

Customer Experience Matrix

FEBRUARY 24, 2009

Major themes were greater access to detailed information, more precise targeting, and tighter integration with Salesforce.com. This is a perfectly straightforward approach, although I suspect that marketers may find it hard to keep track of the selection rules as they get increasingly complicated.

Marketo 120

Marketo Marketing Automation Services Marketing Management Vtrenz 120

Customer Experience Matrix

FEBRUARY 21, 2014

Marketing automation, Web analytics, and Web content management systems can all access this data via API calls for analytics and as inputs to their own selection and treatment rules. Outside the DMP itself, DemandBase can store content and decision rules to guide bidding and select which ad is displayed to each account.

DemandBase 120

DemandBase Advertising Agencies Marketing Automation Services Paid Search Agency 120

Customer Experience Matrix

AUGUST 14, 2014

Radius finds small business prospects that resemble current customers and deploys them to Salesforce.com, along with key profile information and lead scores. . • 6Sense finds new prospects using behavioral data gathered from a network of "several thousand" Web publishers rather scanning public sources like others in this list.

Lead Ranking 120

Lead Ranking Work Management Marketing Management Lead Scoring 120

Hubspot

MAY 10, 2010

Have you ever had sales superstars that don't abide by company rules? Rule of Three (Plus) Polly Sumner , Chief Adoption Officer at salesforce.com , advised against competitions between any two sales reps. Thus arises the Rule of Three. Some Rules Can Never Be Broken While Others Can Be Ameliorated.

Rules 28

Rules Work Management Salesforce.com Lead Scoring 28

Customer Experience Matrix

NOVEMBER 4, 2014

Execution systems on the list include Salesforce.com, Marketo, Eloqua, Act-On, Facebook, Twitter, Youtube, Demandware, Optimizely, Adobe Target, and most major email providers. All told, the company has prebuilt connectors with more than 80 software-as-a-service products. But perhaps I’m getting ahead of myself.

Marketing Automation Services 120

Marketing Automation Services Ideal Customer Profiles Enterprise Management Marketing Management 120

Customer Experience Matrix

APRIL 2, 2015

A panel with Oracle , Salesforce.com and Marketo , where incisive questions from Chief Martech Himself Scott Brinker highlighted the different philosophies underlying each vendor’s marketing cloud and how few companies really deploy any cloud in full. - It doesn’t write copy but does analyze the copy you give it.

Enterprise Management 120

Enterprise Management Work Management Marketing Management Marketing Automation Services 120

Lead Liaison

OCTOBER 12, 2017

As a user myself, I first started using Salesforce.com. Whether you’re using enterprise-level CRMs such as Salesforce.com or Microsoft Dynamics, or something with the essentials such as OneFocus™ or Pipedrive, having a marketing automation system coupled with your CRM is vital these days. Prioritization. Prioritize leads.

Marketing Automation Services 48

Marketing Automation Services Marketing Automation Lead Liaison CRM 48

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. The system is a little above-average in that emails can contain if/then rules to display different images based on differences in lead data.

Demand Generation Agencies 120

Demand Generation Agencies Demand Generation Demand Enterprise Management 120

Customer Experience Matrix

DECEMBER 4, 2012

These include landing pages and forms for lead capture; email and postal mail; lead scoring on attributes and behaviors; branching multi-step campaigns; and bi-directional synchronization with Salesforce.com, Microsoft Dynamics, Outlook, and SugarCRM. Integrations with ACT! And Saleslogix are under development.

Marketing Automation Services 120

Marketing Automation Services Paid Search Agency Marketing Automation Advertising Agencies 120

LeanData

DECEMBER 22, 2014

Sales reps rarely use the assigned leads view in Salesforce.com. If reps actually looked at the assigned leads view in Salesforce.com and saw mistakes or non-targeted leads, they become weary about that info and won’t re-visit as often. The leads weren’t assigned to the right rep.

Lead Ranking 40

Lead Ranking Lead Scoring Sales Qualified Leads Salesforce.com 40

LeanData

DECEMBER 22, 2014

Sales reps rarely use the assigned leads view in Salesforce.com. If reps actually looked at the assigned leads view in Salesforce.com and saw mistakes or non-targeted leads, they become weary about that info and won’t re-visit as often. The leads weren’t assigned to the right rep.

Lead Ranking 40

Lead Ranking Lead Scoring Sales Qualified Leads Salesforce.com 40