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SalesFusion Combines Online and Offline Marketing with CRM

Customer Experience Matrix

But the system does offer a comprehensive solution for smaller firms and, at least on the CRM side, can integrate with more powerful solutions including Salesforce.com , Microsoft Dynamics CRM and Siebel CRM On Demand. The email features cover all the basic requirements: template-driven personalized messages, universal and campaign-level exclusion rules, and both static and dynamic list definitions.

Active Conversion Offers Strong Lead Management and Leaves Out the Rest

Customer Experience Matrix

These functions, plus supporting features for database management, content management, sales system synchronization, and reporting, form a basic template for measuring demand generation software. Adding these items to an evaluation template is not especially difficult. ActiveConversion assumes that other attributes will be stored in the external email system or Salesforce.com, and any selections using those attributes will be done in those systems.

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Act-On Software Does List-Based Demand Generation

Customer Experience Matrix

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. Scoring rules are pretty simple, but can both reference lead attributes and activities, and are updated in real time as new data arrives.

Net-Results Simplifies Demand Generation for Small Business

Customer Experience Matrix

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. The system already has an email authoring tool, which includes a graphical editor and works from user-defined templates. They can also take actions including sending the lead to Salesforce.com and issuing an alert.

Marqui Combines Content Management and Demand Generation

Customer Experience Matrix

To accentuate the positive, the system provides hierarchical folders for marketing assets, version tracking, expiration dates, advanced templates, and fine-grained user rights management. lists) by building rules; these can incorporate behaviors, such as email responses and Web page visits, as well as attributes and form responses. However, the rules cannot reference membership in other groups, which makes some things harder.

LeadLife Mixes Advanced and Simple Features

Customer Experience Matrix

It offers many features that appeal to large marketing departments: fine-grained user rights management, rule-based content selection, multiple scores per lead, central processes to score leads and transfer them to sales, APIs to integrate with external Web forms, campaign cost tracking, detailed ROI reporting, and project management with tasks. Rules can dynamically select survey questions, so a single survey page can ask the same visitor different questions over time.

How to Compare Demand Generation Vendors: Choosing Summary Measures

Customer Experience Matrix

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. build decision rules from prebuilt functions for specific situations, such as ‘X web page visits in past Y days’. Campaigns can be saved as templates and reused, but the initial construction starts with a blank list.

Marketing Features in Salesforce Summer 09

Modern B2B Marketing

There are many new features for marketer to check out in the Summer 09 release of Salesforce.com.   Some of my favorite new features are: Campaign Member Fields in Email Templates is great because you can put an email template in Salesforce for your sales team to use that references a field from a campaign, which could never be done before.   To set up email templates, click Setup |Communication Templates | Email Templates.