Customer Experience Matrix

SEPTEMBER 13, 2012

When I first wrote about ClickDimensions in a February, 2011 post , the concept was intriguing – a marketing automation add-on to Microsoft Dynamics CRM – but the product itself had been available for less than six months and claimed barely 50 clients. This is comparable to standard marketing automation products.

Marketing Automation Services 120

Marketing Automation Services Work Management Marketing Automation Marketing Management 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

AUGUST 16, 2011

I’ve long believed that B2B marketing automation is just a passing phase: that, ultimately, B2B marketing automation systems will be absorbed into CRM systems instead of operating independently. Of course, the jackpot here is Salesforce.com. It also provides real-time alerts and landing pages. That question has no simple answer.

Marketing Automation Services 120

Marketing Automation Services Enterprise Management Work Management Marketing Automation 120

Lead Liaison

OCTOBER 12, 2017

Why Does Microsoft Dynamics CRM and Marketing Automation Integration Matter? In this article we’ll discuss why Microsoft Dynamics CRM and marketing automation integration matter to businesses with a sales and marketing team. As a user myself, I first started using Salesforce.com. Nurture prior to sales interaction.

Marketing Automation Services 48

Marketing Automation Services Marketing Automation Lead Liaison CRM 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. Pega positions Customer Decision Hub as part of its core platform, which supports applications for marketing, sales automation, customer service, and operations.

Enterprise Management 120

Enterprise Management Work Management Marketing Management Marketing Automation Services 120

Customer Experience Matrix

FEBRUARY 9, 2012

New-ish marketing automation vendor NurtureHQ showed me its product recently. Clean interface, easy to use, all the standard marketing automation features. NurtureHQ hopes to differentiate itself as “dead easy marketing automation”, which it arguably is. I don’t know whether to laugh or cry. It’s really nice. I think not.

Marketing Automation Services 120

Marketing Automation Services Work Management Marketing Management Marketing Automation 120

Customer Experience Matrix

OCTOBER 17, 2014

photo by Dion Hinchcliffe Salesforce.com ’s Dreamforce conference this year was the usual mix of spectacle, congestion, and heart-felt philanthropy. The core technology was acquired when Salesforce.com bought EdgeSpring last June. But nomenclature notwithstanding, the two systems do seem to work together.

Analytics 120

Analytics Process Salesforce.com Allocation 120

Adobe Experience Cloud Blog

NOVEMBER 3, 2009

Once again Salesforce.com has delivered a great set of new features for Marketers in the Winter 10 release. In addition, you can now run campaign member workflows, triggers, and validation rules upon import of a campaign using the campaign member import and update wizards. Join Marketo at Dreamforce with a free keynote and expo pass.

Salesforce.com 48

Salesforce.com Features Marketing Management Marketing Analytics Tools 48

Customer Experience Matrix

FEBRUARY 14, 2011

Now that I’m more or less finished launching the B2B Marketing Automation Vendor Selection Tool (VEST) , I can start catching up on the other topics. ClickDimensions does pretty much the standard marketing automation activities: email, landing pages, Web visitor tracking, drip marketing campaigns, and lead scoring. But I digress.

Marketing Automation Services 120

Marketing Automation Services Marketing Automation CRM Work Management 120

Customer Experience Matrix

APRIL 26, 2011

Summary: MakesBridge offers a full set of marketing automation features with some special strengths that will appeal especially to small companies. I’ve previously reviewed Genoo , which supplements the standard marketing automation features with Web hosting and built-in CRM but no shopping cart.

Small Business Marketing 120

Small Business Marketing Work Management Features Marketing Management 120

Customer Experience Matrix

NOVEMBER 4, 2010

It could supplement a traditional marketing automation system or perhaps replace one. When I reviewed Right On Interactive in a July 2009 post , the company was selling its 5Buckets marketing software as a multi-channel output generation tool that complemented conventional marketing automation systems.

Salesforce.com 120

Salesforce.com Lead Scoring Lead Ranking Marketing Automation Services 120

Adobe Experience Cloud Blog

NOVEMBER 26, 2009

At this Dreamforce 2009 session led by Fernando Obregon Almazan, salesforce.com; Lorena Vales, salesforce.com; and Jonathan Hersh, salesforce.com, marketers learned about how and why companies should participate in social networking to generate brand awareness and create a viral effect when clients or prospects recommend their products.

Salesforce.com 48

Salesforce.com Social Networks Peer-to-peer Effectiveness 48

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 ). This was a common limitation among early B2B marketing automation products but many have removed it over the years.

Marketo 120

Marketo Enterprise Management Mobile Advertising Salesforce.com 120

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

Lead Liaison

OCTOBER 10, 2017

If you look at most major CRMs like Microsoft Dynamics or Salesforce.com , you’ll notice a few different objects: Leads, Contacts, and Accounts. But then look at marketing automation like Lead Liaison and you’ll see one object: Prospects. Through SiteEngage™, you can create custom rules that change what is displayed on your website!

Contact Marketing 50

Contact Marketing Marketing Prospects Lead Liaison Marketing Automation Services 50

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

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

JANUARY 31, 2010

(Small digression: most business marketing systems are designed around data from a sales automation system such as Salesforce.com. Eloqua and Market2Lead are based on sales automation data, but can incorporate external tables. More impressively, Marketing Studio can also apply multiple rule-sets to the same score calculation.

Paid Search Agency 120

Paid Search Agency Work Management Marketing Management Resource Management 120

LeadSloth

OCTOBER 16, 2009

Even though some vendors have been around for almost 10 years, Marketing Automation is still relatively new. According to Forrester, only 2-5% of B2B firms have invested in full-featured Marketing Automation. Increasingly, B2B companies realize that Marketing Automation software requires skilled operators.

Marketing Automation Services 100

Marketing Automation Services Work Management Marketing Management Marketing Automation 100

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

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

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

JULY 17, 2009

Summary: Right On Interactive's 5Buckets connects lists from external customer management systems with many types of output vendors (email, print, fax, text message, automated voice). It's a low-cost, easy-to-use alternative to more powerful marketing automation systems for companies who don't need other marketing automation features.

Multi-Channel 120

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

Customer Experience Matrix

AUGUST 28, 2014

Starting at the beginning, the system imports a list of each client’s customers and sales opportunities from CRM and marketing automation systems. Standard integrations are available for Salesforce.com , Oracle Eloqua and Marketo. Stages are defined in consultation with the client.

Lead Ranking 120

Lead Ranking Activities Lead Scoring Marketing Automation Services 120

Customer Experience Matrix

APRIL 5, 2011

Whatsnexx offers itself as a radically easier way to manage customer and prospect interactions than conventional marketing automation. 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.

Work Management 120

Work Management Campaigns Salesforce.com Marketing Automation Services 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. As a founder at Eloqua, Steve is one of the pioneers of the first great wave of Marketing Automation. David Meerman Scott. Steve Woods. Marcus Nelson.

Paid Search Agency 100

Paid Search Agency Lead Ranking Salesforce.com Eloqua 100

Customer Experience Matrix

NOVEMBER 4, 2014

million funding, enrolling about 30 beta clients, releasing its initial system and a new self-service option, developing an automated process to recommend marketing programs to its clients, and abandoning the CDP label to call itself a “marketing activation platform”. 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

JULY 20, 2009

The classic demand generation cycle starts with an outbound email campaign, captures replies on a landing page, scores the responses, and then sends qualified leads to a sales automation system and keeps the others for more nurturing. Tags: demand generation marketing automation active conversion lead management.

Active Conversion 120

Active Conversion Lead Scoring Lead Ranking Lead Management 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. It’s actually quite a long story, dating back to the company’s initial sales automation system in 1997, followed by its MarketingView demand generation product in 1999.

Demand Generation Agencies 120

Demand Generation Agencies Demand Generation Demand Enterprise 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. - Many firms were familiar to me but others were new.

Enterprise Management 120

Enterprise Management Work Management Marketing Management Marketing Automation Services 120

LeadSloth

MARCH 16, 2009

Therefore I initially called them a ‘niche vendor’ However, the product has evolved into a fairly complete marketing automation suite for SMB companies. Salesforce.com integration. ActiveConversion also integrates with Salesforce.com , although using Salesforce is not a requirement. Anonymous Visitor Identification.

ActiveConversion 100

ActiveConversion SMB Work Management Lead Management 100

InsightSquared

MARCH 15, 2019

They’ll let you know about the things that suck, like awkwardly placed validation rules or inconvenient bottlenecks. and validation rules to ensure you’re getting the info you need and that it’s in the right format. Sometimes, though, you have to talk to people. Yes, real humans.

CRM 239

CRM Work Management Sales Cycle Cross-Selling 239

Customer Experience Matrix

MARCH 9, 2011

At $500 per month with no annual contract, it’s priced to make it easy to get started with marketing automation. The actual functions provided by Act-On are generally competitive with low-to-mid tier marketing automation products. Such emails would otherwise be invisible to the marketing automation system. So let me try again.

Act-On 120

Act-On Marketing Automation Services Work Management Marketing Management 120

Adobe Experience Cloud Blog

NOVEMBER 15, 2012

salesforce.com, Microsoft Dynamics CRM), so why do I need marketing automation ”? Architecture of Marketing Automation versus CRM. CRM systems are designed and optimized for a very different purpose, which is what creates the whitespace for marketing automation vendors (like Marketo). Marketing Automation.

Marketing Automation Services 48

Marketing Automation Services Enterprise Management Work Management Marketing Management 48

Customer Experience Matrix

OCTOBER 22, 2009

Summary: SalesFusion combines all channels within marketing, and merges marketing automation with CRM as well. And, while we’re on the subject, they need REALLY TIGHT integration between marketing and sales automation, if not one shared system. Look, I know online marketing is important. But these are awkward solutions.

Enterprise Management 120

Enterprise Management Work Management Marketing Management Marketing Automation Services 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

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