Want to vote? Login

Insert Your Logo

View by Type

All

View by Category

Force.com Platform

Community

Events

Company

Services

For Marketing

10
points
Best Practice: How to make the most of search engine marketing (SEM) Best Practice

Get in on SEM, one of the hottest trends in online marketing. Find out how to slash your marketing outlays by delivering qualified prospects at a reasonable cost. Learn how to fine-tune your product messages. And do it all from within Salesforce CRM using Google AdWords or other applications from the AppExchange.

How to Make the Most of Search Engine Marketing

0 Comments • Posted by Sylvia Lehnen to For Administrators, For Marketing, For Small Business Jan 26, 2010
20
points
Salesforce.com Spring '10 Webinar (Sales Cloud & Service Cloud)
In part two of our Sping ’10 release webinar, discover how new features in Salesforce CRM, including Salesforce Automation, Salesforce Knowledge and Salesforce Answers, can help transform the way you interact with customers and partner.

The links below will take you to a particular segment within the YouTube video so you can quickly view the features that interest you most.

Sales Cloud 2 (1:41)
Mobile Enhancements (13:57)
Service Cloud 2 (16:09)
Additional Resources (28:58)
0 Comments • Posted by sgaen to For Customer Service, For Marketing, For Sales Jan 22, 2010
30
points
AppExchange App of the Week: OPORARTS Apps Report Engine

Coming to you live from Japan!

Our featured App of the Week is by OPRO Japan who recently presented at the Japan OEM ISV Program Launch.

The OPROARTS Apps Report Engine (RE) is a native Force.com utility designed to help developers, consultants, and end users generate nicely formatted, mail merged PDF documents. Special features include customizable document and email templates, multiple recipient merging, and various delivery functions such as email, fax, and file download.

Create a mail merge document and attach PDF files

Consultants and developers can integrate OPROARTS Apps RE with any force.com app to improve PDF document generation and delivery capabilities. A multi-faceted business reporting workbench and flexible configuration options enable a variety of finely tuned business reporting scenarios. OPROARTS Apps RE offers multi-platform and multi-browser support; unrestricted access to salesforce.com objects; integration and scalability with other applications; and flexible aggregate functions.

To see a brief demo, get more details, and take a test drive, view OPROARTS Apps Report Engine on the AppExchange.

0 Comments • Posted by JMJenkins to For Administrators, For Marketing, AppExchange Jan 22, 2010
30
points
9 Tips for Using Lead Scoring to Close More Deals Best Practice

Properly scored leads mean higher sales productivity. Learn to effectively score and qualify new business to make the most of your leads.
9 tips for using lead scoring to close more deals

0 Comments • Posted by Erica Kuhl to For Administrators, For Marketing Jan 14, 2010
20
points
5 Proven Ways to Generate More Leads Best Practice

Capture more leads and follow up on them more efficiently with Salesforce CRM. This document covers the tools and resources that will turbo-charge your leadgeneration efforts.
5 proven ways to generate more leads

0 Comments • Posted by Erica Kuhl to For Administrators, For Marketing Jan 14, 2010
100
points
AppExchange App of the Week: Packages by Sendside

To get the New Year off to a good start, this week we are featuring Sendside Packages—a sales acceleration application that helps you streamline the process of locating and sending the right content to prospects. Using a variety of file formats (web, video, documents, forms, etc.), you can create self contained and tailored content “packages”, select and send the package from your laptop or cell phone, and know when the package has been opened and read. Packages also helps improve the alignment between sales and marketing by giving you reports on what content is performing the best.

Packages can help increase your yield per rep, shorten sales cycles and win more deals faster. Check out this brief demo to see the app in action.

5 Comments • Posted by JMJenkins to For Marketing, For Sales, AppExchange Jan 5, 2010
30
points
Setting Your Social Media Strategy
At Dreamforce we did a session on how Dell and Salesforce are leveraging social media to drive brand awareness and turn customers into evangelists. Since most people don’t have time to watch the full hour long presentation we tried to surface nuggets of information with deep links into the YouTube video.

Introduction (0:00)

Emerging Importance of Social Media for Businesses (1.59)
Search and Social Media (4:26)

Dell’s Social Media Strategy and Lessons Learned (8:34)

Engagement On and Off Your Site (17:38)

Evolution of IdeaStorm (19:01)
Dell Outlet on Twitter (21:19)
Community Moderation (26:05)
Where Does Social Media Sit Within Your Organization (28:09)

How Salesforce Thinks about Social Media (29:49)

Three Pillars of Online Community (29:56)
YouTube Strategy (34:34)
YouTube ROI (36:43)
Twitter (39:26)
Training & Certification Program (43:28)

Questions (47:46)

If you find a golden nugget in one of the other Dreamforce presentations you can URLs that deep by appending the time to the YouTube URL as seen here. http://www.youtube.com/watch?v=CDsLSFKwgFI#t=6m52s
Setting Your Social Media Strategy
View more presentations from Salesforce.

0 Comments • Posted by Jamie Grenney to For Marketing, Social Media Dec 22, 2009
80
points
Online Community Powered by Salesforce.com
At Dreamforce we provided a behind the scenes look at how we built and manage the new online community. Since most people don't have time to watch the full an hour long presentation we tried to surface nuggets of information with deep links.

Why Would You Want to Run Your Community on Top of Salesforce? (9:47)
Started with The Ideas Base Theme (12:20)
What's the Best Approach to Building Online Community that's Integrated with Salesforce? (6:52)
Three Options for Developing Community on Salesforce (11:38)
Extended the Base Theme (14:10)
Role of a Community Manager (20:51)
10 Tips to Build Your Volunteer Army (22:26)
Tour of the Online Community (26:21)
How Do You Measure Success? (43:41)
What Licenses Do I Need? (47:00)
Typical Services Engagement (49:10)

If you find a golden nugget in one of the other Dreamforce presentations you can URLs that deep by appending the time to the YouTube URL as seen below.

For example: http://www.youtube.com/watch?v=BJ7QG1_fOPc#t=6m52s

Slides for this presentation can be downloaded from Slideshare.
0 Comments • Posted by Jamie Grenney to For Customer Service, For Marketing, Community Announcements Dec 14, 2009
10
points
Free Best Practice Webinars - APAC
NOTE: These webinars will be canceled until further notice.

We are pleased to introduce Daily Best Practices Webinars exclusively for salesforce.com customers in the Asia-Pacific (APAC) region. With thousands of companies using Salesforce, there are a lot of great ideas out there. This series is our opportunity to share best practices discovered and developed by customers just like you. We'll focus on addressing the needs of a specific area: Sales, Marketing, Service and Support, or Getting Started with Salesforce. These sessions are meant to be interactive, so come prepared to participate; ask questions and share your success stories.

Login Instructions
To attend, login 5 minutes prior to the start time of your location using the instructions below. You will need to perform both steps 1 and 2 below.

1. Launch https://www1.gotomeeting.com/join/815636322

2. Dial into the conference call number below:
Australia: 1800 725 012 / New Zealand: 0800445584
Singapore: 8006163024 / India: 0008001007032
China (NetCom Users) : 108007140421 / China (Telecom Users) : 108001400421
International: +61 2 85246601
* And enter the Conference Code: 2357253512

(A) MONDAYS – THURSDAYS: Sessions scheduled to suit time-zones in Australia, New Zealand, Singapore and China

GETTING STARTED | MONDAYS @ 2pm Sydney (Australia) / 4pm Auckland (New Zealand) / 12pm Singapore & Beijing (China)

Determine and prioritize your company's objectives
Customize Salesforce to align with your specific needs
Learn strategies for introducing users to Salesforce
Understand the resources here to help you
MARKETING |TUESDAYS @ 2pm Sydney (Australia) / 4pm Auckland (New Zealand) / 12pm Singapore & Beijing (China)

Generate high quality leads with the best return on investment
Distribute and track leads throughout the sales cycle
Leverage opportunities in your existing customer base
Create and maintain a consistent corporate message
SALES | WEDNESDAYS @ 2pm Sydney (Australia) / 4pm Auckland (New Zealand) / 12pm Singapore & Beijing (China)

Ensure that your salespeople use Salesforce everyday
Develop and manage an effective and streamlined sales process
Maintain visibility into your sales pipeline and prospects
Define and report on critical sales metrics

SUPPORT | THURSDAYS @ 2pm Sydney (Australia) / 4pm Auckland (New Zealand) / 12pm Singapore & Beijing (China)
Capture critical customer support information
Route support issues to the most available and qualified resource
Decrease response time and deliver self-service options
Analyze support issues to improve your products and services

(B) FRIDAYS: Sessions scheduled to suit time-zones in India, Singapore and China

There will be 2 sessions conducted on Fridays, especially for customers in India/Asia.

FRIDAYS:
Session One - 11am New Delhi, Mumbai (India) / 1.30pm Singapore & Beijing
Session Two - 2pm New Delhi, Mumbai (India) / 4.30pm Singapore & Beijing
Week 1 & Week 3 of each month: GETTING STARTED (Session One) & MARKETING (Session Two)
Week 2 & Week 4 of each month: SALES (Session One) & SUPPORT (Session Two)

If you have any further questions, please contact us. Thanking you in advance for your attendance, we wish you every success using Salesforce!
0 Comments • Posted by ekuhl to For Administrators, For Customer Service, For Marketing, For Sales, For Small Business Nov 3, 2009
10
points
Dynamic Response Views - Campaign Member Record Types

In Summer 09, we enabled detailed tracking on campaign member with customfields, but didn't create a way to control which fields are onwhich members. Now in Winter 10 with Campaign MemberType, you can show only webinar custom fields on webinarcampaigns, direct mail fields on direct mail campaigns, and telesalesfields on email campaigns. This makes it easy to enter orfind response information on your campaign members.

When you're creating a campaign, set the Campaign Member Type, soall of the members will use the page layout assigned to that type. This means you only have to set the type once no matter howmany times you add members to the campaign. In this webinarcampaign, we can see event details for this member's webinar response.

And here we see direct mail details to better track this direct mailcampaign.

To set it all up, there's two key steps:
1) Create Campaign Member Record Types & assign page layouts toeach type
2) Add Campaign Member Type field to your Campaign page layout

Read More >

CreatingCampaign Member Record Types

The options in the Campaign Member Type picklist are the active CampaignMember Record Types, so to add more options, we create Campaign MemberRecord Types. ClickSetup-->Customize-->Campaigns-->Campaign Members-->RecordTypes-->New

Now give the new record type a label. The label will be seen in the Campaign Member Typelist, and give it a good description so that any Marketing Managerknows what each one is for. Click the "Active" checkbox and then enable itfor all the profiles that should be able to create campaigns of thistype.

Finally, select the desired Campaign Member page layout forto this record type. Once selected, every campaign of this type willuse this page layout for all of their members. You can even selectdifferent layouts for different profiles if you want to hide sensitiveinformation from some colleagues but not others.

AddCampaign Member Type to the Campaign page layouts

When you have two or more types created, you'll want to add the CampaignMember Type field to the campaign page layout so you can change thetype if you make a mistake or want to clone a campaign to that of adifferent type. Simply go to the page layout editor and add Campaign Member Type: Click onSetup-->Customize-->Campaigns-->PageLayout-->Edit, and add drag it to the layout.

If you have two or more types, you'll be prompted to select one whencreating a new campaign so you don't forget.

What types are you using for your campaigns? Share your listin the comments below so others can benefit from your best practices.

0 Comments • Posted by jkuce to For Marketing Nov 2, 2009
10
points
Campaign Assistant - Advanced Import Wizards

With the Winter 10 Campaign Assistant, imports are now evenmorepowerful! You can auto-email leads on a tradeshow list, mapcustom fields like "Attended" or "RSVP-Yes" to better track responses ,fire apex triggers, & run validation rules to prevent dirtydata from beingcreated! Check out this video for an overview of some of the greatWinter 10 features:

To enable all of this, click Setup-->Customize-->CriticalUpdates and activate the New Campaign Member Creation Behavior!

Read More >

Now lets dive into the details of what's changed. To get tothe Campaign Member import wizards, click on Manage Members. Here we'll look at the Update wizard.

First notice that there's a new checkbox to run workflow rules. This means you can now run email alerts to thank everyone forattending your webinar, or run field updates such as setting a customfield No Show to True if Attended equals False and RSVP-Yes equals True.

Next, you'll see that now all Campaign Member custom fields are visiblein Step 2 and can be mapped! This makes it much easier tostore all the information you need to qualify and pursue this response;for example, whether they asked questions, if they attended,or anyinformation you wish.

After clicking Import on Step 3, all triggers &validation rules will fire in the background. This gives you the tools to minimize dirty data and createany complex automation & flows leveraging the power of theSalesforce platform!

Haveany import wizard tips & tricks? Share them in thecomments below!

0 Comments • Posted by jkuce to For Marketing Oct 29, 2009
0
points
Powerful Analytics with Campaign Summaries

Have you ever wanted to see how many people registered for your webinarorattended your tradeshow without running a report? InWinter 10 it's a breeze with Campaign Summaries!

Now you can quickly create detailed campaign metrics catered to yourcampaigns. In this example, we'll create a newAttended count and corresponding % attended field to track webinarsuccess.

Setting up new Campaign Summaies is simple:
1) Create a new campaign rollup summary custom field
2) Select the criteria of what it should measure
3) Add it to the page layout

Read More >

First create a new campaign custom field byclicking: Setup-->Customize-->Campaigns-->Fields-->New

Then, select Roll-Up Summary as the Data Type & click Next

Give the field a name: # Attended

For Summarized Object, select Campaign Members. For Roll-UpType select Count.

Now here's where the rubber hits the road - the filter criteria. Select "Only records meeting certain criteria" and you'll seethe filter section shown below. For ours, we want a count ofcampaign members where the custom field, Attended, is true. Alternately you could base it on status, but thesky'sthe limit here!

Now add it to your page layout and that's it! Every campaignwill now have a count of the # Attended without creating any reports oranalytics! If you want to take it a step further, you cancreate other metrics such as the % Attended by creating a percentformula fields with criteria like NumAttended__c / NumberSent.

What Summary fields do you plan to create? Respondin the comments below to share best practices with us.

0 Comments • Posted by jkuce to For Marketing Oct 26, 2009
10
points
Access the Experts at Dreamforce!

You tune-up your car every 40,000 miles... When was the last time you tuned up your Salesforce CRM deployment? Schedule a 30-minute CRM Success Clinic with a Salesforce expert and learn to get the most from what you have.
Benefits of Success Clinic Session:
- Take advantage of expert knowledge
- Receive FREE recommendations on how to better use salesforce.com
- Learn about new Winter '10 features and possibilities with our platform
- Address specific top of mind questions
- Receive quick feedback on current implementation
- Promote Dreamforce resources for immediate success
- Located in the Salesforce.com Campground in the exhibitor hall,clinics run every 30 minutes on the hour

Sign up early for a slot as this is a very popular offering. You can sign up at http://www.salesforce.com/dreamforce/DF09/site/to reserve a spot or you can sign up at the Salesforce.com Campground during Dreamforce.

"The Success Clinics were extremely helpful. I enjoyed the opportunity to meet with product experts and got many questions answered."
— Project Manager, Service & Support, ADC

0 Comments • Posted by jays to For Administrators, For Marketing, For Sales Oct 21, 2009
30
points
6 Tips for Getting the Most from Your Leads Best Practice

Get your sales funnel off to a good start by using the Leads object in Salesforce CRM. By tracking potential customers from lead through closed deal, you can gather the information critical to refining your sales process to reach high conversion rates.

6 tips for getting the most from your leads

0 Comments • Posted by ekuhl to For Marketing, For Sales, Best Practices Oct 12, 2009
10
points
Create a Lead Sprinkler

Many of you leverage assignment rules for distributing leads to your inside sales teams but sometimes you need a distribution system that provides a random and equal flow of inbound leads to everyone on your team. This is where a lead sprinkler (aka: lead router, round robin) comes in handy.

Originally posted in the document, 100 Ways to Use Formula fields, this one is worth repeating...

In this example we will assume you have 3 inside sales people and you want to assign an equal number of incoming leads to each person.

To implement you’ll need to add 2 new fields to leads:

1. Lead_number – this should be an auto-number field

2. Round_Robin_ID – this is a custom formula field populated with the following formula MOD(Value(Lead_Number__c),3)

How it works:
The formula uses the custom auto-number field, Lead Number, and assigns each lead a sequential number starting with 1. The MOD function divides the lead number by the number of reps (3 in this example) and returns a remainder of 0, 1, or 2 in to the Round_Robin_ID field.

Now we can use this value in assignment rules to assign leads to our different reps. For example:

Round_Robin_ID = 0 is assigned to Sales Rep A
Round_Robin_ID = 1 is assigned to Sales Rep B
Round_Robin_ID = 2 is assigned to Sales Rep C

If you need to increase the number of reps, say to 10, just modify your formula as such MOD(Value(Lead_Number__c) ,10) and add in the additional assignment rules

0 Comments • Posted by ekuhl to For Marketing Oct 12, 2009
10
points
Lead Management Best Practices

Leads are important to any business. They signify opportunities for new business or to cross-sell and up-sell products to existing or former customers. Given the importance of Leads to generating new or incremental business to an organization, it is important to understand Lead Management best practices using Salesforce.

Understand the tools available to help you align and integrate your Marketing and Lead strategies. Utilize best practices to enable an effective and efficient Lead Management process within your organization. Capitalize on key configuration and process principles in order to track the Lead to Cash process.

Download Best Practice

0 Comments • Posted by ekuhl to For Marketing Oct 12, 2009
20
points
Salesforce Google AdWords Process Map

The following overview slide provides a step-by-step illustration of how you can use Salesforce and Google AdWords together to attract new customers and grow your business.

Download Process Map PPTor PDF

0 Comments • Posted by ekuhl to For Marketing, Best Practices Oct 12, 2009
20
points
Innovation Management Process Map

Here's an overview of the process behind managing an online community, from launch through implementation of top ideas.

Typically we'll fine an executive sponsor who decides the organization needs an application like this to help them become a more responsive, innovative company. The implementation process can be very fast, because it is often a greenfield. You need to think about what you want to accomplish, and who you need to involve. You need to customize the application to match your website and create a back end process for managing ideas.

When you launch your community, you might open it up to employees or customers and partners. You can start simple, but we also support the ability to create lots of communities for different topics, departments, or customer segments. The basic premise is that a customer or employee submits an idea, creating a virtual meeting place to discuss the idea. Picture every idea within your organization having a unique identifier. Once it's out there in the public domain, the community can discuss the idea, add comments, and can vote it to the top.

Salesforce has very robust tools for managing the community, and reporting on the top ideas. Since everyone logs in to submit ideas and can be tied back to their identity, you can run reports on who your top contributors are, and what type of customers voted for a given idea. You will also want to create a review process, so that the top ideas from the community are reviewed. The best ideas will be assigned to project teams who will see them through to fruition, and report on their status.

Download Process Map

0 Comments • Posted by ekuhl to For Administrators, For Marketing, Best Practices Oct 8, 2009
10
points
Lead Management Implementation Guide

Use this guide to get end-to-end instructions on how you can set up, customize, and start using lead management. It covers how you can implement the most helpful lead features and successfully turn more leads into customers.

Follow the planning checklist at the beginning of each setup section to prepare and plan your implementation for each feature. Next, use the suggestions in the feature rollout section for preparing your users. Then, refer to the FAQ section if you have any questions.

Download Guide

0 Comments • Posted by ekuhl to For Administrators, For Marketing Oct 5, 2009
20
points
Free Best Practice Webinars - United States
We're pleased to introduce daily Best Practices Webinars exclusively for salesforce.com customers. With thousands of companies using salesforce.com, there are a lot of great ideas out there. This series is our opportunity to share best practices discovered and developed by customers just like you. Each day we'll focus on addressing the needs of a specific area: sales, marketing, support, or general administration. These sessions are meant to be interactive, so come prepared to participate; ask questions and share your success stories.

Login Instructions
To attend, login 5 minutes prior to the 11:00 a.m. PST start time using the instructions below.

https://www.gotomeeting.com/join/418660800
Meeting number: 418-660-800
Password: crmsuccess
Dial-in Number 1-866-393-8073 (North America), 7205871473 (International)
Meeting Number: *2582794*

GETTING STARTED | MONDAYS @ 11:00 a.m. PST | Also available pre-recorded

Determine and prioritize your company's objectives
Customize Salesforce to align with your specific needs
Learn strategies for introducing users to Salesforce
Understand the resources here to help you

MARKETING | TUESDAYS @ 11:00 a.m. PST | Also available pre-recorded

Generate high quality leads with the best return on investment
Distribute and track leads throughout the sales cycle
Leverage opportunities in your existing customer base
Create and maintain a consistent corporate message

SALES | WEDNESDAYS @ 11:00 a.m. PST | Also available pre-recorded

Ensure that your salespeople use salesforce.com everyday
Develop and manage an effective and streamlined sales process
Maintain visibility into your sales pipeline and prospects
Define and report on critical sales metrics

SUPPORT | THURSDAYS @ 11:00 a.m. PST | Also available pre-recorded

Capture critical customer support information
Route support issues to the most available and qualified resource
Decrease response time and deliver self-service options
Analyze support issues to improve your products and services

TIPS AND TRICKS | FRIDAYS @ 11:00 a.m. PST

Time Saving tips for Administrators and Users
Explore custom fields, mashups & buttons
Leverage efficiency tools to help increase adoption
Learn and get more from the AppExchange
3 Comments • Posted by ekuhl to For Administrators, For Customer Service, For Marketing, For Sales, For Small Business Oct 1, 2009