Salesforce Engage allows users to be first, be relevant, and be productive with their clients. Why is it important to be first? “50% of Sales go to the Rep that responds first”- InsideSales.com. With Engage, your Sales team knows the moment their prospects interact with their emails. Be relevant with personalized, Marketing approved templates to send to prospects as “78% of B2B buyers expect Sales Reps to send personalized interactions based on information from their online activities” – IDC, 2015. Gone are the days of purchasing lists and expecting an ROI from it.
After learning how you can boost your ROI 1000%, you can now see how powerful optimizing your CRM is and how important it can be for your business processes. Whether you are a new, existing, or a power Salesforce user, there are always ways to expand and optimize your current system in order to get the most out of it. With a lot of different moving components in your business process, it is challenging to monitor everyone’s progress. One of the ways to stay on track is through utilizing automated Salesforce workflows.
So what is workflow automation exactly? Workflow automation is a simple way to manage and drive your daily business processes through setting up automated actions and events without spending the extra dollars on additional systems or manpower. It provides you and your team the freedom and the time to be more efficient and not bogged down with day-to-day tasks. Many people get discouraged when talking about workflows, but don’t worry, workflows do not require any technical coding to be built. Before we talk about how workflows rules can be put in place to optimize your Salesforce, lets breakdown the 3 components:
Lead nurturing programs have a variety of benefits, most of which you may have read through already from multiple pieces of content. For this reason I am not going to show you the list of benefits that have been copied and pasted around the web but instead I am going to show you how you can actually achieve those benefits. Some programs have the end goal of guiding their prospects through the sales cycle while another program can have the goal of simply educating their prospects. The goal of these lead nurturing programs can differ but the approach to these programs should be similar, if not identical, each time. The process should be standardized and start with choosing the type of nurture campaign, choosing the audience, selecting the nurture’s flow and content, followed by reporting on the overall nurture campaign. We are going to walk through the process of building a successful lead nurturing program.
Pardot automation is more than just marketing machine. It’s an everything automation machine. We have proven that it can automate Marketing, Sales, Sales Operations, Project Management, Accounts Receivable, and more. With this kind of potential, Pardot is not a purchase, it is similar to hiring a Virtual assistant. However, this virtual assistant only costs $0.34 an hour.
Heres you how Pardot accelerates these parts of your company:
Are you ready? Dreamforce is two weeks away and it is time to get ready to conquer it. Since we know you have a lot on your mind, we created a survival guide to help you prepare. Here are some survival tips to stay at the top of your game:
1. Bring a Portable Phone Charger
The last thing you want is your phone or tablet dying in crucial parts of the day at Dreamforce. If you have a portable charger. pack one and if you don’t, buy one. Your devices will die faster than you think due to the venues and presence of other attendees’ devices.
Extra Tip: Put your phone on Airplane Mode and use as much Wifi as you can. With over 300K attendees trying to access cell phone networks, your phone will die quick!
In our previous blog postwe discussed the benefits of Lead Nurturing. In this article I will dive into 4 Lead Nurturing campaigns that you can try today. These 4 campaigns are allocated to specific stages in a customer’s lifecycle, from the welcome campaign to the customer retention campaign.
The Welcome Campaign
They say the first impression upon meeting someone is critical and this applies to marketing content as well. When someone fills out a form they usually are expecting something in return, more information on a product, email updates, or specific type of content. By converting these autoresponder emails into a lead nurturing campaign, the prospect will begin their journey through your sales cycle. Your initial autoresponder should inform the recipient of the conversion point, speak about the nurture campaign they are on, and confirm their subscription to your marketing material. After some time, start to supply them with high-level information regarding the information they signed up to receive. Keep your educational and interesting and always provide them with targeted content based upon the information they requested to receive.
Lead nurturing requires thoughtful communications, not the copying and pasting of generic sales emails in attempt to receive a reply back. When a lead nurturing program is functional, your prospects are receiving targeted content based upon their actual activities and interests, which ultimately provides them with what they want to see. If a prospect has visited a specific product page of yours for about 5-10 minutes, why shouldn’t an email automatically be sent to that prospect with further information and a notification go out to a sales rep?
26% of today’s marketers receive a 10% – 20% greater response from their lead nurturing campaigns than those who use standardized email campaigns. On top of that, more than a quarter of marketers receive a 20% – 30% greater increase in responses using automatic lead nurturing campaigns in comparison to marketers who do not use a nurturing campaign. (Demand Gen Report, 2015)
Once your Salesforce connector is enabled in Pardot, the existing Salesforce leads and contacts do NOT automatically sync to Pardot. You will need to export your existing leads and contacts from Salesforce into a .CSV file.
Upon importing Contacts and Leads, Pardot will sync the prospect record with the existing Salesforce lead or contact record. If Pardot and Salesforce values differ when a data sync occurs, the value of the field in Salesforce will overwrite the value of the field in Pardot, unless you set field sync to “Use Pardot Value” on the individual field.
Before you finish reading about how to set your Marketing Automation goals for the year, block out some time on your Calendar because it’s time to set goals. Really, you should block out time. Are you busy this weekend?
It happens all the time. You set time aside for your team to set goals for the week, month, year, etc. but when that time comes around, there’s always something that is a higher priority and the goals meeting gets pushed back. Although there’s nothing wrong with that, it means business is going great! It does becomes a problem when it’s mid February and you don’t have your yearly goals set.
Once your goal setting meeting begins, where do you start? Do you have a personal goal-setting model? Have you been using a proven model that the organization has been using for decades? Are you just “winging it?” (If it’s the last option, you should probably block out your whole next week).
One of the more popular, proven models that work for a wide range of companies is the SMART Goal Setting Framework Model. We’d like you to hear about this framework from our favorite Marketing Automation System, Pardot: Setting Marketing Automation Goals. If you would like to learn more about marketing automation, please visit our Salesforce Marketing Cloud page.