3 Essentials for Running a Successful Salesforce Campaign

  • Salesforce Campaigns are among the most underrated objects that come out of the box with Salesforce.
  • But when used right, Salesforce Campaigns can be an immensely powerful way to bring your marketing initiatives together — making prospect tracking faster and more efficient.
  • Here are a few techniques to use Salesforce Campaigns effectively.

Of all the Salesforce objects that come as a standard “out-of-the-box” Salesforce object, Salesforce Campaigns are probably the most underrated. But when utilized to their full potential, Salesforce Campaigns can be one of the most powerful ways to link your marketing activities and all leads and opportunities that come as a result.

As Salesforce explains, “It (Campaign) can be a direct mail program, seminar, print advertisement, email, or other types of marketing initiative. You can organize campaigns into hierarchies for easy analysis of related marketing tactics.”

What Salesforce Campaigns do is connect your marketing initiatives and CRM, making it faster and more efficient to track, measure, and report your marketing programs using Salesforce. But how do you get the most out of this object?

Start Using Salesforce Campaigns

This might seem like common sense, but only a few organizations bother to use Salesforce Campaigns. And of those that actually do, some of them aren’t using them well.

If you want to track your marketing campaigns or programs, Salesforce Campaigns are the solution to making life simpler. Otherwise, you’re missing out on the opportunity to track marketing ROI and make your efforts more efficient.

A Salesforce Campaign lets you do this by collecting information on your target audience, leads and contacts that have responded, and effect on Revenue and Opportunities. 

Pick Your Standards

The key to using Salesforce Campaigns is to select your Campaign Types and other fields to effectively track your campaigns. For example, you can choose between “product,” “region,” “budget,” and “details.” You want to choose fields to report on and compare alongside each other, applying them to every campaign you build. This ensures your team has a smoother time running a campaign. More importantly, this means you can report and measure campaigns using the same set of benchmarks.

Track and Load Responses

Building your campaign is just the first step. What you need to do next is track and load responses consistently. As mentioned earlier, your responses should be standard on every Campaign Type of its kind. For example, a Campaign for a Newsletter would have the standard responses:

  • Sign Up
  • Did Not Sign Up
  • Sign Up Later

These responses would then apply to all future Newsletter campaigns.

For more guides and insights about Salesforce, be sure to check this blog for updates. If your company is in need of Salesforce professionals, talk to the staffing specialists of The Crevalle Group to learn more about our cloud-based staffing solutions.

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