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Copy of Campaign & Lead Management

In this presentation i have discussed all the features in a very simple and basic definition, that are used for campaign and lead management in salesforce.com
by

Rose Mary

on 29 December 2012

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Transcript of Copy of Campaign & Lead Management

In salesforce Campaign & Lead Management Overview CAMPAIGN Campaign is way to do marketing for your newly launched product or may be when an enhancement is made in your existing product.

It gives awareness about your product to the people about its features, functionality etc.


In salesforce, it does the same thing for projects which are planned, managed
and tracked within Salesforce. Campaign in Salesforce The Campaigns tab displays a home page that lets you quickly locate and report on campaigns. You can also sort and filter
campaigns using standard and custom list views(search).
In addition, this tab lets you view and edit detailed information on campaigns. Features for Campaign Management Campaign Details Campaign Planning Campaign Statistics Campaign Details contains the detailed information about the campaign. It includes,
Owner of Campaign, one who has created it.
Name of Campaign.
Description and etc. In this section you can plan the duration of the campaign, when to start and when to end, beside that you can have an expected revenue, budgeted cost and the actual cost. This includes the list of leads, responses, contacts and no. of opportunities. Some Related Lists in Campaign Campaign Hierarchy Open Activity Activity History Opportunities It gives a hierarchical structure of the parent child relation between various campaigns.
It shows the list of child campaigns while in parents' campaign and vice versa Activity can be of two types
Tasks
Events These activities that are to be held are considered as open and that's why they are called open activities. TASKS This feature allows to keep record of the task that has to be performed.

The user can set a subject of the task and the date when it is due. Along with the name of the contact or the lead.

In additional information it gives the facility to set the status of the task i.e. In Progress, Not started & etc.

A reminder can be set to keep yourself alert about the task.

If required, any file can also be attached related to the task. EVENTS This feature allows to keep record of the event/meeting that has to be arranged.

The user can set a subject of the event/meeting and the date and duration of the event or simply check in case of "All Day Event".

In other information it gives the facility to set the location of the meeting. You can write the description of the event as well.

A reminder can be set to keep yourself alert about the event/meeting.

If required, any file can also be attached related to the event. Opportunities that are obtained by the campaign can be updated in it.

For every opportunity we can set its name.
Name of the account that it belongs to.

Stage of the opportunity can be chosen from the list with there predefined probability respectively.

User can define the lead source for the opportunity also.
Finally a description of the opportunity can be given. This portion includes the list of activities that are already performed.
It keeps this history to keep log of tasks to be performed with respect to the previous tasks or events. It can be a direct
mail program, seminar, print advertisement, email, or other type of marketing initiative. You can organize campaigns into
hierarchies for easy analysis of related marketing tactics. A campaign hierarchy allows you to group campaigns together within a specific marketing program or initiative, which enables
you to analyze related marketing efforts more efficiently. Viewing Campaign Updates (Chatter) Display a Chatter feed of updates, comments, and posts about the campaign. When you follow a campaign, your Chatter feed includes field changes and campaign feed updates.
• To follow a campaign, click Follow. To stop following, click Following .
• The Followers list shows you who is following the campaign. To view a full list, click Show All. Following Campaigns CAMPAIGN TO LEAD Campaign Influence for opportunities is a great way to automate campaign tracking for each opportunity so the sales team can see what the contacts related to the opportunity have been influenced by. Because opportunities are usually influenced by more than one campaign, the campaign influence feature allows you to manually or automatically associate multiple influential campaigns to a single opportunity.
You can view influential campaigns from the
Campaign Influence related list on the opportunity detail page. CAMPAIGN INFLUENCE A hierarchy can contain a maximum of five levels. Each campaign can have only one parent campaign but an unlimited number of sibling campaigns.

By default, the Campaign Hierarchy related list appears on the campaign detail page but does not contain records until campaign hierarchies are configured for your organization. LEAD Overview Campaign members are created from lead, contact, or person account records. Salesforce provides a variety of ways in which
you can manage your campaign members.
You can add and update up to 50,000 campaign members at a time through lead, contact, and person account reports; you can search for and add or edit multiple leads and contacts from the Manage Members page Manage Campaign Members You can add an unlimited number of leads and contacts using a CSV import file; or you can add members to a campaign one at a time from contact or lead detail pages. Editing Campaign Members
Updating the Status of Existing
Campaign Members
Removing Campaign Members Features of Managing Campaign Members Adding, Editing, or Cloning Individual Campaign Members For campaigns that elicit responses one-by-one, for example, via a phone call to a sales rep, you can manually link a contact, lead, or person account to a campaign and update that individual's campaign status. Any user can do this from the Campaign
History related list on a contact, lead, or person account. With the Campaign Update Wizard, you can import up to 50,000 existing contacts and leads to update the statuses for campaign members. Use this wizard for campaigns that target existing leads or contacts. Campaign Update Wizard Cloning Campaigns The Clone button on a campaign creates a new campaign with the same information and member status values as an existing
campaign. To delete a campaign, click Del next to the campaign on the campaigns list page. You can also delete a campaign by clicking Delete on the campaign detail page.

When you delete a campaign, all related events, tasks, and attachments are also deleted.

Associated contacts, leads, person accounts, and opportunities are not deleted with the campaign.

The deleted campaign is moved to the Recycle Bin. If you undelete the campaign, any related items are also restored. Delete a Campaign 1. Enter your search terms in the sidebar or header search box. If you're using the sidebar, click Advanced Search... to find matches in additional fields.
2. Click Search.
3. From the search results, click an item to open it or click Edit, if available. You can also create a campaign list view to find campaigns that match specific criteria. Search Campaign To view and manage sharing details of the Campaign,
click Sharing on the campaign detail page.

The Sharing Detail page lists the users, groups, roles,
and territories that have sharing access to the campaign.

On this page, you can do any of the following:
• To show a filtered list of items, select a predefined list from the View drop-down list, or click Create New View to define your own custom view. To edit or delete any view you created, select it from the View drop-down list and click Edit.

• Click Add to grant access to the record for other users, groups, roles, or territories.

• Click Expand List to view all users that have access to the record.

• For manual sharing rules that you created, click Edit or Del next to an item in the list to edit or delete the access level. Sharing a Campaign Mass Removing Contacts or Leads from a Campaign Mass Adding Contacts or Leads to a Campaign Click Manage Members.
Click either Add Members - Existing Contacts or Add Members - Existing Leads. To remove existing contacts, leads, or person accounts from a campaign:
Click Manage Members.
Click either Remove Members - Existing Contacts or Remove Members - Existing Leads. A lead is a prospect or potential opportunity -
a person you met at a conference who expressed interest, or someone who filled out a form on your company’s website. The Leads tab displays a home page that lets you quickly create and locate leads, and also sort and filter leads using standard and custom list views.

In addition, this tab lets you create and edit leads, associate events and tasks with those leads, and convert qualified leads into an account, contact, and, optionally, an opportunity. Lead Home Page You can enter leads manually in the Leads tab, or your administrator can import leads or set up Web-to-Lead to gather information from your company’s website. Users can also import leads via the campaign import wizards. You can also enhance your traditional lead data with your potential customers’ social information. With the Social Accounts and Contacts feature, you can see your leads’ social network profiles and other social data directly in Salesforce. Social Networking Feature You can see social information from several social networks. Facebook LinkedIn Twiter You Tube Klout Security and Privacy When Using Social Accounts and Contacts Salesforce uses the trusted OAuth protocol when you sign in to your Facebook, LinkedIn, or Twitter accounts, so your login credentials aren't exposed to Salesforce.

Salesforce doesn't import or store social information. Each time you select a contact's social profile or YouTube video. Salesforce retrieves the information directly from the corresponding social network and simply displays it.

The information that you see is read-only and can't be modified. You can't import or store social data in Salesforce records. Managing Leads Before your organization begins using leads, you can perform the following setup:
• Customize the default Lead Settings.
• Create lead queues to help manage the distribution of leads.
• Set up lead assignment rules to automatically assign leads.
• Set up Web-to-Lead to automatically capture leads from your website.
• Import your organization’s existing leads.
• Create custom lead fields.
• Map custom lead fields to other custom fields for lead conversion.
• Edit the Lead Status picklist to choose the default status for new
and converted leads. Using an Assignment Rule when Creating or Editing a Lead Your administrator can create a lead assignment rule to automatically assign leads to different users or queues. Without a lead assignment rule, the system assigns all new web-generated leads to the Default Lead Owner defined on the Lead Settings page. Assigning Leads When importing new leads, your administrator can apply a lead assignment rule to automatically assign leads to users or queues based on values in certain lead fields. Using an Assignment Rule when Creating or Editing a Lead You can assign leads to users or queues in a variety of ways. Importing Leads When you manually create a lead from the Leads tab, you are automatically listed as the owner of the lead. Creating a Lead Manually (default assignment) User can also take ownership of the lead in queue. Taking Leads from a Queue Change Ownership of one or multiple leads All leads that are assigned to you, either manually, via import, or from the web, are automatically marked as “Unread". Viewing Lead Updates and Comments (Chatter) You can also display a Chatter feed of updates, comments, and posts about the lead. Use the Social Accounts and Contacts feature to view your leads’ social network profiles, see their level of influence in social media, and watch related YouTube videos. Viewing Your Leads’ Social Information Lets see this video to learn to add a new contact or lead. Using Social Leads When using Social Accounts and Contacts for leads, you can: • Sign in to your social network accounts from any lead detail page.
• Find your potential customers’ Facebook, LinkedIn, and Twitter profiles
and link them to their lead records, so you can view this information from lead
detail pages.
• Find YouTube videos related to your leads and play them from lead detail pages.
• See your leads’ Klout information from lead detail pages.
• Modify default search criteria if you’re having trouble locating a lead’s
social information.
• Configure your Social Accounts and Contacts settings so the Social
Accounts and Contacts viewer only shows the social networks that you want to use. Sharing the Lead You can customize sharing privileges for your own data on a lead-by-lead basis.
You can use lead sharing to increase access to your leads. Merge Duplicate Leads Delete Lead Search Leads It gives you the capability to find and merge those leads that are duplicate in any mean. When you delete a lead, the lead record is moved to the Recycle Bin. Associated notes, attachments, and activities are deleted
along with the lead. If you undelete the lead, any related notes, attachments, and activities are also restored. You can search your lead anytime using the sidebar or header search box.

You can also create a lead list view to find leads that match specific criteria. Fahad Rahat
Jr. Consultant
Sakonent Presentation Created By: Thank you! Agenda of this Presentation.. •Viewing Campaign Updates ( Chatters )

•Lead ( Overview )

•Security When using Social Accounts & Contacts

•Manage a lead

•Assigning Leads

•Viewing Lead Updates (Chatter)

•Using Social Leads

•Merge Duplicate Leads

•Lead Conversion •Overview of Campaign

•Campaign Management in Salesforce

•Details of Campaign

•Planning of Campaign

•Statistics of Campaign

•Campaign Hierarchy

•Opportunity in Campaign

•Campaign Influence LEAD CONVERSION In every lead detail page, a "Convert" button is present that allows to convert your lead in an account, contact & opportunity. Convert Lead When a lead is converted it asks for some information like, Account Name, Opportunity Name etc.
You can set the status of the conversion also. Task Information While converting a lead, you can also set a task against that particular lead.
Salesforce gives you the capability to set the status and priority of the task. Along with a reminder to keep you alert about the task, every time you log into the system.
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