April 2013 Salesforce Marketing Tips and Best Practices

Full Circle CRM
April 2013

1. Salesforce Best Practices
2. Marketing Best Practices
3. From the Sales Team
4. Marketing Update
5. In the News…

Sales and marketing processes are constantly evolving with new technologies and new theories. At Full Circle CRM we understand how tough it can be to keep up with it all. So we decided to keep track of it for you! Check out our best practices for salesforce.com, key marketing tips, and ideas for aligning sales and marketing teams.

Salesforce Best Practices:
salesforce lead lifecycle    

There are many things to take into consideration when designing a lead lifecycle in salesforce.com, but understanding the reports you ultimately want to deliver should always be the first step in the process. This doesn’t have to be a fancy requirements document or a well designed PowerPoint slide . . .
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Marketing Best Practices:
salesforce marketing influence

Every marketer has to figure out what metrics matter for their business. If you’re selling shoes, which styles are moving now, who’s buying them, and what price they’re paying drives how you choose and promote the shoes for next season. If you’re selling something more complex, like airplane engines or enterprise software, you need to have a deep understanding of your customer’s needs so that you can map and measure what you do accordingly . . .
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From the Sales Team:
sales and marketing alignment

As a seller of a Sales and Marketing tool a common question that I encounter is “how will this change our sales force’s process?”  While this concern typically refers more to how sales people operationally use CRM and other major sales tools, it certainly also aligns with another current trend – how the “selling process” itself will change . . .
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Marketing Update:
salesforce marketing data

Bullet-Proof Your Marketing Data in Salesforce.com: Join us for a free webinar every Tuesday at 10:00 AM PST to understand how you can bridge the marketing information gap between salesforce.com and leading marketing automation solutions, find the answers to the tough questions your executive team is asking about your campaign performance, and truly understand how Marketing impacts revenue . . .
Register Now >

In the News:

SAN MATEO, CA – April 26, 2013 – Full Circle CRM is pleased to announce that our president and ceo, Bonnie Crater, has been named one of Silicon Valley Business Journal’s 2013 Top 100 Women of Influence.  Bonnie’s passion for technology and refusal to accept the status quo led her to co-found Full Circle CRM and create a new space in the hot marketing software industry known as Marketing Performance Management . . .
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Josh Rosenberg

About Josh Rosenberg

Josh earned his MBA from Santa Clara University's Leavey School of Business in 2012 with a concentration in Marketing Management. Previously he worked in marketing at Zscaler, Inc. and is currently the Marketing Manager for Full Circle Insights.