You get more from your marketing when everyone can see and use marketing insights in Salesforce. SFDC Campaigns provide a simple and elegant way to visualize Lead and Contact engagement in dashboards and reports in surprisingly useful ways. Learn this simple approach to using Marketo Programs synced with SFDC Campaigns to become a marketing show-off — in the best way.
Tips and tricks include:
- When to use Programs/Campaigns to trend and segment engagement
- How to setup Marketo / SFDC to group people into campaigns
- Why SFDC campaign membership reports are uniquely powerful
- How to build SFDC Dashboards that get stakeholders on the same page
Tom Grubb, CSO, Digital Pi