3 Keys to Measuring Marketing and Sales Success

3 Keys to Measuring Marketing & Sales Success Meredith Brown Director Product Management, salesforce.com @meredithbrownsf

Ashwini Govindaraman Senior Product Manager, salesforce.com @ashwiniraman

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Meredith Brown Director of Product Management

Ashwini Govindaraman Senior Product Manager

Where are the best leads?

Which activities grow pipeline?

Can you justify marketing spend?

Where are the best leads? Which activities grow pipeline?


Pipeline Goals + Sales Processes

Visitors

Prospects

MQL

SQL

Closed Won

Build Your Prospect Pipeline

Use web-to-lead functionality or marketing automation to automatically create and bucket leads


When growing prospect pipeline from search…

Capture search engines, search type, campaigns, and keywords


Track social networks so you know which are effective pipeline building channels


Simplify lead capture from customer events


Evaluate lead sources to see where your best leads are coming from

Measure Lead Sources for Each Stage

Visitors

Prospects

MQL

SQL

Closed Won

Mar

ketin

g S

ales

Use to introduce a

demo, video, Q&A, etc. Demo

Prospect Pipeline & Lead Sources


Which activities grow pipeline? Can you justify marketing spend?

Opportunity Pipeline

Prospecting

Qualification

Needs Analysis

Value Proposition

Closed Won

Proposal

Negotiation

Where is Marketing @ each stage?

Prospect Engagement on Leads & Contacts

Track marketing interactions so you know which correlate most with closed-won opportunities

Marketing Actions Greater unification of marketing and sales workflow

Sales gets better insight from Pardot data on lead & contact records.

Native salesforce reports & dashboards help marketers understand efficacy of marketing initiatives.

Marketing Resources within Salesforce Understand the impact of marketing assets on prospect activity

Understand which marketing collateral drives the most prospect engagement.

Help Marketing optimize for assets that perform best in delivering new opportunities.

Use to introduce a


Marketing Actions

Track Marketing Activities by Stage

Recent Closed Won Opportunities

Marketing Insights Help Sales Close Deals

Push marketing dashboards to Sales to help them close deals faster

Use to introduce a


Velocity of Opportunity Pipeline & Marketing Impact


Which activities grow pipeline?


Getting the Most from Salesforce Campaigns

• Use them

• Establish campaign types & success metrics

• Track responses (marketing automation helps!)

• Turn on campaign influence

• Add contacts to opportunities

• Create reports & dashboards

Which Campaigns Had the Best ROI?

Revenue Booked $375,200 Revenue Projected $510,902 Campaign Spend $50,000 ROI Settled 750% ROI Projected 1,022%

Use to introduce a


Velocity of Opportunity Pipeline & Marketing Impact

Get in Touch

Twitter @meredithbrownsf @ashwiniraman

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