Marketing Database Toolkit. Everything You Need to Build and Manage a High-Quality Marketing Database

Size: px
Start display at page:

Download "Marketing Database Toolkit. Everything You Need to Build and Manage a High-Quality Marketing Database"

Transcription

1 Marketing Database Toolkit Everything You Need to Build and Manage a High-Quality Marketing Database

2 Table of Contents Marketing Database Fundamentals... 3 Three Things You Need to Know... 3 What s Inside... 3 Building and Managing Your Marketing Database... 4 The Marketing Database Process... 4 Marketing Database Best Practices... 5 VMware Marketing Database Tools... 6 What s Inside... 6 Locating and Exporting Marketing Data... 7 Marketing Database Template... 8 Merging Marketing Data... 9 Cleaning Your Data Marketing Data Audit Enhancing Your Marketing Database Using Your Marketing Database Marketing Database Toolkit / 2

3 Marketing Database Fundamentals Building and managing a high-quality marketing database The database containing your customer and lead data is one of your most important sales and marketing assets. A high-quality database is the foundation of various programs from marketing to outbound prospecting. The Marketing Database Toolkit will help you understand the basic concepts and best practices required to build and manage your marketing database. Using this Toolkit, you should be able to create a world-class marketing database that can then be used for a variety of marketing programs. Three Things You Need to Know 1. What it is A marketing database is a list of prospects and customers that you can market and sell to. You need a sufficient number of records and high-quality data in your database. 2. Why it s important Companies that have high-quality marketing databases generate 70% more revenue than those that don t (Sirius Decisions). 3. How to do it There are a handful of tools and best practices included in this toolkit that will help you build and manage your marketing database. What s Inside The Marketing Database Process Six simple steps to build and manage your marketing database. Marketing Database Best Practices Seven best practices designed to help with your marketing database. VMware Marketing Database Tools The tools you need for a high-quality marketing database. Marketing Database Toolkit / 3

4 Building and Managing Your Marketing Database Six simple steps to build and manage your marketing database Your marketing database contains the data you ve collected from leads and existing customers. In order to leverage this data to sell to them in the future, your goal is to have a database with a sufficient number of high-quality records that will enable you to generate pipeline and convert to sales. The Marketing Database Process 1 Locate your data Identify the systems where your data is located, such as your CRM system and finance applications, marketing systems, excel spreadsheets, and salespeople s contact databases. 2 Merge the data Export data from these sources in the form of CSV files. Once you have collected all your data, merge the data into one CSV file or Excel spreadsheet. 3 Clean your data 4 Assess the data 5 Enhance and add data Once your data is in a single file, scrub your list of unwanted records, eliminate duplicates, and purge old records. Now check your database for things like the number of records, the data you have for each record, and how old the records are. Append data such as addresses and phone numbers to existing records where needed. You can also add new prospects to your database if you want. 6 Use your data Now that your marketing database is up to date, you can use it for various efforts, such as multi-touch campaigns and outbound prospecting. Marketing Database Toolkit / 4

5 Marketing Database Best Practices Seven best practices proven to make your marketing database more effective 1. Treat your database as your core marketing asset Your database is your core asset and can be used to power a variety of programs from marketing to outbound prospecting. 2. Identify the data you absolutely need for marketing Many marketers make the mistake of trying to collect too much data. Focus on high-value essentials like direct phone numbers and business addresses. 3. Use a spreadsheet to manage your data The vast majority of marketing databases can be stored in a simple spreadsheet. It s a cost-effective option and most marketers have a good understanding of how to use a spreadsheet to store and manage data. 5. Standardize how you collect and store data Make sure new records and data collected by the company are stored in your database of record. Second, enforce data formats across the various systems that collect data, such as CRM system and landing pages. 6. Keep your database clean Delete duplicates and unwanted contacts, such as students, competitors, and old records. You should also give sales a chance to remove key accounts from the list. 7. Enhance your existing data according to business priorities You can add new records to your database or append data to existing records using third-party data services. If you do this, do it in a targeted manner. For example, focus on a handful of target companies or vertical industries. 4. Set a monthly objective for adding records Once you have a master marketing database, you should add a certain number of records to it each month. You can use simple offers like a newsletter signup to do this. Marketing Database Toolkit / 5

6 VMware Marketing Database Tools All the tools you need to follow up with leads This toolkit contains a number of tools designed to improve your marketing database. Each tool incorporates proven best practices to make your database a valuable sales-andmarketing asset. What s Inside Marketing Data Locator Use this table to locate all of your customer-and-lead data, and export it to a format that you can use. Marketing Database Template Use this template to identify the data fields and the standards you will use for each field. Merging Marketing Data Merging data from numerous sources into a single, master database is easy with this four-step process. Cleaning Your Data This tool makes it easy to clean your database of unwanted records and data. Marketing Data Audit Our data assessment tool allows you to quickly assess the quality of your database via key metrics, such as number of records and data-fill rates. Enhancing Your Marketing Database It s easy to improve your marketing database by either appending data to existing records or adding new records. Using Your Marketing Database Once you have a high-quality database, there are a number of sales and marketing programs it can support, such as marketing and outbound prospecting. Marketing Database Toolkit / 6

7 Locating and Exporting Marketing Data At most companies, marketing data and lists reside in multiple systems and files. In order to leverage your data, you need to identify and understand your data. To identify all of your data: 1. Check all potential systems that may have relevant data in them. 2. Contact people in sales, marketing, support, and finance. 3. Export all lists to CSV files. Use the following table to help you locate your data, perform a quick audit of each source, and track whether you have a CSV export of the data. Marketing Data Locator Source name Location of source Notes CSV export System or file location The specific location of system or file Qualitative notes about data Have you exported the data to a CSV file CRM system Example: https://www.crm.com Estimated number of records Supported fields Source of data Yes/No Marketing database Marketing spreadsheets Sales-contact databases Shared drives Finance app Offline (i.e. business cards) Marketing Database Toolkit / 7

8 Marketing Database Template Collecting and storing the marketing data you need Once you ve identified where all of your data resides, you will need to export it and store it in your database of record using something as simple as a spreadsheet. It s critical that you design your database in such a way that it supports your marketing and sales programs. Most importantly, start with data that is essential to your efforts: 1. Don t try to collect all the data you can stick to the essentials. 2. Start with name, company name, , and phone number. 3. Add data like company size and industry. 4. For current customers, include information on products and services purchased, including dates of purchase, if available. Use the following template to identify and standardize the data you want. Field Standard Example Req d First name First name of prospect John Yes Last name Last name of prospect Doe Yes Company name Name of company VMware Yes Title VP, Director, Manager, Admin, etc. Director Role Department prospect works in IT Yes address Business address Yes Phone number Complete number with country code Yes Street address Full street address One Hacker Way City Full city name Palo Alto State Two character abbreviations CA Postal code Universal Postal Union codes Country ISO character country codes US Employees Number of employees at company 100 Industry SIC industry codes Manufacturing Lead source Source that generated lead VMware Event Source date Date lead was sourced: mm/dd/yyyy 01/01/2014 Marketing Database Toolkit / 8

9 Customer Yes/no No Yes Customer ID DUNS number Opt-in Yes/no Yes Yes IT environment Number of virtual machines 50 Budget Identified budget or ability to obtain $10,000 Authority Authority to make decision Yes Need Articulated need Yes Timeframe Timeframe that is six months or less 6 months Merging Marketing Data When you have multiple lists and datasets, merge them into one list that will act as your marketing database of record. Use the following best practices when doing this: 1. Only merge essential data. For sales and marketing, this is typically name, company, title, phone, , and critical qualification data you may have collected like the number of virtual machines. 2. Start with one master spreadsheet and format the columns of all the other spreadsheets to match the master spreadsheet. 3. Keep track of the spreadsheets you have already merged so you can avoid duplicating data. A Step-By-Step Guide to Merging Your Data Step Instruction Example 1 Design your master database in Excel 2 Apply master design to exported data in CSV files 3 Copy and paste data from exported files to master database Specify column headers and data formats in the masterdatabase spreadsheet Columns and column headers in original, exported CSV files need to match master database With the columns lined up, copy and paste the data from the various files into the master spreadsheet, one by one See master-database template tool In all files, column 3 contains company names and column header is Company Name Copy the data contained in the CRM-Exported-List CSV file and paste it into the Master Database Excel file 4 Check quality of merged data in Check master-database file for Company names are data and formatting contained in two different Marketing Database Toolkit / 9

10 master database inconsistencies, then correct as necessary columns in masterdatabase file Note: If you have more than 65,000 records, you will likely need to use a different tool for your database (i.e. Microsoft Access). Cleaning Your Data Once you have all data in your master database, you need to ensure the data is clean. Your ultimate goal is to have a clean, valid, de-duplicated list. Don t underestimate the importance of quality data companies average a 4% increase in sales for every 1% improvement in data quality. Step-by-Step Guide to Cleaning Your Data Step Description How To 1 Eliminate duplicate data 2 Scrub the list for unwanted prospects 3 Purge old records and data Make sure you delete duplicate addresses as recipients that receive duplicate s from the same campaign tend to respond at a much lower rate Scrub your database of any records that you do not want to target via , phone, and direct mail Use a third-party data provider to update records greater than 12 months old, or delete them outright Use Excel s filter feature to delete duplicate addresses. See instructions here. Ask sales for a list of prospects that should not receive campaigns. Then eliminate competitors, students, interns, etc. If you have stored a source date in your database, use Excel s sort feature to identify and delete records that are greater than 12 months old, or export them to an archive CSV file to be updated, if needed. Marketing Database Toolkit / 10

11 Marketing Data Audit Assessing the quality of your marketing data With a master marketing database, you can now assess the quality of your data. Keep a few things in mind when assessing database quality: 1. Make sure you have a sufficient number of records to market to. 2. Track the data you ve collected for each record. 3. Assess the age of your data the fresher, the better. Use the following tool to help you perform a quick audit of your new, master marketing database. Marketing Data Audit Tool Variable Description Example Number of records Count the number of records contained in your master database 1,500 Data fields Identify the data fields that are supported/required in your master database - Name - Company name - address - Phone number - Company size - Industry - Etc. Quality Age of data Calculate the percentage of records that have data for each field Calculate the percentage of records generated in last 12 months (note: to calculate the age of a record, you will need to support the source date field in your database) 87% of records include phone number 51% of leads generated in last 12 months Marketing Database Toolkit / 11

12 Enhancing Your Marketing Database Once you ve assessed the quality of your database, identify what improvements are needed. There are usually two issues with marketing databases: First, existing records are incomplete and/or out-of-date. Second, there aren t enough records in the database. Here are some simple best practices you can use to overcome these issues: 1. Make sure you have an AND phone number for all records so that marketing and sales can leverage the database. 2. Ensure that you have valid data for records that are 12 months or older. 3. Add new records that fit your target-buyer profile to increase the size of your database. Your VMware concierge or Partner Business Manager can identify third-party data providers to help you enhance your marketing database. These sources are also listed in the VMware Demand Center. Using Your Marketing Database Improving your database by adding data By using the VMware Database Tools, you now have a clean, targeted, ready-to-use marketing database that can support various marketing and sales programs. VMware provides select partners with access to a number of campaigns to generate more qualified leads. You simply need to identify the campaigns you re interested in and have your data available in a CSV or Excel file. Before you explore these different campaigns, make sure that you are able to follow up with leads in a high-quality manner. Visit the VMware Demand Center in Partner Central to learn more about the programs and campaigns you can use to successfully sell VMware solutions. Marketing Database Toolkit / 12

InfoGlobalData specialise in B2B Email Lists and Email Appending Services.

InfoGlobalData specialise in B2B Email Lists and Email Appending Services. InfoGlobalData specialise in B2B Email Lists and Email Appending Services. We provide high quality mailing lists for your email marketing needs. Our data intelligence service can provide valuable insight

More information

Outbound Prospecting Toolkit Everything You Need to Prospect for Leads in Your Database

Outbound Prospecting Toolkit Everything You Need to Prospect for Leads in Your Database Outbound Prospecting Toolkit Everything You Need to Prospect for Leads in Your Database Table of Contents Outbound Prospecting Fundamentals... 3 Three Things You Need to Know... 3 What s Inside... 3 Outbound

More information

Leads Best Practice: Lead Generation, Management & Performance

Leads Best Practice: Lead Generation, Management & Performance Leads Best Practice: Lead Generation, Management & Performance Best Practice: Leads Business Driver Best Practice Overview Best Practice: Leads Marketing Effectiveness Lead Generation and Integration Lead

More information

Lead Follow-Up Toolkit

Lead Follow-Up Toolkit Lead Follow-Up Toolkit Everything You Need to Effectively Follow Up With Leads If you have questions about the Lead Follow-Up Toolkit, contact your Concierge: Name: Email: Phone:

More information

Cloning Opportunities for Next Year... 22 Donation Tools... 22 Task Reminders... 23. Volunteers... 23 Leads and Lead Conversion... 25 Reports...

Cloning Opportunities for Next Year... 22 Donation Tools... 22 Task Reminders... 23. Volunteers... 23 Leads and Lead Conversion... 25 Reports... Table of Contents About the User s Guide... 3 About the Salesforce Template... 3 Getting Salesforce Help and Training... 3 Salesforce.com Resources... 3 Contacting Salesforce.com Support... 4 Contacting

More information

vsphere with Operations Management Campaign

vsphere with Operations Management Campaign vsphere with Operations Management Campaign Partner Marketing Program Overview and Campaign Deployment Guide A Smart New Approach to Partner Sales Enablement What is Partner Sales Enablement? The partner

More information

MS-8913: Microsoft Dynamics CRM 4.0 Applications. Course Objectives. Required Exam(s) Price. Duration. Methods of Delivery.

MS-8913: Microsoft Dynamics CRM 4.0 Applications. Course Objectives. Required Exam(s) Price. Duration. Methods of Delivery. MS-8913: Microsoft Dynamics CRM 4.0 Applications This three-day instructor led course explores the Microsoft Dynamics CRM application from a user's perspective. Application functionality covered in the

More information

The Spark Small Business Guide: Graduating from Email Marketing to Marketing Automation

The Spark Small Business Guide: Graduating from Email Marketing to Marketing Automation The Spark Small Business Guide: Graduating from Email Marketing to Marketing Automation MARKETING AUTOMATION is technology that allows you to nurture leads through automated campaigns. Because marketing

More information

release 240 Exact Synergy Enterprise CRM Implementation Manual

release 240 Exact Synergy Enterprise CRM Implementation Manual release 240 Exact Synergy Enterprise CRM Implementation Manual EXACT SYNERGY ENTERPRISE CRM IMPLEMENTATION MANUAL The information provided in this manual is intended for internal use by or within the organization

More information

Introduction to ProSMART: Proforma s Sales Marketing and Relationship Tool How to Log On and Get Started

Introduction to ProSMART: Proforma s Sales Marketing and Relationship Tool How to Log On and Get Started Introduction to ProSMART: Proforma s Sales Marketing and Relationship Tool How to Log On and Get Started ProSMART - 2/20/2002 1 Table of Contents INTRODUCING PROSMART: PROFORMA S SALES MARKETING AND RELATIONSHIP

More information

CHAPTER 8: MANAGING LEADS

CHAPTER 8: MANAGING LEADS Chapter 8: Managing Leads CHAPTER 8: MANAGING LEADS Objectives Introduction The objectives are: Understand the process for using leads in Microsoft Dynamics CRM. Create and import leads into Microsoft

More information

Software Solutions Digital Marketing Business Services. Email Marketing. What you need to know

Software Solutions Digital Marketing Business Services. Email Marketing. What you need to know Software Solutions Digital Marketing Business Services Email Marketing What you need to know Contents Building Your Email List 1 Managing Your Email List. 2 Designing Your Emails 3 Branding Your Emails.....

More information

Sage CRM 7.3 Release Preview

Sage CRM 7.3 Release Preview Sage CRM 7.3 Release Preview Introduction This Release Preview provides information about new Sage CRM 7.3 features, and enhancements to existing features. We ve included a description of each feature,

More information

Sales Force Automation with Microsoft Dynamics

Sales Force Automation with Microsoft Dynamics Sales Force Automation with Microsoft Dynamics Drive sales productivity, user adoption and consistent best practices with Microsoft Dynamics CRM for Sales Streamline and automate your sales processes and

More information

SugarCRM for Law Firms A Whitepaper

SugarCRM for Law Firms A Whitepaper SugarCRM for Law Firms A Whitepaper Summer 2010 Prepared by David Gilroy (Sales & Marketing Director) Conscious Solutions Limited Royal London Buildings, Baldwin Street, Bristol, BS1 1PN Tel: 0117 325

More information

TUTORIAL: Campaigns Gold-Vision 6

TUTORIAL: Campaigns Gold-Vision 6 Tutorial Objectives: Campaigns Page No. Campaign Structure What is a Campaign? 2 3 Creating a Campaign Recipient List Campaign List Options 4 Creating a New Campaign: Create from current list Add to existing

More information

Microsoft Business Contact Manager 2010 - Complete

Microsoft Business Contact Manager 2010 - Complete Microsoft Business Contact Manager 2010 - Complete Introduction Prerequisites Section 1: Getting Started with Business Contact Manager Lesson 1.1: Setting up Business Contact Manager What is Business Contact

More information

Emporis Academy Private Limited. Course Syllabus. Microsoft Dynamics CRM 4.0 Applications (Elements of this syllabus are subject to change.

Emporis Academy Private Limited. Course Syllabus. Microsoft Dynamics CRM 4.0 Applications (Elements of this syllabus are subject to change. Emporis Academy Private Limited Course Syllabus Microsoft Dynamics CRM 4.0 Applications (Elements of this syllabus are subject to change.) Key Data: Course number: 8913B Instructor-Led Training (lecture

More information

Five Ways to Grow Your Agency with Inbound Marketing

Five Ways to Grow Your Agency with Inbound Marketing Five Ways to Grow Your Agency with Inbound Marketing 1 2 3 4 5 The inbound marketing opportunity for agencies The way B2B prospects research and buy products has changed dramatically over recent years.

More information

Dare to COMPARE. Tour de Force. Be Efficient. Be Effective. CRM Product Evaluation: Feature Comparison Worksheet Table of Contents

Dare to COMPARE. Tour de Force. Be Efficient. Be Effective. CRM Product Evaluation: Feature Comparison Worksheet Table of Contents Dare to COMPARE offers a robust feature set that was designed to provide Distributors, Manufacturers, and other B2B Industries with a wide range of functionality that drives your sales organization to

More information

Welcome to MailChimp.

Welcome to MailChimp. Welcome to MailChimp. MailChimp is a powerful, easy way to send email newsletters. This guide will help you get your first campaign off the ground. We ll also offer tips for managing your list, viewing

More information

Sales Process Map, Campaign to Customer

Sales Process Map, Campaign to Customer Sales Process Map, Campaign to Customer Two tier sales process typically found in high volume B2B sales organizations where marketing campaigns generate leads, a tier one team qualifies leads to pass on

More information

SalesFUSION Partner Certification Guide

SalesFUSION Partner Certification Guide SalesFUSION Partner Certification Guide Welcome to the SalesFUSION Partner Family!! This document will guide you through the SalesFUSION Certified Partner Program. At each step there will be videos to

More information

IT Quick Reference Guides Performing Mail Merges in Word 2010

IT Quick Reference Guides Performing Mail Merges in Word 2010 IT Quick Reference Guides Performing Mail Merges in Word 2010 Word Guides Mail merges are useful when you want to create form letters or other documents sent to or drawing information from multiple customers.

More information

WTI Email Marketing Tool

WTI Email Marketing Tool WTI Email Marketing Tool Procedure Guide September 24, 2010 WTI Email Marketing Tool Table of Contents Table of Contents... 1 Purpose of the Tool... 2 Subscribing to Receive WTI Emails... 2 Figure 1: Training

More information

Getting Started with Automizy

Getting Started with Automizy Getting Started with Automizy The Basics To help you get started, this guide will show you exactly how simple it is to use Automizy to combine automated multi-channel communication into your overall marketing

More information

introduction to emarketing

introduction to emarketing introduction to emarketing emarketing is typically used for promotional campaigns for attendee generation and for attendee communication. It works closely with ereg which also includes email capabilities

More information

RESEARCH NOTE THE VALUE OF DATA QUALITY WITH SALESFORCE DATA.COM

RESEARCH NOTE THE VALUE OF DATA QUALITY WITH SALESFORCE DATA.COM RESEARCH NOTE THE VALUE OF DATA QUALITY WITH SALESFORCE DATA.COM THE BOTTOM LINE Data quality continues to be one of the greatest challenges for successful CRM efforts. In looking at customers that had

More information

Email Marketing. http://www.gotechstorm.com/howt o/email. TechStorm 15725 NORTH DALLAS PARKWAY SUITE 125 ADDISON, TX, 750001

Email Marketing. http://www.gotechstorm.com/howt o/email. TechStorm 15725 NORTH DALLAS PARKWAY SUITE 125 ADDISON, TX, 750001 Email Marketing http://www.gotechstorm.com/howt o/email CRM Email Marketing Page 0 TechStorm 15725 NORTH DALLAS PARKWAY SUITE 125 ADDISON, TX, 750001 CRM Email Marketing Table Of Contents Importing A Customer

More information

10 Tips For Lead Management

10 Tips For Lead Management 10 Tips For Lead Management Demand Generation Software Buyers Kit Ten Tips For Best Practice Lead Managment Only 25% of new leads are sales-ready. 25% are disqualified. How do you handle the remaining

More information

8913, Applications in Microsoft Dynamics CRM 4.0

8913, Applications in Microsoft Dynamics CRM 4.0 8913, Applications in Microsoft Dynamics CRM 4.0 Duration: 3 Days of Training Course Description This three-day instructor-led course, Applications in Microsoft Dynamics CRM 4.0, provides students with

More information

Session 7 : Information Systems

Session 7 : Information Systems INFORMATION STRATEGY Session 7 : Information Systems Tharaka Tennekoon B.Sc (Hons) Computing, MBA (PIM - USJ) POST GRADUATE DIPLOMA IN BUSINESS AND FINANCE 2014 CRM CRM - Customer Relationship Management

More information

End-User Computing: VMware Horizon 6 Campaign

End-User Computing: VMware Horizon 6 Campaign End-User Computing: VMware Horizon 6 Campaign Partner Marketing Program Overview and Campaign Deployment Guide A Smart New Approach to Partner Sales Enablement What is Partner Sales Enablement? The partner

More information

Mail Merge Step by Step

Mail Merge Step by Step Mail Merge Step by Step Mail Merge is a handy feature that incorporates data from both Microsoft Word and Microsoft Excel and allows you to create multiple documents at once, such as letters, saving you

More information

ACCESS 2007. Importing and Exporting Data Files. Information Technology. MS Access 2007 Users Guide. IT Training & Development (818) 677-1700

ACCESS 2007. Importing and Exporting Data Files. Information Technology. MS Access 2007 Users Guide. IT Training & Development (818) 677-1700 Information Technology MS Access 2007 Users Guide ACCESS 2007 Importing and Exporting Data Files IT Training & Development (818) 677-1700 training@csun.edu TABLE OF CONTENTS Introduction... 1 Import Excel

More information

VMware NSX Campaign. Partner Marketing. Program Overview and Campaign Deployment Guide

VMware NSX Campaign. Partner Marketing. Program Overview and Campaign Deployment Guide VMware NSX Campaign Partner Marketing Program Overview and Campaign Deployment Guide A Smart Approach to Partner Sales Enablement What Is Partner Sales Enablement? The partner sales enablement support

More information

MARKETING TOOLS. Creating a Marketing Campaign in Point:

MARKETING TOOLS. Creating a Marketing Campaign in Point: Point users can now market and grow business right from Point with a few clicks of the mouse. New tools allow Point users to create custom letters, newsletters, promotional emails, and mailing labels instantly

More information

Dare to Compare. General System Features System Support General Considerations

Dare to Compare. General System Features System Support General Considerations Dare to Compare Tour de offers a robust feature set that was designed to provide Distributors, Manufacturers, and other B2B Industries with a wide range of functionality that drives your sales organization

More information

Email Marketing. Send beautiful email campaigns, track the results and manage your subscribers. For further information, call 01202 232839 or email

Email Marketing. Send beautiful email campaigns, track the results and manage your subscribers. For further information, call 01202 232839 or email Email Marketing Send beautiful email campaigns, track the results and manage your subscribers. For further information, call 01202 232839 or email info@europastudio.co.uk Copyright 2004-2012 Europa Studio.

More information

How to: Audit Your Google Analytics Installation

How to: Audit Your Google Analytics Installation How to: Audit Your Google Analytics Installation Your site seems to be working perfectly and you re trying to track the results in Google Analytics. But something is missing. You think you re receiving

More information

Lead Management User Guide

Lead Management User Guide Lead Management User Guide Page No Introduction 2 Lead Management Configuration and Import Process 4 Admin Console - Lead Management Set-up 5 Importing data into Lead Management Downloading and using the

More information

Setting Up Person Accounts

Setting Up Person Accounts Setting Up Person Accounts Salesforce, Winter 16 @salesforcedocs Last updated: November 4, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,

More information

Software Solutions Digital Marketing Business Services. SugarCRM Community Edition for Small & Medium Enterprises

Software Solutions Digital Marketing Business Services. SugarCRM Community Edition for Small & Medium Enterprises Software Solutions Digital Marketing Business Services SugarCRM Community Edition for Small & Medium Enterprises Contents Introduction... 1 SugarCRM Community Edition (CE)... 1 Basic CRM Workflow... 2

More information

Background... 3. Who are AddressWorks?... 3. How do I get a Statement of Accuracy?... 4. Data Cleansing... 7. Frequently asked Questions...

Background... 3. Who are AddressWorks?... 3. How do I get a Statement of Accuracy?... 4. Data Cleansing... 7. Frequently asked Questions... This document has been prepared to provide information on the address cleaning, postcoding and SendRight TM certification services offered by AddressWorks and how these may be applied to your business.

More information

Benefits to you. Account & Contact Management. Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management

Benefits to you. Account & Contact Management. Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management Account & Contact Management Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management Benefits to you Work as a team see a unified view of each customer accessible

More information

Marketing Rockstar s Guide to Marketo

Marketing Rockstar s Guide to Marketo Marketing Rockstar s Guide to Marketo Page 1 Page 2 At a Glance Overview Marketing Automation Setup Checklist Campaign Checklist Email Creation Checklist Landing Page Checklist Webinar Checklist Live Events:

More information

Generate Leads and Drive Sales

Generate Leads and Drive Sales Generate Leads and Drive Sales Delivering results that matter with effective and affordable marketing programs www.partnerconcierge.com 480.349.9263 Honeywell@Partne rconcie rge.com I ve been an executive

More information

Courtesy of. E-Book. 12 Steps. To Ensure You Are Marketing To The Right B2B Prospect Lead Database

Courtesy of. E-Book. 12 Steps. To Ensure You Are Marketing To The Right B2B Prospect Lead Database A Courtesy of E-Book 12 Steps To Ensure You Are Marketing To The Right B2B Prospect Lead Database Executive Summary Marketing managers know that the best messaging, graphics and drip campaigns are doomed

More information

Creating a Participants Mailing and/or Contact List:

Creating a Participants Mailing and/or Contact List: Creating a Participants Mailing and/or Contact List: The Limited Query function allows a staff member to retrieve (query) certain information from the Mediated Services system. This information is from

More information

AMA Marketing Effectiveness Online Seminar Series. Bob Wallach American Marketing Association

AMA Marketing Effectiveness Online Seminar Series. Bob Wallach American Marketing Association AMA Marketing Effectiveness Online Seminar Series Bob Wallach American Marketing Association A wealth of information is available for marketing professionals at www.marketingpower.com The #1 marketing

More information

Virtual Causeway. Online Media (Campaign Optimization) Premium Package

Virtual Causeway. Online Media (Campaign Optimization) Premium Package Virtual Causeway Online Media (Campaign Optimization) Premium Package Why Virtual Causeway Who is Virtual Causeway? Virtual Causeway Fast Facts 11 years of industry experience Located in Waterloo, Ontario

More information

Sage CRM 2015 R1 Release Preview

Sage CRM 2015 R1 Release Preview Sage CRM 2015 R1 Release Preview Introduction This Release Preview provides information about new Sage CRM 2015 R1 features, and enhancements to existing features. We ve included a description of each

More information

Using FileMaker Pro with Microsoft Office

Using FileMaker Pro with Microsoft Office Hands-on Guide Using FileMaker Pro with Microsoft Office Making FileMaker Pro Your Office Companion page 1 Table of Contents Introduction... 3 Before You Get Started... 4 Sharing Data between FileMaker

More information

Microsoft Office Small Business 2007

Microsoft Office Small Business 2007 Microsoft Office Small Business 2007 Microsoft Office Small Business 2007 provides you with a complete set of productivity and contact management tools to accomplish routine tasks quickly, manage customer

More information

www.callboxinc.com Manage leads. Monitor campaigns. Nurture relationships. Get your marketing running on all gears.

www.callboxinc.com Manage leads. Monitor campaigns. Nurture relationships. Get your marketing running on all gears. Manage leads. Monitor campaigns. Nurture relationships. Get your marketing running on all gears. Lead Management DataMiner Sales Campaigns Contact Info and History Lead Scoring Event Calendar Appointment

More information

Create, attract, retain and delight customers, profitably. HubSpot Connector

Create, attract, retain and delight customers, profitably. HubSpot Connector CRM for Marketing Create, attract, retain and delight customers, profitably Maximizer s built-in marketing tools mean you can simply and effectively plan, budget, execute, analyse and optimise all aspects

More information

eedge Basics: Get Your Database in Order Using eedge mycontacts

eedge Basics: Get Your Database in Order Using eedge mycontacts eedge Basics: Get Your Database in Order Using eedge mycontacts April 27, 2015, v. 1.1 eedge Basics: Get Your Database in Order with mycontacts 1 eedge myleads and mycontacts The websites in the KW lead

More information

Contact Management & Groups

Contact Management & Groups Contact Management & Groups Learn How To: Manage a database of contacts Add new contacts Create Groups Upload a mailing list Modify the Mailing List Form Begin by going to SiteBuilder after logging into

More information

5 Lines of Defense You Need to Secure Your SharePoint Environment SharePoint Security Resource Kit

5 Lines of Defense You Need to Secure Your SharePoint Environment SharePoint Security Resource Kit SharePoint Security Playbook 5 Lines of Defense You Need to Secure Your SharePoint Environment Contents IT S TIME TO THINK ABOUT SHAREPOINT SECURITY Challenge 1: Ensure access rights remain aligned with

More information

Setting Up Person Accounts

Setting Up Person Accounts Setting Up Person Accounts Salesforce, Summer 15 @salesforcedocs Last updated: June 30, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,

More information

Basics of Online Marketing ~ Resources and Instructions~

Basics of Online Marketing ~ Resources and Instructions~ Basics of Online Marketing ~ Resources and Instructions~ Successful Email Marketing By Vanessa Salvia What can be done to increase the likelihood that someone will open your email, take the time to read

More information

Zoho Campaigns Set-up for Administrators

Zoho Campaigns Set-up for Administrators Zoho Campaigns Set-up for Administrators Zoho Campaigns is a stand-alone application that integrates seamlessly with the CRM Campaigns module in Zoho CRM. Use Zoho Campaigns to build relationships with

More information

Create, attract, retain and delight customers, profitably. HubSpot Connector

Create, attract, retain and delight customers, profitably. HubSpot Connector CRM for Marketing Create, attract, retain and delight customers, profitably Maximizer s built-in marketing tools mean you can simply and effectively plan, budget, execute, analyse and optimise all aspects

More information

Improving Sales Pipeline Performance Through Enhanced Visibility

Improving Sales Pipeline Performance Through Enhanced Visibility SalesManagement.org Improving Sales Pipeline Performance Through Enhanced Visibility Leveraging Analytics to Focus on the Right Opportunities OVERVIEW For companies with complex sales cycles in high technology,

More information

ClickJoy Prospecting Platform

ClickJoy Prospecting Platform Find Projects New Business Revenue Prospecting Made Easy ClickJoy Prospecting Platform ClickJoy Prospecting Platform ClickJoy is a prospecting platform that combines the industry s largest and most extensive

More information

Sun Bear Marketing Automation Software

Sun Bear Marketing Automation Software Sun Bear Marketing Automation Software Provide your marketing and sales groups with a single, integrated, web based platform that allows them to easily automate and manage marketing database, campaign,

More information

QAD Customer Relationship Management Demonstration Guide. May 2015 EE2015 / CRM 6.7

QAD Customer Relationship Management Demonstration Guide. May 2015 EE2015 / CRM 6.7 QAD Customer Relationship Management Demonstration Guide May 2015 EE2015 / CRM 6.7 Overview This demonstration shows how QAD Customer Relationship Management supports the vision of the Effective Enterprise;

More information

Welcome to Zoho, your online productivity and collaboration suite of

Welcome to Zoho, your online productivity and collaboration suite of In This Chapter Chapter 1 Getting Started with Zoho The Zoho advantage: Why it s right for so many people Signing up for Zoho Finding out about the Zoho apps covered in this book Welcome to Zoho, your

More information

Exporting Client Information

Exporting Client Information Contents About Exporting Client Information Selecting Layouts Creating/Changing Layouts Removing Layouts Exporting Client Information Exporting Client Information About Exporting Client Information Selected

More information

MicroStrategy Desktop

MicroStrategy Desktop MicroStrategy Desktop Quick Start Guide MicroStrategy Desktop is designed to enable business professionals like you to explore data, simply and without needing direct support from IT. 1 Import data from

More information

emarketer system Benefits

emarketer system Benefits emarketer system Impart media s emarketer system, our all-in-one email marketing software, includes everything you need to create, send, track and profit from email marketing. As well as newsletters, the

More information

How to get more exhibitors to your events Technology Marketing Showcase White Paper FibreCRM

How to get more exhibitors to your events Technology Marketing Showcase White Paper FibreCRM How to get more exhibitors to your events Technology Marketing Showcase White Paper FibreCRM How to get more exhibitors to your events Technology Marketing Showcase White Paper FibreCRM Overview This paper

More information

Customer Relationship Management Overview Document. for Sage 100 ERP

Customer Relationship Management Overview Document. for Sage 100 ERP Customer Relationship Management Document for Sage 100 ERP 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein

More information

What s In A Name? SalesLogistix

What s In A Name? SalesLogistix What s In A Name? Lead Quality: Three Interlinked Problems Terminology / Criteria Data Dump No Refinery The Lead Life Cycle Revisits website Qualification Contact 30 days 60 days Lead Registers Newsletter

More information

Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data

Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data Prior to starting this, please save the.csv file that you exported as an excel file (example: xxxx.csv will now

More information

Power Editor Guide February 29, 2012

Power Editor Guide February 29, 2012 Power Editor Guide February 29, 2012 Why should I use Power Editor?...2 Get started in 5 easy steps...3 Power Editor buttons and features.................................... 4 Navigate within Power Editor....6

More information

INTRODUCTION TO THE PROJECT TRACKING WEB APPLICATION

INTRODUCTION TO THE PROJECT TRACKING WEB APPLICATION INTRODUCTION This document shows a Local Department Administrator for how to set up projects and assigned employees within the web application. The web application works in conjunction with HCM and CalTime

More information

Generate Leads and Drive Sales

Generate Leads and Drive Sales Generate Leads and Drive Sales Delivering results that matter with effective and affordable marketing programs www.partnerconcierge.com 480.704.4775 Intermec@PartnerConcierge.com I ve been an executive

More information

ShowMe Dynamics CRM 2013 Total Count: 148 Videos

ShowMe Dynamics CRM 2013 Total Count: 148 Videos Dynamics CRM 2013 Dashboards How to: Create Dashboards Dynamics CRM 2013 Dashboards How to: Follow or Unfollow Colleagues Dynamics CRM 2013 Dashboards How to: Follow or Unfollow Leads, Contacts or Accounts

More information

Luminate CRM helps nonprofits like yours build stronger relationships with all of your supporters, whether prospects, donors, volunteers,

Luminate CRM helps nonprofits like yours build stronger relationships with all of your supporters, whether prospects, donors, volunteers, Luminate CRM Advanced CRM & Analytics for Nonprofits Luminate CRM helps nonprofits like yours build stronger relationships with all of your supporters, whether prospects, donors, volunteers, advocates,

More information

Microsoft' Excel & Access Integration

Microsoft' Excel & Access Integration Microsoft' Excel & Access Integration with Office 2007 Michael Alexander and Geoffrey Clark J1807 ; pwiueyb Wiley Publishing, Inc. Contents About the Authors Acknowledgments Introduction Part I: Basic

More information

VMware Safe Passage Campaign for Citrix Customers

VMware Safe Passage Campaign for Citrix Customers VMware Safe Passage Campaign for Citrix Customers Partner Marketing Program Overview and Campaign Deployment Guide A Smart New Approach to Partner Sales Enablement What Is Partner Sales Enablement? The

More information

Oracle Siebel Marketing and Oracle B2B Cross- Channel Marketing Integration Guide ORACLE WHITE PAPER AUGUST 2014

Oracle Siebel Marketing and Oracle B2B Cross- Channel Marketing Integration Guide ORACLE WHITE PAPER AUGUST 2014 Oracle Siebel Marketing and Oracle B2B Cross- Channel Marketing Integration Guide ORACLE WHITE PAPER AUGUST 2014 Disclaimer The following is intended to outline our general product direction. It is intended

More information

PROUD TIER 1 DISTRIBUTOR YOUR BUSINESS GROWTH PARTNER

PROUD TIER 1 DISTRIBUTOR YOUR BUSINESS GROWTH PARTNER Our Partner Pro exclusive suite of true Business Growth Solutions gives you the unfair advantage you want while stretching every dollar you spend on products, services and solutions infrastructure. You

More information

Salesforce CRM Getting Started Workbook

Salesforce CRM Getting Started Workbook W HITEPAPER WORKBOOK Salesforce CRM Getting Started Workbook WORK Contents Welcome to Salesforce CRM... 3 Build Your Team... 4 Define Your Vision... 5 Set Your Goals... 6 Document Your Pain Points... 6

More information

Prospect Portfolio Salesforce.com Integration. April, 2013

Prospect Portfolio Salesforce.com Integration. April, 2013 Prospect Portfolio Salesforce.com Integration April, 2013 How much time does your sales team spend trying to find quality leads? The average sales rep spends 5+ hours/week searching for relevant company

More information

Sage CRM 7.3 SP2. Release Notes. Revision: SYS-REA-ENG-7.3SP2-1.0 Updated: April 2016

Sage CRM 7.3 SP2. Release Notes. Revision: SYS-REA-ENG-7.3SP2-1.0 Updated: April 2016 Sage CRM 7.3 SP2 Release Notes Revision: SYS-REA-ENG-7.3SP2-1.0 Updated: April 2016 2016, The Sage Group plc or its licensors. Sage, Sage logos, and Sage product and service names mentioned herein are

More information

Marketing & Sales Integrate for the Ultimate ROI

Marketing & Sales Integrate for the Ultimate ROI Marketing & Sales Integrate for the Ultimate ROI How CRM & Marketing Automation are the tools to help Winning and keeping customers requires modern data tactics. Marketing must deliver value with every

More information

Designing a Lead Lifecycle in Salesforce

Designing a Lead Lifecycle in Salesforce Designing a Lead Lifecycle in Salesforce A Best Practices White Paper for Response Management Better data. Better marketing. Table of Contents Introduction 4 The Words We Use 4 What is a Lead? 4 Evolving

More information

Salesforce CRM Getting Started Workbook

Salesforce CRM Getting Started Workbook Salesforce CRM Getting Started Workbook Contents CONTENTS... 1 WELCOME TO SALESFORCE CRM... 1 BUILD YOUR TEAM... 2 DEFINE YOUR VISION... 3 SET YOUR GOALS... 4 DOCUMENT YOUR PAIN POINTS... 4 CLARIFY YOUR

More information

How To Buy B2B Data. A clean, accurately targeted and relevant list is a critical factor in the success of any marketing campaign.

How To Buy B2B Data. A clean, accurately targeted and relevant list is a critical factor in the success of any marketing campaign. A clean, accurately targeted and relevant list is a critical factor in the success of any marketing campaign. Introduction A poor quality list, with out-of-date contact information that doesn t match your

More information

PROJECT ON MICROSOFT ACCESS (HOME TAB AND EXTERNAL DATA TAB) SUBMITTED BY: SUBMITTED TO: NAME: ROLL NO: REGN NO: BATCH:

PROJECT ON MICROSOFT ACCESS (HOME TAB AND EXTERNAL DATA TAB) SUBMITTED BY: SUBMITTED TO: NAME: ROLL NO: REGN NO: BATCH: PROJECT ON MICROSOFT ACCESS (HOME TAB AND EXTERNAL DATA TAB) SUBMITTED BY: SUBMITTED TO: NAME: ROLL NO: REGN NO: BATCH: INDEX Microsoft Access- An Overview 2 Datasheet view 4 Create a Table in Datasheet

More information

Sales Process Map. A step-by-step guide to reach prospects, qualify leads, and close deals

Sales Process Map. A step-by-step guide to reach prospects, qualify leads, and close deals Sales Process Map A step-by-step guide to reach prospects, qualify leads, and close deals z Website Visitors Sales Plan and Execute Marketing Campaigns Organic web traffic AdWords referrals Email responses

More information

Exporting Contact Information

Exporting Contact Information Contents About Exporting Contact Information Selecting Layouts Creating/Changing Layouts Removing Layouts Exporting Contact Information Exporting Contact Information About Exporting Contact Information

More information

Medicare Marketing Innovations Conference

Medicare Marketing Innovations Conference Medicare Marketing Innovations Conference San Diego, CA July 9, 10, 11, 2012 1 Medicare Marketing Innovations Conference Web-Based Membership Marketing Solutions Presented by Jim Pugliese, Chief Development

More information

Designing a Lead Lifecycle in Salesforce

Designing a Lead Lifecycle in Salesforce Designing a Lead Lifecycle in Salesforce A Best Practices White Paper for Response Management from Full Circle CRM Full Circle CRM FullCircleCRM.com 650.641.2766 877.834.4001 Copyright 2015, Full Circle

More information

TRAINING & CERTIFICATION

TRAINING & CERTIFICATION Course Catalog The following provides a summary of our entire course catalog. This list changes with every new addition. Some titles may be under development. All titles and availability are subject to

More information