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Best practices for "add to nurture campaign" by Sales reps in Salesforce.com?

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Greetings fellow Topliners -

 

We're looking to enable our sales teams to add specific contacts to a nurture stream directly from Salesforce, and we're evaluating multiple ways we can solve it.  I am interested in connecting with or hearing from anyone who has tackled this to help guide our decisions.

 

The options that we are toying around with are:

  • Option 1: Leveraging Salesforce.com campaign membership status
    • Positives:  Relatively easy membership/subscription routine, synch already built in our CRM integration.  No reliance on SFDC team to deploy.
    • Negatives:  Our Sales teams dislike SFDC campaigns and user adoption is low.  Perceived as cumbersome and clunky.
  • Option 2:  Leveraging a custom "subscription" 1:many variable in the SFDC record
    • Positives:  Already have subscription field (multi-select box) embedded in the SFDC record.  Avoids using SFDC campaigns.
    • Negatives: I fear the list will get cluttered and clunky over time if we add many campaign options.  All changes have to go through our SFDC admins. 
  • Option 3:  Building a custom Eloqua landing page that uses form processing steps to add/remove members from campaigns
    • Positives:  Would be the most flexible solution (I believe).  Could allow us to develop custom workflow using processing steps.
    • Negatives: Complex.  The most like custom development.  Not sure about passing/showing membership status in a SFDC record.  Concerned about pre-populating subscription status in the page/form.

 

Anybody tackle this already and have a good solution? 

If you're using Campaigns in SFDC, anybody have tip/tricks to help drive adoption?

 

Many thanks in advance for any assistance or help you can provide.

 

Brian


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