getting started with reports and dashboards for marketers

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What good is marketing without measurements? Good news: Recently released features in Salesforce CRM make it easier than ever to drag and drop data, chart types, and graphs to generate the marketing intelligence you crave. Join us to learn best practices and to see how to create popular marketing analytics in easy-to-use reports and dashboards.

TRANSCRIPT

Getting Started with Reports and Dashboards for Marketers

Marketing Professionals

David Ciccarelli: Voices.comMatt Evans: Extra Space StorageTom Barber: DecisionPoint SystemsMarko Koosel: salesforce.comTad Travis: salesforce.com

Tad Travis

salesforce.com

Search

eMail

Webinars

Direct Mail

Website

Events

Print Ads

Online Ads

Social Media

Today, Marketers Have More Channels Than Ever

Marketers Need A Central View of Programs That’s Connected to Sales

LeadsCampaigns

The Sales Cloud Aligns Sales & Marketing Everyone Gains Visibility and Can See What Works

No Leaky Funnel + Complete Process Visibility =

Spend More on What’s Working

Revenue

$

Leads

Deals

Take-Aways from This Session

Marketing is

measurement

Dashboards direct

decisions and behavior

Getting started with lead

and campaign reporting

is easy

It doesn’t come in a box

Marko Koosel

salesforce.com

Recently Delivered

Drag and Drop Dashboard Builder

Drag and Drop Report Builder

Dynamic Dashboards

Collaboration on Analytics

David CiccarelliSpeaker Panel

Voices.com

Matt Evans

Extra Space Storage

Tom Barber

DecisionPoint Systems

All About Voices.com

Voices.com is the #1 source for voice-over talent. As an agency, they represent talent who speak over 100 languages covering hundreds of accents or dialects. Their online portal makes it easy for talent to register their services, and makes it even easier for corporations to find the precise actor or actress for their needs.

• Fast lead conversion is crucial to the business• Google AdWords for lead generation• Use salesforce.com dashboards to monitor their high-

volume customer acquisition processes• Salesforce reports calculate customer lifetime value• Dashboards drive their closed-loop marketing practices• Resolved uncoordinated selling processes. Gained

visibility into the full selling cycle

All About ExtraSpace Storage

ExtraSpace Storage is the 2nd largest owner and/or operator of self-storage properties in the US, covering 800+ locations in 33 states and D.C. Their climate-controlled facilities and flexible unit sizing makes ExtraSpace the leading choice for residential and commercial storage

• Hyper-competitive environment demands accurate marketing metrics

• Call center receives 1000’s calls/day. Immediate conversion is key to driving results.

• Monitor conversion rates and discounting rates in real-time

• 1100+ Dashboards in their Salesforce implementation

All About DecisionPoint Systems, Inc.

A leading global provider of mobile solutions for inventory tracking, pricing, and asset management in the retail, field service, and warehouse distribution industries. And MobileArc Field Mobility is an end-to-end system for automating remote workforces.

• Drive all marketing information through salesforce.com• Market-leading B2B practices• Salesforce united previously un-coordinated sales and

marketing practices• Continuously monitor their customer acquisition

campaign performance to improve their targeting

David CiccarelliSpeaker Panel

Voices.com

Matt Evans

Extra Space Storage

Tom Barber

DecisionPoint Systems

Importing Web Traffic

New Registrants by Traffic Source

Job Postings on Voices.com by Source

Leads: Time is Money at ExtraSpace Storage

Average Call Back Time Inbound lead conversion rate

Marketing Impact is Monitored in Real-time

Average Call Back Time Status of Walk-in Leads

DecisionPoint Dashboards

ROI by Campaign Type Marketing Spend

DecisionPoint Dashboards

Lead Gen by Channel $ from Leads

Qtr/Qtr Comparisons

Tad Travis

salesforce.com

Other Relevant Sessions This Year

Date Time

How to Improve Marketing Efficiency Through Advanced Analytics

Tuesday 5:15 p.m. - 6:15 p.m.

The Art of Nurturing: Essential Elements of Successful B2B Demand Generation

Wednesday 2:15 p.m. - 1:15 p.m.

Advanced Campaign Management: Lead Nurturing and Campaign ROI

Wednesday 3:15 p.m. - 4:15 p.m.

Lead Management 101 Wednesday 3:15 p.m. - 4:15 p.m.

Dashboard Excellence Tuesday 5:15 p.m. - 6:15 p.m.

Best Practices for Analytics Wednesday 1:45 a.m. - 2:45 p.m.

The AppExchange The Trusted Cloud Computing Marketplace

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4000+Customer Reviews

Force.com Labs 200+ Free Apps to Get You Started

Getting Started with Reports and Dashboards for Marketers

How Could Dreamforce Be Better? Tell Us!

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