customer spotlight - amazon s3 · 02/11/2016 · marketing campaigns directly in vision link your...
TRANSCRIPT
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Customer Spotlight:
The 411 on Vision
Marketing Campaigns
Karen L. Crilly, LEED AP BG Buildingworks
Graham D. Gardner, Full Sail Partners
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©2016 Deltek, Inc. All Rights Reserved 2
WHAT’S THE 411?
So, What Exactly Qualifies
As A Marketing Campaign?
How Do Marketing
Campaigns Work In Deltek
Vision?
Advanced Marketing
Campaigns
Taking Marketing
Campaigns To The Next
Level
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So, What Exactly Qualifies As A Marketing Campaign?
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BG BUILDINGWORKS EXAMPLES
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BG BUILDINGWORKS EXAMPLES
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©2016 Deltek, Inc. All Rights Reserved 9
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Before we go on…
Everything you do in marketing can be considered a marketing campaign.
Remember…define it, quantify it, and track it.
And, REPURPOSE it – multiple levels and channels!
©2016 Deltek, Inc. All Rights Reserved 15
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How Do Marketing Campaigns Work In Deltek Vision?
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©2016 Deltek, Inc. All Rights Reserved 27
Before we go on…
Vision Marketing Campaigns act as a central intelligence repository for all of your marketing efforts
Deltek’s roadmap & iAccess
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Native Functionality In Vision:Advanced Marketing Campaigns
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©2016 Deltek, Inc. All Rights Reserved 36
Before we go on…
How can you fine-tune your Vision skills to become more proficient with these types of features?
User settings and permissions; how to gain more user rights!
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Taking Marketing CampaignsTo The Next Level
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Outbound Marketing in Deltek Vision
Reduce duplication
Consistency and
accuracy of data
Track performance
Analyze statistics
Save time
Leverage results
©2016 Deltek, Inc. All Rights Reserved 38
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Collection of Statistics for All Campaigns
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Individual Statistics for Each Campaign
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Inbound Marketing in Deltek Vision
Track performance of inbound marketing campaigns directly in Vision
Link your HubSpot inbound marketing tool with your Deltek Vision ERP system
Maintain consistent marketing data
Create a real-time information hub in Deltek Vision CRM with the latest customer behaviors & activities
Share marketing awareness with your entire organization
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Better Data for Better Marketing
Identify poorly formatted
emails
Consolidate duplicate
addresses
Document “Bounces”
Manage “Unsubscribes”
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Error Verifications
** FREE GIVEAWAY TO ALL ATTENDEES **
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Before We Go On…
Finding leverage
Customization
Better data
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Please submit a survey for this session via the
mobile app.
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48
Learn More
Get plugged in
• Join a user group (regional, virtual)
• Interact in Kona – Client Advisory Council
(CAC) and more! ([email protected])
• Join the MVP program
Visit the Vision kiosks in the Expo Hall
Follow the Vision Blog @ http://bit.ly/Vision_Blog
Attend a live VPM, CRM, Resource Planning,
demo or sign up for an upcoming webinar at
Deltek.com
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Contact Information
Karen Crilly, LEED AP, BG Buildingworks
303.278.3820, extension 5335
Graham Gardner, Full Sail Partners
888.552.5535, extension 121
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©2016 Deltek, Inc. All Rights Reserved 50
Speaker Information
Karen Crilly, LEED AP, BG Buildingworks
– 303.278.3820, extension 5335
Graham Gardner, Full Sail Partners
– 888.552.5535, extension 121