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Sales Basics
How Campaigns Can Help

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How Campaigns Can Help

You can use Salesforce campaigns in a variety of businesses and marketing processes throughout the marketing cycle. Campaigns help organize your marketing plan and assets. Plus, when you set up your campaign records effectively, they contain valuable data that you can use to optimize future efforts.

Required Editions

Available in: all editions
Example
Example

One way that Happy Homes LLC generates leads is by sharing white papers for first-time home buyers and aspiring real estate investors. Its marketing manager, Kamal, creates two campaigns: Whitepaper - First Timers and Whitepaper - New Investors, which roll up to the parent campaign Whitepapers. When a buyer enters information in the web-to-lead form on the Happy Homes website, the submission creates a lead record. The lead record can be added as a campaign member with a status of Downloaded.

Over time, the two white papers get a lot of traffic. The sales team follows up on the leads while Kamal reviews which audience segment is more engaged. Because he organizes his campaigns by the Campaign Type field, he can also investigate how white papers stack up against emails, webinars, and other marketing efforts.

 
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