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          Capture ROI with Campaigns

          Capture ROI with Campaigns

          Organize and track your marketing efforts with Salesforce campaigns. When you align your campaign structure to your business processes and strategies, you can report ongoing marketing performance and ROI across activities and segments.

          • Get to Know Salesforce Campaigns
            Many cross-functional teams struggle to adequately communicate and hand off important data and resources. Use Salesforce campaigns to bridge the gap between marketing and sales and promote your successes to internal stakeholders. You can define campaign types, organize assets, add members, create campaign hierarchies, and then track and report on campaign performance. Tools like Campaign Influence and Einstein Attribution help attribute success and optimize future campaigns.
          • Set Up Campaigns in Salesforce
            Salesforce campaigns help you track engagement and report on your marketing efforts. They’re fully customizable to meet your business needs, which means it takes some planning and a few steps to configure the Campaign object to support effective marketing campaigns.
          • Working with Campaigns
            Salesforce campaign records support your team throughout the campaign lifecycle. Use campaigns to communicate and share resources with coworkers during planning and execution, and then monitor and report on campaign successes.
          • Manage Campaign Members
            Add members to campaigns and update member statuses to keep your campaigns humming.
          • Campaign Influence
            Understand how your campaigns are affecting your opportunity pipeline.
          • Connect Account Engagement and Salesforce Campaigns
            If you’re new to Salesforce and Account Engagement, the Connected Campaigns feature is already partially enabled. Connect campaigns to save time, reduce clutter, and access valuable cross-product features. For example, work with Campaign Influence attribution models, Engagement History, and Einstein Campaign Insights for a complete view of your business. Plus, you can work with prospects and engagement data without leaving Salesforce.
          • Leads
            Track prospects apart from your contacts and opportunities with Salesforce lead records. After you’ve qualified your lead records, convert them to contacts and create accounts for them (if you don’t already have the accounts in Salesforce). And hopefully, create opportunities to bolster your pipeline.
           
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          Salesforce Help | Article