Salesforce Integration - Updated Fall 2014
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The document outlines the integration of Makesbridge functionalities within Salesforce, including data import/export options, campaign management, and analytics features. Key offerings include the BMS Quick Campaigner for managing mass emails, tracking performance, and automating marketing workflows. Additional features include real-time activity tracking for leads and contacts, customizable reporting and analytics dashboards, and comprehensive data management capabilities.
Salesforce Integration - Updated Fall 2014
- 1. MakesBridge Tabs – serve MakesBridge application pages within Salesforce using authentication • BMS Publishing • BMS List Management • BMS Reports • SAM (Sales Automation Module) Visual Force Pages – fetch MaksBridge data using MakesBridge API • BMS Quick Campaigner • BMS Quick Campaigner - Manually Add to Workflow Iframe - serve MakesBridge application pages within Salesforce using authentication • MakesBridge Activity Window (custom field) • BMS Quick Campaigner html editor • BMS Quick Campaigner analytics • HTML Templates in BMS Quick Campaigner Button - serve MakesBridge application pages within Salesforce using authentication • Start Marketing button at BMS Quick Campainger Integration Methods & Salesforce Map Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 2. Data Import Options: Salesforce Lead & Contact records MakesBridge • One time Lead & Contact Import- immediate upon activation • Recurring Imports - schedule to run daily, weekly, monthly) • Peering – imports records that are new and/or changes since last peering import. Peering runs as frequently as every 30 minutes Data Exports: MakesBridge Salesforce • Do Not Email (email opt-out) Lead Object & Contact Object Email Opt Out field. Optional and handled by a scheduler setup by end user. • MakesBridge and Email Activity Lead Object & Contact Object BMS Related List Items (BMS History, BMS Link IDs, BMS Hot List, BMS Subscriptions, BMS Link IDs). Synchs every 2 hours for all activity that occurs since previous synch. User may turn this off to avoid data storage expense. • Custom Field – Lead Score : Record Lead Score Value Lead Object & Contact Object Custom Field “MakesBridge Lead Score. Updated every two hours – chron job / thread is run every two hours Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 3. Marketing: Campaign Publishing Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 4. BMS Quick Campaigner Functions available from this page: • Send Mass Email • Add to Message Stream (marketing automation) • Use or create a marketing automation flow • View performance report Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 5. Send Mass Email Functions & Features • Single shot emails • Add to blended message automation streams • Full campaign performance analytics • HTML Editor • Dozens of templates • Custom templates Integration Method: • Visual Force Page Salesforce Object: • Campaign Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 6. Add to Automation Stream Integration Method: • Visual Force Page Salesforce Object: • Campaign Marketing • Add to blended marketing stream • Add to blended marketing stream at specific step Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 7. Use or Create Automation Stream Integration Method: • Button – remote authorization to MakesBridge URL Salesforce Object: • Campaign Marketing • Create blended automation process • Choose from automation template or create new routine Data Management • Upload CSV (directly to MakesBridge, does not load to Salesforce) • Import Salesforce contacts, setup recurring imports, setup peering • Create segments Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 8. Performance & Activity Integration Methods: • Button with pop up – remote authorization to MakesBridge URL • Acivity written to Campaign Object Salesforce Object: • Campaign Functions • Full campaign performance analytics • View performance trend of entire drip series • View web visits, conversions, clicks, opens and sent counts Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 9. Lists, Targets & Tags Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 10. Import Leads & Contacts • One time Lead & Contact Import- immediate upon activation • Recurring Imports - schedule to run daily, weekly, monthly) • Peering – imports records that are new and/or changes since last peering import. Peering runs as frequently as every 30 minutes Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 11. Segments are used for targeting and business intelligence • Target based on any attribute or online interaction • Unlimited fields • Filter against all fields imported from Lead & Contact object • Blend attributes – demographics, static attribute data, web visits, email responses, lead score, form submissions • Track growth trends of key performance indicators (KPIs) • Compare KPIs • Plot cause and effect • Drag-and-drop custom chart creation *See more information about our incredible reports and analytics in the Reports section of this presentation Target for better marketing Business Intelligence & Analytics* Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 12. BMS Reports Dashboard Tab • Track and compare all lead generation campaigns! Including Email, SEO, Social & Affiliates • Full website analytics • Full business intelligence goes way beyond campaign reporting • Customizable charts – drag-n-drop! • Customizable dashboard • Customizable analytics chart player for easy sharing – it’s socially equipped! Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 13. BMS Reports Dashboard Tab – Track Prospect and Customer Migration Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 14. BMS Reports Dashboard Tab – Track Automated Marketing Streams Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 15. BMS Reports Dashboard Tab - Full Email Marketing Performance Reports Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 16. BMS Reports Dashboard Tab – Website | Keyword | SEO | Social Analytics Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 17. BMS Reports Dashboard Tab – See what companies are visiting and look them up on LinkedIn Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 18. BMS Reports Dashboard Tab - Easily share reports with your team, sales and executives No logins or hassles to see reports! Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 19. BMS Reports Dashboard Tab – A drag-and-drop charting tool enables marketers to compare success metrics and measure cause-and-effect! …. Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 20. BMS Reports Dashboard Tab …. then add that custom chart to a dashboard in seconds! Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 21. MakesBridge Analytics Player • Create an analytics channel in seconds! (Just like YouTube and SildeShare, but for analytics! • Share with colleagues and into social networks • Allow player and charts to be shared • Agencies and marketing consultants benefit from viral effect Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 22. Contacts’ Dashboard, Real Time Activities Sales gets 360O view of prospect activity in a single screen … Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 23. SAM Tab – … and can even add individuals into full blended marketing message streams in seconds … Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 24. Lead & Contact Detail Pages - All email marketing activity, responses, subscription status and suppression requests and are written back to Lead and Contact records. Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 25. Lead & Contact Detail Pages - All marketing activity, important events, alerts, responses and online behavior is tracked and displayed in one place. With ZERO impact on storage limits!! Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 26. Lead & Contact Detail Pages – Visual junkies love clean activity charts and tables … Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
- 27. Lead & Contact Detail Pages … and prefer having events plotted into a graph Copyright MakesBridge Technology, Inc. 2013. All rights reserved.