Here are some quick tips on getting the most out of the Campaign Calendar app trial. If you are a marketing user in Salesforce.com and haven't yet installed the trial, it installs easily in minutes without any data migration or complex configuration. To get you started, here are the QuickStart Installation Instructions as well as the link to Campaign Calendar's AppExchange listing.
The clever term "Campaigns to Cash" is thrown around to describe the closed loop tracking of marketing efforts from execution through a closed sale. It's catchy, and it sums up in a nutshell the reason for tracking Campaigns in Salesforce, but it is only a reality if there is a connection between campaigns and opportunities - or in other words, a connection between marketing and sales.
Regardless of the tactical level of your campaign tracking, you should structure your Salesforce Campaigns with the right level of granularity- the level that your team is comfortable and committed to maintaining.
The best practice for building a naming convention was always to store every critical attribute within the campaign name. Attributes started broadly with a channel or market segment, and then became more specific as they moved down the hierarchy to launch dates or version numbers.
When implemented correctly, Campaigns are an excellent tool to track ROI and KPIs, optimize efforts, record marketing activity and provide accountability and visibility to the rest of the company.However, this is not the full story.
The Campaigns tab in Salesforce.com often takes a backseat to Sales functionality. This is unfortunate because closed-loop ROI tracking is integral to how Campaigns interact with your sales process. Depending on the sophistication of your marketing processes, a Campaigns implementation can be a relatively daunting undertaking.