Salesforce for Marketers

Learn about Salesforce. Discover how to use this customer relationship management (CRM) platform to capture leads, manage the lead lifecycle, measure campaign success, and more.

Salesforce is a hugely popular and powerful customer relationship management (CRM) platform that gives marketers the tools they need to put their customers first. Salesforce provides a variety of tools for managing marketing workflows, including digital marketing and paid advertising. This course explores how to enable and utilize these features. Discover how to leverage this platform to communicate with your sales teams; tackle email marketing; connect with prospects and customers using social media; manage the lead life cycle within a Salesforce account; track vendor expenses; visualize marketing project success; and more.

Introduction

• Welcome
• Who is this course for?

1. Marketing with Salesforce

• Advertising
• Connecting with sales teams
• Common workflows for marketers
• Communities
• Digital marketing
• Importing external data

2. Tools

• Email apps
• Capturing leads from the web
• Data cleansing
• Social media
• Scoring leads
• Lead life cycle

3. Marketing Workflows

• Finding new prospects and customers
• Organizing leads
• Campaign management
• Managing vendors
• Measuring success
• Visualizing marketing data

Conclusion

• Next steps