Archive for the ‘CRM Integration’ Category

Create a Leads by Score report in Salesforce.com to prioritize sales efforts

Monday, March 11th, 2013

There are many benefits that come from a fully deployed marketing automaton system including a better, more informed view of prospects and their activities.

This can all be summarized into a lead score that is a quantitative measure of how engaged (or not) a prospect is and, by extension, how ready they are for sales engagement.  Lead scoring doesn’t have to be complex as a few simple scoring rules will allow the best opportunities to rise the top.

Here is a quick “how to” on setting up lead scoring in LoopFuse.  You can choose a variety of criteria to score on from what pages are viewed to what information was submitted via a landing page to open/click activities in your email campaigns.  The thing to remember is that you have the ability to segment and refine prospect engagement based on their actions and information.

Once your scoring is set up, your sales team can then use the scoring to prioritize their efforts and gain some additional insight into where a particular prospect is in the buying cycle.

We suggest creating a “Leads by Score” report in Salesforce.com with the following column headings:

Once this is set up, LoopFuse will continually update the “Last Activity”, “Grade”, and “Score” fields so you can sort and prioritize sales outreach efforts.

Let us know if you’d like some assistance getting this report set up in Salesforce.com.  We’re happy to help!

We would love you to try out LoopFuse here.

To find out exactly what LoopFuse does, click here.

To add LoopFuse to Salesforce.com, click here.

You can follow LoopFuse on Twitter here or join us on our Facebook fan page here.

Replay of LoopFuse and Salesforce.com training session [video]

Monday, October 8th, 2012

To finish off the month of September, we had a product training session that focused on getting LoopFuse integrated with Salesforce. LoopFuse OneView can handle marketing automation tasks on its own, but the real value comes when you start pushing qualified leads to your Sales team in a meaningful way. By tying your Salesforce account to your OneView account, you unlock a powerful force to identify qualified leads and get them moving through the sales pipeline.

Here are some of the topics covered in this product overview video:

A strong pipeline is key to a strong sales experience. Make sure those qualified leads get to a place where your Sales team can deal with them in a comfortable way by connecting LoopFuse and Salesforce.

Richard Murdock (@shinyranger) is the Senior Manager of Customer Support at LoopFuse. Our goal is to make sure you have the best experience possible with our products.

We would love you to try out LoopFuse here.

To find out exactly what LoopFuse does, click here.

To add LoopFuse to Salesforce.com, click here.

You can follow LoopFuse on Twitter here or join us on our Facebook fan page here.

See you at Dreamforce next week in San Francisco!

Friday, September 14th, 2012

Several of us will be in San Francisco next week for Salesforce.com’s annual Dreamforce user conference.  This has become so much more than a user conference and is one of the most significant gatherings of the year focused on software, cloud technologies, and business applications.

We’ll be there and would love to connect.  You won’t find us with the largest booth or the loudest bull horn but we will have some awesome LoopFuse tshirts and would love to connect to show you what we’re all about, how we integrate with Salesforce.com, and share what we have planned for the future.

Going to be there and interested in a chat? Let us know!

The New Formula for Email Marketing

Monday, August 27th, 2012

This is a nicely done video from the folks at Salesforce.com that talks about how they are moving from batch and blast email marketing campaigns to more automated email marketing focused on delivering the right message to the right person at the right time.

They lay out a five step process which includes:

  1. Create personas – who are you trying to reach?
  2. Map the buying process – do you understand the steps your prospects go through when making a buying decision?
  3. Create a content grid – connect your content, collateral, and other marketing assets to each stage of the buying process
  4. Define nurture campaigns – create a nurture flow for each stage of the sales process
  5. Implement your journey – set it up in your favorite marketing automation system (LoopFuse of course!) and turn it on

We would love you to try out LoopFuse here.

To find out exactly what LoopFuse does, click here.

To add LoopFuse to Salesforce.com, click here.

You can follow LoopFuse on Twitter here or join us on our Facebook fan page here.

LeadFlow Enroller and Sandbox Connector added to our Salesforce.com CRM support

Wednesday, May 2nd, 2012

We’ve added two new features for our Salesforce.com CRM support and would love for you to check them out.  You can read the full press release about it here.

  • LeadFlow Enroller – The LoopFuse LeadFlow Enroller allows users to add leads and contacts into an existing LeadFlow program directly from Salesforce.com.  The plugin also displays the LeadFlow programs active for a lead or contact.  The LeadFlow Enroller is available for download from the Salesforce.com AppExchange and is compatible with all paid LoopFuse OneView accounts.  More details on how it works and setting it up are here.

Download the LoopFuse LeadFlow Enroller from the AppExchange

  • Sandbox Connector – The LoopFuse Sandbox Connector provides the ability to create a LoopFuse testing environment to be used with sandbox functionality available in Enterprise and Unlimited Salesforce.com Editions.  The Sandbox Connector is available to all paid LoopFuse OneView accounts.

Request more information about the LoopFuse Sandbox Connector

We would love you to try out LoopFuse here.

To find out exactly what LoopFuse does, click here.

To add LoopFuse to Salesforce.com, click here.

You can follow LoopFuse on Twitter here or join us on our Facebook fan page here.

Do you know where your leads are coming from?

Thursday, April 5th, 2012

This is a guest post by Gerad Hoyt, a marketing Specialist with Chequed: Pre Employment Testing.

Do you know where your leads are actually coming from or are you just guessing? If your answer is “Uh yea, we have Google analytics” you’re just flat wrong.  One, for anyone who’s in a lead gen centered business you know how inaccurate Google Analytics can be in reporting “leads”, but also you’re thinking about your leads at too high of a level. The real question behind this is “Where are your good and best leads coming from”. For those of us in marketing (like me) we can report all day on the number of leads we generate but it’s not much value if most of them are crap. The real defining value is know what’s actually driving real, valuable and most importantly, closable leads.

As a result of being fed up with not having insight into where my real leads were coming from, I started doing some digging and came up with an ingenious idea, use my data from Google Analytics and get it into my CRM, Salesforce. After some time banging my head against the wall I was able to come across some tips on how to actually do this from a great, albeit old, post from Justin Cutroni called Integrating Google Analytics With a CRM (for those of you who want to implement this, the post will give you almost everything you would need including the Javascript). Essentially what the script Justin created is able to do is strip data from your existing Google Analytics, and allows you to populate that data into hidden fields within a form…simply brilliant! You’ll have to do some modifications to your Salesforce forms to make sure that its mapping to your fields correctly but with some intuition you can figure it out. Once you get this implemented you get exposure to a whole new world of data that gives a ton of insight into your lead and sales pipeline (if you’re using Salesforce the right way).

While implementing this does provide a ton of data, you will also need to have a solid process for scoring leads and pipelining them. For this you’ll need to adopt the scoring to your sales process and cycle. Salesforce does have some good tips on leveraging lead scoring in their 9 Tips for Using Lead Scoring to Close More Deals. You can also leverage some of the awesome lead scoring technology from (time for the shameless plug) Loopfuse to help out as well.

Once you have your process, CRM and the pull script aligned you can begin to get incredible insight into what’s really driving your best leads as well as sales. This data will then allow you to really know how your marketing is really impacting the bottom line and know where all that revenue is really coming from.

We would love you to try out LoopFuse here.

To find out exactly what LoopFuse does, click here.

To add LoopFuse to Salesforce.com, click here.

You can follow LoopFuse on Twitter here or join us on our Facebook fan page here.

Identified uses LoopFuse with Salesforce.com to prioritize and score leads [video]

Thursday, March 1st, 2012

We recently shared the outstanding results that Identified achieved by deploying LoopFuse in their fast growing company.  Doubling revenues month over month is awesome and Product Marketing Director Jen Picard shares why they went looking for a marketing automation solution, how they ended up choosing LoopFuse, and some insight on how to approach prioritizing leads and setting up lead nurturing email programs with LoopFuse + Salesforce.com.

Thanks Jen for the kind words about how friendly we are to the marketing budget as well as explaining how you were able to get up on running on LoopFuse in minutes.

Enjoy!

We would love you to try out LoopFuse here.

To find out exactly what LoopFuse does, click here.

To add LoopFuse to Salesforce.com, click here.

You can follow LoopFuse on Twitter here or join us on our Facebook fan page here.

4 Reasons Why LoopFuse Forms Are The Best Web-to-Lead Solution

Monday, November 28th, 2011

We’re always getting good questions from new users on the benefits of using LoopFuse in various ways. One question that seems to come up time to time is: “How do LoopFuse web forms differ from Salesforce.com’s Web-to-Lead feature?” Web-to-Lead and LoopFuse forms do share a lot of common functions, so I think that is where the initial confusion lies. LoopFuse forms can do everything Web-to-Lead does, such as capture data, return to a Thank You page, trigger an auto-response email, and assign registrants to a specific Salesforce.com campaign. There is quite a bit more, however, that LoopFuse forms can do for your Lead capture.

Here are a few ways that using LoopFuse can be better for capturing Leads on your website.
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We are proud to be part of our customers' explosive growth

Tuesday, November 8th, 2011

Your customers always say it best and some of our favorite quotes include:

“…we love how simply it integrates with Salesforce.com”

“As our business has grown…LoopFuse has been able to scale with us”

“As our business was growing…price point was extremely reasonable compared to…competitors”

We would love you to try out LoopFuse here.

To find out exactly what LoopFuse does, click here.

To add LoopFuse to Salesforce.com, click here.

You can follow LoopFuse on Twitter here or join us on our Facebook fan page here.

Marketing Automation Blueprint - The Ultimate "How To" Guide

Monday, October 17th, 2011

This is a guest post from Tom Callway, Marketing Manager at IT monitoring platform company Opsview. You can connect with Tom on Linkedin or follow him on Twitter @opsview. Also be sure to check out Tom talking about the impact LoopFuse made at Opsview in this video.

I joined a UK technology start-up as Marketing Manager in 2009 and was immediately tasked with increasing the number of high quality leads to our sales team by 500%. Tough call? Yes, but this is how I did it. (more…)