Events planning

Events planning
  Copy


More Options: Make a Folding Card




Storyboard Description

This storyboard does not have a description.

Storyboard Text

  • Marketing are planning an event or webinar and have defined a targeted list of people they would like to invite.
  • Events & Webinars Q1 2019  - What events should we run? - Who should we invite?
  • They create a campaign in Saes Cloud and add the targeted list as leads. They add the leads as Campaign Members against Campaigns.
  • They track responses from invitees against the campaign so they are aware of numbers and can prepare appropriately.
  • They host the event and they identify a number of people that they would like a salesperson to follow up with. 
  • They capture these leads on their Salesforce app, link to the campaign created for the event and assign to the relevant salesperson...
  • Or they capture leads the following day when back in the office on their laptop. Sales activity now begins.
More Storyboards By charlottepriest
Explore Our Articles and Examples

Try Our Other Websites!

Photos for Class   •   Quick Rubric   •   abcBABYart   •   Storyboard That's TPT Store