Events planning

Events planning

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  • 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.
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