Salesforce Integration - Updated Fall 2014

MakesBridge Tabs – serve MakesBridge application pages within Salesforce using authentication• BMS Publishing• BMS List Management• BMS Reports

• SAM (Sales Automation Module)

Visual Force Pages – fetch MaksBridge data using MakesBridge API• BMS Quick Campaigner• BMS Quick Campaigner - Manually Add to Workflow

Iframe - serve MakesBridge application pages within Salesforce using authentication

• MakesBridge Activity Window (custom field)• BMS Quick Campaigner html editor• BMS Quick Campaigner analytics• HTML Templates in BMS Quick Campaigner

Button - serve MakesBridge application pages within Salesforce using authentication

• Start Marketing button at BMS Quick Campainger

Integration Methods & Salesforce Map

Copyright MakesBridge Technology, Inc. 2013. All rights reserved.

Data Import Options: Salesforce Lead & Contact records MakesBridge

• One time Lead & Contact Import- immediate upon activation• Recurring Imports - schedule to run daily, weekly, monthly)• Peering – imports records that are new and/or changes since last peering import.

Peering runs as frequently as every 30 minutes

Data Exports: MakesBridge Salesforce

• Do Not Email (email opt-out) Lead Object & Contact Object Email Opt Out field. Optional and handled by a scheduler setup by end user.

• MakesBridge and Email Activity Lead Object & Contact Object BMS Related List Items (BMS History, BMS Link IDs, BMS Hot List, BMS Subscriptions, BMS Link IDs). Synchs every 2 hours for all activity that occurs since previous synch. User may turn this off to avoid data storage expense.

• Custom Field – Lead Score : Record Lead Score Value Lead Object & Contact Object Custom Field “MakesBridge Lead Score. Updated every two hours – chron job / thread is run every two hours


Marketing: Campaign Publishing


BMS Quick Campaigner

Functions available from this page:

• Send Mass Email• Add to Message Stream (marketing automation)• Use or create a marketing automation flow• View performance report


Send Mass Email

Functions & Features• Single shot emails• Add to blended message automation streams• Full campaign performance analytics• HTML Editor• Dozens of templates• Custom templates

Integration Method:• Visual Force Page

Salesforce Object:• Campaign


Add to Automation StreamIntegration Method:• Visual Force Page

Salesforce Object: • Campaign

Marketing• Add to blended marketing stream• Add to blended marketing stream at specific step


Use or Create Automation StreamIntegration Method:• Button – remote authorization to

MakesBridge URL


Marketing• Create blended automation process• Choose from automation template or

create new routine

Data Management• Upload CSV (directly to MakesBridge, does

not load to Salesforce)• Import Salesforce contacts, setup recurring

imports, setup peering• Create segments


Performance & Activity

Integration Methods:• Button with pop up – remote authorization to MakesBridge URL• Acivity written to Campaign Object


Functions• Full campaign performance analytics• View performance trend of entire drip series• View web visits, conversions, clicks, opens and sent counts


Lists, Targets & Tags


Import Leads & Contacts

• One time Lead & Contact Import- immediate upon activation• Recurring Imports - schedule to run daily, weekly, monthly)• Peering – imports records that are new and/or changes since last

peering import. Peering runs as frequently as every 30 minutes


Segments are used for targeting and business intelligence

• Target based on any attribute or online interaction

• Unlimited fields• Filter against all fields imported from

Lead & Contact object• Blend attributes – demographics, static

attribute data, web visits, email responses, lead score, form submissions

• Track growth trends of key performance indicators (KPIs)

• Compare KPIs• Plot cause and effect• Drag-and-drop custom chart creation

*See more information about our incredible reports and analytics in the Reports section of this presentation

Target for better marketing

Business Intelligence & Analytics*


BMS Reports Dashboard Tab

• Track and compare all lead generation campaigns! Including Email, SEO, Social & Affiliates• Full website analytics• Full business intelligence goes way beyond campaign reporting• Customizable charts – drag-n-drop!• Customizable dashboard• Customizable analytics chart player for easy sharing – it’s socially equipped!


BMS Reports Dashboard Tab –Track Prospect and Customer Migration


BMS Reports Dashboard Tab –Track Automated Marketing Streams


BMS Reports Dashboard Tab -Full Email Marketing Performance Reports


BMS Reports Dashboard Tab –Website | Keyword | SEO | Social Analytics


BMS Reports Dashboard Tab –See what companies are visiting and look them up on LinkedIn


BMS Reports Dashboard Tab -Easily share reports with your team, sales and executivesNo logins or hassles to see reports!


BMS Reports Dashboard Tab –A drag-and-drop charting tool enables marketers to compare success metrics and measure cause-and-effect! ….


BMS Reports Dashboard Tab

…. then add that custom chart to a dashboard in seconds!


MakesBridge Analytics Player

• Create an analytics channel in seconds! (Just like YouTube and SildeShare, but for analytics!• Share with colleagues and into social networks• Allow player and charts to be shared• Agencies and marketing consultants benefit from viral effect


Contacts’ Dashboard, Real Time ActivitiesSales gets 360O view of prospect activity in a single screen …


SAM Tab –… and can even add individuals into full blended marketing message streams in seconds …


Lead & Contact Detail Pages -All email marketing activity, responses, subscription status and suppression requests and are written back to Lead and Contact records.


Lead & Contact Detail Pages -All marketing activity, important events, alerts, responses and online behavior is tracked and displayed in one place. With ZERO impact on storage limits!!


Lead & Contact Detail Pages –Visual junkies love clean activity charts and tables …


Lead & Contact Detail Pages… and prefer having events plotted into a graph


Salesforce Integration - Updated Fall 2014

Software

Transcript of Salesforce Integration - Updated Fall 2014