Salesforce Best Practices for Marketers

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Presented by

Courtney Kehl and Stacy O'Leary

About this talk

The role of a Marketer is to generate interest and create a pipeline to pass on to the sales team. Most marketers are familiar with tools like HubSpot or Marketo, but these tools often fall short in capturing the entire prospect and client lifecycle from interest to closed-won. Salesforce is a CRM (Customer Relationship Manager) that acts as the swiss army knife of your tech stack. Marketing is just one part of a company’s overall tech stack, and without an integrated CRM, your growing pipeline will quickly become stagnant. A well-established Salesforce Org is the key to monitoring the qualification process, managing prospect/customer communication, and capturing up-to-date data and reporting. In this webinar, Stacy O’Leary from Quickly Consulting will discuss best practices for implementing Salesforce within your marketing tech stack. What You Will Learn: -What Salesforce is and why Marketers need it -How Salesforce integrates with other platforms in your tech stack -Salesforce terminology and best practices for Marketers -How to maintain data quality and integrity in your Salesforce Org

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