Campaign Inclusion Reports
Last Updated on Wednesday, 3 December 2008 07:59 Written by Steve Wednesday, 3 December 2008 07:59
When you’re doing complex relationship management, you’ve got a number of outreach activities going on. Parties, one-on-one meetings, special nurture tracks, etc. It can be very bad for the relationship you’re trying to develop if these activities are in conflict. You need to make sure they all play nice together as far a content, timing, and execution goes.
You also need a system to help you grab people depending on which activities they have been a part or, or have not been a part of. Example: give me everyone who attended our luncheon and isn’t on our special VIP nurture track. It’s these people who I want to reach out to with some special information. But I don’t want the VIPs to get this info, because they’re getting something in a couple weeks that is more in-depth.
Right now Salesforce.com can’t do this kind of reporting. I can look at inclusion on certain campaigns, but can’t look across campaigns. I wish I had a report with this kind of interface:
This way I could pull out people based on what they have and haven’t done. If you agree that this is a worthwhile feature, please vote for this idea!
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Steve,
That’s a great idea. I saw a demo from the folks at RightOn Interactive, who make a product called 5Buckets. This does exactly what you’re talking about, layering report results on top of each other, adding and subtracting each until it generates a final Contact/Lead list, which it then displays, emails, faxes, etc.