Attention to all marketing professionals. Have you ever wanted to track your marketing ROI? If so, please join us for some networking, food, and fun at the New Mexico Salesforce.com Users Group. July's topic is "Using Salesforce.com Campaigns in the Real World". Presented by a long time salesforce.com Campaign power-user, you will learn how to use salesforce.com to plan, manage, and track both electronic and print marketing.

This user group is for all users, from those just considering salesforce to long-time pros. Don't miss out and RSVP today!

RSVP with name and phone number to usergroup@closedwoncrm.com

Date: Wednesday July 22, 2009
Time: 12 noon to 1 PM

Lunch provided!

Location:
ClosedWon Training CenterTwo Park Square, Suite 200
6565 Americas Parkway NE, Suite 200
Albuquerque, NM 87110 (map)

Topic: Using Salesforce Campaigns in the Real World

Presenters:

• Emily Jones, ZTEC Instruments
• Tim Smith, ClosedWon CTO

Agenda:

• Introductions and Networking
• Campaign Boot Camp
  
  • Naming conventions
  • Member statuses
  • Custom fields
• Executing a Campaign
  • Campaign must-haves
    • Call to action
      • Get a quote
      • Download manuals
      • Download a paper
    • Tracking
  • Mass emails
    • Creating lists and how to segment your database
    • Tagging Links
  • Tracking Print Ads

• Campaign Management and Viability
  
  • Hierarchies
  • Calendars w/ Appirio
  • Reports
• Campaign reporting
  • ROI analysis
  • Creating valuable dashboards

Dates and Topics:

• 07/22 - Using Salesforce Campaigns in the Real World (Originally Scheduled for 7/15)
• 08/12 - Topic TBD
• 09/16 - Topic TBD

Time:
12 noon to 1 PM, lunch provided

Location:
Two Park Square
2nd Floor Training Room
6565 Americas Parkway NE
Albuquerque, NM
http://www.davincisuites.com/inside.php?page=search&state=NM

Speaker:
Mark Morris www.linkedin.com/in/morrismarkw

• President of ClosedWon, an Albuquerque based salesforce.com consultant
• Former VP of Sales and Marketing for ZTEC Instruments, an Albuquerque based high-tech start up

Location:
Two Park Square
2nd Floor Training Room
6565 Americas Parkway NE
Albuquerque, NM
http://www.davincisuites.com/inside.php?page=search&state=NM

Date and Time:
Wednesday June 17, 2009
12 noon to 1 PM

RSVP:
Lunch will be provided. Please RSVP by calling 877-870-9163

Agenda:
11:45-12:00 - Lunch and networking

12:00-12:05 - Introduction to ClosedWon

• What we do (and don't do)
• Our expert team
• Local success stories

12:05-12:15 - Salesforce.com CRM overview

• How does an organization "produce" satisfied customers?
  • The function of marketing, sales, and service organizations
  • Key performance indicators for each organization
• How can salesforce.com manage this "production"?
  • Salesforce.com applications for marketing, sales, and service
    • Visibility and accountability with reports and dashboards of key performance indicators
    • Collaboration with Tasks, Events, and Documents
  • Sales application overview:
    • Customer management using Leads, Accounts, Contacts, and Opportunities
    • Integration with email and mobile
    • Sales pipelines
• What we are not covering
  • Quick description of other salesforce.com applications
  • Introduce App Exchange
  • Introduce force.com

12:15-12:35 - The sales pipeline

• What is a sales pipeline (using concepts from the book "Strategic Selling")
• What does a pipeline look like in salesforce.com, and how is it used to manage/prioritize everyday activities
  • Lead entry and assignment using Web-to-Lead
  • Visualization using list views
  • Key degrees of freedom:
    • Owner
    • Stage
    • Probability
    • Category
    • Next Step
• How do know when sales pipelines are working
  • Common reports and dashboards for key metrics

12:35-12:50 - Forecasting

• Basic forecast reports

• Setting up your initial degrees of freedom
• Adjusting the degrees of freedom using historical data 
• Advanced forecasting using the Forecast tab

12:50-1:00 - Open discussion

See our members on LinkedIn!

We are  excited to announce the creation of a User Group for customers in the state of New Mexico.  Manny Teran of HEI has volunteered to lead the group and is planning a kick-off meeting for late February.

Please sign up for this user group so that you can stay informed of  meetings and events. Just use the simple form on the left under Join Now! and select "New Mexico" from the pull-down menu. 

We hope you will get involved!