Using Project Templates to Streamline Marketing Campaigns

One of the powerful things about Salesforce is the visibility it gives you into your prospect to customer pipeline. When your marketing team leverages campaigns to plan their efforts, you’ll start to see how the marketing activities help move prospects through your funnel.

Ask any marketer and you’ll find out that a lot of work goes on behind the scenes of any campaign. Whether it’s something as seemingly simple as an email newsletter to your existing prospect base, or as complicated as coordinating a multi-day tradeshow, there are a lot of moving parts to coordinate.

That’s where an integrated project management solution can help. Let’s take a look at how using project templates can help streamline execution of your standard marketing campaigns.

Step 1: Identify your routine marketing projects. In today’s example, we’ll look at an email newsletter.

Step 2: Create your project template. Consider the steps you need to take in order to accomplish the objective, and in what order things need to happen. Here’s an example of how your sample project template may look.