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Empower Your Marketing Team with No Code (Just Clicks) Solution in Salesforce

blog marketing and sales alignment reporting Feb 28, 2022

In today's data-centric world, marketers are always looking for the latest data to help them make informed decisions on the marketing strategies that are working. 

Such data is also valuable for helping marketers prove the impact of their marketing activities.

Salesforce is one of the tools that has been empowering marketers for years now with data-driven reports. However, for most marketers, the data from their marketing activities often requires input from the technical personnel to help them solve any data quality issues such as missing values.

Even when marketers take on the data cleaning tasks, they spend too much time on data cleaning instead of generating the reports that demonstrate the impact of different marketing initiatives on the organization's revenue.

Challenges Your Marketing Team is Facing

Salesforce Reporting is a game-changing feature that allows your marketing team to tap into the benefits of data-centric marketing campaigns. 

However, the major challenge is that they must rely on other teams to convert the technical data from Salesforce into information they can use to report the success of their marketing campaigns.

While their reliance on other teams works out, for the most part, they are stranded when these technical teams have to deal with their projects and data. This leaves your marketing team unable to use the data from Salesforce reports.

For your business to thrive, you must empower your marketing team by finding a solution that addresses the major causes of these problems marketers face when using Salesforce reporting.

The challenges your team faces aren't due to the inefficiency of Salesforce as a CRM solution. Instead, they arise because your business lacks some of the safeguards that allow your marketing teams to make the most of the features Salesforce offers.

A survey of marketers showed that marketing teams struggle with data management tasks primarily because they lack the in-house support and resources they need to execute these tasks.

Fortunately, you can fix these challenges by identifying their causes and resolving them from the root.

Some of the reasons for the struggles your marketing team faces include:

A lack of data stewardship in your business

Data stewardship refers to the processes your business has in place to ensure that the data you collect is usable, accessible, safe, and trustworthy. In short, it is the steps you take to ensure that your business works with high-quality data.

Without data stewardship in place, your marketing team will constantly deal with missing data, inaccurate data, and unreliable data. Such data leads to poor results and poor decisions.

With the right data stewardship efforts in place, your marketing team can have access to complete and accurate data that they can use to demonstrate the impact of their marketing campaigns on sales and revenue.

For instance, a marketer can track the data lineage, revealing the data's lifecycle, including its origin and business context. Users can also trace the source of errors and take the necessary steps to correct them.

When data stewardship is lacking in a company, everyone from the marketing department to key decision-makers will rely on poor-quality data to make essential business decisions.

Heavy reliance on other teams

Marketers want to prove the results of their marketing campaign. But they lack the expertise to use data from Salesforce without the help of other teams.

Marketers are more inclined towards creativity by developing marketing programs to drive brand awareness and improve business revenue.

One problem, however, is that most CEOs mistrust marketers, making it even more critical that marketers present objective data to prove the impact of their activities on business revenues and growth.

This leaves your marketing team heavily reliant on other teams, such as database administrators. Historically, data management tasks have been the responsibility of IT departments. However, shifting priorities in organizations have resulted in marketers taking charge of their data management.

Although marketers have made efforts to perform data management tasks independently, they are still heavily reliant on input from other teams in your company.

While these teams are happy to help, they aren't always available, especially when they have higher-priority tasks that their departments have to handle.

By depending on these teams, marketers have to choose between the data they can use or the reports they can generate.

Low Level of Priority for Marketing Issues

When you compare the results from sales vs. marketing, it's more likely that sales will have more impressive results. Marketers, especially in the B2B space, are often pressured to justify their marketing budgets.

While marketers can prove that their campaigns have impacted sales revenues, they need accurate data to tell their story.

However, on account of the challenges we've mentioned, they are often lost at connecting their marketing efforts with sales revenue without the constant input of Salesforce admins to manage and use Salesforce data.

The lack of data quality management also means that businesses have no urgency in dealing with bad data; most lack the systems to measure the impact of bad data on the business.

So how can you empower your marketing team and support them to make the most of Salesforce Reporting to demonstrate the impact of their marketing activities on your bottom line?

No Code, Just Click Solutions in Salesforce

Marketers cannot solve their challenges alone. Therefore, you must empower them with the right tools and solutions to help them use Salesforce data and reporting capabilities without relying on someone technical to help them.

Kudoz is an application available on AppExchange for Salesforce users. It simplifies data quality management and reporting for your marketing team, meaning they will no longer need the expertise of technical teams to resolve their issues.

The no-code (just clicks) solution means that your marketing team no longer has to perform data cleaning manually or rely on technical teams to help with data cleaning. Instead, they can:

  • Claim missing opportunity credit
  • Follow the money
  • Manage Tasks

Claim Missing Opportunity Credit

Not knowing a lead source makes it hard for marketers to report their marketing efforts and campaigns accurately. Kudoz helps your marketing teams work with more accurate data by ensuring that lead sources are populated in Salesforce data.

Why does it matter?

Understanding a lead source allows marketing teams to know how someone found the company. For example, they could have conducted an internet search or visited your website in response to a social media ad.

Marketing teams can add context to their data by understanding lead sources, thus improving marketing efforts through targeted content, ads, communications, etc. Marketing teams can also understand the most valuable lead sources then focus on these valuable sources to generate even more leads.

Follow the Money

B2B marketers must engage prospects through a personalized marketing experience throughout the buying cycle. Kudoz makes the process easier by associating a contact with each opportunity. The opportunity score widget allows you to designate a primary contact and key decision-makers.

By attaching primary contacts and those of key decision-makers to a dataset, marketers are better positioned to personalize the customer's experience, thus building stronger relationships with customers.

As part of personalizing prospects by assigning contacts, marketers can segment their customers and send more targeted communication that is relevant to a group.

For instance, if they have a list of CEO and marketing managers, the messages sent to each of these groups will be different as both have different roles and influence in their organizations.

Manage Tasks

Manually detecting data quality issues is a time-consuming task for marketers. Data cleaning includes activities such as:

  • Removing duplicate, incorrect, incomplete, or duplicate data from a data set
  • Fixing structural errors in data
  • Handling missing data
  • Validating data

Kudoz simplifies data management tasks by regularly scanning new and recently updated data to check whether the data meets Kudoz data quality cues.

When the solution detects any opportunities to meet data quality ques, it automatically creates a task and generates an alert. This means that your marketing team can quickly identify the errors in the data and fix them with a few clicks to avoid the last-minute rush that comes with poor task management.

They also don't have to rely on technical teams to help them resolve data issues. With Kudoz, they can follow the screen prompts to fix issues in data.

Take Your Marketing Team to the Next Level

It is easy to overlook the importance of a marketing team, especially when marketers struggle to deliver the results you expect or proof of the results they claim. However, before you write the team off as unnecessary, you must address the common challenges marketers face. To reiterate, these challenges lie in the technical nature of data and the analytical tasks required to convert it into useful information. 

Using a tool like Kudoz empowers your marketing team to take charge of the data your organization collects, complete that data, and derive useful information even if they lack coding knowledge.

Kudoz simplifies data management by providing easy-to-follow prompts and alerts to help your marketing teams make the most of Salesforce Reporting capabilities.

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