Sales Process

V. Sales Process:

The process is start from Lead.

Leads come from various sources, such as Google Ads, Facebook Ads, phone calls, email marketing campaigns and more.
To keep track of all these campaigns, we store their details in the Salesforce Campaigns object. This helps us manage and analyze the performance of each campaign effectively.

Campaign (Standard): This object is used to track and manage marketing campaigns. It helps to organize marketing strategies, such as Google Ads, Facebook Ads, email campaigns, and events. With the Campaign object we can monitor the performance of each campaign, track leads generated, and measure the effectiveness of your marketing activities. This helps in making informed decisions and optimizing future campaigns.

We have customized the Campaign object as follows:

Data Type	What it holds	Example	Precision
Campaign Name	Text	NA	Stores the name of the campaign.
Active	Checkbox	NA	Indicates whether the campaign is active or not.
Status	Picklist	In Progress Completed Aborted Planned	Specifies the current status of the campaign.
Start Date	Date	NA	Defines the start date of the campaign.
End Date	Date	NA	Defines the end date of the campaign.
Expected Revenue in Campaign	Currency	NA	Represents the expected revenue from the campaign.
Budgeted Cost in Campaign	Currency	NA	Represents the budgeted cost for the campaign.
Leads in Campaign	Number	NA	Indicates the total number of leads generated by the campaign.
Converted Leads in Campaign	Number	NA	Shows the number of leads that were converted into customers through the campaign.

Here’s a quick guide to creating a campaign in Salesforce:
o Log in to Salesforce, go to the “Campaigns” tab in the navigation bar (or use the App Launcher).
o Click “New” to create a new campaign.
o Fill in the details:
 Campaign Name (e.g., “Email Campaign September 2024”).
 Type: Select the type of campaign (e.g., email, event, and social media).
 Status: Set the status of the campaign (e.g., In Progress, Planned, and Completed).
 Start and End Date: Choose the start and end date for your campaign.
 Budgeted Cost: Enter the estimated cost of running the campaign.
 Expected Revenue: Estimate how much revenue you expect to generate from the campaign.
o Click “Save”.
o Add leads or contacts as Campaign Members if needed.

Let’s suppose the company is running a campaign called Google Ads for May 2024. Through this campaign, they captured 22 leads, and out of those, 14 were converted into opportunities (potential sales).

Campaign Members are individuals or leads associated with a specific campaign. They represent the people or businesses targeted by the campaign, such as leads, contacts, or prospects. All campaign members who are leads or contacts are stored in a related list within the campaign, called “Campaign Members.”

ABC Corporation purchases customer data from another company. After that, the sales team runs an email campaign and sends emails to these potential customers. If any of the customers reply to the email, showing interest, the sales user will create a new lead in the system. Once the lead is created, the sales user will also add it to a campaign to track and manage the follow-up process. This way, the sales team can efficiently handle interested customers and keep their outreach organized.

Below are the steps to create a lead and add it as a campaign member for Email Campaign – September 2024:

1. First, go to the Lead tab and click on “New.”
2. Enter the details: First Name, Last Name, Lead Status, Company, Interested in Project, Unit Type,
Budget, Lead Source, Email, Phone, and Rating.
3. Save the lead.