Customer Spotlight - Amazon S3 · 02/11/2016 · marketing campaigns directly in Vision Link your HubSpot inbound marketing tool with your Deltek Vision ERP system Maintain consistent

Customer Spotlight:

The 411 on Vision

Marketing Campaigns

Karen L. Crilly, LEED AP BG Buildingworks

Graham D. Gardner, Full Sail Partners

©2016 Deltek, Inc. All Rights Reserved 2

WHAT’S THE 411?

So, What Exactly Qualifies

As A Marketing Campaign?

How Do Marketing

Campaigns Work In Deltek

Vision?

Advanced Marketing

Campaigns

Taking Marketing

Campaigns To The Next

Level

So, What Exactly Qualifies As A Marketing Campaign?






BG BUILDINGWORKS EXAMPLES


BG BUILDINGWORKS EXAMPLES







Before we go on…

Everything you do in marketing can be considered a marketing campaign.

Remember…define it, quantify it, and track it.

And, REPURPOSE it – multiple levels and channels!


How Do Marketing Campaigns Work In Deltek Vision?













Before we go on…

Vision Marketing Campaigns act as a central intelligence repository for all of your marketing efforts

Deltek’s roadmap & iAccess

Native Functionality In Vision:Advanced Marketing Campaigns










Before we go on…

How can you fine-tune your Vision skills to become more proficient with these types of features?

User settings and permissions; how to gain more user rights!

Taking Marketing CampaignsTo The Next Level


Outbound Marketing in Deltek Vision

Reduce duplication

Consistency and

accuracy of data

Track performance

Analyze statistics

Save time

Leverage results





Collection of Statistics for All Campaigns


Individual Statistics for Each Campaign

Inbound Marketing in Deltek Vision

Track performance of inbound marketing campaigns directly in Vision

Link your HubSpot inbound marketing tool with your Deltek Vision ERP system

Maintain consistent marketing data

Create a real-time information hub in Deltek Vision CRM with the latest customer behaviors & activities

Share marketing awareness with your entire organization


Better Data for Better Marketing

Identify poorly formatted

emails

Consolidate duplicate

addresses

Document “Bounces”

Manage “Unsubscribes”



Error Verifications

** FREE GIVEAWAY TO ALL ATTENDEES **

Before We Go On…

Finding leverage

Customization

Better data


Please submit a survey for this session via the

mobile app.

48

Learn More

Get plugged in

• Join a user group (regional, virtual)

• Interact in Kona – Client Advisory Council

(CAC) and more! ([email protected])

• Join the MVP program

Visit the Vision kiosks in the Expo Hall

Follow the Vision Blog @ http://bit.ly/Vision_Blog

Attend a live VPM, CRM, Resource Planning,

demo or sign up for an upcoming webinar at

Deltek.com

mailto:[email protected]

http://bit.ly/Vision_Blog


Contact Information

Karen Crilly, LEED AP, BG Buildingworks

[email protected]

303.278.3820, extension 5335

Graham Gardner, Full Sail Partners

[email protected]

888.552.5535, extension 121


Speaker Information

Karen Crilly, LEED AP, BG Buildingworks

– [email protected]

– 303.278.3820, extension 5335

Graham Gardner, Full Sail Partners

– [email protected]

– 888.552.5535, extension 121

Documents

Customer Spotlight - Amazon S3 · 02/11/2016 · marketing campaigns directly in Vision Link your HubSpot inbound marketing tool with your Deltek Vision ERP system Maintain consistent