MakesBridge Tabs – serve MakesBridge application pages within Salesforce using authentication• BMS Publishing• BMS List Management• BMS Reports
• SAM (Sales Automation Module)
Visual Force Pages – fetch MaksBridge data using MakesBridge API• BMS Quick Campaigner• BMS Quick Campaigner - Manually Add to Workflow
Iframe - serve MakesBridge application pages within Salesforce using authentication
• MakesBridge Activity Window (custom field)• BMS Quick Campaigner html editor• BMS Quick Campaigner analytics• HTML Templates in BMS Quick Campaigner
Button - serve MakesBridge application pages within Salesforce using authentication
• Start Marketing button at BMS Quick Campainger
Integration Methods & Salesforce Map
Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
Data Import Options: Salesforce Lead & Contact records MakesBridge
• One time Lead & Contact Import- immediate upon activation• Recurring Imports - schedule to run daily, weekly, monthly)• Peering – imports records that are new and/or changes since last peering import.
Peering runs as frequently as every 30 minutes
Data Exports: MakesBridge Salesforce
• Do Not Email (email opt-out) Lead Object & Contact Object Email Opt Out field. Optional and handled by a scheduler setup by end user.
• MakesBridge and Email Activity Lead Object & Contact Object BMS Related List Items (BMS History, BMS Link IDs, BMS Hot List, BMS Subscriptions, BMS Link IDs). Synchs every 2 hours for all activity that occurs since previous synch. User may turn this off to avoid data storage expense.
• Custom Field – Lead Score : Record Lead Score Value Lead Object & Contact Object Custom Field “MakesBridge Lead Score. Updated every two hours – chron job / thread is run every two hours
Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
Marketing: Campaign Publishing
Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
BMS Quick Campaigner
Functions available from this page:
• Send Mass Email• Add to Message Stream (marketing automation)• Use or create a marketing automation flow• View performance report
Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
Send Mass Email
Functions & Features• Single shot emails• Add to blended message automation streams• Full campaign performance analytics• HTML Editor• Dozens of templates• Custom templates
Integration Method:• Visual Force Page
Salesforce Object:• Campaign
Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
Add to Automation StreamIntegration Method:• Visual Force Page
Salesforce Object: • Campaign
Marketing• Add to blended marketing stream• Add to blended marketing stream at specific step
Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
Use or Create Automation StreamIntegration Method:• Button – remote authorization to
MakesBridge URL
Salesforce Object: • Campaign
Marketing• Create blended automation process• Choose from automation template or
create new routine
Data Management• Upload CSV (directly to MakesBridge, does
not load to Salesforce)• Import Salesforce contacts, setup recurring
imports, setup peering• Create segments
Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
Performance & Activity
Integration Methods:• Button with pop up – remote authorization to MakesBridge URL• Acivity written to Campaign Object
Salesforce Object: • Campaign
Functions• Full campaign performance analytics• View performance trend of entire drip series• View web visits, conversions, clicks, opens and sent counts
Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
Lists, Targets & Tags
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Import Leads & Contacts
• One time Lead & Contact Import- immediate upon activation• Recurring Imports - schedule to run daily, weekly, monthly)• Peering – imports records that are new and/or changes since last
peering import. Peering runs as frequently as every 30 minutes
Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
Segments are used for targeting and business intelligence
• Target based on any attribute or online interaction
• Unlimited fields• Filter against all fields imported from
Lead & Contact object• Blend attributes – demographics, static
attribute data, web visits, email responses, lead score, form submissions
• Track growth trends of key performance indicators (KPIs)
• Compare KPIs• Plot cause and effect• Drag-and-drop custom chart creation
*See more information about our incredible reports and analytics in the Reports section of this presentation
Target for better marketing
Business Intelligence & Analytics*
Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
BMS Reports Dashboard Tab
• Track and compare all lead generation campaigns! Including Email, SEO, Social & Affiliates• Full website analytics• Full business intelligence goes way beyond campaign reporting• Customizable charts – drag-n-drop!• Customizable dashboard• Customizable analytics chart player for easy sharing – it’s socially equipped!
Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
BMS Reports Dashboard Tab –Track Prospect and Customer Migration
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BMS Reports Dashboard Tab –Track Automated Marketing Streams
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BMS Reports Dashboard Tab -Full Email Marketing Performance Reports
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BMS Reports Dashboard Tab –Website | Keyword | SEO | Social Analytics
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BMS Reports Dashboard Tab –See what companies are visiting and look them up on LinkedIn
Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
BMS Reports Dashboard Tab -Easily share reports with your team, sales and executivesNo logins or hassles to see reports!
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BMS Reports Dashboard Tab –A drag-and-drop charting tool enables marketers to compare success metrics and measure cause-and-effect! ….
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BMS Reports Dashboard Tab
…. then add that custom chart to a dashboard in seconds!
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MakesBridge Analytics Player
• Create an analytics channel in seconds! (Just like YouTube and SildeShare, but for analytics!• Share with colleagues and into social networks• Allow player and charts to be shared• Agencies and marketing consultants benefit from viral effect
Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
Contacts’ Dashboard, Real Time ActivitiesSales gets 360O view of prospect activity in a single screen …
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SAM Tab –… and can even add individuals into full blended marketing message streams in seconds …
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Lead & Contact Detail Pages -All email marketing activity, responses, subscription status and suppression requests and are written back to Lead and Contact records.
Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
Lead & Contact Detail Pages -All marketing activity, important events, alerts, responses and online behavior is tracked and displayed in one place. With ZERO impact on storage limits!!
Copyright MakesBridge Technology, Inc. 2013. All rights reserved.
Lead & Contact Detail Pages –Visual junkies love clean activity charts and tables …
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Lead & Contact Detail Pages… and prefer having events plotted into a graph
Copyright MakesBridge Technology, Inc. 2013. All rights reserved.