MARKETING AUTOMATION NEWS

Welcome to the latest on best practices, knowledge sharing and system/process updates for our global and regional sales and marketing colleagues.

If you have learning or success to share with the community connect with us.

A Better Salesforce Experience for Marketers – First Step

We are pleased to announce the initial release of the Marketing/Inside Sales Playbook for Salesforce(CRM) is Now Live  as part of IQVIA’s Lead to Cash initiative. This is a first step toward a customized and improved Salesforce(CRM) for Marketers and Inside Sales.

The enhancements in this initial release will provide users with functional and aesthetic updates across key areas including:

• Home Page
• Reports & Dashboards
• Campaigns
• MQL tasks 

For a detailed view of the enhancements please go to the Feature Summary. Future releases are in planning to provide additional enhancements later this year.

For any Salesforce issues or questions please raise a General IQVIA CRM Request and the CRM team will help as quickly as possible. This includes reactivating accounts, new account requests and profile changes. Please request the Marketing Profile to take advantage of the new Marketing/Inside Sales Playbook.

A Guide to Marketing Automation and our Services

If you missed our recent Stakeholder Onboarding/Refresh Training we have posted the deck to the Marketing Automation Toolbox.  This is a great resource if you are new to IQVIA marketing or would like an update regarding any of the following subjects:

• Intro to the MA Team – who we are and what we do​
• Customer Email Outreach and related Marketing Services​
• How Stakeholders work with us ​
• Reporting for Marketers​
• Eloqua Sales Tools

Go to Stakeholder Onboarding/Refresh Training

You can access the recording of the presentation here.

Re-Activate Hard Bounce Backs

A new enhancement now provides you the ability to re-activate a contact or lead that is a ‘hard bounce back’ by correcting the email address in Salesforce. Simply correct/update the email address in Salesforce and the hard bounce back status in Eloqua and Salesforce will be automatically cleared.

When the email address is updated in Salesforce:

1. Hard Bounce Back status resets to null
2. Hard Bounce Back date is cleared
3. Email status resets to ‘Pending’   

The record should be updated in Eloqua within a couple of hours.  Once Eloqua is updated, the contact/lead is re-activated and can be included in marketing campaigns sent by Eloqua.

Review IQVIA’s 365 Day Email Outreach Benchmark Report

Did you know all email delivery results for IQVIA are captured on a rolling 12 month period?  Use the report to review past email performance, view benchmarks against, or explore what subject lines have the best open rates.

As a best practice download a copy on your local drive before making and changes.

The benchmark report is available after the 10th business day of every month on the Marketing and Communications Community SharePoint. 

Lean From a Student’s Point of View – The Feeling of Growing in the Lean Journey

Were you ever curious about how IQVIA Lean students feel about empowering themselves via Lean trainings? Now you can watch this latest testimonial with Karen Foote and Karen Bester – both from Global Site Activation (R&DS) – to get a student’s perspective on the Lean Journey and the value you can take from it: “Initially when I started, I thought what is this about? But as I finished the first week of the Lean Practitioner MOOC, I realized that I want to know more!”

Useful Links

Below you will find a number of links for Marketing Automation tools, resources and reports

• Marketing Automation Toolbox
• Benchmark report
• Coverage report
• NNC report
• Contact Us

Be sure to join in on the Marketing Automation office hours every other Wednesday at 9am EST if you have any questions! The next session is June 2nd.

Confidential – For Internal Use Only