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MARKETING AUTOMATION NEWS

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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. Be the first to share and let others know what is working!

 

 

 

Track Your Campaign Impact:  Salesforce Marketing Reports

 

Marketing Automation has created a number of reports to help you track the results of your Marketing Campaigns. Leverage these key Salesforce reports to measure business impact:

 

  1. 2021_MQLs Summary Report by Campaign

Real time report of Marketing Qualified Leads created in 2021 by Campaign across all channels and regions

 

  1. 2021_MQLs Status Report with Detail

A detailed report of Marketing Qualifies Leads created in 2021 across all channels and regions showing call results, status and opportunity data

 

  1. 2021 MQLs Converted to Opps - SQLs

MQLs generated in 2021 which are converted to Opportunities(all stages)

 

 

 

2021 Holiday Card Templates Now Available for Email & Social

 

Sixteen IQVIA Holiday Card Email templates are now available for use across IQVIA.

 

Individuals can leverage the templates by using Eloqua Engage in Salesforce to send personalized emails to customers.  The templates can be found in Engage by searching for “2021_HolidayCard” or filtering by the 2021 Holiday Templates group.

  • To access these templates you must have Salesforce and Engage access

 

 

Marketers can leverage the templates for an Eloqua Outreach Campaign by following the standard outreach request process starting with the MA Toolbox. Please note that the templates are not available within the outreach request form, so simply select any template and specify the Holiday Card you wish to use in the comments.

 

In addition, six square format and six landscape format holiday-specific social media animations are now available for download and use on your personal social media channels. Visit Brand World to download the available templates: 2021 Holiday (filter for video under “Advanced” in secondary navigation).

 

 

Marketing Automation Open Office Hours – Next Session

 

Get your questions answered by the Marketing Automation team at our next session of MA Open Office Hours on December 1st @9:00am EST.  Join your fellow marketers as we cover the following:

 

·        Best Practice: MQLs from Organic Social

·        Ask a question - Pre-submit your questions here or ask during the call

·        Discuss how to best leverage our systems/process for effective marketing

 

Plan to attend the next MA Open Office Hours on December 1st @9:00am EST. Register here to receive the monthly invite.

 

 

Best Practice: IQVIA Segmentation Tool

 

In the November Marketing Automation Open Office Hours, Kristen Powell and Natalie Punzel presented the new IQVIA Segmentation Tool.  

If you missed the call and are interested in the following topics please review the presentation:

 

  1. What are segments and personas?
  2. What criteria makes up specific personas?
  3. Which persona best suits my requirements?

 

 

 

The best practice new IQVIA Segmentation Tool presentation can be found here.

 

 

 

Grow Your Skills and IQVIA Career with LinkedIn Learning

 

With over 16,000+ online courses, LinkedIn Learning bridges the gap between the career you want and the skills you need. View this on demand webcast by IQVIA Global Talent and Learning experts for an introduction and capability highlights of this individual professional development tool.


This session will highlight:

  • What is LinkedIn Learning?
  • How to access LinkedIn Learning, including using the mobile app
  • Tips & tricks for leveraging LinkedIn Learning

 

 

2022 Lean Training registrations are open!

 

You can register today for all Lean trainings in the upcoming year. Download the deck from this Go IQ article and get access to all training information and registration links. This includes Lean and Lean Automation trainings. We look forward to seeing you there!

 

 

Useful Links

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

1.      Marketing Automation Toolbox

2.      Benchmark report

3.      Coverage report

4.      NNC report

5.      Contact Us

 

Don’t forget to join in on the Marketing Automation office hours which is now monthly on a Wednesday at 9am EST if you have any questions! The next session is December 1st. You can register or pre-submit any questions/topic ideas through the Marketing Automation Toolbox.

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Confidential – For Internal Use Only

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