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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!
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Ensure your Webinar/Event Data Auto-Syncs to Salesforce
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As
many of you know, we have system integrations between ON24(Webinars) &
Cvent (Events) to automatically synchronize data to Eloqua and Salesforce.
The Campaign ID is required for your marketing information to sync
correctly.
Please follow these steps to ensure
a correct synchronization:
- Obtain your Campaign ID first by requesting a
Webinar/Event Outreach or Campaign Code Only on the Marketing
Automation Toolbox
- Marketing Automation will email you the Campaign ID
within 24 hours.
- Provide the Campaign ID when you request your
webinar or event.
- Promote your webinar and event with confidence
knowing that the registrants, attendees and leads will auto-sync to
Eloqua and Salesforce.
Important
note
- any information entered in the event systems before the
Campaign ID is applied will not auto-sync and you will need
to provide a manual data upload.
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Marketing Automation Open Office Hours – Relaunched!
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Get your questions answered by the
marketing automation team. MA Open Office Hours will now be held
monthly and cover the following:
- Learn about a tip or best practice
- Ask a question – Pre-submit your questions here
or ask during the office hours
- Discuss how to best leverage our systems/process
for effective marketing
Plan to attend the next MA Open
Office Hours on July 7th @9:00am EST or email Phil Cuff
at Phil.Cuff@iqvia.com if you need to
be added to the Outlook invitation.
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Do You Have Question About Local Direct Marketing Laws?
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IQVIA’s
Global Privacy team created an overview of direct marketing laws across
different countries to provide guidance for marketers, product
managers, and sales. This document includes a risk assessment key and
details on consent, list screening, and opt-in for direct marketing
including post, email, and SMS.
View and Bookmark
Direct Marketing Guidance for IQVIA.
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IQVIA’s Writing Style Guide and Social Media Best Practices
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Deliver
professional and effective Social Media communications to your audience and
reduce editing time by leveraging the following resources:
- As you know, there are unique writing styles and
conventions for Social Media that often do not align with other
external writing practices. Read our Channel Best
Practices for
Social Media
.
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A Better Salesforce Experience for Marketers – First Step
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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.
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Take the new Lean
Automation training today!
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Register
here for the new IQVIA
Lean Automation Introduction eLearning! You’ll be introduced to the most
recent process improvement methodology at IQVIA, which aims at empowering
you to redeploy your time from manual, repetitive tasks to more
intellectual value-added tasks, leveraging e.g. robotic process automation.
Here you can find out
more about this self-paced 15-minute eLearning available to all employees,
which requires no previous knowledge about Lean or Automation.
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Useful Links
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Below you will find a number
of links for Marketing Automation tools, resources and reports
Be sure to join in on the
Marketing Automation office hours now monthly on a Wednesday at 9am EST if
you have any questions! The next session is July 7th.
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Confidential
– For Internal Use Only
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