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MARKETING OPERATIONS NEWS
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Welcome
to the November edition of the Marketing
Operations newsletter which includes the latest on best practices,
knowledge sharing and system/process updates for
our global and regional sales and
marketing colleagues.
Let others know what is working! If you have a learning or success to share with the community connect with us.
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Join Our Next Marketing Operations Open Office Session
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Join us for our
next Open Office session where we will present Message and Conversation
ads on LinkedIn. Join your fellow marketers on Wednesday, December
04 where we will:
- Showcase:
Message and Conversation ads on LinkedIn
- 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 Open Office
Hours on December 4 @ 9am EST. Register here to receive the monthly invite.
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Learn How to Use Basic and Custom Reports in Salesforce
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We recently held a session on
creating basic and custom reports in Salesforce. The presentation is
available on Marketing Operations Toolbox under Resources.
This module is good for beginners or those who need a refresher on how to
filter, group or display reports.
The Salesforce Help section includes
an area called the Trailheads, which is a great resource for help with
custom reports and dashboards. Check out:
In addition, you can check out a few
examples of marketing-sourced reports from Salesforce:
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Third-party Cookies in Salesforce
A recent browser update in Chrome disables third-party cookies by default,
which is impacting some features in Salesforce including Engage and
Profiler. Users have reported not being able to access these tools.
The CRM team have addressed this in the News section of
Salesforce (top right of home page) and have provided instructions on how to resolve
the issue.
Please contact us if you are still
having access issues with Profiler and Engage after following the actions
outlined in the instructions.
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LinkedIn Message Ads:
Everything You Need to Know.
LinkedIn
Message Ads are a powerful tool for B2B marketers looking to directly
engage with their target audience. This guide
from LinkedIn provides everything you should know about Message Ads, from
their basic definition to objectives.
What are LinkedIn Message Ads?
Message
ads deliver direct messages to your prospects through LinkedIn Messaging,
encouraging action. These ads are native, meaning they’re designed to blend
seamlessly with regular LinkedIn messages. They can appear on both desktop
and mobile devices. Here’s an example of a Message Ad:
What’s the difference between
Message Ads and Conversation Ads?
Both types of
ads are forms of sponsored messaging through LinkedIn.
- Message
ads consist of a targeted
message with a single call-to-action button that drives to a landing
page.
- Conversation ads
consist of a targeted message with multiple call-to-action buttons
that can drive to a landing page, open a lead gen form, or provide
more information in follow-up messages.
You can
find more details on the differences between message and conversations ads
by visiting this on-line
page.
Are there any restrictions on
Message Ads that I should be aware of?
In October,
LinkedIn started supporting European Union (EU) targeting for sponsored
messaging conversations and message ad campaigns. Only EU members who
agreed to receive sponsored messaging ads in their LinkedIn inbox will
experience this change.
If you are
interested in exploring message advertisements, please contact Sandeep Kamboj or complete our paid
intake form with required details and someone from the team will
contact you.
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Best Practices: Hot
Topics 2 Presented Last Month
In the October Marketing Operations Open Office Hours, Phil Cuff
presented Hot Topics 2. If you
missed the call and are interested in learning more, please review the
presentation, covering:
- Toolbox Updates
- Calendars
- Lead Source Value Updates,
etc.
The presentation for the Hot Topics 2 can
be found here
and a recording of the session can be accessed here.
Plus, don’t forget that all previous Open Office Hour
presentations can be found here.
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IQVIA’s YouTube Strategy
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Last
month, marketing announced its new strategy for YouTube! Be sure to check
out the full strategy and other important information on Brand World. The
new strategy was implemented to increase brand awareness and enhance
the reputation of IQVIA among employees and customers.
Important
links:
The
presentation for the YouTube Strategy is available here, and
a recording of the session can be accessed here.
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2025 LEAN Training Now Available
The LEAN Program provides a variety
of free training for all employees. You can review the offerings for next
year and register now for courses you are interested in taking. More
details on how to register can be found here.
The
Lean curriculum has courses available all year and the schedule can be
found on the Lean
BPI&A Site. Learn more by reading
the Go IQ article, Which
Lean trainings fit me best?
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Useful Links
Below you will find several links for Marketing
Automation tools, resources, and reports:
Don’t forget to join the Marketing
Operations office hours on the first Wednesday of the month at 9 am EST if
you have any questions! The next session is December 4. You can register or pre-submit
any questions/topic
ideas
through the Marketing Operations Toolbox.
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You
receive this newsletter because you are a member of Global Marketing and
Communications distribution list, or you signed up via the Marketing
Operations Toolbox.
Previous editions of the newsletter are
found here on the Marketing
Operations Toolbox.
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Confidential
– For Internal Use Only
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