Topic Name: Salesforce JMP Marketing Dashboards
Representative: Tina DuBois
Steering Committee Member: Diana Levey
Date: 07/7/19
Section 1: Top Three to Five Takeaways
- JMP Marketing Dashboards have been created in JMP Live, and are accessible through Salesforce.
- JMP Marketing Dashboards create an easy, accessible way to track Lead generation from marketing campaigns.
- JMP Marketing Dashboards facilitate conversations with Sales Teams regarding quantity and quality of Leads provided, based on planned Campaigns.
- JMP Marketing Dashboards can be used to help develop event planning.
- JMP Marketing Dashboards help track trends with Lead generation worldwide, in sales regions and in specific sales territories.
Section 2: Important Topic Links/Learning Resources
Section 3: High-Level Process Steps
Section 4: Key Contacts
Salesforce is administered and set up by a small team in Cary headquarters. Please direct all inquiries to salesforceadmin@jmp.com. The Salesforce Admin team consists of the following individuals:
- Tina DuBois, Sr Business Systems Analyst (tina.dubois@jmp.com), Cary, NC
- Antoine Smith, Sr Business Systems Analyst (antoine.smith@jmp.com), Cary, NC
- Fiona Kelly, Salesforce Developer (fiona.kelly@jmp.com), Cary, NC
Section 5: Process Flows
Section 6: Process Videos
