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Campaign Kanban
Supercharge your campaigns with the power of Kanban!
Overview
Campaign Kanban supercharges the use of Salesforce’s Campaign object with easy to use drag and drop functionality and powerful actions for faster and smarter campaign working.
Rapid Drag and Drop – effortlessly move Campaign Members (Leads, Contacts & Accounts) to and from Campaign Member Status columns displayed in an intuitive Kanban board view
Pop Out Side Panel - visualise a 360 degree view of Campaign Members and related information all in the one place – no more navigating away to child records
Quick Actions - quickly edit or reassign records; create activities (tasks, events, email); convert Leads or create Opportunities directly from the Kanban side panel. Equip your team to build momentum and complete repetitive jobs quicker.
Column Actions - automatically convert Leads or create Opportunities in one simple drag and drop action and ensure Opportunities are appropriately attributed to Campaigns Easily Create Campaign Members – create a new Lead or Contact and add it to a Campaign in one simple drag and drop action Easily Manage Campaign Members – similarly, add or remove existing Leads or Contacts to a Campaign in one drag and drop action Customisable Cards & Side Panel – Surface key information by customising Cards and Side Panel details to meet Campaign specific requirements Find, Filter and Sort – find Campaign Members quickly with Kanban Search; filter or sort Kanban boards the way you want and on a Campaign by Campaign basis Embed Campaign Consistency – Automate the creation of Campaign Member Status sets (Kanban columns) depending on Record Type and / or Type with our free add-on Campaign Member Status Walloper. Build consistency into how you manage campaigns as well as reporting Click 'Get It Now' to start your 14 day free trial.
Categories
- Business Needs
- Campaign Management
- Industries
- Healthcare & Life SciencesPublic SectorNonprofit
- Personas
- MarketerSales Representative / ManagerService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged Package