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Marketing Automation Manager August 2015 – March 2016
SFDC Administration: Reported directly to the company’s Founder, on-call 24/7 solely supporting projects
on tight, target-oriented deadlines. Managed database of 260,000+ Customer Accounts, support sales
activities, create custom reports, case management, etc. Evaluated several data hygiene and list enrichment
solutions, once implemented decreased the rate of decay and increased data quality overall. Administer,
customize and configure Salesforce features including but not limited to Profiles, Roles, Users, Page
Layouts, Workflows, Reports, Dashboards, Objects, Fields, Record Types, Validation Rules, etc. and
perform unit testing to ensure high application quality.
SFDC Development: Extended functionality with several third-party application integrations. Developed
and enhanced SalesForce applications. Installation of Cloudamp, Campaign Tracker, FastCall Click to Dial,
CallMatric, Google Analytics and Tracking using AppExchange. Integrated Data.com Cleanse solution to
maintain data integrity and enrich decayed data. Streamlined marketing management, appointed to
evaluate and select the Marketing Automation tool that would meet the business needs. Conducted live
trials of the following solutions; V12 Group, Net-Results, Act-On, MindMatrix and Pardot. Upon selecting
Pardot as the vendor of choice, discontinued the use of third party applications with implementation.
Digital Marketing Management: Organized and launched monthly newsletter campaigns to 56,000+
subscribers using multiple 3rd
party cloud application providers. Created customer experience survey to
highlight feedback from clients for use in creating case studies. Created newsletters in HTML highlighting the
customer case studies to create the messaging content.
SEPTEMBER 28, 2015
BAYTECH WEB DESIGN
STACY VENDITTO | SALESFORCE APP INTEGRATION | CLOUDAMP CAMPAIGN TRACKER
Assigned To: Stacy Venditto
TASK DATE STATUS
Campaign Tracker Setup
1. Install the app into salesforce
2. Add the javascript tracking code
3. Tag your Adwords and other advertising URLs with Google Analytics
Campaign Tags
4. add hidden field named cloudamp__data__c to the forms (since web
site forms are not the web-to-lead forms Salesforce generates)
September
28
☒ sv
Google AdWords Configuration for Campaign Tracker
1. Add Google Analytics campaign parameters to the end of URLS
(utm_campaign and utm_source)
2. Update the Destination URLs in all Adwords ads with the campaign
URL parameters
September
28
☒ sv
Resources
Setup Overview Complete documentation Support Contact
Javascript Tracking Code
<script>
window._cloudAmp = window._cloudAmp || {};
_cloudAmp.forms = [];
(function () {
var scripts = document.getElementsByTagName('script'),
sLen = scripts.length,
ca_script = document.createElement('script'),
head = document.getElementsByTagName('head'),
protocol = document.location.protocol,
httpsDomain = '1d5ef9e9369608f625a8-
878b10192d4a956595449977ade9187d.ssl.cf2.rackcdn.com',
httpDomain = 'trk.cloudamp.net',
filename = 'ctk.js',
srcDomain = protocol === 'http:' ? httpDomain : httpsDomain;
ca_script.type = 'text/javascript';
ca_script.async = true;
ca_script.src = protocol + '//' + srcDomain + '/' + filename;
head[0].appendChild(ca_script);
})();
</script>
HOME SERVICES CONTACT
Trust Baytech's Experience of Building the
Most Engaging Online Stores
The online marketplace is extremely competitive and it takes a lot to stand out from your competition.
What often separates an average online business from the successful online businesses is how their site
provides both a better user experience and safe, secure shopping experience. Much like in brick and
mortar stores, appearance and customer service are key components in the overall customer
experience that often generates sales, repeat business, and word of mouth.
A simple, cost effective way to upgrade your E-
Helio Medical Supplies
The only ISO certified supplier of products for the Traditional Chinese Medicine community in the United States
Find out more
BioGenex Laboratories
Designs and develops advanced fully-automated Molecular Pathology Systems for cancer diagnosis and life
science research.
commerce site that drives new revenue
A company's website is often the first point of contact between them and their customers and quite
often, your company's image is perceived within the very first interaction. Even if you can provide your
customers awesome pricing, it serves little value if the customer cannot easily find the products they are
looking for nor feel safe providing their payment information. If the customer finds the shopping
experience on your site to be displeasing, they will easily go to another website and you will never see
that customer again. Losing customers because of an out of date, unsafe, and poorly designed E-
commerce website is something that can easily be avoided with a new website design from an expert
web design company.
The experts at Baytech, a Horizon Interactive Award winning web design company, has years of
experience working on the most secure, most engaging online stores that regularly generate new
business thanks to our dedication at providing the best customer experience. We also have the
expertise to solve common logistics issues such as shipping and inventory management. No matter
what you sell, nor how big or small a company is, we have the customized E-commerce solution that
best fits your needs.
Baytech's Featured E-commerce Clients
Find out more
If you are looking to establish your online presence with a new E-commerce site or are looking
to revamp your old site, then consider hiring a company with years of experience developing
and designing E-commerce pages for numerous companies of all sizes and verticals. Since
2001, Baytech is an award winning web design and development company that has created
over 1500 websites, including numerous E-commerce websites. Our development team has the
expertise and experience that will ensure that your project generates the great user experience
that keeps customers shopping on your website.
Enhance your visitor's customer experience
Click Here to learn how to improve your E-commerce website!
Call 1 (866) 533-8528 or email us at sales@baytechwebs.com
Get Started Now!
© Baytech Web Design
2014. All Rights Reserved.
Click to view this email in a browser
If you no longer wish to receive these emails, please reply to this message with "Unsubscribe" in the subject line or simply click on the following link:
Unsubscribe
Baytech
1798 Technology Dr. Suite 178
San Jose, CA 95110
United States
Read the VerticalResponse marketing policy.
OCTOBER 16, 2015
BAYTECH WEB DESIGN
STACY VENDITTO | SALESFORCE APPLICATION INTEGRATION | FASTCALL CLICK TO DIAL
Client Request: Please help install another click to call software – we would make a decision based on one
of the two software. Please follow the step by step guide to set it up and let us have a quick call to fill me in.
Assigned To: Stacy Venditto
TASK DATE STATUS
A
D
M
I
N
Integrate FastCall App Exchange October
16
☒ sv
Upgraded version and installed for all users October
16
☒ sv
Installed Widget access: App Components October
16
☒ sv
Setup test phone (my personal as office 2 maxine) October
16
☒ sv
Defined Default Task - FastCall creates Task records for every call you make. The
values are:
Calls being initiated
In Progress
In progress calls
In Progress
Terminated calls
Completed
October
16
☒ sv
Enabled Call Goals: 250 calls per 1 week display ex: 52/250 October
16
☒ Sv
Set Lead Status Update October
16
☒ Sv
Added End Call Button October
16
☒ Sv
Added call results: Choosing a call result in the FastCall application will end your call. For
more information on editing call results, check here.
October
16
☒ sv
Added Users Adding users and managing licenses October
16
☒ Sv
2
TASK DATE STATUS
A
D
M
I
N
Setup Force.com site October
16
☒ Sv
1. From Setup.
2. Registered custom Force.com domain.
3. Created and configured site.
4. Developed using Visualforce pages for site.
5. Enabled Portal for login or self-registration, associated it with site.
6. Modified public access settings.
7. Activated
October
16
☒ Sv
INBOUND: Each user can have 1 inbound phone number assigned. You need to be assigned a FastCall number in
order to receive inbound calls. Please contact your System Administrator. If you were assigned more than one
number by your admin, neither will appear here. FastCall limits one number per user in this release.
Inbound calls create a Task, Call Type = Inbound
FastCall Voicemail will answer after the ring time set above. You can add text for FastCall to read
(TTS - text to speech) - or you can record a message to be played to your callers.
Set new phone Office and/or mobile phones are taken from the SFDC user record.
You can optionally set additional phones (office2, conference room, etc)
References App Exchange Installation Guide Quick Demo Customization Guide Getting Started
3

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Work Samples: Marketing Automation Manager

  • 1. Marketing Automation Manager August 2015 – March 2016 SFDC Administration: Reported directly to the company’s Founder, on-call 24/7 solely supporting projects on tight, target-oriented deadlines. Managed database of 260,000+ Customer Accounts, support sales activities, create custom reports, case management, etc. Evaluated several data hygiene and list enrichment solutions, once implemented decreased the rate of decay and increased data quality overall. Administer, customize and configure Salesforce features including but not limited to Profiles, Roles, Users, Page Layouts, Workflows, Reports, Dashboards, Objects, Fields, Record Types, Validation Rules, etc. and perform unit testing to ensure high application quality. SFDC Development: Extended functionality with several third-party application integrations. Developed and enhanced SalesForce applications. Installation of Cloudamp, Campaign Tracker, FastCall Click to Dial, CallMatric, Google Analytics and Tracking using AppExchange. Integrated Data.com Cleanse solution to maintain data integrity and enrich decayed data. Streamlined marketing management, appointed to evaluate and select the Marketing Automation tool that would meet the business needs. Conducted live trials of the following solutions; V12 Group, Net-Results, Act-On, MindMatrix and Pardot. Upon selecting Pardot as the vendor of choice, discontinued the use of third party applications with implementation. Digital Marketing Management: Organized and launched monthly newsletter campaigns to 56,000+ subscribers using multiple 3rd party cloud application providers. Created customer experience survey to highlight feedback from clients for use in creating case studies. Created newsletters in HTML highlighting the customer case studies to create the messaging content.
  • 2. SEPTEMBER 28, 2015 BAYTECH WEB DESIGN STACY VENDITTO | SALESFORCE APP INTEGRATION | CLOUDAMP CAMPAIGN TRACKER Assigned To: Stacy Venditto TASK DATE STATUS Campaign Tracker Setup 1. Install the app into salesforce 2. Add the javascript tracking code 3. Tag your Adwords and other advertising URLs with Google Analytics Campaign Tags 4. add hidden field named cloudamp__data__c to the forms (since web site forms are not the web-to-lead forms Salesforce generates) September 28 ☒ sv Google AdWords Configuration for Campaign Tracker 1. Add Google Analytics campaign parameters to the end of URLS (utm_campaign and utm_source) 2. Update the Destination URLs in all Adwords ads with the campaign URL parameters September 28 ☒ sv Resources Setup Overview Complete documentation Support Contact Javascript Tracking Code <script> window._cloudAmp = window._cloudAmp || {}; _cloudAmp.forms = []; (function () { var scripts = document.getElementsByTagName('script'), sLen = scripts.length, ca_script = document.createElement('script'), head = document.getElementsByTagName('head'), protocol = document.location.protocol, httpsDomain = '1d5ef9e9369608f625a8- 878b10192d4a956595449977ade9187d.ssl.cf2.rackcdn.com', httpDomain = 'trk.cloudamp.net', filename = 'ctk.js', srcDomain = protocol === 'http:' ? httpDomain : httpsDomain; ca_script.type = 'text/javascript'; ca_script.async = true; ca_script.src = protocol + '//' + srcDomain + '/' + filename; head[0].appendChild(ca_script); })(); </script>
  • 3. HOME SERVICES CONTACT Trust Baytech's Experience of Building the Most Engaging Online Stores The online marketplace is extremely competitive and it takes a lot to stand out from your competition. What often separates an average online business from the successful online businesses is how their site provides both a better user experience and safe, secure shopping experience. Much like in brick and mortar stores, appearance and customer service are key components in the overall customer experience that often generates sales, repeat business, and word of mouth. A simple, cost effective way to upgrade your E-
  • 4. Helio Medical Supplies The only ISO certified supplier of products for the Traditional Chinese Medicine community in the United States Find out more BioGenex Laboratories Designs and develops advanced fully-automated Molecular Pathology Systems for cancer diagnosis and life science research. commerce site that drives new revenue A company's website is often the first point of contact between them and their customers and quite often, your company's image is perceived within the very first interaction. Even if you can provide your customers awesome pricing, it serves little value if the customer cannot easily find the products they are looking for nor feel safe providing their payment information. If the customer finds the shopping experience on your site to be displeasing, they will easily go to another website and you will never see that customer again. Losing customers because of an out of date, unsafe, and poorly designed E- commerce website is something that can easily be avoided with a new website design from an expert web design company. The experts at Baytech, a Horizon Interactive Award winning web design company, has years of experience working on the most secure, most engaging online stores that regularly generate new business thanks to our dedication at providing the best customer experience. We also have the expertise to solve common logistics issues such as shipping and inventory management. No matter what you sell, nor how big or small a company is, we have the customized E-commerce solution that best fits your needs. Baytech's Featured E-commerce Clients
  • 5. Find out more If you are looking to establish your online presence with a new E-commerce site or are looking to revamp your old site, then consider hiring a company with years of experience developing and designing E-commerce pages for numerous companies of all sizes and verticals. Since 2001, Baytech is an award winning web design and development company that has created over 1500 websites, including numerous E-commerce websites. Our development team has the expertise and experience that will ensure that your project generates the great user experience that keeps customers shopping on your website. Enhance your visitor's customer experience Click Here to learn how to improve your E-commerce website! Call 1 (866) 533-8528 or email us at sales@baytechwebs.com Get Started Now!
  • 6. © Baytech Web Design 2014. All Rights Reserved. Click to view this email in a browser If you no longer wish to receive these emails, please reply to this message with "Unsubscribe" in the subject line or simply click on the following link: Unsubscribe Baytech 1798 Technology Dr. Suite 178 San Jose, CA 95110 United States Read the VerticalResponse marketing policy.
  • 7. OCTOBER 16, 2015 BAYTECH WEB DESIGN STACY VENDITTO | SALESFORCE APPLICATION INTEGRATION | FASTCALL CLICK TO DIAL Client Request: Please help install another click to call software – we would make a decision based on one of the two software. Please follow the step by step guide to set it up and let us have a quick call to fill me in. Assigned To: Stacy Venditto TASK DATE STATUS A D M I N Integrate FastCall App Exchange October 16 ☒ sv Upgraded version and installed for all users October 16 ☒ sv Installed Widget access: App Components October 16 ☒ sv Setup test phone (my personal as office 2 maxine) October 16 ☒ sv Defined Default Task - FastCall creates Task records for every call you make. The values are: Calls being initiated In Progress In progress calls In Progress Terminated calls Completed October 16 ☒ sv Enabled Call Goals: 250 calls per 1 week display ex: 52/250 October 16 ☒ Sv Set Lead Status Update October 16 ☒ Sv Added End Call Button October 16 ☒ Sv Added call results: Choosing a call result in the FastCall application will end your call. For more information on editing call results, check here. October 16 ☒ sv Added Users Adding users and managing licenses October 16 ☒ Sv
  • 8. 2 TASK DATE STATUS A D M I N Setup Force.com site October 16 ☒ Sv 1. From Setup. 2. Registered custom Force.com domain. 3. Created and configured site. 4. Developed using Visualforce pages for site. 5. Enabled Portal for login or self-registration, associated it with site. 6. Modified public access settings. 7. Activated October 16 ☒ Sv INBOUND: Each user can have 1 inbound phone number assigned. You need to be assigned a FastCall number in order to receive inbound calls. Please contact your System Administrator. If you were assigned more than one number by your admin, neither will appear here. FastCall limits one number per user in this release. Inbound calls create a Task, Call Type = Inbound FastCall Voicemail will answer after the ring time set above. You can add text for FastCall to read (TTS - text to speech) - or you can record a message to be played to your callers. Set new phone Office and/or mobile phones are taken from the SFDC user record. You can optionally set additional phones (office2, conference room, etc) References App Exchange Installation Guide Quick Demo Customization Guide Getting Started
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