Campaign Calendar Overview

Campaign Calendar simplifies managing and tracking marketing campaigns and events in Salesforce. It provides an organized overview to reduce overwhelm.

Use Cases

Customers recommend Campaign Management, Collaboration, Sending & Publishing Communications, as the business use cases that they have been most satisfied with while using Campaign Calendar.

Other use cases:

  • Event Management
  • Engaging And Following Up
  • Calendar Management
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Business Priorities

Enhance Customer Relationships is the most popular business priority that customers and associates have achieved using Campaign Calendar.

Other priorities:

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Campaign Calendar Use-Cases and Business Priorities: Customer Satisfaction Data

Campaign Calendar works with different mediums / channels such as User Generated Content. Blogs. and E-Mail.

Reviews

"...Not all businesses needs to track their marketing campaigns because they are only targeting one audience or have one product...." Peer review by Gaby P, Business Owner, Marketing and Advertising

Popular Business Setting

for Campaign Calendar

Top Industries

  • Marketing and Advertising

Popular in

  • Mid Market

Campaign Calendar is popular in Marketing And Advertising, and is widely used by Mid Market,

Comprehensive Insights on Campaign Calendar Use Cases

How efficiently Does Campaign Calendar manage your Campaign Management?

Case Studies

Information Technology and Services

CASE STUDY Kicksaw

Kicksaw needed a way to manage project delivery across multiple teams with custom needs. They used TaskRay to build a centralized project management system. This helped them handle smooth handoffs, t...rack billable hours, and keep data clean for reporting. TaskRay became the main work management tool for the whole company. Its easy-to-use design and Salesforce integration improved project alignment and efficiency.

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CASE STUDY ElevateActual

ElevateActual needed a way to manage internal deliverables and help their customers adopt Salesforce. They used TaskRay to improve their project management and onboarding processes. TaskRay helped th...em grow project sizes from 3- or 4-digit to 5, 6, or 7-digit projects. The tool made training easy for both non-technical and skilled users. Checklists in TaskRay helped them manage tasks in detail, which is important for their clients in regulated industries. TaskRay also increased customer retention for ElevateActual.

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Automotive

CASE STUDY Force Marketing

Force Marketing needed a better way to manage projects and drive Salesforce adoption. Their old system caused data duplication and was not efficient. They switched to TaskRay and worked with the Task...Ray team for a smooth transition. Now, almost 90 users across departments use TaskRay for both internal and client work. TaskRay helped them streamline project management, remove data issues, and improve efficiency.

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Computer Software

CASE STUDY UpKeep

UpKeep used ad hoc processes for onboarding new customers. This approach did not work as the company grew quickly. UpKeep chose TaskRay to build a scalable onboarding system. TaskRay helped their suc...cess managers onboard customers more easily. The new system also helped UpKeep find new growth opportunities in existing accounts. UpKeep now launches many customers with a small team using TaskRay.

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Information Technology and Services

CASE STUDY MWS Technology

MWS Technology needed a better way to manage customer onboarding. They used Word documents and had trouble with visibility and automation. TaskRay helped them by providing templates and automation to...ols. This made their process faster and easier to track. MWS Technology now saves time and money with TaskRay. They say the process is much better, even though they do not have exact numbers yet.

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Financial Services

CASE STUDY Prospera Financial

Prospera Financial needed a way to help their financial advisor partners onboard clients with repeatable action plans. They chose TaskRay to make onboarding easier and to help advisors follow every s...tep. TaskRay helps Prospera’s advisors manage onboarding, stay compliant, and focus on client relationships. This has made their work more efficient and effective. Prospera values how TaskRay supports their goal of strong customer relationships.

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Campaign Calendar Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.88/5 ★

Read Reviews (5)
Analytics

2.97/5 ★

Read Reviews (1)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.88/5 ★

Read Reviews (5)
Analytics

2.97/5 ★

Read Reviews (1)

Software Failure Risk Guidance

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for Campaign Calendar

Top Failure Risks for Campaign Calendar

TaskRay Profile

Company Name

TaskRay

Company Website

//taskray.com

HQ Location

806 S. Public. Rd., Ste. 102, Lafayette, CO 80026, US

Employees

11-50

Social

Facebook Twitter

Financials

PRIVATE