Rules vs Campaigns – The BizConnector Approach

Campaigns as incorporated in Salesforce and other applications implement the traditional model, in which leads and contacts are explicitly added to a named campaign.

This enables these leads and contacts – called members in Salesforce – to be tracked and sent emails according to the strategy and objectives of a specific campaign.

So members have to be explicitly added to a campaign in order to be part of that campaign. And if there is more than one campaign, this has to be done separately for each campaign.

The BizConnector model is very different. Instead of incorporating the notion of campaigns in which you have to specifically add members to campaigns, BizConnector has rules which ‘discover’ leads naturally and automatically when they match rule conditions.

There is a natural conflict in Campaigns vs Rules. Without BizConnector, the campaign drives how you decide what to do about a lead. In BizConnector, rules take over this role, and rules are much more dynamic in nature.

So, simply by the match of rule conditions with the field values in a lead or contact, a rule can ‘fire’ on that lead or contact. In this way a relationship is created between the rule and a lead or contact – individually. This relationship is dynamic – it starts when the match is recognized and the rule fires, and it stops when the rule conditions no longer apply to the lead or contact or when the rule actions have run their course.

This dynamic behavior is much more in tune with the needs of the market today. Market conditions change daily, if not hourly or by the minute. This is surely true for your industry. BizConnector rules are sensitive to change – in (near) real time – record by individual record. It is this flexibility and dynamism that makes BizConnector rules achieve your marketing, lead nurturing, and workflow objectives.