Marketsync direcTouch Frequently Asked Questions

Welcome to the Marketsync direcTouch for salesforce.com Frequently Asked Questions. If you do not see the answer to your question below, please do not hesitate to contact us.


Can direcTouch provide custom reports and dashboards?

Yes. Your direcTouch subscription comes with several standard reports and two dashboard views, one for sales managers and one for marketing managers.

Since all direcTouch history data is stored in your salesforce.com organization, you can easily create customized reports and dashboards that integrate direcTouch data with other information such as opportunities or accounts.

Can I edit a letter before it is submitted for fulfillment?

Yes, though we recommend limiting this feature to maintain a consistent tone and message throughout your organization. Users may only edit text; fonts, layout and styles are controlled by direcTouch according to your company's brand guidelines.

I already have pre-printed collateral or promotional items I would like to send out. Can my organization still use direcTouch?

Definitely. Simply deliver your existing merchandise to Marketsync and we'll set it up to be shipped out on demand. Note that any customer-owned merchandise stored by Marketsync is subject to warehousing fees.

Can direcTouch send automated email messages to customers for me?

Yes.

Is there a limit to the number of items I can select for fulfillment at any one time?

Not at all. You control the scope of your communications programs. direcTouch can fulfill any quantity of materials in one request. It is possible to define limits which control how much materials different classes of users can send out, in order to control waste.

My company doesn't need promotional items sent out. Is it possible to set up direcTouch to send literature and documents only?

Yes. In fact, several of our clients are already using direcTouch for this very purpose. When you sign up for direcTouch we'll consult with you on what your needs are and how you can the benefits. direcTouch is completely scalable. Your use of the system can range from simple delivery of black and white documents all the way up to the design, execution and management of complex marketing programs.

What affect does direcTouch have on the data stored in my salesforce organization?

None. direcTouch does not modify your existing data in any way. All direcTouch information is stored in a new custom Action object which is added to your system at installation. direcTouch reads data from your salesforce.com system in order to process your communication requests, but it only writes to our own custom Action object.

I'd like to keep track of how much we're spending on mailings and promotional items both by customer and by sales rep. Can direcTouch provide us with this kind of data?

Yes. This functionality is built into direcTouch by default.

Can I put a cap on spending for each of my direcTouch users?

Yes. direcTouch can control the overall spend for your organization and spend by individual users.

How long will it take before my communication is sent out once a request is submitted in direcTouch?

For an individual order, typical turnaround is about six business hours for print-on-demand materials and merchandise housed at the Marketsync warehouse. We guarantee that individual orders will ship within two business days of being submitted. “Batch” orders created by the "Campaign" function that target more than one recipient will be fulfilled within five business days.

Can Marketsync help me design custom communication programs or promotions?

Yes. Every promotion needs some level of customization, from the basic (taking a piece of logoed merchandise off a shelf and sending it with a cover letter) to the very complex (being able to choose various components from an online menu to be combined into a collateral kit and sent to a customer). When you sign up for directouch we'll help you pick promotional items and determine how they should be customized to your needs. Marketsync can keep small batches of your branded materials on hand, drastically cutting down on wasted inventory. With over 12 years as a promotional marketing agency, Marketsync has a tremendous amount of knowledge and resources at our disposal to help develop and implement your custom promotions.

Can direcTouch process fulfillments for trade shows, special events or conferences?

Yes, definitely. A great way to take advantage of direcTouch is to use the system to prepare materials to drop-ship materials to special events. All you have to do is enter your contact at the event into salesforce and create an action to ship merchandise to that contact. We'll configure your direcTouch system to let you easily select how much merchandise to drop ship. In fact, we can even fill binders for you at our warehouse so they're ready to use upon their arrival at the event.

Can I use direcTouch to fill internal bulk documentation orders or to send promotional item requests to our partners and field teams?

Yes. You can easily send documents or promotional materials to anyone entered into your salesforce.com database, including Users. Using direcTouch to supply your offices with merchandise is a great way to track how much any given salesperson or office is spending on leave behinds and give-aways.

Does Marketsync have live support for my personnel in the field?

Live customer support is available every business day from 8 AM to 5 PM Pacific time.

Do I have to buy my promotional products directly through Marketsync?

No, you can get your promotional items and other merchandise from anyone you like. Simply have it shipped to the Marketsync fulfillment center and we'll store it for you. Note however that purchases made through Marketsync are not subject to receiving and warehousing fees, and that we can more closely manage inventory when we handle the purchasing.

Is the direcTouch dashboard a part of the standard service?

Indeed it is. The dashboard we show off during our demonstrations is included free as part of the basic direcTouch package. You can further customize the dashboard once you've installed direcTouch.