While the Engagement Studio is not new to Pardot, having been released in 2016, it is increasingly taking the place of Automation Rules in Pardot. Salesforce describes Engagement Studio as “the nerve center, the IQ, the brain behind the marketing automation” and as the next generation tech for marketing. Engagement Studio provides an end-to-end view of marketing campaigns, powerful reports, analytics and automation tools!
Engagement Studio enables:
A Guided Buying Process – Always on campaigns and guided processes give prospects a more relevant and personalized buying journey.
Easy Campaign Creation – Everything you need to build top notch Marketing Campaigns. Landing pages, automated rules, actions, triggers and more!
Buyer Experience Testing – You can now test and experience the marketing path you create for your potential buyers.
Improved reporting – Success metrics give you greater visibility, understanding, and insights.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
Salesforce Campaigns are one of the best additions you can make to your marketing plan. Why are they so good? First off, you get instant access to all your Salesforce accounts, contacts and leads. Not only that, but the data, reports and metrics that you can access can’t be beat. Here are a few tips for getting the most of your Salesforce Campaigns:
Parent Campaigns can make your process faster as well as keep you better organized.
Make sure to check your Salesforce reports for campaign effectiveness data.
Use automated features to add different contacts / members to different campaigns. You can also target specific groups of members, to maximize impact.
If you have both a marketing and sales team, think about creating a standardized Campaign process to ensure both teams understand their responsibilities and all gaps are covered.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
Are you using Salesforce Campaigns? Well you should be! As one of the more under-utilized out of the box functions within Salesforce, Campaigns are a powerful way to coordinate your marketing initiatives and generate new Opportunities and Leads as a result.
Campaigns allow you to track prospects from the time they are entered into the system, until the Opportunity is closed. Access Campaign Reporting to find the total number of Opportunities that have been created, the value of all open Opportunities, the number of closed won Opportunities, as well as the value of the closed won Opportunities, to name a few. You can build custom Campaigns from your Leads and Contacts, and leverage those Accounts into well targeted Marketing Emails and more!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
If you’re a regular reader of our blog, you know that this column is all about cool, new, powerful, or just fun apps designed to supercharge your Salesforce experience. A couple of weeks ago, we shared a cool app that lets you send Starbucks straight from Salesforce. But I know that many Salesforce users want to do more than just email an occasional gift card. Wouldn’t it be great if you could send real, hard, printed letters, postcards, marketing material, and more without ever having to deal with envelopes, postage, or trips to the post office? You should check out PrintSF!
Break through the digital clutter w/ high touch letters, cards, gifts & kits sent in clicks or triggered. Turn cold calls into warm calls. Increase live connects & shorten sales cycles. Engage & grow relationships. Boost sales & marketing productivity. No separate sites, logins or exports. Use live SFDC data and custom web forms to personalize Adobe InDesign based templates within brand & compliance standards. Slash return mail w/ CASS & NCOA
This awesome app has nothing but positive reviews, so you should definitely check it out today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
Marketing is mission critical to any business, and Salesforce is a powerful tool for supercharging your marketing efforts. But if you need to randomly segment your campaigns for any reason, such as for A-B testing, it can be time-consuming and a bit tricky. Wouldn’t it be nice if you could segment a campaign in just a few clicks and get on with your day? Well, you should check out the Campaign Segmentation Wizard for Salesforce!
Easily break down Campaigns for A-B testing or using the Salesforce.com Mass Email wizards. Create segments of whatever size works for you and randomly assign campaign members to those segments, all of them rolling up using standard Campaign Hierarchy.
This free, unmanaged package is provided by Salesforce Labs, and it’s pretty cool! Watch the video below and check it out today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
