Salesforce Cross-Cloud Marketing
Maximizing Customer Engagement with Cross-Cloud Marleting and Salesforce Marketing Cloud Engagement
Using Cross-Cloud Products with Marketing Cloud Engagement
Create a unified customer relationship by combining the marketing capabilities of Marketing Cloud Engagement with Salesforce CRM.
Distributed Marketing
Marketing Cloud Connect
Distributed Marketing
Distributed Marketing from Salesforce bridges the gap between corporate marketing, employees, channel partners, and your brand to deliver consistent experiences across corporate marketing and partner networks. Corporate marketers build and share on-brand, collaborative content in Marketing Cloud Engagement. Distributed teams of advisers, partners, and more can view, personalize, and send this content directly from CRM experiences such as Sales, Service, Financial Services, or Experience Cloud.
Distributed Marketing provides a managed package that is installed in your CRM environment. You can install Distributed Marketing content blocks in your Marketing Cloud Engagement environment to easily enable powerful content collaboration. All sends use the power of Marketing Cloud Engagement to help teams of all sizes engage with their books of business reliably and at scale.
As a marketer with Distributed Marketing:
- Enable your teams to engage with their book of business at scale with on-brand content.
- Create moments of collaboration within email or SMS messages.
- Maintain brand and legal compliance with automated and manual approval processes.
As an advisor, partner, or dealer with Distributed Marketing:
- Send a personalized email to contacts, leads, or person accounts.
- To send messages to groups of clients at once, use easy segmentation tools like list views.
- Send multiple messages over time without worrying about managing the touchpoint cadence.
- Requirements for Distributed Marketing
Before installing Marketing Cloud Engagement Distributed Marketing, review the required products, licenses, and permissions to help determine if you can use Distributed Marketing in your environment. Within Distributed Marketing, certain features require complementary Salesforce products. Requirements are noted in the feature’s setup instructions. - Get Started with Distributed Marketing
You saw the demos and identified compelling use cases that enable your advisors, partners, dealers, and others to inform, market, and sell to their customers at scale. Now, it’s time to start setting up Distributed Marketing for Marketing Cloud Engagement Use these guided setups to quickly activate new workflows for your teams. - Installation Overview
Follow these steps to complete the initial installation and configuration of the Distributed Marketing managed package in your Sales, Service, Financial Services, or Experience Cloud org and Distributed Marketing content block package in your Marketing Cloud Engagement account. To complete configuration in your Sales, Service, Financial Services, or Experience Cloud, you must be able to install the managed package, assign permission sets, and complete post-installation authentication setup. To complete configuration in Marketing Cloud Engagement, you must have access to administrative privileges and be able to install packages.
Marketing Cloud Connect
Marketing Cloud Connect for Marketing Cloud Engagement combines the digital marketing capabilities of Engagement with the data management, segmentation, and campaign management tools in Salesforce. Create unitary customer relationships with more data-driven, personalized conversations and the ability to automate the customer journey. With Marketing Cloud Connect, access powerful Engagement tools directly within Sales or Service Cloud. Ensure a consistent branding and messaging experience, while engaging customers in relevant conversations and ultimately driving more leads into Salesforce.
Help documentation is based on the latest managed package. Learn about upgrading to Marketing Cloud Connect.
Marketing Cloud Connect features work in Salesforce Classic. Those using Lightning Experience with Salesforce are automatically redirected to Salesforce Classic when Marketing Cloud Connect tabs are clicked.
- Upgrade to the Latest Marketing Cloud Connect Release
To ensure that you have the most recent features and bug fixes before each release, we automatically update the managed package in your production org to the previously released version. In addition, your non-production org is upgraded to the newest version when the managed package is released. This process provides you with a full release cycle to test the new package before we auto-update your production org. - Connect Clouds with Marketing Cloud Connect
Get familiar with requirements, install the latest managed package, and configure your Salesforce accounts to start using Marketing Cloud Connect for Marketing Cloud Engagement. - Manage Marketing Cloud Connect Settings
Admins access Marketing Cloud Connect for Marketing Cloud Engagement settings and send configuration by navigating to the Engagement object in the Sales or Service Cloud. Admins can configure these settings, including sends, tracking, users, and business units, after the installation and setup process to enable sending through Marketing Cloud Connect. - Email Sends
Integrated users send Marketing Cloud Engagement emails through the Sales or Service Cloud with Marketing Cloud Connect. Send single emails to leads, contacts, and person account records, or send to a list through campaigns and reports. - Frequently Asked Questions
Review frequently asked questions about Marketing Cloud Connect for Marketing Cloud Engagement.
Tectonic will help you enhance your company’s operational efficiency and expand the reach of your service with highly personalized, AI-driven assistance for customers through various channels.
In the world of marketing, it is all too common for companies to become fixated on their own industry peers for inspiration. Marketers often find themselves trapped in a tunnel vision mindset, solely focusing on their direct competitors, which ultimately limits their potential for growth and innovation.
The Tectonic solution is simple: Marketers need to expand their horizons and look beyond their specific industry niche to tap into the wealth of marketing approaches available across the enterprise to better target their customers and drive success. By widening your viewpoint, you can expand your creative outlook and spark fresh ideas that will wow your audience.
Revolutionize the way your service teams provide value across every customer touchpoint, encompassing customer experience, engagement, processes, automation, and service operations. By reimagining interactions with Marketing Cloud Engagement, businesses can enhance customer lifetime value, reduce operational costs, and optimize efficiency—from the contact center to the field.
With thousands of solutions in the marketing ecosystem, each claiming to offer “AI-powered, next-generation technology,” it’s easy to feel overwhelmed.
But with so many options and combinations of AI-powered solutions, how can you be sure you’re making the right decision?
The answer is that it’s almost impossible without help. Tectonic’s guidance in marketing and Salesforce Marketing Cloud Engagement with third-party apps can get you to the goal post
Plus, if you rely solely on information from manufacturers or software providers, you may only get a one-sided perspective that leads to “CCaaS FOMO” (Fear of Missing Out).
navigate this complex landscape.
Companies who are operating in silos, whether from a process or systematic standpoint, cannot have a holistic view of their customers. We bridge this gap to enable true Customer 360 by connecting different Salesforce clouds and systems together. We have the expertise across Sales, Service, Marketing, MuleSoft and Slack to help companies impact the customer experiences they provide.
Your customers expect you to know who they are, regardless of which department is interacting with them. By utilizing multiple Salesforce Clouds, knowing your customer and where they are on their journey has never been easier to achieve.
- Sales can understand how educated your buyer is based on their marketing interactions.
- Marketing can understand if there is a customer support issue, so maybe that customer should be excluded from the next campaign.
- Customer Service can understand what has been sold, and where there is a cross-selling opportunity.
By leveraging multiple Salesforce Clouds, this vision is highly achievable.
Ready for aCross-Cloud Salesforce Implementation?
Explore the possibilities of Salesforce Marketing Cloud Engagement based on your company’s goals. Tectonic is ready to partner with you, offering support at every stage of your Salesforce journey. Reach out online to request more information or schedule a call – we look forward to discussing your needs!.
