Salesforce Marketing Cloud Archives - gettectonic.com

Salesforce Integrated Ecommerce Storefronts

20Dec

Salesforce eCommerce & Commerce Cloud

Salesforce eCommerce & Commerce Cloud: Everything You Need to Know What is Salesforce eCommerce? Salesforce eCommerce, powered by Salesforce Commerce Cloud, is a comprehensive, cloud-based solution that helps businesses scale, create intelligent shopping experiences, and drive revenue growth. A Unified Digital Commerce Platform Salesforce Commerce Cloud encompasses: With Commerce Cloud, businesses can build and manage their entire eCommerce operation—from responsive storefronts to complex logistics like shipping and inventory tracking. Key Features of Salesforce Commerce Cloud Commerce Cloud Digital Create fully responsive, omnichannel eCommerce websites with advanced search capabilities, secure mobile payments, and personalized customer journeys. Storefront Reference Architecture (SFRA) Launch professional eCommerce sites quickly using best-in-class tools, pre-built wireframes, and integrated digital technologies for easy customization and maintenance. Endless Aisle Enhance the shopping experience with pre-ordering, wishlists, back-in-stock alerts, and exclusive online promotions—reducing lost sales and improving inventory management. Commerce Portals Build account portals, loyalty programs, and customer communities to foster long-term engagement and brand loyalty. Order Management Optimize order processing with automated payments, easy returns, real-time order tracking, and a seamless purchasing experience. Intuitive Platform Leverage no-code tools, commerce APIs, and built-in templates to design eCommerce experiences without deep technical expertise. Unified Commerce Deliver a seamless shopping experience across digital and physical channels, ensuring consistency and convenience for customers. How Salesforce eCommerce Benefits Your Business AI-Powered Predictive Intelligence Commerce Cloud integrates Einstein AI, offering:✅ Personalized product recommendations✅ Automated marketing insights✅ Cart abandonment reduction✅ Smart search enhancements Personalized Customer Journeys Tailor every interaction with AI-driven recommendations, customized content, and omnichannel engagement strategies. Seamless Multi-Storefront Management Easily manage multiple brands, international storefronts, and localized experiences with multi-currency, multi-language, and cross-border commerce capabilities. Scalability Without Limits Handle high transaction volumes, traffic spikes, and expansive product catalogs with ease as your business grows. 24/7 Support & Strategic Guidance Benefit from Salesforce’s extensive support ecosystem, including advisory services, webinars, and AI-driven best practices to accelerate success. Salesforce Commerce Cloud + Marketing Cloud: The Perfect Pairing Salesforce eCommerce seamlessly integrates with Salesforce Marketing Cloud, enabling businesses to:🔹 Automate retargeting and abandoned cart recovery campaigns🔹 Personalize customer engagement at scale🔹 Track and analyze customer behaviors in real-time🔹 Enhance product recommendations with AI-powered insights By combining Commerce Cloud and Marketing Cloud, businesses can craft end-to-end, data-driven shopping experiences that drive higher conversion rates and customer satisfaction. Ready to Transform Your eCommerce Strategy? Whether launching a new online store or optimizing an established brand, Salesforce eCommerce offers limitless possibilities. Let’s explore how Commerce Cloud, AI, and automation can elevate your business. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

December 20, 2023in Data, Salesforce, Salesforce Commerce Cloud, Salesforce Marketing Cloud

20Dec

Salesforce Marketing Cloud for a Healthcare Provider

Personalized Care & Communication: Salesforce Marketing Cloud for a Healthcare Provider As the elderly become more tech-savvy, they expect modern, efficient ways to communicate with healthcare providers. A regional Medicare provider in the Northeastern United States faced challenges with their outdated communication systems. Relying solely on paper mail, postcards, and phone calls, the organization struggled to connect with members, lacked visibility into the success of their campaigns, and experienced early turnover due to minimal engagement. These inefficiencies strained the customer experience and made it clear that modernization was overdue. To address these challenges, we implemented Salesforce Marketing Cloud to engage customers through email and SMS. Goals for the Project: Tectonic’s Role in the Transformation Tectonic designed and implemented a Salesforce Marketing Cloud solution that transformed how the provider communicated with its members. The solution enabled multi-channel, multi-language communications integrated with Salesforce Health Cloud via the Marketing Cloud Connector and additional systems like MuleSoft and Snowflake. To enhance SMS capabilities, the organization also integrated with Five9. Early collaboration with the provider’s Salesforce Health Cloud team enabled Tectonic to address outdated customer data issues, create safeguards for inaccurate information, and plan future strategies for seamless customer data collection. A custom preference center was also developed and translated into multiple languages. Overcoming Data Challenges Accurate customer data was a significant obstacle—only 60% of records included valid email or mobile phone numbers, with an even smaller percentage having both. Tectonic conducted multiple working sessions to develop strategic efficiencies and establish a foundational process for gathering and cleansing member contact information. Customized journeys were created to ensure messaging aligned with available communication channels. For example: Key Outcomes Tectonic’s efforts allowed the healthcare provider to modernize their communications, better analyze engagement data, and improve member interactions. The results exceeded expectations: Impact Across Departments This project not only improved member communication but also empowered internal departments—including Marketing, Customer Experience, Sales, and Retention—with easy-to-understand metrics. It laid the foundation for future campaigns, enhanced data accuracy, and fostered stronger member relationships. By leveraging Salesforce Marketing Cloud and Tectonic’s expertise, the healthcare provider transformed its operations to deliver personalized, timely communication and ensure lifelong member satisfaction. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

December 20, 2023in Data, Mulesoft, Salesforce, Salesforce Health Cloud, Salesforce Marketing Cloud, Snowflake

11Dec

Case Study: Manufacturing-Salesforce Sales/Service/Experience/Marketing Clouds and Pardot

See how a well known, manufacturing giant that transforms how the world accesses their homes, communities, workplaces and businesses, standardized on the Salesforce platform. From the top of the funnel all the way through post sale and customer retention, Tectonic helped them realize the value in having nearly every interaction point, stem from Salesforce. As a trusted advisor, Tectonic remains closely aligned to help turn “vision” and “strategy” into a reality. Below are just some of the benefits gained across the various business functions. salesforce manufacturing sales service experience case study Sales Cloud * Better Account & Contact Management* Quip integration with Slack & Outlook providing superior collaboration* Improved reporting and analytics* 360-degree view of the customer Service Cloud * Reduced call handling time* Reduced case processing time * Reduced order entry time to simplify opening orders through integration with SAP* Improved reports and measures Experience Cloud * Reduced call volume through self help portals for B2B & B2C customers* Reduced chat volume via Chatbots* Improved agent routing after chat interaction* Mobile friendly UI Design Marketing Cloud * Automated communication tasks related to customer support cases* Improved upsell capabilities of support agents* Customized engagement reporting related to email sends triggered by case updates* Created custom journeys Pardot * Filtered B2B Prospect lists by engagement score* Cleaned up old Prospects & invalid email addresses* Coded lead generation forms* Connected custom objects & fields from CRM into Pardot Lightning Conversion * Separate lightning apps for separate teams so that they can see information relevant to them* Added capabilities of new Salesforce Lightning experience salesforce manufacturing sales service experience case study Tectonic Case Study Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

December 11, 2023in Salesforce, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Slack

Salesforce Marketing Cloud for Nonprofits

07Dec

Email Marketing and Communication Tools for Nonprofits

by Tectonic’s Marketing Consultant, Shannan Hearne I want to help you unlock the potential of email marketing for nonprofits with its myriad benefits, offering an effective avenue to engage supporters, boost donations, and showcase your organization’s impact on its mission. This insight is all about the significance of email marketing, essential strategies for success, various email types, and key performance indicators (KPIs) to gauge success. Email marketing remains an efficient and cost-effective means of connecting with supporters compared to traditional direct mail. It provides a unique channel for impactful communication, offering diverse benefits beyond its analog counterpart. You can have maximum reach for minimum investment, guaranteeing a great ROI. One advantage of nonprofit email marketing is the wealth of accessible data and its availability in you Salesforce for Nonprofits instance. Harnessing this data allows swift decision-making and optimization of live campaigns. Leveraging this information facilitates the creation of relevant and engaging content, resulting in a personalized experience that strengthens the bond between supporters and your organization. Strategies for Nonprofit Email Marketing: Types of Emails for Nonprofits to Send: Measuring Email Marketing Success: Understanding and implementing these key strategies, coupled with the right tools like Salesforce for Nonprofits, can better monetize your email marketing campaigns. Personalizing supporter experiences, measuring impact, and fostering community relationships contribute to the collective success of your nonprofit mission. If you need to add Salesforce for Nonprofits to your organization, plan nonprofit marketing campaigns, or implement an email marketing platform like Salesforce Marketing Cloud or Account Engagement, contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Why Your Company Isn’t Like a Baseball Team Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder Read more

December 7, 2023in Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Nonprofit Cloud

04Dec

Google Analytics and Salesforce Marketing Cloud Engagement Integration

Integration of Google Analytics with Marketing Cloud Engagement allows you to harness Google Analytics capabilities for tracking and analyzing journey activity. By establishing a secure link between your Marketing Cloud Engagement instance and Google Analytics account through native authentication, you can seamlessly view resulting metrics within Marketing Cloud Engagement. Google Analytics and Salesforce Marketing Cloud Engagement Integration. To utilize this integration, your Marketing Cloud Engagement account must be equipped with the Google Analytics Audiences SKU and at least a Marketing Cloud Engagement Enterprise 2.0 account. For detailed requirements, reach out to your Salesforce account representative. This integration supports Google Analytics properties created using the latest Google Analytics platform version known as Google Analytics 4 (GA4), including both the free and paid Google Analytics 360 enterprise versions. You have the flexibility to revoke the integration from a Google Analytics account. Google recommends designating a primary company account to track all properties and views, following the Google Hierarchy of organizations, accounts, users, properties, and views. Before configuring the Google Analytics Integration for Marketing Cloud Engagement: The Google Analytics Integration for Marketing Cloud Engagement utilizes Google Analytics 4 (GA4), compatible with both free and paid versions. For users of Universal Analytics (UA), Google recommends migrating data to GA4 before July 2024. Configuring the Google Analytics Integration requires admin rights to establish the link between Marketing Cloud Engagement and your Google Analytics account. Upon activating a Google Analytics audience in Marketing Cloud Engagement, a persistent user ID is generated in both systems, enabling data collection on customer behaviors and the creation of Google Analytics audiences for use in Journey Builder. Google Analytics and Salesforce Marketing Cloud Engagement Integration Explore the metrics and dashboard tiles available on the Journey Analytics dashboard with the Google Analytics 4 integration, tracking journey performance against set goals and incorporating email and site metrics. Customize your dashboard’s appearance to prioritize relevant metrics. Set up Google Analytics tracking for app and web to access web and mobile app metrics in the Journey Analytics dashboard, analyzing the impact of mobile app conversions on web behavior. For answers to frequently asked questions about the Google Analytics Integration for Marketing Cloud Engagement, refer to the provided FAQs. Like1 Related Posts Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to Read more Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more Web Pages That Helped With My Google Data Engineer Exam Google Data Engineer Exam It seems like every day more resources appear to help you study for the Google Data Read more What is Advanced Reporting in Salesforce? Cross Filters, Summary Formulas, and More: Advanced Reporting in Salesforce Salesforce comes with report types out-of-the-box for all standard objects Read more

December 4, 2023in Google Analytics, Salesforce Marketing Cloud

01Dec

Case Study: Manufacturing-Salesforce Sales/Service/Marketing Clouds

Before we stepped in, this company was grappling with a fragmented data environment. Their sales and service teams had to rely on countless spreadsheets, and as you can imagine, this was not only tedious but also prone to errors. This lack of a unified data source meant they were unable to provide a cohesive customer experience, with sales and service teams often operating in silos.

December 1, 2023in Salesforce, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories

10Nov

Spring ’24 Salesforce Marketing Cloud Account Engagement Release Notes

Marketing Cloud Account Engagement Release notes for Spring ’24 By Tectonic’s Salesforce Marketing Consultant Shannan Hearne Highlights of Salesforce Spring ’24 Account Engagement (Pardot) Release The upcoming Spring ’24 release brings exciting features and enhancements to Salesforce Marketing Cloud Account Engagement, promising a more dynamic and user-friendly experience. Here’s a preview of what to anticipate: Preparation is key to making the most of these new features in the Spring ’24 release. Stay informed and ready to explore the enhancements for a seamless experience. From time to time, Salesforce’s release updates will cause functionality challenges. Tectonic is always here to help keep your Account Engagement instance running smoothly. Like1 Related Posts Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more Mapping Your Customer Journey Creating a customer journey map is a crucial undertaking for businesses aiming to improve the customer experience and foster long-term Read more

November 10, 2023in Salesforce Marketing Cloud

08Nov

MC Personalization Tips and Tricks

Salesforce Marketing Cloud Personalization, formerly Interaction Studio, offers incredible power for personalization. MC Personalization Tips and Tricks below will help you level up your game. Einstein Recipes: Enhancements and Challenges Multiple Dimensional Variations for Products in Einstein Recipes Einstein Recipes offer powerful and flexible tools for creating recommendations. However, the fourth step, Variations, falls short compared to other options. Currently, you can configure only a single Dimensional Variation. While multiple Item Types are available, once you select one, you cannot limit recommended products to specific numbers per category or brand. This limitation hinders control over product recommendations, especially for e-commerce sites with diverse catalogs. Unlike Dimensional Variations, multiple Boosters or Exclusions of the same type can be configured differently, which would be a valuable feature to add for Variations. Department Variation for Products in Einstein Recipes Einstein Recipes allow Dimensional Variations at the Category level, but only for primary categories. There is no option for Department (master category) level, which is limiting for e-commerce sites with broad category trees, such as: Recommendations with Category Variation set can still be dominated by similar products due to similar primary categories. Two solutions could address this: Price Reduction Ingredient in Einstein Recipes Triggered Campaigns in Journey Builder can target various events, including Catalog Triggers. Some triggers, like Product Expiring Soon, are available for Web with Einstein Recipes Ingredients. However, there is no Ingredient for the common e-commerce use case of Price Reduction. Marketing Cloud Personalization (Interaction Studio) has the required price and listPrice attributes for Triggered Campaigns. A workaround involves calculating price reductions externally and passing this information to a Related Catalog Object. More efficient solutions would be: Rating Count in Recipe’s Rating Exclusion Marketing Cloud Personalization offers Exclusions/Inclusions on Recipes to fine-tune recommendations. One option is to exclude/include items based on their rating, with an optional zero rating capture. It would be beneficial to include an option to filter based on rating count, allowing for: Currently, such filters can only be applied on the server side in the Template, which can limit recommendations. Having this feature at the recipe level would be more powerful. Abandoned Cart Retention Setting Marketing Cloud Personalization captures cart information for Einstein Recipes recommendations. However, cart content remains indefinitely unless managed proactively. A workaround involves a Web Campaign that checks cart age and pushes a clear cart action if necessary. A better solution would be a configurable option in MCP settings to automatically remove old cart data. Catalog Enhancements Full MCP Category Hierarchy Support for ETL Marketing Cloud Personalization can create a hierarchical tree of categories with automatic summing of views and revenue. However, this is currently possible only under specific conditions, such as having one Category per product and using a Sitemap format. This limitation is problematic, as ETL is often a better way to manage it. The Category ETL already provides detailed information using department and parentCategoryId attributes, but this data does not replicate the drill-down hierarchy in the Catalog UI or pass data from the bottom Category up. Ensuring feature parity between Sitemap and ETL would be beneficial. Segmentation Enhancements MCP Action Name Management Marketing Cloud Personalization captures actions from multiple sources but does not allow managing created actions. An option to view and remove unnecessary actions would improve user experience by reducing the number of options in the segmentation/targeting picklists. An even better solution would be to merge existing actions, preserving behavioral data after refactoring action names. MCP Hourly-Based Segmentation Rules Currently, segmentation rules in Marketing Cloud Personalization are based on days, limiting on-site campaign targeting. For example, to display an infobar for abandoned cart users, the current segmentation can only show users who have not performed a Cart Action today. Hourly-based segmentation rules would allow more precise targeting, showing users who have not performed a Cart Action in the last hour. Adding a picklist to choose between day or hour-based rules would enhance segmentation capabilities. Full MCP Catalog Export Marketing Cloud Personalization supports manual catalog export but only with limited data. The current export file lacks complete catalog data (e.g., promotable and archived attributes), making it unsuitable for ETL sources. An option to export the full catalog data, matching the ETL schema and including hidden items, would greatly benefit debugging and batch-modifying items for subsequent ETL import. Full MCP Catalog Metadata Visibility Marketing Cloud Personalization supports viewing custom attribute metadata in the Catalog but is limited to ETL updates. Extending this to built-in attributes and including origin and lastUpdated values for all sources (Sitemap, Mobile App, Manual update, API) would simplify debugging Catalog metadata issues, reducing admin/developer work and support tickets. ETL Enhancements External Email Campaign ETL Experience Name & ID External Email Campaign ETL allows passing behavioral data but is limited to Campaign ID and Campaign Name. To fully leverage this data in segmentation, it should also support Email ID and Email Name. Adding Experience ID and Experience Name fields to the ETL would enable targeted personalization, allowing segmentation on entire campaigns or specific emails within campaigns. External Email Campaign ETL Send Segmentation External Email Campaign ETL passes Send, Click, and Open data but does not support segmentation based on Send events. Enabling segmentation rules for Send events would unlock use cases like targeting Web or Push campaigns to users who received an email campaign but did not open it, fully leveraging cross-channel and real-time personalization. External Email Campaign ETL Unsubscription Event Type External Email Campaign ETL passes Send, Click, and Open data but cannot pass unsubscriptions. Including the Unsubscribe event would enable targeted campaigns like surveys about unsubscription reasons, win-back campaigns, or replacing email subscription prompts with other channel recommendations. By addressing these enhancements and challenges, Salesforce Marketing Cloud Personalization (Interaction Studio) can further improve its capabilities and provide more precise, effective, and user-friendly tools for personalized marketing. Reporting Enhancements: Direct Attribution at the MCP Campaign Level Current Reporting in Marketing Cloud Personalization (MCP) Marketing Cloud Personalization (Interaction Studio) offers various reports based on Activity, Results, and Visits. However, it

November 8, 2023in Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Personalization

catch initial traffic source with Google Analytics

15Oct

Integrate Google Analytics 4 and Salesforce Marketing Cloud

Connecting Google Analytics 4 Properties to Salesforce Marketing Cloud Now, Google Analytics 4 properties can seamlessly integrate with Salesforce Marketing Cloud using the Sales Marketing Cloud interface. This integration is available for both GA4 standard and 360 properties, extending to users who previously utilized a similar setup with Universal Analytics 360. The significance of this integration lies in its ability to synchronize audiences from Google Analytics to Salesforce Marketing Cloud. By linking these platforms, you can leverage Analytics audiences in Salesforce email and SMS direct-marketing campaigns, enabling targeted and efficient audience engagement. Here’s how it works: Integrate Google Analytics 4 and Salesforce Marketing Cloud Requirements for Integration: Google outlines specific criteria for enabling integration between Salesforce Marketing Cloud and GA4 properties: This integration streamlines audience management across platforms, empowering marketers to leverage Google Analytics insights effectively within Salesforce Marketing Cloud campaigns for enhanced audience targeting and engagement. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

October 15, 2023in Google Analytics, Salesforce, Salesforce Marketing Cloud

12Oct

Salesforce Account Engagement Quickstart

Account Engagement Quickstart by Tectonic’s Salesforce Marketing Consultant, Shannan Hearne Salesforce Account Engagement is the leading B2B marketing automation platform, existing in the cloud and becoming a part of the Salesforce family in 2012 through the acquisition of Exacttarget (formerly known as Pardot). The latter had acquired Salesforce Account Engagement in 2012 and, post-integration with Salesforce, was subsequently renamed Pardot in 2014. Tectonic offers Salesforce Account Engagement Quickstarts for businesses looking to get up and running on the platform quickly. While Salesforce Marketing Cloud excels in managing extensive email lists, Salesforce Account Engagement elevates B2B email marketing to a new echelon. Its primary function revolves around nurturing leads for seamless handoff to the sales department, making it particularly suitable for small to medium-sized businesses grappling with a high volume of leads that demand qualification. Lead, or prospect, tracking through campaigns, sources, utm (UTMs, or Urchin Tracking Modules, are a tracking device to help you get really specific with your traffic source. UTM tracking involves adding unique UTM codes to your URLs to easily identify exactly where your traffic is coming from) parameters and more is an easy to use function in the Account Engagement platform. A Account Engagement quickstart is an affordable, fast to market option, for users looking to get started quickly. A Standalone Product Despite being under the Salesforce umbrella, Salesforce Account Engagement operates as a standalone product, not contingent on having a Salesforce CRM. Integration with Salesforce is facilitated through the Salesforce Account Engagement Salesforce Connector or other CRM solutions like Microsoft Dynamics CRM, Zoho, Hubspot, Pipedrive, Oracle CX, Insightly or Sugar CRM. The list of potential database solutions that can work with Salesforce Account Engagement is massive. The integration process, however, isn’t a simple flip of a switch. It involves mapping Salesforce Account Engagement fields to Salesforce fields, editing page layouts, configuring Salesforce Campaigns, setting up website tracking, implementing lead scoring, and adjusting user settings. Given the intricacies, engaging an experienced implementation specialist is strongly recommended to avoid costly missteps. Account Engagement Quickstart Tectonic offers Salesforce Account Engagement Quickstarts for businesses looking to get up and running on the platform quickly. Once the initial configuration is complete, the marketing department can delve into creating landing pages, establishing drip campaigns, setting up email templates, and configuring marketing automation rules. While free online training resources exist, live training from an experienced implementer, tailored to the organization, proves more effective. Tectonic, with certified Salesforce Account Engagement specialists, offers a Salesforce Account Engagement Quickstart package to get companies operational in Salesforce Account Engagement within two weeks or less, featuring personalized training and transparent pricing, inclusive of follow-up support. Ongoing Support Post-implementation, some organizations opt to outsource their ongoing marketing automation needs, especially if they have limited resources or no dedicated marketing department. A Managed Services solution becomes a valuable asset in such scenarios. Tectonic offers cost-effective ongoing Salesforce Account Engagement management solutions and has in-house talent with decades of marketing experience ensuring the ROI on your Salesforce Account Engagement is high. Should you have any inquiries about commencing your journey with Salesforce Account Engagement, feel free to reach out to Tectonic today. The Account Engagement Quickstart is now known as the Account Engagement Salesforce Implementation Solution. Content updated April 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

October 12, 2023in Marketing Automation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

11Oct

Case Study: Financial Services-Community Bank-Marketing Cloud/Customer 360

“The Tectonic team showed strong knowledge of the SFMC platform. They listened to our specific needs and use cases and crafted a customized and creative approach to meet our needs. They were reliable and communicative throughout the entire project.”

October 11, 2023in Salesforce Financial Services Solutions, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Success Stories

09Oct

Case Study: Largest Native American Tribe in the US-Citizen Engagement for Tribes-Salesforce Public Sector Solutions (PSS)/Health Cloud/Experience Cloud/Marketing Cloud and Mulesoft

Citizen Engagement for Tribes Salesforce Tribal Government MuleSoft Experience Cloud Health Cloud Public Sector Solutions (PSS) Health Cloud Experience Cloud Tribal Nation Solutions MuleSoft Marketing Cloud salesforce tribal government mulesoft Industry: Tribes – Government & Healthcare PROBLEM: SOLUTION: Implementation of Salesforce Public Sector Solutions (PSS), Health Cloud, Experience Cloud, Marketing Cloud & MuleSoft: RESULTS: Like1 Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

October 9, 2023in Mulesoft, Salesforce Experience Cloud, Salesforce Government Cloud, Salesforce Health Cloud, Salesforce Marketing Cloud, Salesforce Public Sector Solutions, Salesforce Success Stories

05Oct

Salesforce Marketing Cloud vs Salesforce Account Engagement

Understanding Salesforce Marketing Cloud (Exacttarget) compared to Salesforce Account Engagement (Pardot), and their differences. Distinguish between Pardot and Marketing Cloud with these highlights: Salesforce Marketing Cloud Engagement (Marketing Cloud formerly ExactTarget) Salesforce Marketing Cloud Account Engagement (formerly named Pardot) The answer to all the above questions is no. Salesforce Account Engagement and Marketing Cloud – two equally powerful marketing automation platforms for very different use cases. Pardot (Account Engagement) is used for ‘considered purchases’ where there are long sales cycles and multiple decision-makers – which is typical of B2B, but not exclusively. Marketing Cloud is best suited to transactional purchases across multiple marketing channels – which is typical of B2C, but not exclusively. As time goes on, you’ll find more examples of organizations marketing to consumers that will be making a considered purchase, and on the flip side, more accounts (B2B) making transactional purchases, in high-volume, such as self-service commerce. ‘Is Pardot a part of Marketing Cloud?’ and ‘Is Pardot Included in Marketing Cloud?’ It depends on how you interpret ‘part of’, which could mean two things: Built on the same product architecture = no, Pardot is partly on its own platform, and partly on the core Salesforce platform. Marketing Cloud still exists on its own, not on the core Salesforce platform. Despite being renamed “Marketing Cloud Account Engagement”, the two do not function together, nor are sold together. Marketing Cloud still exists on its own, not on the core Salesforce platform. Like Related Posts Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more

October 5, 2023in Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

01Oct

Get to Know Ampscript Marketing Cloud

AMPscript is Marketing Cloud Engagement’s proprietary scripting language designed for advanced dynamic content in emails, landing pages, SMS, and push messages. While incorporating basic programming concepts, AMPscript is user-friendly and accessible even to non-coders, enabling the creation of highly personalized and dynamic content. Its purpose is to expand Marketing Cloud Engagement functionality to facilitate one-to-one personalized communications, offering marketers a powerful tool to enhance their digital campaigns. AMPscript Functionality: AMPscript serves several functions within Marketing Cloud Engagement, including: Categories and Examples of AMPscript Functionality: Scenarios Where AMPscript is Utilized: Get to Know Ampscript Language Components of AMPscript: AMPscript provides the flexibility to create highly dynamic emails and content by leveraging variables, operators, and conditional logic. The subsequent unit covers basic functions and syntax to aid users in initiating their journey with AMPscript. Like1 Related Posts Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more Overlooked Costs of a Salesforce Implementation Let’s look at some frequently overlooked Salesforce costs. The goal is to provide businesses and decision-makers with a comprehensive understanding Read more

October 1, 2023in Salesforce Marketing Cloud

Salesforce for Travel, Transportation, and Hospitality

29Sep

Salesforce and the Impact on Transportation and Hospitality

Capitalizing on the public’s eagerness to travel post pandemic, the travel and hospitality industry finds its most lucrative opportunity may be in 2024. Salesforce and the Impact on Transportation and Hospitality industries is here to help. A significant 44% of Americans are anticipated to embark on leisure holiday trips this year, emphasizing the need for the travel and hospitality sector to enhance customer services and, consequently, boost revenue. This is where Salesforce’s capacity to centralize customer data, interactions, and feedback becomes most valuable. In this blog post, Tectonic will delve deeper into understanding the pivotal role of Salesforce CRM in the travel and hospitality industry. Creating a real-time view of your guests helps to surprise and delight them across every interaction. Salesforce and the Impact on Transportation and Hospitality The suite of Salesforce for hospitality has digital abilities that help hotels, casinos, and resorts continually adapt to the changing expectations of their guests. Salesforce Sales Cloud helps scale revenue. Salesforce Marketing Cloud and Account Engagement customize engagements with guests. With Salesforce Flow and Case Management simplify and automate many of the time-consuming tasks that slow the hotel business down. The Influence of Salesforce on Customer Experiences Personalized touchpoints facilitated by Salesforce 360 degree customer view contribute to a seamless and cohesive customer journey, from the initial inquiry phase to post-trip engagement. Leveraging the platform’s capabilities, travel and hospitality businesses can devise targeted marketing campaigns that directly address the interests and preferences of their customers, leading to increased engagement and conversion rates. Salesforce’s impact extends to post-booking interactions, where businesses can sustain customer relationships by providing relevant updates, recommendations, and support throughout the travel experience. Salesforce enables businesses to transcend standard service levels, delivering moments of delight and genuine connection. With Salesforce and the Impact on Transportation and Hospitality is boosting business and customer satisfaction. Powering Salesforce for Tailored Customer Interactions The ability to deliver personalized customer interactions is pivotal in the travel and hospitality industry’s success. Through the robust capabilities of the Salesforce platform in customer data management and segmentation, businesses can create detailed customer profiles capturing preferences, past interactions, and feedback. This information forms the basis for crafting tailored experiences, from personalized recommendations and promotions to targeted promotional offers and invitations. Whether adding SMS texting, web personalization for returning visitors, or social media retargeted advertising, Salesforce has the right tools for your hospitality company and Tectonic has the experience to implement those tools for you. Salesforce’s marketing automation and personalization features enable businesses to deploy customized communication strategies, delivering the right message to the right customer over the right channel at the right time. Leveraging data-driven insights, businesses can orchestrate customer journeys that are highly relevant and engaging, fostering a sense of individuality and exclusivity. Integrating Salesforce with Your Booking and Reservation Systems Salesforce has significantly impacted the travel and hospitality industry by integrating with many booking and reservation systems. Seamless connectivity between Salesforce and these vital systems streamlines the entire customer journey, from initial inquiry to post-trip follow-up. This integration centralizes customer data and booking information, providing a comprehensive view of each customer’s interactions and preferences. This integration ability also decreases your time to market with a Salesforce solution and increases your return on investment. Reduced technical debt brings greater impact to the entire organization. Sales, Salesforce and the Impact on Transportation and Hospitality Enhanced collaboration between sales, marketing, and customer service teams is facilitated, ensuring a cohesive approach to customer interactions. With a unified view of all your customer data, teams can deliver personalized recommendations, offer timely assistance, and coordinate pre- and post-trip communication. Automation of processes such as booking confirmations and post-trip surveys enhances operational efficiency and customer satisfaction. Streamlining Marketing and Sales Efforts with Salesforce Marketing and sales efforts are integral components of a successful travel and hospitality business, and Salesforce offers tools and features designed to streamline these critical functions. The platform’s marketing automation capabilities enable businesses to create targeted campaigns, personalized communications, and automated workflows. By leveraging customer data and insights, businesses can craft highly relevant and engaging marketing initiatives, driving higher levels of engagement and conversion. Salesforce’s sales management tools empower businesses to track customer interactions, manage leads, and optimize the sales pipeline for improved conversion rates. With features such as lead scoring, opportunity tracking, and predictive analytics, Salesforce equips businesses with resources to drive sales efficiency and effectiveness. A centralized source of truth for guests allows marketing to hand warmed leads off to sales with complete information. Salesforce collaboration tools enable everyone on your property to see all relevant information to best serve guests and their unique needs. Travelers have a natural yen for exploration and excellent, personalized interactions powered by the Salesforce ecosystem allow you to know your customers where they are when they interact with you and provide them with the next best experience powered by CRM Analytics and Einstein. Salesforce, Tectonic, and You Salesforce serves as a catalyst for transformation within the travel and hospitality industry, enabling businesses to redefine customer experiences and elevate their offerings. As the industry embraces digital innovation and customer-centric strategies, Salesforce stands poised to play a pivotal role in shaping the future of travel and hospitality, driving sustained growth and differentiation for businesses that harness its potential. Tectonic has serious travel and hospitality industry experience positioning us to deliver a Salesforce solution customized for your business model and to deliver it quickly. As Salesforce Partners, Tectonic’s experienced team of Salesforce consultants can help strengthen your overall CRM strategy, enhance business workflows, and create a very powerful custom solution to delight your customers and empower your employees. Strategic Salesforce Consulting Partners provide solutions across Salesforce products and platforms customized to your business needs. Ready for a Hospitality or Travel Salesforce Implementation? Explore the possibilities of Salesforce for travel and hospitality or other Salesforce solutions 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

September 29, 2023in Marketing Automation, Salesforce Commerce Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Managed Services, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Personalization, Salesforce Sales Cloud

Salesforce Marketing Cloud

Case Study: Manufacturing-Salesforce Sales/Service/Experience/Marketing Clouds and Pardot

Email Marketing and Communication Tools for Nonprofits

Google Analytics and Salesforce Marketing Cloud Engagement Integration

Spring ’24 Salesforce Marketing Cloud Account Engagement Release Notes

Integrate Google Analytics 4 and Salesforce Marketing Cloud

Salesforce Account Engagement Quickstart

Case Study: Financial Services-Community Bank-Marketing Cloud/Customer 360

Case Study: Largest Native American Tribe in the US-Citizen Engagement for Tribes-Salesforce Public Sector Solutions (PSS)/Health Cloud/Experience Cloud/Marketing Cloud and Mulesoft

Salesforce Marketing Cloud vs Salesforce Account Engagement

Get to Know Ampscript Marketing Cloud

Salesforce and the Impact on Transportation and Hospitality

Recent Posts

Salesforce Introduces Agentblazer Status

Google Expands AI Search Capabilities with Gemini 2.0

Salesforce Introduces AgentExchange

When to Use AI Agents and Copilots

9 Essential Salesforce Clouds for Healthcare Payers

Contact Us

Be in touch today — and start your business on a path to success.

Category

Archives