Salesforce Marketing Cloud Account Engagement (Pardot)

06Aug

What is Kiosk Mode in Salesforce Marketing Cloud Account Engagement?

Kiosk mode is a Salesforce Marketing Cloud Account Engagement form setting that stops a tracking cookie being placed on your browser when you submit a form. With Kiosk Mode enabled, no one gets cookied. A prospect’s form submissions are related to a prospect record via a unique browser cookie. However, sometimes you don’t want to cookie every visitor because it can cause one prospect’s information to be related to another prospect’s cookie. For example: you want to manually enter prospect data into a form from a signup sheet or have prospects fill out forms at a tradeshow booth. You can submit a form multiple times without causing visitor association changes by using Kiosk Mode, because it doesn’t cookie visitors. Enable Kiosk Mode on a per-form basis on the Advanced tab of the Look and Feel step. Locate KM You can find Kiosk Mode in MCAE by going to the “Look and Feel” section then selecting the “Advanced” settings. Just check the box to make sure it’s switched on. Utilize Salesforce Kiosk Mode Utilize kiosk mode when at live events and multiple people are completing your Marketing Cloud Account Engagement forms from the same device. Make sure all users who attend live events such as trade shows know how to enable this feature. Here is another example of Kiosk Mode. Imagine a convention hall where convention attendees scan their badge for entry. The convention organizers have set up an entry point with a row of tablets, and on each tablet screen is a check-in application, displaying both a scanner view and instructions prompting attendees to scan their badge. Attendees can easily hold their badge up to the scanner view, after which they receive a confirmation message (indicating that they may enter) or a warning message (indicating that there is an issue with their badge, and that they should head over to the information booth to get help). At the same conference, presenters at each booth in the convention hall need a way to collect leads and stay connected with conference attendees who express interest in their product or service. Each booth is outfitted with a tablet with a scanner view. Similar to what the attendees encountered when entering the conference. These scanners, however, scan an attendee’s badge for the purpose of collecting their information and sharing it with the booth presenter, so that after the conference the two parties can stay connected, finalize purchase discussions, and more. To implement these self-service scanning stations, conference organizers and booth presenters used BarcodeScanner in their applications. To seamlessly integrate their check-in and lead collection processes with Salesforce. Once scanned, the check-in application processes the barcode to find the associated registration record and verify that the person scanning the barcode is a registered conference attendee. The booth scanner scans barcodes, extracts embedded attendee data, and uses it to create leads in Salesforce. Whether you want to update an existing LWC component to use the self-service features of BarcodeScanner, or you’re creating a brand-new component, you only need to keep a few things in mind to get started. Content modified November 2022 to reflect Pardot’s name change. 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 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 Why We Love Pie But Not Pie Charts At Tectonic, we help you align your desired business results with the events and activities in your business. Everybody loves Read more

August 6, 2020in Salesforce Implementation Services, Salesforce Marketing Cloud Account Engagement (Pardot)

05Aug

Moving Sales and Marketing to an ABM Model, b2b mar

The longer one is involved in marketing, the more lessons are learned, right? The answer is usually. While some tried and true tactics lose their efficacy over time, new methods evolve to replace or augment them. Moving to an ABM model is one of the newer tactics. Learn more. Despite recognizing the theoretical value of account-based approaches, marketers find it challenging to depart from the lead-based strategies they’ve relied on for years. Even when data analysis reveals the inefficiency of these tactics, letting go remains a struggle. For instance, almost 68% of individuals abandon forms, resulting in the immediate loss of the majority of leads. Even those completing the form often provide false information, leading sales teams to pursue the wrong leads, wasting time and resources. Moving to an ABM model, consider these helpful steps: Leverage Intent and Engagement Insights: Identify “Key Indicators”: Select the Right Target Accounts: Map the Nonlinear Account Journey: Coordinate Across Sales and Marketing Teams: Create Customized Content: Articulate and Meet ABM Goals: Measure ABM Programs: While the belief in the effectiveness of gating “high-value” content persists, B2B buyers are increasingly unwilling to sacrifice anonymity for readily available online information. ABM isn’t just about prioritizing accounts over leads; it’s also about actively targeting the right accounts in the market to buy and executing relevant outreach across their buying team. End-to-end ABM software platforms typically include core features such as analytics, prospecting tools, engagement monitoring, lead scoring, and marketing automation. Salesforce’s Account Engagement is a recommended platform. Account-based marketing (ABM) is a strategic approach that focuses on high-value accounts in a market or business, creating personalized buying experiences for better customer acquisition, relationship-building, and business growth. Tectonic can assist in deploying and customizing your Salesforce platform and marketing automation tools, collaborating with you to develop a strong ABM plan tailored to your business. 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 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 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

August 5, 2020in Salesforce Marketing Cloud Account Engagement (Pardot)

03Jun

What Is Pardot’s Evolution?

Pardot’s evolution (rebranded to Marketing Cloud Account Engagement) is a B2B (Business-to-Business) marketing automation solution that was created by David Cummings and Adam Blitzer in 2007. It was purchased by ExactTarget in 2012 and then was finally acquired by Salesforce in 2013. “Pardot” in Latvian means “to market or sell,” which illustrates its main purpose best. It helps companies build meaningful connections, generate more robust pipelines, and empower sales teams to close more deals faster. In 2018 Salesforce built the Pardot Lightning App to align better marketing and sales activities and easily integrate Pardot with another Salesforce product – Sales Cloud. Another Pardot evolution. In the same year, Salesforce launched another product version – Pardot Einstein. It is powered up with AI (Artificial Intelligence) features for: Pardot Add-On Products: Pardot’s Evolution continues at Salesforce. Pardot (also known as Marketing Cloud Account Engagement) is a marketing automation and lead generation tool from Salesforce. It helps marketers identify prospective customers and convert them into actual customers. Pardot has more advanced features for launching and managing email marketing campaigns as well as some social media functionalities, although it doesn’t cover all social platforms. In addition, Pardot includes lead scoring as a standard feature that Salesforce Marketing Cloud doesn’t provide. Content updated April 2022 to reflect name change. Like1 Related Posts 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 Salesforce Campaign Attribution Explained Campaign Influence in Salesforce enables the attribution of multiple campaigns to an opportunity, although each opportunity can only have one Read more

June 3, 2020in Salesforce Marketing Cloud Account Engagement (Pardot)

18May

AB Split Testing

A/B testing, also known as split testing, is a method of randomized experimentation that involves presenting two or more versions of a variable (such as a web page or page element) simultaneously to different segments of website visitors. The primary objective is to determine which version has the most significant impact and positively influences key business metrics. Essentially, A/B testing eliminates guesswork from the process of website optimization, empowering experience optimizers to make decisions grounded in data. In this methodology, ‘A’ denotes the ‘control’ or the original testing variable, while ‘B’ signifies the ‘variation’ or a new version of the original variable. The version that demonstrates a positive impact on business metric(s) is declared the ‘winner.’ Implementing the changes from this winning variation on the tested pages/elements can optimize the website and improve overall business ROI. AB split testing is also effective for improving email content. Conversion metrics differ for each website; for instance, in eCommerce, it may be product sales, while in B2B, it could be the generation of qualified leads. A/B testing is a crucial element of the broader Conversion Rate Optimization (CRO) process, providing both qualitative and quantitative insights into user behavior. The collected data aids in understanding engagement rates, user pain points, and satisfaction with website features, including new additions or revamped sections. Neglecting A/B testing translates to missed opportunities for potential business revenue. What are AB splits? An A-B split test compares two versions of a marketing campaign, mobile application, website, email, or other measurable media to determine performance. In this test, users are randomly divided into a control group and a variation group. One imperative to AB Split Testing is that you can only test against one variant per text for measurable and true results. If you want to test the effectiveness of personalization, the color of the CTA button, and a hero image, you have to conduct at least 3 AB Split Tests. AB Split Testing A notable example of split testing is the Moz landing page case study conducted by Conversion Rate Experts, where a short-form (original) and a long-form sales page (improved version) were compared. The split test is to determine which variant performs better. It might be content, or call to action button text or color or form length. While the terms ‘A/B testing’ and ‘split testing‘ are often used interchangeably, the distinction lies in emphasis: ‘A/B’ refers to the competing web pages or variations as selected or responded to, while ‘split’ underscores the equal division of traffic between existing variations. 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 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

May 18, 2020in Salesforce Marketing Automation, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

11May

Tips For Organizing Campaign Hierarchy in Salesforce

There are lots of recommenfded campaign hierarchy structures. Here are Tips For Organizing Campaign Hierarchy in Salesforce. Link Related Campaigns Use Campaign Record Types Develop a Naming Convention Use Three Levels Additional Tips Advantages of Setting Up a Campaign Hierarchy Tips For Organizing Campaign Hierarchy in Salesforce Common Number of Levels in a Campaign Hierarchy Creating a Campaign Hierarchy in Salesforce Sorting Campaign Members in Salesforce Currency Settings in Campaign Hierarchies Information Visible in a Campaign Hierarchy Best Practices for Defining Campaign Member Statuses 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 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

May 11, 2020in Marketing Automation, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Sales Cloud

11Mar

Salesforce Commerce Acronyms

Here are some helpful acronyms to understand what is referred to when discussing Salesforce and Commerce. Acronym Meaning Definition AOV Average Order Value You may come across this term in the context of Commerce Cloud. For example, Goals-Based Commerce is designed to improve margins or to increase average order value (AOV). In Commerce Cloud this would include suggested products to add to your shopping cart. BNPL Buy Now Pay Later How customers can buy products on credit and pay for them later. Commerce Cloud has partnerships with PayPal and Klarna. Companies offering store credit cards have BNPL options for customers as well. CDN Content Delivery Network A highly-distributed platform of servers that helps minimize delays in loading web page content by reducing the physical distance between the server and the user, maintaining caches of content. CMS Content Management System A content management system (CMS) is an application that is used to manage web content, allowing multiple contributors to create, edit and publish the website. Content in a CMS is typically stored in a database and displayed in a presentation layer based on a set of templates. eCDN Embedded Content Delivery Network Salesforce Commerce Cloud provides digital customers an embedded content delivery network (eCDN) designed to accelerate site speed access and content delivery. The end result is a more secure, reliable online shopping experience for the consumer.(source) ERP Enterprise Resource Planning These enterprise-level systems take care of manufacturing, finance, master data, and accounting aspects (versus CRM applications that typically handle sales, marketing and support functions only). Salesforce does offer some functionalities related to business processes and operations. Its core focus is on managing customer interactions, sales, and marketing activities. With the release of Industry related platforms Salesforce is closer to an ERP. Salesforce can integrate with ERP systems or provide some ERP-like functionalities. GMV Gross Merchandise Value The total value sold through an eCommerce site over a defined period of time. Commerce Cloud is a leading commerce solution that aims to “make every transaction more profitable”, and therefore, increase your GMV. OCI Omnichannel Inventory “Delivers near real-time inventory availability at the location level across all your fulfillment channels.” (source)There is also the Omnichannel Inventory service, a collection of APIs to retrieve inventory updates from your back-office systems. OMS Order Management System Any tool or platform that tracks sales, orders, inventory, and fulfillment as well as enables the people, processes, and partnerships necessary for products to find their way to the customers who bought them. An order management system is a digital way to manage the entire lifecycle of an order. PIM Product Information Management A set of processes used to evaluate, identify, store, manage and distribute product data or information. PRM Partner Relationship Management “Simplify every step of your channel sales process, from onboarding to selling. Give your partners the same tools that make your internal team successful. Give channel managers step-by-step directions to quickly configure lead distribution, deal registration (and more…).” (source) PWA Progressive Web App Apps that “are built and enhanced with modern APIs to deliver enhanced capabilities, reliability, and installability while reaching anyone, anywhere, on any device with a single codebase.” Salesforce’s Progressive Web App (PWA) Kit integrates with Salesforce B2C Commerce APIs, which are fast “with enhanced developer efficiency. While B2C Commerce provides the critical commerce services (like pricing, promotions, search, and Einstein), PWA Kit and Managed Runtime render the web experience, and provide the operations infrastructure.” (source) SFCC Salesforce Commerce Cloud Commerce Cloud is a cloud-based platform that provides brands with features and tools to help grow their online business. These tools and features support all stages of digital commerce – or as Salesforce puts it, everything “from discovery to delivery”. SFRA Storefront Reference Architecture A reference architecture (also known as a blueprint) that combines industry best practices and expected out-of-the-box commerce functionality in a web storefront that can serve as the foundation of your new Salesforce Commerce B2C site. 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 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

March 11, 2020in Salesforce, Salesforce Commerce Cloud, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

02Mar

Pardot Email Reporting

Engagement History reporting (Pardot Email Reporting) offers the opportunity to create Salesforce reports using Pardot marketing asset performance data. The following details a guide on creating a Pardot Email report within Salesforce, providing an overview of list emails and automated emails’ performance. A custom report type called “Engagement Metrics on Emails” is created in Salesforce under Setup. The report type’s primary object is Campaigns, categorized as Campaigns, and is deployed to be visible to users. The object relationships involve Campaigns (A) linked to List emails (B), ensuring each campaign record has at least one related email record. The default layouts are edited to specify which fields should be visible when creating a report. This includes selecting and setting default fields such as delivery rate, click to open ratio, and total hard bounces for emails. To build the Salesforce report, emails are grouped by campaign, revealing insights like email type (List or Automated) and enabling the addition of filters such as emails sent in the last quarter. Various metrics can be applied, like sum, average, minimum, or maximum, to analyze performance. Two use cases are: By leveraging Salesforce reports, users can create dynamic charts and dashboards to monitor and analyze email campaign performance effectively. It’s important to distinguish between campaign-level metrics (e.g., total emails delivered in a campaign) and email-level metrics (e.g., click-to-open ratio) when constructing reports to ensure the appropriate data is analyzed. Engagement History reporting enables comprehensive Pardot Email reporting within Salesforce, empowering users to explore various use cases to optimize email campaign performance effectively. 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 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

March 2, 2020in Salesforce, Salesforce Marketing Cloud Account Engagement (Pardot)

26Feb

Joined Datasets in B2B Marketing Analytics

B2B Marketing Analytics (B2BMA) datasets comprise source data that has been formatted and optimized by the B2B Marketing Analytics app to enable interactive exploration. While B2BMA offers pre-built datasets and dashboards as a solid starting point, there may arise a need to enrich the narrative by incorporating additional data from Salesforce, Account Engagement, or third-party applications. This flexibility caters to specific information requests from colleagues or a desire to convey a more comprehensive story. Joined Datasets in B2B Marketing Analytics. Creating Datasets with B2BMA: B2BMA empowers users to generate additional datasets using the data manager. This process involves creating datasets in various ways, such as uploading CSV files, utilizing Salesforce datasets generated through dataflows, or connecting to data in supported applications, data warehouses, or database services. It’s crucial to ensure data cleanliness, completeness, and adopt a clear naming convention to facilitate dataset identification. Creating Salesforce Datasets: To illustrate, let’s create a new Salesforce dataset for campaigns using the following steps: Joined Datasets in B2B Marketing Analytics (Recipes): Datasets can be grouped, combined, or imported to merge with out-of-the-box data. For instance, combining datasets for Salesforce campaigns and email templates enables the creation of a Campaign Click-Through Rate (CTR) report. Here’s how: B2BMA, with its intuitive interface, simplifies dataset creation and merging, facilitating the development of compelling visualizations. Clean, consistent, and reliable data is essential for effective storytelling through visualizations. B2BMA is available in specific packages, and users can reach out to their Tectonic account executives for assistance or complimentary consultations to kickstart their journey. Content updated November 2023. 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 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

February 26, 2020in Salesforce, Salesforce Einstein, Salesforce Marketing Cloud Account Engagement (Pardot)

06Jun

Perfect Drip Campaign

In an ideal world, you effortlessly conquer the lead generation challenges with one creative arm tied behind your back, craft compelling email drip campaigns that guide prospects seamlessly through your sales cycle while eating your lunch, and effortlessly close deals while playing on your XBox. But wake up – these success stories merely showcase the highlights of what it truly takes to construct the perfect drip campaign, complete with an ROI that positions you as the marketing hero vanquishing the empty pipeline challenge every single day. Envision the perfect email drip campaign – a foolproof method to cultivate a robust sales pipeline. Your conversion rates skyrocket, and your sales team can barely wrap up one deal before the next prospect eagerly phones in, begging them to take their order. Drip campaigns act as email touchpoints initiating relevant conversations with your most promising prospects at various stages of the customer journey. They automate the delivery of timely, pertinent communications based on an individual’s current and potential engagement levels with your emails. Meticulously crafted customer journeys connect with leads precisely when predictive analytics indicate maximum effectiveness. Digital Marketing with Email Drip Campaigns For those entering the digital marketing arena, it’s important to keep journey and content paths straightforward. A single journey should not be so generic as to capture every possible lead and propel them to the finish line. Instead, deliver the right message at the opportune moment and seal the deal when the prospect is prepared, avoiding premature sales pitches when they’re still evaluating the product. Salesforce’s Marketing Cloud Account Engagement, formerly Pardot, has the capability to develop advanced drip campaigns based on various criteria, though it typically demands a high level of expertise for design, implementation, and testing. Tectonic recommends communication spans between two and four emails per engagement journey, minimizing errors in more intricate journeys. Conduct split tests on content and engagement, directing the most engaged leads toward more specific journeys based on progressive profiling. In terms of campaign content, tease recipients, leaving them craving more information. Include secondary CTAs for eager learners, or create anticipation by advertising upcoming content in the coming weeks. Drawing on years of marketing expertise, Tectonic marketing professionals assert that campaign journeys aligned with the best customer experiences significantly impact recipient engagement. Creating a cohesive yet personalized narrative for drip communications keeps journey members excited and loyal, eagerly anticipating the next chapter and the value others have gained from your products and services. Stay Relevant Your potential customers don’t want an incessant barrage of irrelevant messages. Ensure your drip campaign and custom preference center grant recipients the option to specify how often they want to hear from you and what topics interest them. Respect your subscribers, simplifying the process for them to update their preferences. While unsubscribe links are obligatory, Account Engagement, formerly Pardot, also offers the option of activating a public preference center within your drip campaigns. Tectonic collaborates with you, understanding your brand’s selling points, helping craft and test the best content. Utilizing Salesforce’s Einstein Analytics, Tectonic designs drip campaigns that land in prospects’ inboxes at the optimal time with the perfect message. They guide you in designing prospect segments and preference center options, keeping everyone engaged with your brand at every stage of the buying process. Understanding Salesforce Marketing Cloud Account Engagement’s powerful communication capabilities from the user, vendor, and strategic services partner perspectives, Tectonic offers best practice guidance based on their success with the platform and that of their satisfied clients. They expedite your company’s transition with swift Account Engagement rollouts (Account Engagement Quickstarts), assist in crafting a flawless drip campaign, and provide guidance through lead generation, warming, and conversion. Harness the power of Marketing Cloud Account Engagement and Tectonic’s experience to fuel your pipeline. This content was updated in 2023. 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 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

June 6, 2019in Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

12Apr

Salesforce DAM

Is there a digital asset management system integrated with Salesforce? Empower Salesforce Marketing Cloud (SFMC) users with the capabilities of an enterprise Digital Asset Management (DAM) system, providing a unified source of truth that includes approved, branded campaigns, and assets for Marketing and Sales utilization. Salesforce DAM options existing from other sources as well. What is digital asset management? A digital asset management solution is a software and systems solution that provides a systematic approach to efficiently storing, organizing, managing, retrieving and distributing an organization’s digital assets. Digital asset management (DAM) can refer to both a business process and a form of information management technology or a digital asset management system. DAM functionality helps many organizations create a centralized place where they can access their media assets. The digital asset is a key component of the DAM process. It is any file type of value that is owned by an enterprise or individual, comes in a digital format, is searchable via metadata and includes access and usage rights. There are many types of digital assets, including but not limited to: A DAM solution streamlines asset management and optimizes the production of rich media, particularly within sales and marketing organizations, by creating a centralized management system for digital assets. It enables brand consistency through automatic asset updates and reinforcement of brand guidelines, providing a single source of truth within businesses and a more consistent user experience to external audiences. Modern digital content management teams and marketers also rely on DAM to repurpose content, reducing unnecessary production costs and duplicate workstreams with its invaluable search features. While Salesforce itself is not a DAM, an alternative like S3 can be considered for storing images, with the image relationships managed in Salesforce. Bynder’s cutting-edge digital asset management (DAM) platform facilitates cloud collaboration for teams, expedites content to market, and enhances the impact of marketing assets. Our philosophy revolves around technology being user-friendly, scalable to individual needs, and backed by personalized customer service and support. Explore digital asset management systems for Salesforce available on the AppExchange. 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 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

April 12, 2019in Data, Enterprise, Salesforce, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Technology

19Feb

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 growth. This gives a holistic view of the entire customer lifecycle, from initial awareness to post-purchase engagement. Your vision for your web site should align with your company’s goals. Now you are going to focus on a site experience that encourages visitors to interact with your content. Start by understanding your customers’ needs. Mapping your customer journey enables you to focus on touch points most relevant to conversions. Follow these seven steps to craft a comprehensive and impactful customer journey map: Step 1: Establish Personas The foundation of creating a customer journey map lies in establishing personas. These are fictional representations of your ideal customers, grounded in demographic, psychographic, and behavioral information. Developing personas provides a deeper understanding of your target audience, enabling tailored marketing and sales strategies to meet their unique needs. Each persona may represent a unique prospect, a unique need, a unique channel, or all of the above. Step 2: Determine the Journey Next, identify the journey your personas undertake when interacting with your brand. This encompasses every touchpoint, from initial discovery to post-purchase engagement. Recognize that the journey may differ for various personas, necessitating the creation of separate maps for each. Each journey, likewise, can have multiple paths. Step 3: Outline the Stages The stages section of your journey map delineates the customer’s relationship with your company, spanning from initiation to conclusion. Standard customer lifecycle stages may include Discover, Explore, Buy, Use, Ask, and Engage. However, tailor the stages to be more specific to your business and persona. Step 4: Set Persona Goals Understand the goals your persona aims to achieve throughout their journey. Begin with a high-level goal for your journey map and break it down into stages. Uncover persona goals through brainstorming, surveys, customer interviews, and analysis of support feedback. Validate your findings through additional research. Step 5: Map Out Touchpoints Identify the various touch points at each stage of your map, plotting them logically in a sequence. Step 6: Consider Other Key Elements Take into account additional elements like customer feedback, friction points, pain points, and challenges that emerge during the journey. Step 7: Identify Areas for Improvement Pinpoint areas in the customer journey that may not be functioning optimally and brainstorm solutions to enhance the overall experience. Dedicate a section of your map to address these improvement opportunities. A customer journey map offers a concise representation of opportunities for automation and improvement in your company’s interactions with customers. Like2 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 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

February 19, 2019in Marketing Automation, Salesforce, Salesforce Commerce Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Personalization, Salesforce Sales Cloud, Salesforce Service Cloud

14Dec

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 the disparities between the two and shed light on their respective functionalities. Marketing Cloud Account Engagement and Salesforce Campaigns. Account Engagement Campaigns: Account Engagement Campaigns serve as the cornerstone of tracking prospect interactions within Account Engagement. When creating marketing assets such as emails, landing pages, or forms, associating them with a Campaign is essential. This linkage facilitates tracking interactions with these assets, with the first Campaign a Prospect interacts with becoming their Source Campaign. Here’s a breakdown: Salesforce Campaigns: Salesforce Campaigns operate differently from Account Engagement Campaigns, serving as a mechanism to track various touchpoints or interactions with leads and contacts. They enable more complex attribution reporting within Salesforce: Salesforce Campaign Integration with Account Engagement: Despite their differences, Account Engagement and Salesforce Campaigns can be integrated to complement each other’s functionalities: Choosing Between the Marketing Cloud Account Engagement and Salesforce Campaigns: The decision between using Salesforce Campaigns or Account Engagement Campaigns boils down to their distinct utilities: Update: Since 2018, Connected Campaigns have bridged the management experience between Salesforce and Account Engagement, streamlining cross-platform alignment and campaign reporting. This enhancement alleviates previous confusion and enhances campaign management efficiency. In conclusion, leveraging both Salesforce Campaigns and Account Engagement Campaigns is recommended for comprehensive campaign management and attribution analysis. If you require assistance with campaign setup, don’t hesitate to reach out to our experts. Content updated November 2023. 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 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

December 14, 2017in Marketing Automation, Salesforce, Salesforce Marketing Automation, Salesforce Marketing Cloud Account Engagement (Pardot)

02Nov

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 and personal property rentals going above and beyond to surprise and delight consumers, their expectations have grown rapidly. Consumers now expect to be provided with a personalized experience. They expect that hospitality companies know their likes and needs and provide them with an experience based around those likes and needs. The speed with which companies need to respond to guests is ever increasing. Who would have predicted that 5 years ago AirBnB would have a valuation comparable with brands like Marriott? Companies are seeing value coming from frictionless customer experience and the way they use technology to lock customers in. The excitement in the travel and hospitality industry is around technology, which is now designed to help manage the customer journey and provide companies the ability to manage the guest experience across sales, service and marketing. Technology is allowing data to be more accessible and integrated, allowing companies to begin shaping customer behaviors in months, as opposed to years. We are seeing that companies that are leveraging the millions of customer touchpoints, data and analytics, are paving the way in providing a seamless, personalized customer experience and have gained a large share of consumers budgets. Companies are spreading their marketing and IT budgets around solutions that span the entire customer journey, from acquisition to cross-sell and up-sell strategies to personalized service throughout their stay. Those who know what their customers wants and needs as well as when and how they want it, are creating loyal, repeat guest visits. Caesar’s Entertainment grew from $3 billion to $12 billion by leveraging technology to deliver personalized service and marketing initiates across its many hotels and casinos. They created a repeatable model across over 90,000 employees, allowing cocktail waitresses to know a customers worth, their favorite drink and how best to interact with them. Caesar’s also enhanced their loyalty rewards program by analyzing their data and implementing rewards that their customers wanted, increasing how much these customers stayed, played and spent on their properties. The evolution of technology has made data more accessible and interpretable, allowing companies to mold customer behaviors and maximize their spending potential. Some of Tectonic’s clients have looked to us to help them shape their customers behaviors. Tectonic has developed an approach, called Insight 2 Action, to help their clients shape behaviors. Insight 2 Action (i2a) helps customers ingest and understand their data and leverage technologies that help guide and influence customer interaction – how they buy, receive services, interact today as well as tomorrow. One of Tectonic’s clients, a luxury vacation company, has grown into a several hundred million dollar organization by understanding customer needs and proactively reaching out to guests with cross-sell and up-sell opportunities. They leveraged their cloud based technologies to manage their data and analytics, marketing & CRM. The implementation took 6 months and a $2 million dollar investment. If our client had chosen to leverage non-cloud based technologies, they would have had a 3 year, $50 million dollars implementation. At the core of personalized service is the ability to react quickly. For example, a new restaurant is being built in which every floor manager and sommelier will be wearing an Apple Watch. When a VIP customer walks through the front door, their favorite bottle of wine can be immediately taken to their table by the floor manager. This also allows for personalized interactions such as greeting a customer when a new table is seated, approaching a guest who waits too long to order her or his drink, or when a menu item runs out, every manager will get an alert via the tiny computer attached to their wrist. This is not a new concept but shows the power of leveraging technology in providing a more personalized guest experience. In providing seamless customer experience it is important to look at embracing cloud technology and what it has to offer. One of our behavior shaping clients acquires, correlates & stores 10 petabytes of data at a 10th of what it cost 4 years ago. From a delivery perspective, this took 6 agile sprints of behavior shaping actions to do approximately 50 behavioral use cases to drive a m reduction in marketing expenses. Our clients are also using cloud tools such as Salesforce to deliver personalized and prescriptive actions across the globe. Our agile approach allows for clients to deploy small stories so that we can deliver quickly for clients, allowing them to measure and iterate with different stories. Content updated January 2024. #technology #travel #hospitality #bigdata #agile #analytics Like2 Related Posts Email Marketing for Hotels and the Hospitality Industry Email Marketing for Hotels

November 2, 2017in Data, Google Analytics, Salesforce, Salesforce Data Cloud, Salesforce Einstein, Salesforce Hospitality Travel and Transportation, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Personalization, Salesforce Sales Cloud, Technology

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