As the vacation ownership industry grows, focus on innovation, personalization, and partnerships sets Salesforce apart. By leveraging Salesforce and Tableau, the company ensures its systems, teams, and customer experiences evolve to meet the expectations of modern travelers, delivering on its promise of unforgettable vacations.
Selective Sync in Account Engagement (Pardot): Aligning Seamlessly with Salesforce Selective sync within Account Engagement (formerly Pardot) enables organizations to push only relevant prospect records into Salesforce based on specific criteria. This process helps marketing teams nurture and qualify leads within Account Engagement, reducing the risk of overwhelming the sales team with irrelevant leads. Aligning this sync process with Salesforce is essential to maintaining efficient lead flow and a unified view of communication history. Keeping Account Engagement and Salesforce fully synchronized is often ideal, as it provides a comprehensive view of interactions across channels, from SMS to telemarketing, enhancing the depth of lead nurturing efforts. Why Selective Sync Matters Certain organizations intentionally limit the records synced with Salesforce. For instance, nonprofits may choose not to sync ‘Major Donor’ contacts into Account Engagement, as these relationships are often managed by dedicated staff who handle personalized communications, such as thank-you emails and event invitations. Additionally, marketers might use selective sync to ensure that Leads and Contacts are directed to specific Account Engagement Business Units. While not covered in this discussion, the setup aligns with option one below. This guide focuses on two primary methods for selective sync. How to Implement Selective Sync Option 1: Marketing Data Sharing Available with Account Engagement’s Premium or Advanced editions, Marketing Data Sharing provides a straightforward solution for selective sync. By navigating to Account Engagement settings and configuring the connector, users can set field criteria for data synchronization. This method is particularly effective for syncing specific data across one or multiple business units. Option 2: Sync Using Zapier When Marketing Data Sharing isn’t available, middleware tools like Zapier offer a viable alternative. While upgrading to a Premium or Advanced edition may bring added benefits, Zapier can bridge the gap for users who need selective sync with lower-tier editions. As a versatile option, Zapier enables administrators to manage multiple integrations. However, data volume should be considered as it can impact costs. Setting Up Selective Sync with Zapier To configure selective sync with Zapier, follow these steps: Comparing Marketing Data Sharing and Middleware Solutions Feature Marketing Data Sharing Middleware Tool (e.g., Zapier) Customizable Based on One Field Yes Yes Cost Included with Advanced & Premium Variable, often per event Marketing Data Sharing vs. Middleware Summary While Marketing Data Sharing is the ideal choice for streamlined selective sync in Account Engagement, middleware tools like Zapier provide flexibility when upgrading isn’t feasible. Both approaches allow organizations to tailor sync operations to their specific requirements, ensuring smoother lead flow and effective communication alignment between Account Engagement and Salesforce. By Tectonic Solutions’s Architect, Shannan Hearne 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
Nurture marketing significantly increases the chances that your ideal buyers will consider your products or services when they’re ready to purchase.
Deactivated Users & Record Ownership: When a Salesforce user is deactivated, the records they own may not be automatically transferred to a new active owner. Pardot syncs prospect records based on the Salesforce owner. If the owner is inactive, it can prevent prospects from syncing correctly or being included in dynamic lists in Pardot.
Salesforce Introduces Integrated Ecommerce Storefronts in Starter and Pro Suites Salesforce has expanded its Starter and Pro Suites to include integrated ecommerce storefronts, combining capabilities across sales, service, marketing, and now commerce into a seamless, all-in-one solution. This new addition empowers small and growing businesses to create direct-to-consumer (D2C) online stores with ease. Key features include low-code tools for custom storefront design, centralized product and price management, and built-in performance dashboards for insights into customer buying behaviors and store operations. Why This Matters: The shift toward digital commerce continues to grow, with Salesforce research indicating that over half of small business revenue is expected to come from digital channels by 2025, up from 42% today. By packaging ecommerce capabilities directly within its CRM suite, Salesforce aims to simplify digital transformation for businesses and eliminate the need for multiple fragmented solutions. Key Features of Salesforce Ecommerce Storefronts Kris Billmaier, EVP & GM of Self-Service & Growth at Salesforce, emphasized that the suite’s unified data approach will allow businesses to provide a connected experience from purchase to support, stating, “Whether customers buy online, engage with sales teams, or seek help, they will now enjoy a fully integrated journey.” Customer and Salesforce Perspectives Justin Fleming, owner of Clicks N Code, shared his success with the new commerce tools in Pro Suite: “Setting up ecommerce was simple, and my customers can now complete purchases in seconds. The invoicing time reduction from 50 minutes to five has been a game-changer.” According to Salesforce, the integration of ecommerce within the CRM suite will help businesses sell more efficiently and improve customer experiences by unifying data and simplifying operations. By Tectonic’s Marketing Ops Director, Shannan Hearne 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
Integrate Salesforce Account Engagement, fka Pardot, with Evernote Using Tray.io for Seamless Automation Connecting Salesforce Marketing Cloud Account Engagement and Evernote is simple and powerful with the Tray.io platform. Using Tray.io’s connectors, you can integrate Pardot with Evernote and other services without needing multiple integration tools. About Account Engagement: Account Engagement, formerly known as Pardot, is Salesforce’s lead marketing automation system, designed to help businesses reach potential clients through automated email, targeted campaigns, and other channels. Getting Started with Pardot on Tray.io Once authenticated, you can use Tray.io’s intuitive workflow builder to create custom automation flows between Pardot and Evernote. This integration allows teams to sync notes, manage lead information, and coordinate marketing tasks with minimal effort, maximizing both platforms’ capabilities. 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
Create a Custom Object You can create custom objects in Account Engagement to sync with Salesforce custom objects. Before you create a custom object, it must exist in Salesforce. Creating a Custom Object in Account Engagement. Required User Permissions User Permissions Needed To create a custom object in Account Engagement: Account Engagement Administrator role Creating a Custom Object in Account Engagement 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
Pardot vs. Marketing Cloud: A Comparative Overview When choosing a marketing automation solution within the Salesforce ecosystem, the decision typically comes down to Pardot (now Marketing Cloud Account Engagement) and Marketing Cloud. While both are powerful, they are designed for different purposes. Pardot (MCAE): Marketing Cloud: Pardot vs. Marketing Cloud: A Comparative Overview In summary, Pardot is tailored for B2B companies focused on lead nurturing and driving sales, while Marketing Cloud offers broader capabilities for managing customer engagement across multiple channels. The best option depends on your business needs and objectives. 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
The Salesforce Winter ’25 release notes are here! Let’s discover the key highlights and what Account Engagement (formerly Pardot) users can expect this October. Duplicate Management When Salesforce introduced the Email Uniqueness field in 2021, which let us know if a Prospect’s email address was unique within the system. While useful, this field had its limitations—it couldn’t be exported, and it only indicated the existence of a duplicate email. Now, with the Winter ’25 release, Advanced and Premium Account Engagement users will gain full-fledged duplicate management capabilities. Account Engagement Optimizer will help keep databases clean by enabling users to view and merge duplicate prospect records easily. Default System Emails to Lightning App Links If you’ve been receiving system notification emails from Account Engagement, such as the Daily Prospect Activity report, you’re likely familiar with the pi.pardot.com (Pardot Classic) links these emails typically include. However, with Winter ’25, all orgs will have the option to default Account Engagement system emails to use Lightning App links. This update directs users to the correct app or prospect without requiring a login to pi.pardot.com. One note: this update won’t change the “Account Engagement URL” field on Salesforce Leads and Contacts, which will still contain a pi.pardot.com link. However, you can create a Formula field on the Lead and Contact objects to display the Lightning link instead. Use the following formula, and be sure to update the highlighted section with your own Salesforce URL: plaintextCopy codeSUBSTITUTE(pi__url__c, “http://pi.pardot.com/prospect/read?id=”, “https://company.lightning.force.com/lightning/page/pardot/home?pardot__path=/prospect/read/id/”) While the Pardot Classic App will always hold a nostalgic place in our hearts, it’s exciting to see this last remnant of the Classic interface being phased out. Do More with Data Cloud The integration between Account Engagement and Data Cloud continues to evolve. With the Winter ’25 release, orgs will be able to connect form, landing page, and tracked website engagement data to Data Cloud, enabling more personalized marketing efforts, calculated insights, and improved segmentation. In addition, the number of Data Cloud segments available per business unit in Account Engagement has increased from 5 to 25, though this enhancement is currently only available to users with the Growth or Plus edition. Copy Forms and Emails to CMS Building on the “Copy Images from Account Engagement to CMS” feature introduced in Summer ’24, orgs with the Growth or Plus editions can now also copy forms and emails to their CMS. Additionally, support for PDF, MP4, and Zip file types has been added in this release. Pause or Cancel Permanent Prospect Deletions One of the worst experiences for any admin is accidentally deleting something important—especially when it’s a permanent deletion. Fortunately, Salesforce is now offering a safeguard: deletion requests can be paused or canceled via the Table Action Manager in Account Engagement Optimizer. Get Help Understanding the Salesforce Winter ’25 Release and Its Impact on Account Engagement Orgs What questions do you have about the new features coming to Account Engagement? Let us know in the comments or reach out to the team at Tectonic to start a conversation. 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
The Salesforce Winter ’25 release introduces a range of innovative tools and enhancements tailored to elevate marketing strategies. Whether your focus is on personalization, database management, or campaign automation, these new features are designed to help you excel in the fast-paced world of digital marketing. Here’s a look at the top five marketing features in Salesforce Winter ’25 that marketers need to know about to stay ahead of the curve. Top 5 Marketing Features in Salesforce Winter ’25 1. Einstein Personalization: Real-Time Customer EngagementEinstein Personalization is a standout feature of the Winter ’25 release, integrated within the Customer 360 platform. Leveraging Data Cloud, this tool delivers real-time, personalized experiences across Salesforce clouds. By combining business objectives with rules-based targeting, it enables marketers to make informed, personalized decisions across various channels. With native integration into Marketing Cloud Growth, Einstein Personalization ensures a seamless and cohesive customer journey across all Marketing Cloud products. 2. Enhanced Data Management with Marketing Cloud Account Engagement (Pardot)Effective database management is crucial for successful marketing, and Salesforce has significantly improved this with the Winter ’25 release. The updated Marketing Cloud Account Engagement (formerly Pardot) feature allows marketers to find and merge duplicate prospects, maintaining an accurate and streamlined database. Additionally, you can now copy marketing forms and emails directly to Salesforce CMS and integrate landing page and form engagement details into Data Cloud. These enhancements not only preserve data integrity but also offer deeper insights for more effective segmentation and campaign targeting. 3. Advanced API Integrations and General EnhancementsThe Winter ’25 release introduces powerful API and integration updates that revolutionize how marketers manage and utilize data. New capabilities include managing tags, processing permanent prospect deletion requests, and sending list emails more efficiently. Moreover, marketers can now gain valuable insights by ingesting Account Engagement form and landing page engagement data into Data Cloud. General enhancements also allow for the opening of system email links within the Lightning App and building segments in Data Cloud using engagement data from forms and landing pages, streamlining marketing operations and ensuring they are more data-driven. 4. Dynamic Content and Automation in Marketing Cloud GrowthSignificant updates to Marketing Cloud Growth in Winter ’25 focus on dynamic content and automation. Marketers can now create highly personalized and timely campaigns using dynamic content variations and event-triggered automation. This ensures messages are not only relevant but also delivered at the most impactful moments, driving higher engagement and conversion rates. The ability to clone content and avoid duplicating records when sharing branded content across workspaces further enhances efficiency in marketing processes. 5. Einstein AI and Campaign ROI AttributionUnderstanding the return on investment (ROI) of marketing campaigns is made easier with new Einstein AI tools and campaign ROI attribution features in Winter ’25. The introduction of Einstein Copilot features and grounding tools in Marketing Cloud Growth enhances content creation and optimization using generative AI. Additionally, the Opportunity Influence feature allows marketers to automatically attribute revenue from closed deals to the most influential campaigns using email click engagement data. With options for first-touch and last-touch attribution models, marketers can clearly identify which campaigns drive success at different stages of the customer journey. Recap The Salesforce Winter ’25 release equips marketers with a robust set of features designed to empower the creation of more personalized, efficient, and effective campaigns. From real-time personalization with Einstein to enhanced data management and dynamic content automation, these updates provide the tools needed to stay competitive in the digital marketing landscape. By leveraging these new features, marketers can optimize their strategies to ensure relevance and maximize impact. 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
MCAE User Question: “Hello, is there a way to mass transfer a group of contacts or leads to Pardot?” Response: You can’t directly use the “Send to Account Engagement” button from the lead or contact list views, as this option is only available on individual records. Although the list view includes a “Send to Account Engagement Prospect List” option, it doesn’t actually create prospects in Pardot. To mass transfer leads or contacts to Pardot, follow these steps: This process will create new prospects in Pardot and sync all mapped field data from Salesforce, using only the ID and email address. 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
5 Sales Pitches That Hook Prospects Every Time Want to know how to craft a winning sales pitch? Learn the core elements that turn a simple pitch into a conversation that captivates. Let’s face it: the art of the sales pitch has changed. It’s not just a “pitch” anymore; it’s more like a fastball. You have around 30 seconds to connect, persuade, and deliver value to a stranger. It’s no small task. Today’s customers are more informed and skeptical than ever. According to our latest State of Sales report, 81% of sales reps say buyers increasingly do their own research before reaching out. If your pitch consists of information they already know, it shows a lack of effort and awareness. The secret to closing deals lies in the work you do before the pitch, the conversation during those critical 30 seconds, and the follow-up after. In fact, the best sales pitch is more like a genuine conversation than a traditional “pitch.” What is a Sales Pitch? A sales pitch is a conversation—delivered in person, over the phone, or through digital channels—aimed at convincing a potential customer to purchase your product or service. It’s your chance to connect and demonstrate how your offering can make a real difference for their business. Done right, it’s more than just selling; it’s about reducing the unknowns for your prospect and solving specific pains. How to Structure a Sales Pitch A good sales pitch starts long before you make contact. Preparation is key, and that means understanding your prospect’s business context. Here’s a guide on structuring your pitch: 1. Start with a Personalized Opening:Begin by showing your prospect you’ve done your homework. Reference a recent achievement or challenge specific to their business. This demonstrates effort and sets the tone for a meaningful conversation. 2. Address the Prospect’s Needs:Ask open-ended questions that let the prospect describe their pain points. Instead of telling them what their issues are, guide them to voice their challenges. This approach makes the conversation more about them, which helps build trust. 3. Present Data-Driven Solutions:Back your pitch with data, case studies, or testimonials that prove the value of your solution. Then, ask follow-up questions that let the prospect confirm how your solution could outperform their current approach. 4. Conclude with Clear Next Steps:Wrap up with a call to action. Whether it’s scheduling a demo, booking a follow-up meeting, or offering a free trial, make sure your prospect knows what to do next. Consider asking them about their decision-making process or potential internal skeptics to address concerns early. How to Write an Effective Sales Pitch Here are some steps to crafting a sales pitch that works: 1. Research Thoroughly:Buyers expect sales reps to act as trusted advisors. Tailor your presentation by understanding your prospect’s industry, challenges, and pain points. Build the best case by digging into their LinkedIn page, industry trends, and company news. 2. Personalize Your Pitch:Tailor your messaging to address the specific needs of your prospect. Use your research to start the conversation with a question that resonates with their situation, and then adapt based on their responses. 3. Craft a Compelling Narrative:Weave a story that ties your solution to the client’s needs. Focus on how your product can improve their business, rather than just listing features. 4. Offer Insights Tailored to Pain Points:Show your prospect that you truly understand their unique challenges. Offer advice, insights, or case studies that they can’t find on their own. Position yourself as a trusted advisor. 5. Use Data to Strengthen Your Case:Let the numbers do the talking. Share data points that clearly demonstrate how your product drives efficiency, cost savings, or growth. Data helps your prospect visualize the benefits. 6. Hone Your Elevator Pitch:Keep it concise. Your elevator pitch should tell the prospect how you can solve their problem in just a few sentences. Anything longer and you risk losing their attention. 7. Practice Active Listening:The best salespeople know when to stop talking. Engage your prospect by asking open-ended questions, and then listen actively to understand their needs. Respond thoughtfully to build rapport. 5 Sales Pitch Examples Here are some real-world examples that work: 1. Personalized Email to a Prospect:“Hey [Client’s Name], I’m reaching out because I’m curious how your team is addressing [specific pain point]. I’d love to share a solution I think could help. Can I send it over?” Why it works: Honest, brief, and directly focused on their pain points, showing you’ve done your homework. 2. Voice Message via LinkedIn:“I saw your comment on [Topic] and agree with your insights. I’ve helped others in your industry with similar challenges—can we chat this week?” Why it works: It’s casual, personalized, and offers relevant value while encouraging a low-commitment next step. 3. Pre-Recorded Video:“Hey [Name], great connecting at [Conference]. You mentioned [problem], so I recorded this quick demo to show how we can solve it. Let’s schedule a call?” Why it works: Builds rapport, targets specific pain points, and uses dynamic video to engage. 4. Follow-up Email After Demo:“Hi [Name], great chatting today. Here’s a summary of our conversation. Does this capture everything accurately? Let’s discuss next steps.” Why it works: It’s clear, concise, and reinforces accountability while confirming the customer’s pain points. 5. Custom Solution Pitch:“I’ve been following your recent expansion into [new focus]. Our solution aligns perfectly with your vision. Can I show you how?” Why it works: Tailored to the client’s goals, it connects their strategic direction with your offering and proposes a specific next step. 5 Tips for Delivering a Sales Pitch 1. Identify the Skeptics:Ask your prospect who in their decision-making team might be skeptical, and offer to provide specific information that addresses those concerns. 2. Keep it Sharp:Avoid jargon and buzzwords. Focus on how your solution directly addresses their economic impact. 3. Address Objections Directly:When objections arise, ask open-ended questions to understand the concerns behind them. This builds trust and allows you to steer the conversation toward solutions. 4. Define the Next Step:Be specific about what
Elevate Customer Experiences in Travel, Tourism & Hospitality Outstanding customer service is crucial for a positive travel experience. Customers expect personalized recognition and VIP treatment, necessitating enhanced personalization in communications and experiences across marketing, sales, and customer service. Salesforce Hotel Sales Enablement Salesforce provides a dynamic CRM platform tailored to the travel industry, featuring sales and marketing automation, data-driven analytics, and extensive customization options. It improves operational efficiency, customer engagement, and fosters innovation, offering travel agencies a competitive edge. Destination Success: Salesforce Hotel Sales Enablement for Travel Agents Travel agents often face challenges like dispersed customer data, real-time information gaps, and fragmented communication channels. Salesforce CRM offers a solution with an all-in-one platform for customer management, marketing automation, and data analysis. Leading travel companies like Hotel Tonight, Cleartrip, Caesars Entertainment, Anantara Vacation Club, and Intrepid Group use Salesforce products to enhance various aspects of their business. Why Travel & Hospitality Professionals Need Salesforce CRM Sales Cloud centralizes data storage, tracks customer requirements and preferences, manages bookings, provides real-time client information, enables personalized marketing, and facilitates data analysis for business performance. It also ensures secure collaboration and information access, boosting productivity. Explore key challenges below and how Salesforce Sales Cloud helps travel and hospitality agents overcome them: Key Challenges Salesforce Solutions Guest Experience Personalization Stores detailed customer profiles for tailored services and communication. Customer Data Management Consolidates customer information into a centralized database. Operational Automation Streamlines booking processes, guest communications, and other tasks. Enhanced Guest Communication Provides integrated communication tools for timely, personalized interactions. Revenue Optimization Offers insights into booking trends, guest spending habits, and market dynamics for dynamic pricing. Multiple Systems Integration Synchronizes data across various booking channels and integrates with financial, accounting, and other software. Adapting to Market Changes Provides flexible, scalable solutions for quick adaptation to market conditions and technological advancements. How Service Cloud Can Streamline Customer Support Salesforce Service Cloud enhances customer support by providing automated request management and deeper understanding of customer interactions. For instance, Anantara Vacation Club improved response times and customer satisfaction by transitioning to Service Cloud, achieving significant growth and high satisfaction scores. How Salesforce Can Facilitate Partnership Management Salesforce’s Partner Relationship Management (PRM) system and partner portals powered by Experience Cloud enhance collaboration with partners and affiliates. For example, Pernod Ricard used Experience Cloud to improve interactions with distributors and create customer communities. How Experience Cloud Helps Create Smooth Booking Management Salesforce Experience Cloud allows travel and hospitality businesses to create custom web portals for managing reservations, checking real-time availability, and processing booking modifications. How Marketing Cloud Helps Deliver Marketing Excellence Salesforce Marketing Cloud and Marketing Cloud Account Engagement provide sophisticated marketing automation tools for executing targeted campaigns and personalized guest engagement, as demonstrated by Intrepid Travel’s improved customer engagement and personalized journeys. How CRM Analytics Provides Strategic Insights CRM Analytics offers advanced analytics capabilities for data-driven decision-making, identifying trends, forecasting demand, and optimizing pricing strategies. This helps improve investment returns and predict future trends. How Salesforce-Powered Web Portals Can Enhance Travel & Hospitality Operations Salesforce Experience Cloud enables the creation of connected digital experiences for travel and hospitality businesses. Custom web portals built on Salesforce provide personalized digital experiences for customers, streamline booking processes for travel agents and partners, and improve internal collaboration for hospitality staff. Solutions Built on Salesforce Experience Cloud For Whom What Can Be Built Solution Benefits Customers Personalized Travel Portals, Self-Service Support Centers Easier travel planning, management, and access to support and travel advisories. Travel Agents and Partners Agent and Partner Portals Streamlined booking processes and better visibility into revenue and reservations. Employees Internal Collaboration Platforms, Training Platform Improved task management and access to real-time business insights. Examples of Custom Solutions Expert Salesforce Consulting with Tectonic Tectonic helps travel and hospitality businesses maximize Salesforce’s potential by creating customized self-service portals, booking portals, and integrated web platforms. With over 650 successful projects, Tectonic ensures proper configuration, data migration, ongoing support, and training for Salesforce products. Sales Enablement Strategy Sales enablement is crucial for evolving sales teams to sell with the latest technologies. Equip your sales teams with the right blend of assets and information using an elegant platform to help them increase sales and convert leads faster. Sell Faster with Sales Programs Sales Programs built into CRM guide sellers to success with AI-powered coaching and relevant resources, improving productivity and connecting programs to sales results. Best practice templates and intelligent, automated program delivery make it easy. Challenges Reps Face Reps often struggle with identifying stakeholders, strategy, and deal details. Sales enablement provides the necessary education and guidance to advance prospects through the sales pipeline effectively. Benefits of Sales Enablement Investing in a strong sales enablement process lifts the entire sales team and the company, connecting sellers to key players, ensuring consistent messaging, and increasing productivity. Content updated August 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
It feels like you’ve found “the holy grail” — a customer ready for a long-lasting brand relationship built on personalized marketing leading to customer loyalty. But then, just as quickly as the sparks fly, they fizzle out. Engagement plummets, and those once-enthusiastic customers cool or even disappear. What went wrong? Marketing Personalization Explained. In the world of personalized marketing, making the wrong moves can turn a promising relationship into a fleeting encounter. Or even a downright negative experience. Salesforce data shows that 81% of customers expect faster interactions as technology advances, and 73% crave better personalization. Without these, poor service can drive customers away, which is the number one reason they stop purchasing. Customers today value their experience with a company almost as much as their experience with the product or service. Customer experiences can be greatly improved with personalization. And we don’t just mean inserting their first name into an email. With timely data at your fingertips, influencing customer behavior seems straightforward. But there’s a catch: failing to utilize all available data can negatively impact customer experiences — pushing customers away faster than they can click “unsubscribe.” At the end of the day, as consumers, we are well aware that our data is being captured and we are willing for that to be so as long as the data is utilized to improve customer experiences. If I’ve just opted out of shoes in your custome preference center and then get an advertisement via email or web site experience pushing shoes, I quickly recognize you are not using the data you are collectig on me. At least not for personalization. So what are you doing with it? How can you build one cohesive personalized marketing journey instead of a series of disjointed interactions? First, let’s define personalized marketing and then cover some do’s and don’ts for fostering long-term customer relationships. What is Personalized Marketing? Personalized marketing ditches the one-size-fits-all approach, using data to tailor messages and offerings to individual customers. This can range from including a customer’s name in an email, to recommending products based on past purchases, to tailoring customer conversations with AI-powered chatbots. Done right, it fosters loyalty and boosts revenue. Done wrong, it becomes annoying and intrusive. Personalized Marketing in Practice Personalization continues to evolve, with more than half of marketers now adopting a lifecycle approach. They target potential customers with awareness campaigns and nurture existing ones with product support and loyalty programs. Marketers engage customers across an average of 10 channels, which is what customers expect. However, accessing up-to-date data across all channels can be challenging. Just like any relationship, personalized marketing requires effort to succeed. Companies must responsibly collect and analyze customer data, translate it into clear audience segments, and share it across departments to create a connected experience. Every interaction, big or small, can make or break a relationship. Maintaining personalization also requires constant monitoring and adaptation, a challenge for businesses with limited resources. Real-time data driven marketing is powerful. Large enterprises often have more data and the infrastructure to execute complex strategies, while small businesses may rely on simpler tactics. The core idea remains the same — understanding your audience and tailoring your marketing to resonate with them. But, rushing things or being overly clingy can lead to disaster. The Do’s and Dont’s of Personalized Marketing Imagine getting served irrelevant ads or recommendations for something you already bought. Perhaps even at a better price than you paid. Building trust with your audience is key to avoiding this. Turn your relationship from doomed to devoted with these tips: Personalized Marketing in Action The honeymoon stage is blissful in relationships as well as consumer interactions, but it’s the next phase that makes or breaks the relationship. Here’s how personalized marketing done right can keep your customers coming back for more. Example: National Time Outside (NTO) NTO, a fictional outdoor apparel retailer, faced stagnant conversion rates. They knew personalization was key but needed to cater to a diverse customer base. Here’s how they tackled the problem: By delivering personalized shopping experiences, NTO saw a significant increase in conversion rates. Waterfall segmentation helped prioritize various audience subsets, retain loyal customers, and avoid oversaturation of promotions. Customers received offers and communications that were highly targeted to their interests. Tent campers weren’t receiving ads for RV accessories, and bikers weren’t receiving communications for horseback riding. Example: Salesforce At Salesforce, they use their own product, Data Cloud, to cut the time between a lead expressing interest and it being sent to the correct sales rep from 25 minutes to 45 seconds. Processing over 20 million leads annually, Salesforce’s own system, now built on their automation platform Flow, unifies customer data from all sources, making it accessible and actionable across departments. Personalized marketing is a balancing act requiring resources and expertise. However, truly personalized marketing depends on shared, accessible, and actionable data across the entire business. Ditch the one-size-fits-all approach, invest in your data strategy, and watch your customer relationships blossom with relevant recommendations and experiences that keep them coming back for more. Personalization is about building relationships, and just like in love, every interaction counts. 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
Each prospect record contains an Account Engagement Prospect Activities table that displays the prospect’s past actions. Each activity is represented by an icon and a description, including the name of the marketing element or email and the date of the action. *Note: Activities marked with an asterisk are considered passive and will not change a prospect’s status from Never Active to Active, nor will they update the Last Activity field. Passive activities will not be reflected in the “Account Engagement Last Activity” field within Salesforce. Here is a list of possible prospect activities you may see in the Prospect Activity table: 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
