Salesforce Marketing Cloud Account Engagement (Pardot)

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 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

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

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)

30Sep

Account Engagement for Healthcare and Life Sciences

Salesforce took a strategic approach to cater to specific industries a few years ago, introducing the ‘Industries’ Cloud products. These products aimed to offer tailored CRM frameworks that address the unique needs of organizations within those industries. By enabling businesses to leverage Salesforce efficiently without the need for extensive structural modifications. Account Engagement for Healthcare and Life Sciences is one of those industry specific products. Industry Specific Having worked with diverse businesses spanning various industries, one could observe the distinct structural variations in Sales Cloud from one industry to another. It became evident that Salesforce Marketing Cloud Account Engagement needed to adapt to seamlessly integrate into this framework, aligning with Salesforce records and processes rather than competing with them. Account Engagement for Healthcare Account Engagement, formerly known as Pardot, has responded by introducing industry-focused offerings, with specific emphasis on Salesforce Health Cloud and Financial Services Cloud. This discussion will look into Account Engagement (Pardot) for Healthcare & Life Sciences, highlighting popular healthcare marketing use cases within this vertical. Before exploring these use cases, let’s understand the unique features of Salesforce Health Cloud compared to the standard Sales Cloud. Salesforce Health Cloud: Key Differentiators Salesforce Health Cloud extends beyond marketing hype, presenting substantial differences beneath the surface compared to the standard Sales Cloud. Understanding the structured objects on the Salesforce side is crucial, as Account Engagement (Pardot) must seamlessly integrate into this data model, complementing Salesforce records and processes. Notable features of Salesforce Health Cloud include: Source: ‘The Health Cloud Data Model,’ developer.salesforce.com. Note: Not all objects listed are included. 3 Healthcare Marketing Use Cases for Marketing Cloud Account Engagement, formerly Pardot Given the complex web of relationships in Health Cloud, Account Engagement, primarily B2B, focuses on engaging healthcare professionals. Here are three use cases for different sub-verticals: Salesforce Account Engagement’s alignment with Salesforce’s industry-specific mission marks a positive step, offering tailored solutions for verticals with distinct CRM requirements. This alignment is expected to enhance the compatibility of Pardot-specific objects with Health Cloud objects, improving record synchronization, segmentation, and overall marketing operational efficiency. Tectonic looks forward to assisting your organization in uniting the marketing power of Account Engagement with Health Cloud. Contact us today. 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

September 30, 2023in Life Sciences Cloud, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Implementation Services, Salesforce Marketing Cloud Account Engagement (Pardot)

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

10Sep

Pardot and Google Analytics with Heeet from the AppExchange

Introducing Google Analytics with Heeet: A Solution for Holistic Insights Heeet serves as a connector between Salesforce and various channels, including Google Analytics and Google Ads. It goes beyond the limitations of existing connectors, providing detailed first and last touch data into Salesforce and recording essential conversion points in Google Analytics as “goals.” Heeet’s philosophy is to eliminate guesswork in lead acquisition costs, offering organizations a comprehensive solution for enhanced marketing insights. Heeet allows marketing teams to: – Sync all their paid campaigns with your Salesforce campaigns. – Track where their digital leads are coming from without cookie – Measure ROI of their investments – Send conversion data to Google Analytics TRACK ALL TRAFFIC SOURCES IN SALESFORCE – First/Last Click Channels (SEO, SEA, Social, Direct, Other) – First/Last Click UTMS (name, source, keyword) – First/Last Click Landing Urls – Interactions per channels before form completion Heeet is available on the Salesforce AppExchange. If you need assistance installing and implementing Heeet to track Pardot traffic sources, contact Tectonic today. Heeet automates all your marketing KPIs in Salesforce by telling you what marketing activities are truly driving revenue, what are your true marketing & sales acquisition costs and how your marketing contents & SEO are influencing acquisition and revenue. Trully see how each digital channels, campaigns & keywords contribute to your revenue. 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

September 10, 2023in Google Analytics, Marketing Automation, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Sales Cloud

26Aug

Marketing Cloud Account Engagement Tag Deletion

Use this resource to delete multiple tag associations at one time. URL Parameters Name Type Description objectTypeName string Required Designates the type of object to delete tags from. Possible values include:campaign – deletes tags from a campaignInteractionStudio.DefinitionInfo – deletes tags from a journeymedia – deletes tags from a media asset JSON Parameters Name Type Description ObjectIds string Required The ObjectIds are the unique IDs for the objects. Each tag is deleted from the ObjectId specified in the payload. For Journey Builder, the ObjectIds are the are the OriginalDefinitionId of the journeys. TagNames string Required Name of the tag to delete. For each tag/object pair, the association is deleted only if the association exists. If a tag name is specified that does not exist, it is ignored. Usage Example Request 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

August 26, 2023in Salesforce Marketing Cloud Account Engagement (Pardot)

18Aug

Why Did Pardot Change Its Name?

What prompted the name change for Pardot? Salesforce initiated the renaming as part of the “MC Easy” initiative, aiming to enhance consistency and comprehension across Marketing Cloud products. The adoption of the name “Marketing Cloud Account Engagement” aligns more closely with the software’s intended functionality. In essence, the objective is to make the platform more user-friendly, provide a more cohesive experience, and increase its adaptability. However, human nature tends to resist change, and not everyone in the community is receptive to the news of Pardot undergoing a name change, along with other Salesforce products. On October 17, 2022, the Classic app of Marketing Cloud Account Engagement (formerly Pardot) was retired in both Salesforce Classic and Lightning Experiences. The legacy application at pi.pardot.com still offers the classic UI experience to all customers. Is Pardot now integrated into Marketing Cloud? Pardot, now rebranded as Marketing Cloud Account Engagement, serves as a B2B (Business-to-Business) marketing automation solution founded by David Cummings and Adam Blitzer in 2007. While Pardot has limited integration with Salesforce and lacks integration with external data sources, its design is oriented toward marketers. It provides user-friendly tools for creating emails, forms, landing pages, and automation without requiring developer involvement. Pardot operates partly on its standalone platform and partly on the core Salesforce platform. In contrast, Marketing Cloud continues to exist independently and is not integrated into the core Salesforce platform. Like 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

August 18, 2023in Salesforce Marketing Cloud Account Engagement (Pardot)

10Aug

Differentiating Pardot and Marketing Cloud

August 10, 2023in Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

16Jul

Account Engagement Handlebars Merge Language

As of June 12, 2020, Account Engagement Handlebars Merge Language (HML) is enabled by default for all new Account Engagement accounts. For accounts not yet using HML, Account Engagement admins can permanently upgrade from the legacy Account Engagement Merge Language (PML) to HML for personalizing marketing assets. This article focuses on the upgrade process. If your account already uses HML, much of this information may not apply. Note that landing pages and forms do not require conversion after enabling HML. To learn more about working with HML, refer to Salesforce Help. Benefits of Account Engagement Handlebars Merge Language Upgrading to HML offers several key benefits: How to Upgrade If your account uses the legacy merge language and you’re an Account Engagement admin, you can upgrade from the dashboard. Look for the upgrade banner, click “Get Started,” and then “Upgrade to HML.” If you don’t see this banner, your account is already using HML, and no further steps are needed. Will You Be Forced to Upgrade? Not yet. Currently, there is no planned date to retire PML. However, upcoming feature enhancements are built on HML. We encourage you to start using HML to take advantage of its benefits. Where Can You Use HML in Account Engagement? HML is available in Account Engagement email templates, list emails, 1:1 emails, dynamic content, user signatures, landing pages, and forms. In Salesforce, HML is available for Engage emails. Will You Lose Functionality if You Upgrade to HML? Most users can upgrade to HML without losing any functionality. However, if you use the Account Engagement API for list emails and 1:1 email sends, check for any necessary changes before upgrading. What Happens to Your PML Assets? Your existing PML content remains in your account, and you can continue to edit it with PML. Dynamic content blocks with PML tags can be used in all new and existing assets. When you copy or use a PML asset, a built-in conversion tool will help you quickly convert all PML tags to HML. How to Convert All Assets to HML After Upgrading Each asset can be converted individually when you’re ready to use it. Click a button to convert, and the system handles the rest. If any issues arise, the conversion tool will indicate what needs attention. Note that landing pages and forms do not need to be converted after upgrading. What Happens When You Create a New Asset After Upgrading? All new assets must use HML, and you’ll only see the HML merge field picker in content editors. What Happens When You Copy a PML Asset After Upgrading? When you copy an asset that supports HML, the conversion tool will prompt you to switch. Active Engagement Studio Programs, Completion Actions, or Automation Rules Using PML Templates Active Engagement Studio programs, completion actions, and automation rules continue to function normally. You can convert your PML templates when you’re ready. Differences Between PML and HML You won’t lose functionality with HML, but there are some differences in format. Learn more about the differences here. Limitations with HML HML has a limit of 200 merge fields and 10 pieces of dynamic content per email or email template. If an asset exceeds these limits, you’ll need to remove some PML tags before converting to HML. Default Merge Values with HML Default fields function differently with HML’s conditional content statements. Conditional HML #if tags within merge fields allow you to specify content to display when a prospect lacks information for that field. If a default value is specified for a field, it will populate instead of the conditional content from the if/else statement. Using Modifiers with HML Modifiers work similarly in HML as in PML, except that modifiers aren’t needed for merge fields contained in links. Link Tracking with HML Link tracking functions the same way in HML as it does in PML. Disabling HML Upgrading to HML is permanent and cannot be undone or disabled once upgraded. 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 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 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 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more

July 16, 2023in Marketing Automation, Salesforce Marketing Automation, Salesforce Marketing Cloud Account Engagement (Pardot)

03Jul

Differentiating Account Engagement and Marketing Cloud Engagement

Differentiating Pardot and Marketing Cloud

July 3, 2023in Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

21Jun

Lead Assignment Automation for Salesforce

Automating Lead Assignment for Salesforce Platforms with Lead Assignment Automation for Salesforce Effective lead assignment within Salesforce is critical to ensure that sales-ready leads are directed to the appropriate individuals at the right moment. This process should never be overlooked. Lead assignment ensures that when a lead is marketing qualified or sales qualified it is contacted. Lead assignment plays a pivotal role in ensuring that sales-ready leads are promptly delivered to the right sales representatives, which underscores the significance of automating this process across various Salesforce platforms, from Account Engagement to Sales Cloud and Marketing Cloud to Sales Cloud. The primary goal for marketers is to assign inbound leads in the most efficient manner possible, and Salesforce’s lead assignment features empower us to achieve precisely that. With automation! Whether to queues or designated account representatives, this frees up your time to go back to marketing. If you’ve been manually assigning leads up until now, get ready for a transformative experience. Lead Assignment Automation for Salesforce And for those already leveraging automated lead assignment features in your Salesforce accounts, don’t rush to stop reading just yet. Stay tuned to ensure you’re adhering to best practices and making lead assignment (also known as lead routing) as seamless as possible with this insight from Tectonic. For this insight, we’ll assume you’re using Sales Cloud alongside Account Engagement and/or Marketing Cloud. This involves two essential components to ensure smooth lead assignment: integrating and configuring your Salesforce products to work harmoniously together and setting up Lead Assignment Rules in Salesforce. Part 1 – Configuring Your Salesforce Products Integration The initial crucial step is to establish connectivity between your platforms using the Salesforce Connector for Account Engagement or Marketing Cloud Connect, depending on your usage. Connecting Marketing Cloud Account Engagement and Sales Cloud via the Salesforce Connector is relatively straightforward, enabling the two platforms to communicate and share data seamlessly, eliminating the need for manual data imports and exports by marketers. You’ll find the Salesforce Connector on the AppExchange, and Salesforce provides an implementation guide, which includes pre-installation considerations. Tectonic can assist. Ensure you’re utilizing the V2 Connector; if you’re currently using the connector but haven’t upgraded, make that your first step. Marketing Data Sharing Upon installing the Account Engagement-Salesforce Connector, you’ll encounter ‘Marketing Data Sharing,’ which allows you to control which Leads, Contacts, Opportunities, or custom objects are eligible for syncing from Salesforce to Account Engagement. This feature is ideal for organizations with multiple Business Units and can also benefit those with a single unit. MDS offers greater control over when prospect and lead records are created, contributing to effective lead management. Understanding Sync Behaviors Once your platforms are connected, make time to fully understand how data syncs between them. You can designate either Account Engagement or Salesforce as the ‘master’ values, ensuring consistency in case of discrepancies between the platforms. Additionally, you can opt to use the ‘most recently updated record’ as the standard. This option ensures data is up to date regardless of which platform it was last updated in. For Account Engagement and Sales Cloud, prospects’ records typically sync every two to four minutes, with immediate syncing for most records. However, Account Engagement processes sync queues with over 400 records in batches. Standard batch processing syncs 12,000 records per hour. Certain activities can trigger a sync, which can occur at a prospect, trigger, or system level. We recommend reviewing a comprehensive guide to Account Engagement and Salesforce sync behaviors for newcomers to this topic or to validate your current sync settings for accuracy and error-free operations. Part 2 – Setting Up Lead Assignment Planning Lead Assignment and Criteria Assuming successful integration and syncing of accounts, you’re now poised to plan and implement lead assignment using predefined criteria. Differentiate between implicit and explicit leads based on lead scoring and grading: The perfect sales-ready or marketing qualified lead will meet both explicit and implicit criteria. Therefore, your first task is to collaboratively define and document what constitutes a qualified lead, involving both marketing and sales teams. Only after establishing a clear definition of a sales-ready lead can you proceed to map out who should receive such leads, when, and how. Consider the following: Utilize these considerations to outline more precise criteria: Document your lead assignment plan offline before implementing changes in Salesforce accounts. This aids in gaining a clear understanding of the workflow and allows for validation before modifying settings that could lead to issues later. For that matter you should always document system modifications. Creating a Lead Assignment Rule in Salesforce Navigate to the ‘Marketing’ section in Salesforce and access ‘Lead Assignment Rules.’ Here, you can create a Lead Assignment Rule; note that only one rule can be active at a time. Specify the processing order for each criterion when creating a rule, prioritizing the most important criteria first. Once criteria are entered (ensuring you have necessary data values to match the rule), select the assignment action: To assign a lead to a ‘Queue,’ first create the Queue in Salesforce’s Administration > Users > Queues section. For instance, set up Queues for each region’s sales team with relevant users as members (e.g., ‘Leads – UK’ or ‘Leads – Germany’). Once activated, all leads will be assigned based on the active rule. Consider adding a final criteria to catch all other leads and assign them to a default user or queue for review and manual assignment if needed. Triggering LARs from Account Engagement/Marketing Cloud Lead assignment complexities arise when determining how leads are assigned in Salesforce via Account Engagement or Marketing Cloud. Account Engagement In Account Engagement, formerly Pardot, prospects must have an assigned user to sync with Salesforce initially. However, an assigned user bypasses the Salesforce Lead Assignment Rule. For organizations preferring a Lead Assignment Rule in Salesforce to automate large lead volumes among multiple users, select ‘Assign Prospect Via Salesforce Active Assignment Rule’ within the Completion Actions (for forms, form handlers, custom redirects, emails, and page actions), Automation Rules, or Engagement

June 21, 2023in Einstein Insights, Salesforce, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Optimization, Salesforce Sales Cloud

13Jun

Account Engagement Optimizer

Introducing Account Engagement Optimizer: Elevating Account Engagement Performance Account Engagement, formerly Pardot, Optimizer is a powerful tool designed to deliver actionable insights for improving the performance of your Account Engagement application. This automated recommendation tool concentrates on streamlining email send times, expediting automation processing, and ensuring the optimal functionality of your application. It aids administrators by categorizing recommendations into critical and lower-priority actions, facilitating efficient management. To explore and implement Account Engagement Optimizer’s recommendations, follow these straightforward steps: For pausing or resuming actions, follow these steps: For efficient management of dynamic lists, proceed as follows: Account Engagement, aka Pardot, Optimizer provides a comprehensive view of your business units, flagging items needing attention and offering proactive recommendations for swift action. The tool includes a table featuring suggested actions, enabling prioritization based on urgency and potential impact on your organization. Features like email send time monitoring and visitor tracking contribute to an enhanced overall account health score gauge chart. Introduced as a pilot in Spring ’23, Pardot Optimizer is now available in beta. Access to this tool is limited to Pardot Administrators, while Marketing users in Pardot can request Admin privileges to leverage this feature. To access Pardot Optimizer: Enabling Optimizer is a permanent action and cannot be undone. Once enabled, the Optimizer page displays recommendations, allowing you to take necessary actions and efficiently manage critical tasks. Pardot Optimizer proves to be a valuable tool, aiding administrators in optimizing system bandwidth, improving efficiency, and ensuring a seamless processing experience. With four Maintenance Resources – Table Action Manager, Inactive Automation Rules, Inactive Dynamic Lists, and Unused Dynamic Lists – administrators can uphold their Account Engagement business unit in top-notch condition. 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

June 13, 2023in Salesforce Marketing Cloud Account Engagement (Pardot)

12Jun

Data Management in Salesforce Marketing Cloud Account Engagement

Data Management in Salesforce Marketing Cloud Account Engagement by Tectonic Salesforce Marketing Consultant, Shannan Hearne One of the most critical aspects to begin on the right foot within Salesforce Marketing Cloud Account Engagement (Pardot) is the organization of your data—comprising lists, prospects, email assets, campaigns, and forms. Properly “filing” these elements is essential for maximizing the tracking and reporting capabilities inherent in your Salesforce Marketing Cloud Account Engagement digital marketing tool. Failure in data organization poses significant risks to your business, including: To maintain an organized instance of Marketing Cloud Account Engagement, regularly check for sync errors between Salesforce and Account Engagement. Ensure that the Salesforce connector has all necessary permissions, preventing future issues with automation or reporting features. By consistently monitoring the connector, data synchronization across platforms can be assured, avoiding discrepancies between sales and marketing information. Enable features like email send result reporting back to your Salesforce database for daily insights into campaign results and connector health. Data Management in Salesforce Marketing Cloud Account Engagement Associating assets with the correct Marketing Cloud Account Engagement campaigns is crucial for effective tracking and reporting. Remove irrelevant campaigns to declutter your Marketing Cloud Account Engagement instance, promoting transparency. Periodically review and streamline custom fields, eliminating redundant ones and identifying fields needed for segmenting data or pulling additional data from Salesforce. Organization of Content Maintain a clear and logical folder structure for efficient asset management, saving time and preventing lost or duplicated assets. Organize marketing assets into logical folders and sub-folders, ensuring transparency and accessibility for Marketing Cloud Account Engagement users. Establish and enforce proper naming conventions for assets, promoting easy retrieval and future reviews. Many administrators will go a step farther with a standard naming convention such as year-month-line of business-campaign-asset. Utilize Marketing Cloud Account Engagement tags for sorting, organizing, and searching content, enhancing overall asset management. Apply tags to prospects for efficient reviewing or reporting, and maintain consistency in naming conventions organization-wide. Employ dynamic lists to automatically segment prospects based on defined criteria, ensuring ease of management and organization. Use rules to add and remove tags based on completion or actions taken by prospects. Data Management in The Recycle Bin of Account Engagement Leverage the Marketing Cloud Account Engagement recycle bin to retain deleted items and easily restore them if needed. Keep an eye on usage limits through the admin panel, especially file storage limits. Utilize the recycle bin to free up space by placing unnecessary items, like outdated Marketing Cloud Account Engagement-hosted files or inactive prospects, in the bin. Regularly check and enable features like Handlebars Merge Language (HML) for advanced personalization in emails and landing pages. Stay updated on new features to maximize the benefits of your Marketing Cloud Account Engagement. Tectonic, through managed services, ensures Marketing Cloud Account Engagement instances are up-to-date, offering customization and training for optimal utilization. Contact us for a Marketing Cloud Account Engagement analysis and cleanup tailored to your company’s needs. Like1 Related Posts 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 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 Advantages of a Cloud Managed Service Provider Considering outsourcing your IT management to a cloud managed service provider? Here are several benefits of opting for a cloud Read more

June 12, 2023in Salesforce Managed Services, Salesforce Marketing Cloud Account Engagement (Pardot)

07Jun

ABM for Healthcare and Life Sciences

Navigating the Complex Landscape of Healthcare Marketing and ABM By Tectonic Salesforce Marketing Consultant, Shannan Hearne Marketing healthcare products and services, particularly within the health information technology domain, poses intricate challenges that demand sophisticated solutions. Tectonic and I address these challenges by aiding healthcare marketers in personalizing their strategies, simultaneously reaching diverse key stakeholders, and ensuring compliance with state-specific regulations. Alignment through account based marketing provides a data-driven strategy that aligns both teams and initiatives with a personal, relevant, and interactive approach. A powerful solution to these challenges is the adoption of an account-based marketing (ABM) strategy. This approach leverages real-time data, content, inbound and outbound methods to target key accounts and decision-makers, ensuring compliance. ABM proves particularly effective in engaging high-value hospitals and integrated delivery networks. Account Based Marketing allows you to identify and target your highest potential deals. By utilizing an account based marketing approach, healthcare companies can effectively reach and interact with key decision makers, driving better results and ROI. What if you could speed up the velocity of your healthcare sales cycle and improve the results of your B2B marketing strategy? ABM can help you do just that. Think of it like a close the deal pass to engaging (and winning) high-value prospects. Personalized marketing efforts are the practice of hand-crafting marketing messages to the needs and wants of an individual or group. This can include personalized email campaigns, direct mail, and customized content and messages on landing pages. Implementing ABM in healthcare and life sciences requires marketers to identify their target audience based on parameters such as business size, profitability, region, growth rate, and the traits of their most profitable customers. Crafting an ideal customer profile (ICP) prevents wasteful efforts on unprofitable or unattainable accounts. Enhancing engagement through ABM campaigns involves investing in sales enablement tools, including cloud-based CRMs, APIs, email marketing technology, and digital asset management. The integration of digital marketing systems into daily processes facilitates personalized advertising, fostering buyer engagement, trust, and customer loyalty. The Salesforce ecosystem of sales and marketing platforms is the preferred choice of Tectonic and many healthcare organizations. Successful ABM implementation hinges on the ability to track the customer’s buying journey for both prospective and current clients. ABM analytics, encompassing overall account engagement and website lift metrics, refine marketing and sales outreach, generate high-quality leads, and spur new growth. ABM emerges as a highly effective marketing strategy to land ideal healthcare customers, empowering healthcare marketers to overcome the industry’s complex challenges. Account based marketing outperforms other marketing investments 87% of the time. A 97% higher return on investment resulting in incorporating account based marketing is attainable in the healthcare and life sciences industries. I look forward to working with your Tectonic Salesforce Implementation team to incorporate account based marketing into your overall investment in Salesforce. 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 Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more

June 7, 2023in Account Based Marketing, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Implementation Services, Salesforce Marketing Cloud Account Engagement (Pardot)

02Jun

Case Study: Salesforce Unification for Sales Service and Marketing

Client makes pioneering water and housing products that make better homes a reality for everyone, everywhere. Born in 2011 through a merger of five of Japan’s most successful building materials and housing companies, they draw on their heritage to create world-leading technology and innovate to make high quality products that transform homes. Tectonic brought Salesforce Unification for Sales Service and Marketing.

June 2, 2023in Salesforce, Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories

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