Email Marketing - gettectonic.com
Dynamic Content Powered Email
08Jun

Dynamic Content Powered Email

Elevating Email Marketing with Dynamic Content Customers don’t want to feel like just another number to your brand. Relying on a generic “batch and blast” email marketing strategy is likely to land you in the customer’s spam filters—or worse, prompt them to unsubscribe. However, with Dynamic Content Powered Email, you can create a relevant and timely experience they’ll remember for all the right reasons. The Power of Personalization In an era where privacy and security dominate the headlines, it’s surprising that 83% of consumers are willing to share personal data for more personalized experiences. This isn’t just an interesting tidbit—it’s proof that people expect and value personalized experiences from brands. This tradeoff—data for personalization—presents a significant opportunity for marketers who can uphold their end of the bargain. Nowhere is this more evident than in the inbox. Dynamic email content allows for the creation of personalized messages that update when the email is opened, meeting readers’ expectations for tailored communication. The Importance of Dynamic Email Content Modern email marketing must prioritize engaging and relevant content to avoid poor performance and potential relegation to spam folders. Recent developments, such as the loss of third-party cookies, make it increasingly challenging to acquire the right data for personalization. Let’s explore some tactics and resources to achieve quick email marketing wins without the heavy lifting, by automating impactful experiences in the inbox. Understanding Dynamic Email Content Dynamic email content, often called live email content, refers to messages that change based on the subscriber’s personal preferences or history with your website. Unlike static ads, dynamic content offers a tailored shopping experience, increasing engagement and fostering brand loyalty. For example, using dynamic elements such as live polls or customized product recommendations can make subscribers feel valued and understood. Interactive emails enhance the overall experience and encourage deeper engagement. Case Studies in Dynamic Email Success Dynamic content engages audiences and prompts action, crucial for both business success and email program health. Email engagement metrics influence whether your emails are delivered to the inbox or spam folder, making engaging content essential for ISP trust. Not just customer trust. Leveraging First- and Zero-Party Data First-party data is now more important than ever. Email provides a direct line to subscribers, enabling the collection of valuable insights into their preferences and behaviors. This data can fuel further personalization efforts. For example, UK hospitality brand icelolly.com used dynamic email content to display searched and abandoned deals, resulting in a 35% higher open rate, a 201% increase in click-through rate, and a 45% increase in conversion rate. Popular Types of Dynamic Email Content Implementing Dynamic Email Content Simply Personalization with dynamic email content doesn’t have to be resource-intensive. No-code solutions or templates can streamline the process, allowing ongoing implementation with minimal effort. For instance, PrettyLittleThing used automation in birthday emails to show the correct star sign content based on the opening date, driving a 38% increase in click-through rates. Dynamic Content Powered Email has emerged as a powerful tool for marketers aiming to meet and exceed consumer expectations. By incorporating dynamic elements—such as live polls, countdown timers, and personalized images—marketers can create engaging, memorable experiences that build stronger customer relationships and drive brand loyalty. 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

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June 8, 2024in Salesforce
Salesforce hospitality and analytics
03Jun

Hospitality Email Marketing Ideas

Recently we were asked by a hospitality client to come up with some email marketing campaign ideas. We want to share them with you all. Hospitality Email Marketing Ideas. – Pre-Arrival stream 3 weeks, 2 weeks, 1 week out- (“We are excited to have you staying with us. This is what you need to know before arriving on The Ranch” “Parking Instructions” etc) – Post Stay email stream (“Please give a review” / “Share your Ranch photos on social media” / “Book Another Stay”) – Abandon Web Browser (“You have not completed your reservation…” “You left items in your cart” “The date’s you were looking at are nearly sold out”) – Good Will (“Daily Happy Birthday Email or Anniversary Email” “Emailer to the Community” “Discount for Next Stay if You Book By”} – Program Announcements (“:Upcoming 7 and 9 Day Programs” “New Programs” “At Home Programs Launching or Updates” } – Monthly or Quarterly Updates (“Milestones in the Sustainability Program” “Satisfied Customer Testimonials”) -True Newsletters – Content Announcements (“A New Blog Post” “A New Product”} – Upcoming Events {Concerts” “Local Events in the area that might attract repeat guests”} – Bonus Brainstorm (“Since you stayed with us last year for the XYZ event…” “Since you enjoyed your stay, bring your whole company/family etc next time” What Hospitality Email Marketing Ideas have you had success with at your location? Share in the comments section below. By Tectonic Salesforce Marketing Architect, Shannan Hearne 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

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June 3, 2024in Salesforce
Sales Prospecting Tools
17May

Sales Prospecting Tools

The Complete Guide to Sales Prospecting Tools Sales prospecting tools: Two men examining a touchscreen displaying dashboards and charts. With the right tools, you can spend more time building relationships that convert prospects into loyal customers. Learn how technology can help you identify and engage the right prospects more efficiently. Selling has become more challenging, with 69% of sales professionals agreeing that their jobs are harder now. That’s why sales prospecting tools are crucial—they streamline the process, making it faster and more accurate. When equipped with the right tools, you can focus more on nurturing customer relationships, turning prospects into long-term clients. In this guide, we’ll explore what sales prospecting tools are, key features to look for, and the biggest benefits they provide. What Are Sales Prospecting Tools? Sales prospecting tools are software solutions designed to help sales teams identify, engage, and convert potential customers. These tools enhance the sales prospecting process, enabling sales reps to quickly and effectively reach new buyers. They often integrate with existing platforms, such as Customer Relationship Management (CRM) software and email marketing systems, to optimize outreach and engagement. Typically, prospecting tools focus on outbound marketing, helping sales reps connect with potential customers who may not yet be familiar with the company or product. Types of Sales Prospecting Tools Selecting the right sales prospecting tool depends on your current prospecting methods and future goals. Below are the most common categories of prospecting tools: Lead Generation Tools Lead generation tools help sales teams identify prospects who are ready to purchase. These tools streamline workflows, enhance productivity, and flag potential buyers based on their online activity. For example, they might alert a rep when a prospect searches for solutions related to your product or service. Some lead generation tools also enable mass outreach, such as power dialers that allow sales reps to call multiple prospects simultaneously. Choosing the right lead generation tool depends on how your target customers prefer to engage. For instance, if you have better results from social media interactions than phone calls, a power dialer may not be the best fit. Evaluate your analytics and future goals to determine which tool will maximize your success. CRM Software CRM software manages all customer and prospect interactions across sales, service, marketing, and more. Acting as a single source of truth, CRM platforms centralize all sales activity in one location, allowing leaders to assign prospects and track progress more effectively. With AI-powered features, CRM tools can guide reps on the next best steps and personalize workflows, improving conversion rates. CRMs also provide critical insights for targeting prospects more likely to convert. Social Media Prospecting Tools Social media has become a powerful channel for sales prospecting. Specialized tools scrape social platforms for data to help sales reps identify prospects ready for outreach. For instance, they can track user activity related to the business problem your product solves and notify reps when users engage with relevant content. The integration of AI in social media prospecting tools has further boosted their effectiveness. As AI continues to evolve, expect more sophisticated features in this space. Why Are Sales Prospecting Tools Important? In today’s competitive market, your prospects are also being contacted by your competitors—most of whom are using advanced sales prospecting tools. If you’re not using similar tools, you risk falling behind. Sales prospecting tools help level the playing field by streamlining research and outreach, allowing reps to connect with the right prospects at the right time. However, these tools must be used strategically. Simply contacting more people won’t guarantee more sales. Personalization and targeting remain key. Using the insights provided by these tools, sales reps can tailor their messages and approaches, making each outreach effort more effective. Benefits of Using Sales Prospecting Tools When fully integrated into your sales processes, prospecting tools can deliver substantial benefits, including: Key Features to Look for in Sales Prospecting Tools To ensure your sales prospecting tool adds value to your business, consider the following features: Compliance Keeping up with constantly changing rules around prospecting—especially across different channels—can be daunting. A good prospecting tool automates compliance, ensuring your emails, calls, and social media outreach meet best practices and regulations. Ease of Use Your prospecting tool should simplify your workflow, not complicate it. Look for intuitive interfaces and tools that can automate repetitive tasks, such as dialing multiple numbers or sending emails in bulk. AI-Powered Analytics Tools with AI capabilities can generate valuable insights, such as identifying the best time to call a prospect or suggesting which channel is most likely to yield a response. System Integration Your prospecting tool should seamlessly integrate with existing systems, such as CRMs and marketing automation platforms, to ensure data flows smoothly and insights are actionable across your entire workflow. Customizable and Scalable Your sales process is unique to your business. Opt for customizable and scalable tools that can adapt as your needs change, ensuring you get maximum ROI from your investment. Make Prospecting Work for Your Business Without the right tools, your team is at a disadvantage compared to competitors using advanced sales prospecting technologies. Finding a tool with the right features and customizing it for your specific needs—such as pricing structures and campaign strategies—can empower your team to prospect more efficiently, yielding better results in less time. Content updated October 2024. 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

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May 17, 2024in Data, Marketing Automation, Technology
Salesforce Marketing Cloud
08May

Email Templates in Marketing Cloud

Take your email marketing endeavors to new and amazing heights with Salesforce Marketing Cloud (SFMC), leveraging the prowess of AI-driven personalization and streamlined campaign management. Email Templates in Marketing Cloud are a great tool. Salesforce Marketing Cloud empowers you to seamlessly integrate all your campaigns, from transactional to promotional messages, while efficiently managing your email sender score. With SFMC’s consolidated platform, you can effortlessly select the perfect content for each customer from a centralized library, ensuring a tailored and captivating experience. If you’re new to constructing Marketing Cloud Email templates, don’t worry! Free online resources are available to guide you through the process. Dive into the art of building reusable email templates in Salesforce Marketing Cloud with this comprehensive step-by-step insight: In the space of email marketing, timing is crucial, and SFMC understands this reality and aids you in getting the timing right. Whether it’s sending a timely thank-you note or a birthday greeting, SFMC equips email marketers with the necessary tools to respond promptly and efficiently to their subscribers’ needs. One such tool is the creation of reusable email templates, streamlining the process of crafting personalized and captivating email campaigns. Introduction to Salesforce Email Templates in Marketing Cloud A Salesforce email template serves as a structured foundation for email communications, providing email marketers with a canvas to build upon and personalize. These templates can be customized with brand elements, contact details, and content blocks, facilitating the creation of consistent and visually appealing emails. When digging into the creation of reusable email templates in SFMC, it’s beneficial to visualize the design in three separate layers: Creating Reusable Content Blocks in SFMC Email Studio and Content Builder Before diving into email template construction, it’s crucial to understand the creation of reusable content blocks in SFMC: Creating a Reusable Email Template in SFMC Content Builder: To craft a reusable email template in SFMC Content Builder, adhere to these steps: Modifying a Reusable Email Template in SFMC Content Builder To tweak an existing template: Creating an Email from a Salesforce HTML Email Template in SFMC Content Builder: To generate an email from a template: Saving an Existing Email Message as a Reusable Email Template in SFMC Content Builder Sometimes an email performs so well you want to save it as a reusable template. To preserve an existing email as a template: Mastering email template creation in Salesforce Marketing Cloud is pivotal for efficient and effective email marketing campaigns. By following this insight, you’ll be armed with the knowledge and tools to fashion compelling email templates that foster engagement and yield tangible results. By Tectonic’s Salesforce Marketing Solutions Architect Shannan Hearne Learn about Tectonic’s Marketing Cloud Salesforce Implementation Solutions. 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

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May 8, 2024in Distributed Marketing, Salesforce, Salesforce Marketing Cloud
Sending Emails Through Salesforce
22Sep

Email List Building

Creating Your Dream Email List-Email List Building Imagine a marketer confidently standing atop a laptop, proudly showcasing her meticulously curated email list. With access to email addresses, you unlock the power to segment your audiences and deliver personalized experiences that resonate deeply with your prospects. Crafting compelling messages that resonate with recipients is just the beginning. Let’s explore in this insight how you can expand upon that foundation to organically grow your subscriber list and keep them actively engaged. “If you build it, they will come,” echoes the famous line from Field of Dreams, and while it originally referred to a baseball field for spirits, it holds true for email lists as well. Research consistently shows that email remains the most effective tool for connecting with customers. A robust email list not only attracts new prospects but also fosters stronger engagement within your community. Moreover, it equips you with invaluable customer insights and performance data to continually refine your strategies. However, building such a list requires strategic planning, the right tools, and flawless execution. Let’s dive into the fundamentals of email list building: why it’s crucial and how to kickstart the process. Understanding Email Lists Your email list comprises the addresses you’ve amassed through various channels like your website, ecommerce platform, live events, blog, or social media campaigns. These individuals have willingly opted in, expressing their desire to receive communications from you via email. This permission-based approach empowers you to deliver targeted messages, blending promotions with valuable content directly to subscribers’ inboxes. Email lists are invaluable because they signify genuine interest in your brand. Having direct access to a pool of interested prospects enables you to deliver content tailored to their preferences, fostering a sense of trust from the outset. The Importance of Building an Email List Effective marketers recognize the indispensability of email lists in today’s highly digital world. With access to email addresses, you can segment your audience and craft personalized experiences that make each subscriber feel valued. Incorporating personalization tactics, such as addressing recipients by name in the subject line, enhances engagement and fosters a deeper connection with your brand. The magic of email lists lies in their ability to nurture relationships through consistent, value-driven communication. By leveraging first-party data obtained directly from your customers, you can tailor content to align with their preferences, demographics, and purchasing behaviors. This personalized approach not only strengthens bonds but also enables you to refine your audience segments for targeted marketing initiatives. Maximizing Email List Value To extract maximum value from your email list, leverage marketing platforms equipped with real-time personalization capabilities. These platforms serve as virtual assistants, enabling you to deliver tailored messages based on individual behaviors and preferences. By automating list management tasks and deploying dynamic content, you can ensure that each email resonates with recipients, prompting higher engagement and conversion rates. Transitioning from basic email sends to multifaceted campaigns requires a strategic approach. Implementing AI-driven automation tools can streamline processes, allowing you to deliver timely, relevant messages across various touchpoints. From welcome sequences to targeted follow-ups, automation enhances efficiency while fostering meaningful interactions with your audience. Avoiding Common Mistakes Successful email list management hinges on adherence to regulatory guidelines and ethical practices. Failure to comply with regulations such as the CAN-SPAM Act or GDPR can result in severe penalties and damage to your brand’s reputation. Transparency and consent are paramount, as they promote positive user experiences and foster trust between you and your audience. Furthermore, prioritize organic growth strategies over shortcuts like purchasing email lists. Authentic engagement cannot be bought; it must be earned through value-driven content and genuine interactions. By focusing on compelling opt-in forms, content marketing initiatives, and thought leadership, you can attract subscribers who are genuinely interested in what your brand has to offer. What tools should be utilized for constructing and expanding your email roster efficiently? Ensuring streamlined lists is crucial for effective communication. Customer Relationship Management (CRM) systems serve as indispensable aids in storing customer data, tracking communication history, and evaluating email campaign performance. A CRM proves invaluable in the process of nurturing an email list. Through segmentation features, you can categorize your audience based on diverse criteria, such as active customers, lapsed customers, geographic-based customers, demographic-based customers, or recent email openers. This segmentation facilitates targeted campaigns, allowing for personalized outreach to re-engage inactive subscribers or reward loyal customers with exclusive offerings. Moreover, CRM systems maintain comprehensive interaction records, detailing customer email engagements, purchases, and inquiries. This wealth of historical data provides insights into customer preferences and behaviors, enabling tailored content delivery. For instance, if a customer exhibits a preference for fitness-related emails over nutrition content, future communications can be adjusted accordingly. Furthermore, CRMs facilitate the upkeep of email lists by simplifying the process of updating customer details centrally. When a customer’s information changes—such as obtaining a new email address or job title—CRMs ensure swift updates, maintaining list accuracy. Seamless integration with contact forms on websites enables automatic synchronization of changes, aiding compliance with opt-out requests. Several platforms offer easy setup of automated welcome emails and follow-up sequences, enhancing subscriber engagement. These tools often feature automation for lead magnet delivery, providing downloadable resources upon sign-up, thereby enriching the user experience and stimulating list growth. 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

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September 22, 2023in Salesforce
can-spam act
09Aug

CAN-SPAM Act

Do you use email for your business? The CAN-SPAM Act, a law that regulates commercial email, sets requirements for these messages, grants recipients the right to stop receiving emails, and imposes significant penalties for non-compliance. The FTC enforces the CAN-SPAM Act and the associated CAN-SPAM Rule. Contrary to what its name might suggest, the CAN-SPAM Act isn’t limited to bulk email. It applies to all commercial messages, which are defined as any electronic mail message primarily intended to advertise or promote a commercial product or service, including emails that promote content on commercial websites. The law also applies to business-to-business email, meaning every email, such as one announcing a new product line to former customers, must adhere to CAN-SPAM regulations. Each individual email that violates the CAN-SPAM Act can result in penalties of up to $51,744, making compliance crucial. Fortunately, following the law is straightforward. Here’s an overview of CAN-SPAM’s key requirements: Frequently Asked Questions: Q: How do I know if the CAN-SPAM Act applies to the emails my business sends? A: The law applies based on the “primary purpose” of the message. An email can contain three types of content: If the message’s primary purpose is commercial, it must comply with CAN-SPAM. If it’s transactional or relationship-based, it must still avoid false or misleading routing information but is otherwise exempt from most CAN-SPAM requirements. Q: How can I determine if an email is a transactional or relationship message? A: An email is transactional or relationship-focused if it: These categories are interpreted narrowly, so be careful when assuming that any message sent to subscribers or members is transactional or relationship-based. Consider whether a reasonable recipient would view the email’s primary purpose as fitting into one of these categories. If not, the email must comply with CAN-SPAM. Q: What if an email combines commercial and transactional/relationship content? A: When an email includes both commercial and transactional/relationship content, the primary purpose determines its status. If the subject line leads a recipient to believe the message is primarily commercial or if the transactional/relationship content isn’t prominent at the beginning, the email is considered commercial and must comply with CAN-SPAM. Need More Information? For more detailed guidance on CAN-SPAM compliance, refer to the full CAN-SPAM Act or consult the FTC’s resources. Q: What if a message contains both commercial content and content classified as “other”? A: If a message includes both commercial content and other types of content, the CAN-SPAM Act applies if the primary purpose of the message is commercial. This determination is made if: Factors that influence this interpretation include the placement of the commercial content (e.g., whether it appears at the beginning of the message), the proportion of the message dedicated to commercial content, and how elements like color, graphics, and text style are used to emphasize the commercial aspects. Q: What if an email includes content from more than one company? Who is responsible for CAN-SPAM compliance? A: When an email promotes the products, services, or websites of multiple marketers, the responsible “sender” under the CAN-SPAM Act is typically determined by agreement among the marketers. The designated sender must: If the designated sender fails to meet these obligations, all marketers involved may be held liable as senders. Q: My company sends emails with a “Forward to a Friend” feature. Who is responsible for CAN-SPAM compliance for these forwarded messages? A: Whether a seller or forwarder is considered a “sender” or “initiator” under the CAN-SPAM Act depends on the situation. Typically, the Act applies if the seller offers an incentive for forwarding the message, such as money, discounts, or sweepstakes entries. In such cases, the seller is likely responsible for compliance. If a seller provides any benefit in exchange for forwarding an email or generating traffic, they are likely subject to CAN-SPAM regulations. Q: What are the penalties for violating the CAN-SPAM Act? A: Each email that violates the CAN-SPAM Act can result in penalties of up to $51,744, with the possibility of multiple parties being held responsible. Both the company whose product is promoted and the company that sent the message can be liable. Additionally, emails that contain misleading claims may be subject to other laws, like Section 5 of the FTC Act, which prohibits deceptive advertising. The CAN-SPAM Act also includes aggravated violations that could lead to additional fines and even criminal penalties, including imprisonment, for: Civil penalties may also require restitution to consumers under Section 19 of the FTC Act, covering not just what consumers paid, but also the value of their lost time. Q: Are there specific rules for sexually explicit marketing emails? A: Yes, the FTC has rules under the CAN-SPAM Act for emails with sexually explicit content. These emails must start with “SEXUALLY-EXPLICIT:” in the subject line. The body of the email must initially display only this warning and the standard CAN-SPAM information: the message’s commercial nature, the sender’s physical address, and an opt-out method. No images or graphics are allowed in this part of the message, ensuring that sexually explicit content isn’t viewable without an affirmative action, like scrolling or clicking. This requirement doesn’t apply if the recipient has previously given consent to receive such messages. About the FTC The FTC is dedicated to preventing fraudulent, deceptive, and unfair practices affecting businesses and consumers. You can report scams and unethical business practices at ReportFraud.ftc.gov. For guidance on legal compliance, visit business.ftc.gov. Understanding and fulfilling your compliance obligations is smart business practice, regardless of your organization’s size or industry. For updates on cases and initiatives, subscribe to the FTC’s Business Blog. Your Opportunity to Comment The National Small Business Ombudsman and 10 Regional Fairness Boards collect feedback from small businesses regarding federal compliance and enforcement activities. The Ombudsman evaluates these activities annually and rates each agency’s responsiveness to small businesses. Comments can be submitted without fear of reprisal by calling 1-888-REGFAIR (1-888-734-3247) or visiting www.sba.gov/ombudsman. Content updated January 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a

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August 9, 2023in Salesforce
Migrating from Zoho to Salesforce
03Jun

Migrating from Zoho to Salesforce

Migrating from Zoho to Salesforce is a major undertaking that can significantly enhance a business’s CRM processes as it scales. To ensure a smooth transition, careful planning, data preparation, and execution are essential for accurate and efficient data transfer. In this guide, we’ll outline a step-by-step approach to migrating from Zoho to Salesforce, covering everything from pre-migration planning to post-migration follow-up. Step 1: Pre-Migration Planning 1. Evaluate Your Business RequirementsBegin by assessing your current and future CRM needs. Identify critical functionalities in Zoho that you depend on and determine which Salesforce features will either replace or enhance them. Consider: This evaluation ensures that Salesforce is configured to align with your business processes during the migration. 2. Assign a Project TeamForming a dedicated project team is crucial for a successful migration. Include stakeholders from various departments, designate a project manager to oversee the migration, and enlist CRM specialists familiar with both Zoho and Salesforce. You might also consider hiring a certified Salesforce consultant or partner to assist with technical aspects. 3. Backup Your DataBefore starting the migration, back up your data from Zoho. Export all relevant information, including: This backup ensures you have a complete copy in case any issues arise during the migration. Step 2: Preparing Salesforce for Migration 1. Customize Salesforce to Fit Your NeedsNow is the time to tailor Salesforce to reflect your existing business processes. Review the custom fields, objects, workflows, and automations in Zoho, replicating or enhancing them in Salesforce. Salesforce’s high customization level allows you to optimize your CRM for your team’s specific needs. 2. Set Up IntegrationsIf you’ve been using third-party tools integrated with Zoho, establish the corresponding integrations in Salesforce. The Salesforce AppExchange offers a range of integrations, from email marketing platforms to accounting systems. Ensure the necessary tools are connected before migrating your data. Step 3: Data Migration 1. Map Data FieldsTo facilitate accurate data transfer between Zoho and Salesforce, map your Zoho data fields to their Salesforce counterparts. For instance, “Account Name” in Zoho should correspond to “Account” in Salesforce. Create equivalent custom fields in Salesforce if they exist in Zoho. 2. Cleanse Your DataData cleansing is vital to ensure only relevant, accurate, and up-to-date information is migrated. Remove duplicates, outdated contacts, and incorrect data from Zoho. This step streamlines the migration process and enhances the quality of your Salesforce database. 3. Choose a Migration ToolSelect an appropriate tool for migrating data between CRMs, such as: Depending on your data’s complexity, choose a tool that provides additional support, such as mapping or automation features. 4. Perform a Test MigrationConduct a test migration using a subset of your data before proceeding with the full migration. This allows you to verify that everything transfers correctly and identify any issues with data formatting, relationships between objects, or custom fields. Adjust your mapping and migration processes based on the test results. Step 4: Full Data Migration Once you’re satisfied with the test migration results, proceed with the complete data migration from Zoho to Salesforce. This process may take time, depending on your data’s size and complexity, so plan for downtime or staggered migrations to minimize disruptions to your team’s workflow. Step 5: Post-Migration Setup and Testing 1. Validate Your DataAfter the full migration, verify that all data has been transferred accurately. Check for discrepancies between Zoho and Salesforce records, ensuring that relationships (e.g., contacts linked to accounts) remain intact. 2. Recreate Automation and WorkflowsRe-establish any automations, workflows, or triggers that were functioning in Zoho within Salesforce. Utilize Salesforce’s automation tools, like Process Builder or Flow, to replicate these processes. Adjust them as necessary to leverage Salesforce’s advanced capabilities. 3. Train Your TeamSuccessful migration extends beyond data transfer; it’s crucial to ensure your team is equipped to use Salesforce effectively. Conduct training sessions focused on new features and workflows, providing documentation or cheat sheets to facilitate adjustment. 4. Monitor System PerformancePost-migration, monitor your Salesforce instance for any performance issues or data inconsistencies. Make necessary adjustments and ensure that integrations are functioning as expected. Step 6: Post-Migration Follow-Up 1. Run Parallel OperationsConsider operating both systems in parallel for a brief period to confirm Salesforce is fully functional before phasing out Zoho. This allows your team to continue using Zoho if critical issues arise in Salesforce during the transition. 2. Optimize Your Salesforce InstanceOver time, identify opportunities to further customize and optimize Salesforce to meet your evolving needs. Regularly review workflows, automations, and reporting to fully utilize Salesforce’s advanced features. Who Should You Work With A successful migration from Zoho to Salesforce involves key stakeholders from various departments to ensure the new CRM setup aligns with company processes. Typical Migration Timelines The duration of a Zoho to Salesforce migration typically depends on your data’s complexity and the required customizations. For smaller businesses with straightforward CRM setups, the process may take 4 to 6 weeks, encompassing planning, data mapping, testing, and training. However, larger organizations with extensive custom fields, workflows, and third-party integrations may require 3 to 6 months. Allow ample time for thorough testing and validation to ensure data accuracy and system functionality before going live. User training and post-migration follow-up are also critical for a smooth transition. Conclusion Migrating from Zoho to Salesforce is a growth step in enhancing your company’s CRM capabilities and positioning it for future growth. By meticulously planning your migration, cleansing your data, and configuring Salesforce to meet your business requirements, you can facilitate a smooth transition and leverage Salesforce’s powerful features from day one. With the right preparation and support, your business will be well-equipped to scale, streamline operations, and achieve long-term success using Salesforce. If you need assistance with your migration, don’t hesitate to contact Tectonic for a quote. Content updated September 2024. 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

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June 3, 2023in Data, Mulesoft, Salesforce
Email Objectives
21Nov

Email Objectives

Gain clarity on your email marketing objectives. What specific targets does your email program need to achieve? Is it aiming for a 5% increase in the subscriber base over the next six months? Or perhaps it’s focused on reducing unsubscribes or boosting clicks to conversions? Understanding your email marketing objectives is akin to wielding a secret weapon for small businesses and B2B marketing, enabling them to cultivate and nurture robust relationships with their audience. Every successful email marketing campaign owes its triumph to well-defined goals and objectives. Without these guiding stars, even the most compelling emails risk falling flat or veering off course. This article delves into the pivotal importance of establishing clear targets in email marketing and provides insights into crafting them for optimal impact. Without a clear direction, you may inadvertently inundate your subscribers with emails solely focused on immediate conversions. Over-emailing without established objectives can lead to subscriber fatigue, ultimately tarnishing your customer file. Email marketing objectives revolve around creating and disseminating valuable content that resonates with the audience. Whether it’s newsletters, product updates, helpful information, or industry insights, the aim is to deliver content that adds value to the recipient’s experience. Understanding SMART Goals for Email Campaigns Your email campaign goals should be SMART: Specific: Define precise goals like “Increase email open rates by 15%.” Measurable: Quantify your objectives, such as “Generate 500 new leads through email sign-ups.” Achievable: Ensure your goals are feasible with the resources at your disposal. Relevant: Align your goals with your overall marketing strategy and business objectives. Time-Bound: Set deadlines, for instance, “Achieve a 10% click-through rate within the next two months.” Incorporating SMART email campaign goals allows you to plan activities effectively and allocate resources for success. Here are some examples of SMART email marketing goals: Increase email open rates by 10% within the next six months. Generate $10,000 in revenue from email marketing within the next three months. Achieve a 5% conversion rate on our email marketing campaigns within the next year. Grow our email list by 500 subscribers within the next quarter. Improve customer engagement with our emails by sending at least two emails per month to our subscribers. Regularly monitor your progress by reviewing the performance of your emails. Analyze aggregated data, campaign categories, and individual email sends to identify top-performing content. Incorporate successful strategies into other campaigns and compare your findings against benchmarks. Share insights with your broader organizational partners. What is a KPI in Email Marketing? Key Performance Indicators (KPIs) are measures of various aspects of an email campaign’s performance. Tracking email KPIs provides insights into who opens your marketing emails and who forwards them to other contacts. The Consequences of Ambiguous Objectives in Email Marketing In online communication, having clear objectives is paramount. Unclear goals are akin to embarking on a journey without a map, leading to significant challenges in email marketing. Here’s why: Mixed-Up Marketing: Unclear goals can result in scattered marketing efforts, confusing or deterring potential customers. Wasting Time and Money: Lack of clarity may lead to misallocation of resources, causing missed opportunities and inefficiencies. Loss of Trust: Subscribers expect valuable content. Unclear goals may result in content that doesn’t meet expectations, eroding trust and credibility. In summary, while the pace of email marketing may be swift, unclear goals can precipitate numerous challenges. Clarity and focus are essential to mitigate these issues and drive better results. Email marketing transcends mere message exchange; it represents a strategic journey laden with specific goals. Inform: Provide subscribers with useful and pertinent information to establish trust and credibility. Attract: Expand the subscriber base by creating engaging campaigns and leveraging lead magnets. Engage: Foster active interaction with subscribers by delivering compelling content that prompts them to open, click, and respond. Guide: Lead subscribers through various stages of the customer journey, nurturing leads and facilitating conversions. Nurture: Build and maintain relationships with subscribers by understanding their needs and preferences, tailoring content to cultivate long-term loyalty. Convert: Prompt recipients to take specific actions, solidifying the impact of the email marketing strategy. Each email serves as a narrative and an opportunity for businesses to connect with their audience. By setting clear goals, email marketing campaigns can be purposeful, effective, and aligned with overarching business 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

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November 21, 2022in Salesforce
Sending Emails Through Salesforce
02Feb

What is CCPA?

The California Consumer Privacy Act of 2018 (CCPA) gives consumers more control over the personal information that businesses collect about them and the CCPA regulations provide guidance on how to implement the law. This landmark law secures new privacy rights for California consumers, including: In November of 2020, California voters approved Proposition 24, the CPRA, which amended the CCPA and added new additional privacy protections that began on January 1, 2023. As of January 1, 2023, consumers have new rights in addition to those above, such as: Businesses that are subject to the California Consumer Privacy Act have several responsibilities, including responding to consumer requests to exercise these rights and giving consumers certain notices explaining their privacy practices. The CCPA applies to many businesses, including data brokers. CPRA amends the California Consumer Privacy Act; it does not create a separate, new law. As a result, our office typically refers to the law as “CCPA” or “CCPA, as amended. Always consider CCPA when writing emails. 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

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February 2, 2022in Salesforce
Sending Emails Through Salesforce
01Mar

What is CASL and Does It Impact Companies in the United States?

Canada’s anti-spam legislation (CASL) protects consumers and businesses from the misuse of digital technology, including spam and other electronic threats. It also aims to help businesses stay competitive in a global, digital marketplace. Does CASL apply in the US? CASL requires all businesses to obtain and document consent to send commercial emails to Canadians. This means that if you have Canadian email addresses in your email marketing database, the law is applicable to you even if your business is based in the U.S. or any other country outside of Canada. There are three general requirements under CASL for sending CEMs. They are: For identification, the message must clearly indicate who is sending the message, plus mailing address and either a contact phone number, email address, or website URL. If the contact information cannot fit in the message itself (as in an SMS message), a link to a website containing the information is acceptable. For the unsubscribe mechanism, the message must have a straightforward electronic means of allowing customers to opt-out of receiving future messages, such as the ability to text “STOP” in a text message or through an unsubscribe link in an email. For consent, CASL requires organizations receive prior consent from recipients before sending CEMs. There are two types of consent under CASL: Both types of consent are described in more detail below, including what defines someone as a current customer. Not complying with CASL can result in serious penalties, including criminal charges, civil charges, personal liability for company officers and directors, and penalties up to $10 million. It’s important to understand the law and what it means for your business. Express Consent To give express consent, customers or prospects must explicitly say something to the effect of “yes, please send me marketing emails” when they provide their email address before a company can send any marketing materials to them. These individuals must take some type of action to indicate their explicit consent. For example, clicking a check box would be acceptable but acceptance of a pre-filled check box would not be sufficient. There are two main benefits to collecting express consent: First, express consent can be used for both existing customers and prospects. Second, express consent does not expire – it is valid until the customer chooses to opt-out of further communications. Outside of CASL, the CWTA (Canadian Wireless Communications Association) additionally requires explicit consent for any SMS messages sent from a short code, which includes SMS messages that we send on your behalf. Implied Consent Consent to send a commercial electronic message (CEM) is implied where there is an existing business relationship. An “existing business relationship” is defined in CASL as cases in which: OR With this existing business relationship, you can market to individuals who have not opted-out from receiving messages. However, you are limited to how long you can email individuals with whom you have not done business recently. Implied consent has a limited shelf life. It is only permissible to communicate with those individuals while they continue to meet one of the two criteria above. For example, if a customer makes a purchase from your business, then you have two years from that point during which you can send that person messages. As another example, if a customer calls your business to ask a question but doesn’t end up doing business with you, you would only have six months from that point to send messages. For implied consent to be valid, it is always your responsibility as a business to be able to prove the business relationship is ongoing. Because of the limited life of implied consent, it is always advisable to collect express consent from customers where possible. 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

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March 1, 2021in Salesforce
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