Marketing

10Mar

B2B vs B2C Business Models – The Common Distinction

A B2B, or “business-to-business” and a B2C, or “business-to-consumer,” are two separate business models that serve different types of customers: other businesses or direct to consumers. B2B and B2C business models have similarities. A B2B company offers products or services to other businesses. A B2C company provides products or services directly to individual consumers. Pardot is positioned for B2B marketing specifically, so its strengths lie with aligning marketing and sales, lead management and automated actions, as well as marketing campaigns. Marketing Cloud offers greater capabilities when it comes to social media marketing and advertising, plus SMS campaigns. It focuses more on the B2C brands that communicate one-to-one via social or transactional mobile messaging. However, both B2C and B2B companies can benefit from Pardot as their chosen marketing automation platform, and likewise, both B2B and B2C companies can leverage all advantages of Marketing Cloud. If you are still hesitant about which marketing automation tool to choose and how to optimize it best, contact our Salesforce consultants at Tectonic. They will help you select the best product and guide you on how to get the maximum of its benefits. B2B and B2C companies sell their products and services to different audiences, which requires different marketing and sales approaches. B2B ecommerce used to be a simple thing: businesses would just put up a website and wait for their customers to come. Now, those days have gone the way of VHS tapes and answering machines. Today’s ecommerce world is a place of: Businesses don’t sit back and wait for something to happen — they reach out and meet their customers in their favorite spots. This is the anytime, anywhere world of B2C e-commerce, at least. The customer journey” — e.g., the series of decisions a company or customer takes before completing a transaction — looks different for B2B and B2C businesses. Understanding what the customer needs before they can buy from your brand is fundamental to planning your sales, marketing, and customer service. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

March 10, 2021in Salesforce

02Mar

Progressive Profiling in Salesforce Marketing Cloud

In the world of marketing, the primary focus revolves around data accumulation. The more data collected, the deeper the understanding of prospects or customers, leading to the creation of a more comprehensive individual profile. Enter Progressive Profiling in Salesforce Marketing Cloud. Progressive profiling emerges as an effective method for data collection, enabling the gradual enrichment of an individual’s profile over time. This approach prevents overwhelming data collection methods that could potentially drive prospects away. Or at least prevent them from filling out your forms. While Progressive Profiling is a built-in feature in Pardot, Marketing Cloud Consultants and Admins often seek ways to implement it. In this insight, we’ll demonstrate how to achieve Progressive Profiling in Marketing Cloud through a custom solution on CloudPages, deviating from conventional Smart Capture Forms. Progressive Profiling in Salesforce Marketing Cloud: Use Case Let’s outline the use case: a landing page/cloud page that unfolds as follows: First Visit: Display a simple form with fields for First Name, Last Name, and Email Address. Second Visit: Present the same form but accompany it with a ‘Welcome Back’ message. Third Visit: If the prospect submits the form and returns later, showcase a different form with additional fields like company name and service feedback, posing the question, “do you like our service?” How Progressive Profiling Works First Visit: Set a cookie when a user visits the landing page. Second Visit: Check for the existence of a cookie; if present, display the welcome message with the form. Third Visit and Beyond: Upon form submission, add values to a data extension (including the cookie). Subsequent visits involve checking for the cookie’s presence in the data extension, revealing different form fields if applicable. Setting Up Progressive Profiling in Marketing Cloud Step 1: Create a Data Extension Establish a data extension to store form values. Step 2: Create the CloudPage Utilize the provided code snippet. Step 3: Test the Progressive Profiling A demo video showcases the testing process. Considerations GDPR and Privacy: Adhere to GDPR laws; ensure explicit consent for placing cookies and tracking individuals. Consult your legal team for additional disclaimer requirements. Google Chrome Same Site Cookie Change: Be mindful of changes in Google Chrome’s Same Site Cookie policy, adjusting the code in SSJS accordingly to comply with Chrome version 76 or later. Cache and Browser Changes: Note that clearing the cache or switching browsers generates a new cookie, displaying the original form. This insight hopes to elucidate the implementation of Progressive Profiling in Marketing Cloud through a custom solution on CloudPages, leveraging SSJS and other elements. While gaining Progressive Profiling functionality, strategic consideration of the fields to request at each stage is crucial before implementing any technology. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

March 2, 2021in Salesforce Marketing Cloud

Salesforce Marketing Cloud Journey Builder

24Feb

Can Your Object Trigger a Salesforce Journey?

Many times marketers are challenged to create a customer journey based on data points or events that haven’t currently been captured in the Salesforce platform. Once you create an object in Salesforce, you have to determine if your object can successfully trigger a Salesforce journey. These easy steps help you quickly answer the question: can your Salesforce object trigger a Salesforce journey. Most, but not all, Experience Cloud objects can be used for creating journeys. This list includes the available objects along with a description, their eligibility status, API object, and use cases (as appropriate). Experience Cloud Objects Object Description Status API Example Use Case Sites and Membership Network A site and its settings Not Workflow-enabledNot Replicable Network NetworkMember Individual user memberships Workflow-enabledReplicable NetworkMember Triggers when a new member joins the community NetworkMemberGroup List of profiles and permission sets added to a site (not related to Chatter groups) Not Workflow-enabledNot Replicable NetworkMemberGroup Chatter Groups CollaborationGroup A Chatter group Workflow-enabledNot Replicable CollaborationGroup CollaborationGroupMember Member of a Chatter group Workflow-enabledReplicable CollaborationGroupMember Triggers when a user joins a Chatter Group in the Community CollaborationGroupFeed A single item on a Chatter group feed Not Workflow-enabledReplicable CollaborationGroupFeed Feeds FeedItem Entry in the feed Workflow-enabledReplicable FeedItem Triggers when user asks a question or makes another type of feed post FeedComment Comment added to a feed by a user Not Workflow-enabledReplicable FeedComment Topics Topic A topic Workflow-enabledReplicable Topic TopicAssignment Relationship between a topic and an entity Workflow-enabledReplicable TopicAssignment Triggers when a user posts a question on a specific topic, or adds a topic to any FeedItem EntitySubscription Subscription for following a record or another user Not Workflow-enabledReplicable EntitySubscription Triggers when a user follows a topic, user, or record Cases Case Service case Workflow-enabledReplicable Case Triggers when a user opens or updates a case 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

February 24, 2021in Salesforce Marketing Cloud

08Feb

Marketing Cloud Digital Marketing Solution

Salesforce Marketing Cloud is a specialized CRM platform equipped with a range of marketing tools tailored for remote marketers, facilitating effective management of marketing strategies. Marketing Cloud Digital Marketing Solution empowers digital marketers to deliver timely, personalized messages to the right audience across diverse channels. Offering a unique cloud-based marketing platform, Marketing Cloud enables the creation of end-to-end personalized customer experiences, fostering robust marketing automation strategies to enhance sales. Key Features: Marketing Cloud Einstein: Marketing Cloud Einstein builds upon Salesforce Einstein AI, providing modern tools and analytics within the CRM framework. This smart AI suite aids digital marketers in accessing and analyzing real-time customer data. Features include predictive scoring to forecast customer engagement and predictive audiences for targeted segmentation based on behavioral patterns. Platforms in Marketing Cloud: Products in Marketing Cloud: Benefits of Marketing Cloud: Salesforce Marketing Cloud stands out as a comprehensive solution for digital marketers seeking to elevate their strategies and drive sales. With its array of features, platforms, and products, Marketing Cloud offers unparalleled benefits and competitive advantage in the market landscape. 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

February 8, 2021in Marketing Automation, Salesforce Marketing Cloud

03Feb

Building an ABM B2B Model

For marketers worldwide, the term Account-Based Marketing (ABM) has become a familiar concept, evident in the rise of Google searches for “account-based marketing” and “ABM” in 2020. An ABM B2B model is a special case. One year later, new terms like “account-based experience,” “account-based everything,” and the encompassing acronym “ABX” are gaining traction, shifting the focus from marketing to the holistic customer journey. Therefore, account based marketing has moved from a conversion metric measurement and process to a more all encompassing one from lead capture and identification as an ABM prospect to warming and closing. Forrester’s forward-thinking predictions indicate that by 2025, B2B demand generation will pivot towards accounts rather than leads, a trend accelerated by the events of 2020. An ABM B2B model, at its core, leverages insights about top customers to identify and engage with similar prospective customers. True it is cheaper to maintain a customer than to win over a new one. But it is also easier to win a new customer based on what you know about an existing look-alike customer. That is the basis for all ABM. ABM B2B Model Implementing a robust ABM strategy requires the integration of a CRM solution and a marketing automation platform. The CRM functions as the centralized data repository, supporting the account-centric strategy, while the marketing automation platform scales and real-time engages target markets. This integration empowers B2B revenue teams to effectively launch and cultivate ABM strategies, fostering enriched customer relationships and driving business value. Successful ABM lies in adopting an account-centric approach, placing buyers at the core of each interaction. This means crafting highly personalized experiences that seamlessly blend targeted content and intentional communications across all touchpoints. In the today’s marketplace, buyers anticipate personalized offers, and ABM is strategically designed to interpret individual buyer needs, automatically delivering pertinent content and messages across diverse channels. Successful Account-based Marketing Salesforce CRM serves as a linchpin for successful Account-Based Marketing. It acts as the singular source of truth for account data, providing teams with a comprehensive 360-degree view of customers. Marketing Cloud Account Engagement is especially useful for B2B ABM models. Leveraging this data, marketers can personalize engagements through marketing automation, identifying optimal ABM target accounts, creating tailored content, and delivering it through the recipient’s preferred channels. Collaboration across marketing, sales, and service teams is facilitated by sharing leads and adjusting tactics based on engagement data. Evaluating the efficacy of your ABM campaigns is crucial for success. Metrics such as customer retention, engagement, awareness, and lead quality are instrumental in tracking and measuring your success. Organizations employing ABM see remarkable results, with 77% achieving a 10% or higher ROI, and 45% experiencing at least a two-fold ROI compared to alternative marketing strategies. Tectonic and ABM Tectonic, as your Salesforce implementation partner, ensures a tailored Salesforce solution aligned with your business needs. Through a proprietary discovery process, we customize a solution that encompasses essential elements of your business model while eliminating unnecessary components and technical debt. If you are debating adding an account based marketing solution to your b2b business, contact Tectonic 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

February 3, 2021in Account Based Marketing, Salesforce

29Jan

Campaign in Salesforce Marketing Cloud

What is a campaign in Salesforce Marketing Cloud? Campaigns help organize your marketing plan and assets. Plus, when you set up your campaign records effectively, they contain valuable data that you can use to optimize future efforts. What are campaigns in Salesforce Marketing Cloud for? A Salesforce Campaign in Marketing Cloud is a group of Leads and Contacts exposed to specific marketing communication(s). It stores essential performance metrics and means salespeople can quickly see the customers and prospects that received marketing activity. How do I send a Salesforce campaign from Marketing Cloud? In Marketing Cloud > Email Studio > Overview, open the email that you want to send and click ‘Send’ Select a ‘Send Classification’ then click ‘Next’ In the left pane, select ‘Salesforce Campaigns’ and then type the name of the desired campaign in the ‘Search’ field. Create a Marketing Cloud Campaign Why use campaigns in marketing cloud? Marketing Cloud Campaigns provide a way of grouping similar emails together. That way, Campaigns can be used in Datorama Reporting to present data for certain emails. What is campaign object in Salesforce? The Campaign object contains all the settings associated with how campaign records appear, the actions that users can take on campaigns, field access, and more. Create a campaign in the Campaigns app. Use tags in Marketing Cloud Engagement to categorize campaigns by any criteria, such as geography, marketing tactic, and product line. Where are my old Campaigns? I don’t see them on the campaign Overview tab.Campaigns that contain an email that has been sent automatically have their status set to Deployed. By default, the Overview tab only shows Campaigns with a status of In Process. To view older campaigns that have a status of Deployed, simply adjust the filter in the upper left.Setting the campaign status to Deployed now happens automatically when associated emails are sent. This feature was enabled in January 2014. Content updated January 2024. Like3 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

January 29, 2021in Salesforce Marketing Cloud

04Jan

The Seven Stages of Sales Pipelines Explained

Customers embark on a journey from initial discovery to becoming repeat buyers, progressing through seven essential sales pipeline stages: Throughout the sales pipeline stages, sales leaders can identify opportunities to better engage customers and enhance the likelihood of successful purchases. Contact Tectonic today to discover how Salesforce can help fill your sales pipeline. 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

January 4, 2021in Salesforce

15Dec

Marketo and Salesforce Integration

Marketo Engage and Salesforce integration forms a seamless email marketing partnership, ensuring synchronization of your sales and marketing data. Marketo constantly syncs with Salesforce, operating throughout the day. The synchronization process involves periodic intervals with a 5-minute pause before resuming. During a single sync session, Marketo makes 25 API calls to check if your Salesforce objects need updating. This bidirectional sync between Salesforce and Marketo pertains exclusively to leads, contacts, and Salesforce campaigns. Any changes made in either Salesforce or Marketo in these categories are mirrored in both systems. However, all other syncs occur solely from Salesforce to Marketo. To sync a Marketo field to Salesforce, follow these steps: For optimal syncing between Salesforce and Marketo, adhere to best practices: Marketo and Salesforce Marketing Cloud catered to different marketer needs initially, with Marketo primarily designed for Business to Business (B2B) solutions and Marketing Cloud positioned as a Business to Consumer (B2C) platform. Integrating Marketo with Salesforce enhances the sales process, streamlining the work of the sales team to identify and channel leads more efficiently through the sales funnel. Marketo is one of many marketing automation platforms that can be integrated with Salesforce. 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

December 15, 2020in Marketing Automation

23Nov

Smart Capture Forms as Marketing Cloud Journey Entry Source

Transforming your marketing strategy into a seamless journey for your customers has never been easier, thanks to the integration of CloudPages’ Smart Capture forms with Journey Builder Entry Events. By leveraging this innovative feature, you can effortlessly guide your audience through personalized experiences that drive engagement and conversions. Smart Capture Forms as Marketing Cloud Journey Entry Source. Crafting these dynamic forms is a breeze, whether you prefer the classic or Content Builder editor, embedded within your landing pages or microsites. However, to take advantage of this functionality, it’s essential to ensure that you have both Journey Builder and CloudPages at your disposal. If you’re missing either piece of the puzzle, a quick chat with your Relationship Manager can swiftly rectify the situation. Now, let’s dig into the mechanics of how this synergy works. To initiate customers into a journey, the data captured by Smart Capture forms must be securely stored in a designated data extension. This data extension, aptly named the Event Source data extension, serves as the reservoir from which contacts are seamlessly injected into your Journey Builder journeys. Remember, for this mechanism to function seamlessly, your Event Source data extension must be configured as sendable. Creating a Smart Capture Form within CloudPages is a straightforward process: Navigate to CloudPages and effortlessly drag the Smart Capture gear onto the content area of your chosen landing page or microsite.Establishing a Data Extension tailored for Smart Capture as a Journey Builder event is paramount. This dedicated data extension serves as the conduit for seamlessly integrating Smart Capture forms with Journey Builder Entry Events. Here’s how to get started: Create a marketing cloud data extension explicitly designed to handle Smart Capture data within the context of Journey Builder.These conditions are required for creating a data extension to use in a Journey Builder entry event. Choose Create from New.Enter a name and select Is Sendable? if you plan to use emails with your Smart Capture form or Journey Builder journey.On the Data Retention Policy step, keep the default setting and click Next. Add any fields you would like to capture. When adding an Email Address attribute, change the Data Type to EmailAddress as email address because email address is the primary key. Set Send Relationship to the Email Address attribute so it relates to Subscribers on Subscriber Key. Smart Capture Forms as Marketing Cloud Journey Entry Source For those seeking further clarification or guidance on integrating Smart Capture forms with Journey Builder Entry Events, our comprehensive FAQs offer valuable insights: My Smart Capture form used as the trigger event for my journey won’t submit. What’s happening?Ensure that you configured the re-entry option and default channel address in the journey settings. I can’t get my journey to execute?If your journey includes an email send there are 2 important steps to complete before the journey can be executed. Within Email Studio, open up your email and be sure to complete both the Content Detective and Validate steps. Complete these steps before a journey can send that email. Explore our FAQs section dedicated to illuminating the intricacies of utilizing Smart Capture forms as Journey Builder Events within CloudPages. With this powerful integration at your fingertips, you can orchestrate personalized customer journeys that captivate your audience and drive tangible results. Embrace the potential of CloudPages‘ Smart Capture forms within Journey Builder to elevate your marketing endeavors to new heights of success. 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

November 23, 2020in Salesforce

18Nov

Account Based Marketing

Account-based marketing (ABM) stands out as a highly effective B2B strategy concentrating on specific or key customers or accounts. Rather than casting a widespread net to generate leads for campaigns, ABM opts for personalized approaches to engage accounts uniquely, fostering trust and amplifying the lifetime value of customer relationships. ABM reaches beyond the confines of the marketing team, requiring close collaboration across marketing, sales, and service teams to target accounts effectively and ensure a seamless experience. Three distinct ABM programs—1-to-1, 1-to-few, and 1-to-many—allow flexibility aligned with specific business goals. To execute a winning ABM strategy, the essential components include a customer relationship management (CRM) solution and a marketing automation platform, delivering personalized and timely messages to designated accounts at optimal moments. Salesforce CRM, coupled with Salesforce Marketing Cloud or Salesforce Account Engagement, are robust toolsets for account-based marketing. Incorporating AI tools like Salesforce Einstein enhances the efficiency of identifying target accounts, offering valuable insights and a clear framework for engaging the most promising accounts. After pinpointing the desired accounts and comprehending their needs and preferences, these accounts can serve as templates to construct lookalike audiences for one-to-few or one-to-many ABM programs. At its very core, ABM revolves around being account-centric, placing your buyers at the focal point of each interaction. For businesses ready to embrace account-based marketing, Tectonic is ready to assist in tailoring your CRM and marketing automation platform. Offering optimization, implementation, and ongoing managed services for the Salesforce platform, Tectonic ensures a seamless integration of ABM into your business strategy. Contact us today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

November 18, 2020in Salesforce

09Nov

Tips for Awesome SFMC Email Templates

Tips for Awesome SFMC Email Templates. Email design doesn’t have to be hard-unlock the potential of Salesforce Marketing Cloud (SFMC) with these 5 tips for crafting exceptional email templates on the Salesforce Marketing Cloud platform: Implement these strategies to unlock Salesforce Marketing Cloud’s potential and create captivating, personalized email campaigns that connect with your audience and deliver meaningful results. Content updated February 2022. 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

November 9, 2020in Salesforce Marketing Cloud

17Aug

Marketing Cloud Filters

You have the option to define a data filter on the Subscribers tab within Email Studio, where you can choose to segment either a subscriber list or a data extension. When creating a data filter for segmenting a subscriber list, you can utilize various types of information, including profile attributes, preference attributes (excluding HTML email preference), and both created and predefined measures. The selection of these types dictates whether a subscriber satisfies the specified conditions. Marketing Cloud Filters. It’s worth noting that you aren’t required to specify a subscriber list in the filter definition, and you can associate the same data filter with multiple lists by employing different filter activities or groups. Alternatively, if you opt to create a data filter for segmenting a data extension, you utilize the field columns within that data extension to determine whether a record satisfies the conditions. Given that different data extensions may have distinct field columns, you need to specify the data extension when creating the data filter. When crafting a filter, you establish conditions that the system assesses for each subscriber or data extension row to determine qualification for the segment. For each condition, you can choose the profile attribute, field column, or measure to evaluate, specify the operator for comparing values, and define the value for comparison. For instance, segmenting a subscriber list based on the condition that subscribers must be 18 or older means only those meeting this age requirement are added to the segment. Multiple conditions can be grouped using AND or OR operators, and these groupings can further be combined into an outer grouping with additional AND or OR operators. The use of OR operator implies that meeting one or more conditions satisfies the grouping, while the AND operator requires meeting all conditions for grouping satisfaction. The data filter creation interface offers graphical tools for crafting conditions and groupings, with the SQL generated from these graphical tools displayed in the Filter Text section for reference. In the context of Marketing Cloud, a filter is a set of criteria that segments either a subscriber list or a data extension. It enables the application of complex segmentation rules to precisely target messages to specific subscribers. This aids in the creation of more tailored and targeted marketing campaigns. To access the filter activity in Marketing Cloud, you can find it within the Interactions tab on the Filter Activity screen when using interactions in Email Studio. Utilize data filters to segment subscriber lists or data extensions when creating filter activities to enhance the precision of your marketing strategies. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

August 17, 2020in Salesforce Marketing Cloud

21Jul

Building an Account Plan

Transforming Your Salesforce CRM with Comprehensive Account Planning – Building an Account Plan In the area of customer relations, maintaining existing clients proves more cost-effective than winning new ones. Your existing client base serves as a crucial revenue source, ideally providing predictability and reliability in your book of business. Strategic account planning is pivotal in retaining these revenue streams within your Salesforce pipeline and nurturing them for future growth. According to Gartner According to Gartner, “Account planning is the process of mapping out important details about a new prospect or existing customer, including information about their decision-making process, the companies you’re competing with to close them and the overall strategy to win them over, retain and grow them.” A detailed account plan in Salesforce enhances collaboration among extended sales, services, and marketing teams, facilitating a better understanding of priorities, feedback collection, and informed decision-making. When an account transitions to a new sales rep or success manager, a comprehensive account plan ensures a seamless handover with a full understanding of the customer’s history. While Salesforce CRM excels in workflows, automations, and business facilitation, it fundamentally serves as your data warehouse for all client and prospect-related information. Building an account plan in Salesforce maximizes the platform’s potential. Your account plan should encompass critical data about a prospect or client, enabling sales and service teams to be well-informed before making any contact. A well crafted account plan not only sets you ahead of the competition but also serves as a roadmap for closing deals, ensuring that your Salesforce data covers all areas required to service an account. Key components of a Salesforce Account Plan include an Executive Summary, Account Segmentation, Key Business Initiatives, Relationship Map, Customer Landscape, Opportunity Analysis, and Customer Growth Strategy. While these components are central, they can be tailored to accommodate additional milestones and benchmarks specific to your business and your processes. Tectonic is here to help design an account plan blueprint that precisely meets your needs. Let’s dive deeper into the essentials that a good account plan should cover. Executive Summary: Start your account plan with an executive summary covering: Think of the executive summary as the Cliff Notes of your account plan—a high-level overview providing context for the detailed sections that follow. You may also want to incorporate key data points with picklists for later segmentation in marketing and sales efforts, as shown below. Account Segmentation: Clearly define how accounts are segmented or categorized, influencing campaign inclusion and strategic actions. Lead scoring and grading may also impact account segments. Segments should include planned and future marketing programs. Key Business Initiatives: Outline your customer’s strategic initiatives, plans, and priorities. Consider their key values, how success is measured internally, short-term and long-term goals, current projects, and expectations of your products and services. Relationship Map and Customer Landscape: Highlight the importance of building relationships, identifying key players, decision-makers, influencers, and detractors. A relationship map aids in understanding where relationships should be developed within the buyer’s organization. Who are your advocates? Who needs special attention? Opportunity Analysis: Provide a comprehensive view of closed, in-flight, and upcoming deals, ensuring that all team members are aligned. Conduct analyses on whitespace opportunities, customer initiatives, SWOT analysis, and win/loss analysis. Whitespace opportunities are niches with little or no competition. Customer initiatives are goals that your product or service is uniquely positioned to meet. SWOT analysis is identification of internal strengths and weaknesses. Win/loss analysis is understanding influencing factors that impact your sales team’s ability to win the new business. Customer Growth Strategy: Identify products or services that align with customer goal’s, covering both high-level and tactical initiatives. Address potential limitations or blockers. Ask questions such as: Capturing these details in a living account plan ensures that everyone on the extended selling team can access crucial information for better customer service and collaboration. Building an Account Plan serves as a critical blueprint, providing direction, opportunities, and priorities for each account. Tectonic is here to assist you in leveraging Salesforce for optimal results. 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

July 21, 2020in Marketing Automation

16Jul

Salesforce Einstein Vision

Einstein Vision: Enhancing Document Personalization with AI Introduction to Einstein Vision Harness the power of artificial intelligence (AI) to personalize documents with Salesforce Einstein Vision. The latest updates allow you to extract structured data from custom forms and invoices using Einstein OCR (beta), revolutionizing how you handle and process documents. Extract Data from Custom Forms with Einstein OCR (Beta) Einstein OCR (Optical Character Recognition) now enables rapid data extraction from custom forms such as insurance, mortgage, and healthcare documents into Salesforce records. The OCR model analyzes the layout and content of your custom forms, extracting values based on user-defined fields. Extract Data from Invoices with Einstein OCR (Beta) Similarly, Einstein OCR can quickly extract structured data from invoices, converting it into Salesforce records. The OCR model identifies and extracts values from predefined fields such as invoice number, date, due date, purchase order, total amount, total tax amount, and amount due. New Capabilities in Einstein OCR What is Einstein Vision? Einstein Vision, part of the Einstein Platform, is more than just a tool for recognizing images. It combines ease of use with powerful technology to enable innovative use cases in various Salesforce Clouds. Einstein Vision includes functionalities like Image Classification, Object Detection, and OCR, each with distinct capabilities. Setting Up Einstein Vision Applications of Einstein Vision Einstein Vision is applicable across various Salesforce Clouds: Conclusion Einstein Vision simplifies and enhances document processing and image analysis. By focusing on defining clear use cases and maintaining high data quality, you can unlock the full potential of Einstein Vision. Embrace AI to streamline your workflows and drive creative solutions in your Salesforce environment. Content updated February 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

July 16, 2020in Salesforce Einstein

11May

Tips For Organizing Campaign Hierarchy in Salesforce

There are lots of recommenfded campaign hierarchy structures. Here are Tips For Organizing Campaign Hierarchy in Salesforce. Link Related Campaigns Use Campaign Record Types Develop a Naming Convention Use Three Levels Additional Tips Advantages of Setting Up a Campaign Hierarchy Tips For Organizing Campaign Hierarchy in Salesforce Common Number of Levels in a Campaign Hierarchy Creating a Campaign Hierarchy in Salesforce Sorting Campaign Members in Salesforce Currency Settings in Campaign Hierarchies Information Visible in a Campaign Hierarchy Best Practices for Defining Campaign Member Statuses Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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

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