?? The DRIP Weekly: Uncovering Salesforce’s Haunted Marketing Secrets
With Halloween having just passed, we’re deep in “spooky season”. What we’ve got in store for you today will uncover those hidden traps and ghostly gaps in Salesforce’s marketing tools.?
Whether it’s records vanishing without a trace, your sales team being haunted by irrelevant leads, or Journey Builder venturing into uncharted territory, as a Salesforce marketer, you’ve got a lot to fear… or do you??
With the right approach, you can banish these “phantoms”, tame your tech, and turn Salesforce’s marketing tools into powerful allies.?
Email marketing could become frightfully effective, irrelevant leads will stop lurking in the shadows, and the future of Journey Builder will become brighter than a jack-o’-lantern grin.?
So, whether your bounty of candy is scarily big or frightfully small, don’t worry, as The DRIP has plenty of treats to offer!
Today's features?
What has recently got the marketing community talking?
Something strange in the neighborhood, who you gonna call? Whether it's unexpected issues that sneak up on you or malpractice gone unnoticed for too long, your Account Engagement instance can cause a huge scare. From ghosts to alien activity – rid yourself of the witches’ broth of problems in your org.
Account Engagement (Pardot) offers selective sync, giving marketers control over which prospect records are pushed to Salesforce. They can set specific rules to decide this. This helps sales teams avoid getting swamped with leads that don't matter, making sure they see prospects who are relevant. To set up selective sync, marketers can use Marketing Data Sharing or tools like Zapier that connect different systems.
Salesforce is making its marketing automation better by connecting Journey Builder with Flow. This lets companies give customers a more personal experience at every touchpoint. By bringing these tools together, Salesforce uses the strength of both tools. Now, marketers can plan out complex customer journeys, decide which interactions matter most, and use AI and agent-based tech to increase efficiency and personalization.
领英推荐
What we found while digging through The DRIP's archives.
Salesforce features a simple web-to-lead function that makes it incredibly easy to push leads into your Salesforce org. But pumping data into Salesforce without a plan can quickly turn sour. If you manage marketing and sales within Salesforce, there are three approaches to lead intake – but which is best for you?
You need to put processes in place from the beginning to manage multiple Salesforce Marketing Cloud instances well. This guide offers practical advice on organizing, security, project planning, and documentation. It gives you the tools to manage, maintain, and improve a well-built Marketing Cloud instance.
What is the marketing community talking about?
You’ll have likely heard of Agentforce (and if not, have you been living under a rock?), but as it sits on the main platform, how can Marketing Cloud Engagement and Account Engagement users take advantage of this new technology? Mounir explains what Agentforce means for marketers, imagining a future where AI agents handle the ‘nuts and bolts’ of execution, leaving the marketer to become the orchestrator of strategy.
What is going on within the Salesforce marketing world?
If you got more tricks than treats yesterday, this free webinar will help counteract it! On November 6, 2024, Salesforce is hosting a session for marketers looking to learn about Salesforce Marketing Cloud certifications and equip you with the skills and resources you need to pass the exams with flying colors. Register your interest now.?
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