The Marketing Cloud has one of the most important tool/studio (Contact Builder) within the platform which define, manage, consolidate, organize and link data to build data relationships.
Contact Builder can be accessed by following the below mentioned path:
Login into SFMC Audience Builder > Contact Builder
The Outbound Funds (OFM) Module is a free, open-source product that customizes Salesforce for grant management that helps organizations in tracking, managing, and delivering funds. It’s available on the Salesforce AppExchange. Custom Objects which are used to manage and track funds are:
Marketing Cloud allows marketers to store their data within the platform using Data Extension or List. Depending on the data size either a Data Extension or a List is used and then accordingly it is used for sending emails/messages.
List vs Data Extension
Use Lists when:
Why use Tracking?
Tracking allows a user to track performance of an email sent. It is used to keep an eye on the response for an email at the receiver's end.
Content Builder is a very important and commonly used tool/app within Marketing Cloud. It is used for creating and sending emails. There are two paths by using which Content Builder can be accessed.
1) It can be clearly seen on the main page of the Marketing Cloud Platform where all other studios/tools are there.
2) It can be found under Email Studio by the name 'Content' besides the 'Overview' tab.
In today's world branding is everything where every Organization, Business, Individuals are finding new ways to market their name.
Salesforce Marketing Cloud is one of the largest and powerful platforms which Organizations are using to increase their revenue by expanding their client and customers database.
Sales and Marketing team works in coordination and can split the customers and prospects into different groups categorically. This allows users to further personalize messaging for each segment and speak to customers on a specific level which in turn will lead to an increase in customer loyalty and sales.
Briefings
Elevate is a zero code platform where administrators can configure the Giving Pages. It eases the process for fundraising efforts for non profits and educational institutions. Giving pages are web pages that allow organizations to accept donations and sync all the payments with the Salesforce NonProfit Success Pack (NPSP).
The dedicated set of commands that simplifies the development strategies and automates the building process while ascertaining the work associated with the Salesforce organization is termed as Salesforce CLI. Salesforce CLI supports and speeds up the development process for both developers and admins at the same time and it sets that statements are considered powerful for the development of the line interface according to the rules included with the Salesforce organization.
A clean and consistent database is the recipe for keeping the business successful and error-free. Several factors can compromise the data quality. To get maximum return on investment for your Salesforce org, it is critical that data is clean with minimal duplicates.
We cannot avoid duplicate records in our database completely, and with multiple users adding data into the system, we are bound to have records that are the same. It is thus necessary to have an administrator who regularly reviews and provides remedy for these duplicates. There can be implications, if we do not remove the duplicates and it might cause harm to the Business Platform and environment.
A piece of software that allows customers to engage with the business and perform basic tasks and access certain information without the need for a human agent to interact with them is termed as Chatbot. Chatbot allows the customers to create connections and interact with the business after hours or when they are not able to reach you through other means.Chatbot is a computer program designed to simulate conversations with human users. It acts as an automated virtual assistant, capable of communicating with people through SMS on instant messaging platforms, forums, and onsite live chat apps. Chatbots do have limitations too but they are making a smarter platform over time.
PandaDoc upgrades Salesforce and simplifies how sales teams generate, customize, and eSign professional-looking proposals. It makes it easier for the sales team to create, track, and eSign documents, all within Salesforce. It smoothes end-to-end workflow, automates tasks and keeps teams producing consistent collateral at lightning speed. Further, it locks content on documents, uses a signing order, and sets approval rules to check all the boxes while still getting sales proposals out in a timely fashion. PandaDoc’s real-time document status updates are accessible in Salesforce to let one know exactly who and when prospects are interacting with your documents and these features give the ability to act quickly at the most preferred times. PandaDoc also benefits from having all deal-related conversations and negotiations on proposals, contracts, and agreements embedded within Salesforce platform.
There is no doubt that anyone in a customer-facing B2B role has a challenging time and therefore Salesforce Applications are critical to increase productivity. Salesforce Appexchange is rich in native apps to help turn your Salesforce into your next sales engine. Salesforce apps for data enrichment do help in business platform success. Sales organizations and sellers rely on apps that excel their business platform and make them meet their customer’s expectations. Let us look at a few Salesforce applications that are user-friendly to the Sales Users and can increase productivity.
TaskRay is a popular application for Salesforce for managing projects in AppExchange. TaskRay can ensure that the teams can handle the influx of new customers. So, with Salesforce-native TaskRay app one can standardize processes, manage resources, and free the team up to focus on more important things—like building customer relationships. It helps the customers to quickly see the benefits of the products and services by delivering an exceptional post-sale experience. TaskRay follows through with the promise of the purchase and creates happier customers from the moment the deal is completed. TaskRay helps the team to be more productive, efficient, and collaborative and it is a 100% native Salesforce application.
The marketplace that offers thousands of solutions and services which extends Salesforce is known as AppExchange. It is a Salesforce Marketplace that helps customers to discover solutions and services. AppExchange helps Salesforce Admin or Users to find tools and talent to unleash their company’s productivity. For Salesforce ISV vendors it is the primary marketing tool that helps in promoting their solutions. The listing states the solution, pricing, support and other details so that the customers can estimate if the offering is right for them or not. AppExchange classifies the listings into one or more business areas, like sales, marketing, or analytics.
Salesforce DevOps ensures Admins & Developers can make changes and work through the software development process in the most efficient way possible, with minimum errors and disruption. Accelerating this as a career is the growth journey of the Salesforce Platform. A solid DevOps team maximizes the benefit of pioneering Salesforce technology. This career option helps companies answer the real business questions and deliver next level Sales, Service and Marketing and thus enhances the Business Platform. This field of career is in high demand and in a Survey, we gathered the information that on average, across all DevOps processes, 85% of teams already use or plan to adopt them in 2021.
Creating Digital Marketing Campaigns is now easy with Pardot. Pardot is a software as a Service (SaaS) marketing automation platform by Salesforce that offers email automation, targeted email campaigns and lead management for B2B sales and marketing organizations. Pardot tracks customer behaviors. Drip campaigns, lead management with nurturing and scoring and campaign segmentation are offered by Pardot and it features analytics with marketing ROI tracking.
Conga Composer is one of the most popular apps on AppExchange which enables Salesforce customers to customize, streamline and scale document generation and reporting for unlimited use cases across all organizations and industries. It is a composer that can automatically populate richly formatted templates with data from any standard or any custom object in Salesforce and send it via a variety of delivery options. From a button or link on an object in Salesforce, the administrator configures Composer Solutions for end-users to run Composer.
Social Studio- that became part of Salesforce through an acquisition, called ‘Radian6’- which connects marketers, sales teams, and customer service teams to the social channels. Social Studio allows users to publish relevant content, listen to what customers are saying about the particular brand, and that engages customers to create meaningful and successful relationships.
Advertising Studio is used to coordinate campaigns with social, mobile, sales, and customer service efforts. Ad Studio or Advertising Studio lets you get engaged with your customers and prospects. Ad Studio has three applications, namely: Advertising Audience, Journey Builder Advertising and Lead Capture. Marketing Cloud Advertising Studio enables you to enhance the email marketing goals with advertising platforms so that it encourages to connect with new or existing customers easily.
Really, it is more than a flat and typical platform; rather it is a key component of Salesforce’s Customer Success Platform; where one can discover features and sophisticated tools to connect with their customers to a vast margin and can excel in all business ways. It is none other than Mobile Studio.