Data Cloud & Account Engagement – What you need to know
Data Cloud is Salesforce’s answer to a customer data platform (CDP), tailored for easy connections between your Salesforce Org, Marketing Cloud, Tableau and much more. In this blog, we explore the connection between Data Cloud and Account Engagement (Pardot).
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5 Reasons Why You Should Try Collaborative Forecasting
Sales teams require a robust mechanism for forecasting to ensure they can focus their time on selling instead of keeping things up to date in a spreadsheet. Salesforce collaborative forecasting has been around for some time. However, in the past, many have rejected the tool as it had limitations that were deal breakers for their […]
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Tracking Phone Number Clicks in Your Landing Pages
A clickable phone number is a link that opens your phone app with the number pre-populated when accessed from a mobile device. However, tracking the engagement of a phone number link in Account Engagement can be challenging. Here’s a quick workaround we’ve tested and used.
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Dreamforce 2024: A review of the impending AI Revolution & Data Takeover!
Dreamforce 2024: A review of the impending AI Revolution & Data Takeover! Another Dreamforce is in the books, and Salesforce has once again proven that it’s at the cutting edge of tech innovation. If you didn’t attend, don’t worry – we’ve got you covered. Dreamforce 2024 was all about levelling up with AI, data, […]
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Send Sales Emails Like a Pro!
Email is the main communication channel for many people. However, a lot of time is wasted when sending sales emails as it is easy for things to get lost in translation, delays in responses, or just repeating yourself, ultimately killing the productivity of sales teams.
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Salesforce Foundations: Free Marketing and Commerce for Every Customer
Salesforce are giving the new Marketing and Commerce capability to every Enterprise Sales and Service customer for free. No, really! This isn’t just clickbait. Building on the Free Data Cloud initiative, announced at Dreamforce 2023, Salesforce customers can now access more of the new features on the core platform at no additional cost. Let’s take […]
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Marketing Cloud Growth vs Account Engagement (Pardot)
Earlier this year we did a piece which explored what Marketing Cloud Growth is and who it was for. In a nutshell Marketing Cloud Growth is the the latest marketing automation product by Salesforce. If you have worked in the ecosystem for a while then you’ll know that this is the third and only homegrown […]
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Capturing UTM Parameters in Account Engagement Forms
Why you should be interested in UTM parameters If you’ve ever clicked on an online ad, you’ve likely noticed that the URL of the page you end up at is much longer than you’d expect.
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The new Account Engagement Email builder is here!
It’s been a few years since the release of the Lightning Email Builder, but as of the latest Spring ’24 release, there is a new addition to the family of email builders for Account Engagement.
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Lead Qualification for Marketing Cloud Growth
For B2B businesses, it is critical to be able to measure the quality of inbound leads. This supports the marketing handover to sales and focuses resources on the best leads. It also provides key insights into who is responding to your inbound marketing activity. More importantly, it helps you communicate with and service your customers […]
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World Tour London 2024 – Nebula Insights
Salesforce London World Tour 2024 It’s been a few weeks since World Tour London and our Happy Hour drinks where we caught up with some of our customers and partners to get their thoughts on the event and what it meant for them.
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Drive for Data Insights: Dashboard Builder Tips and Tricks for CRM Analytics
In our blog A Closer Look at CRM Analytics Dashboard Viewer Features we looked at end-user functionality. This blog is a quick look into the Dashboard Builder, it is tailored for users who build and manage dashboards within CRM Analytics.
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