Bridging the gap between Sales & Marketing: Salesforce Campaign Influence
Campaign Influence is a standard Salesforce feature that calculates how Salesforce Opportunities are associated with the Campaigns that help generate them by assigning a percentage of success to those campaigns.
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Personalise emails with a formatted date in Account Engagement
One of the benefits of using Account Engagement (Pardot) is the capability to personalise emails. We can use data from a date field to show when something has happened or is happening, for example; your renewal is coming up on DD/MM/YYYY, or your booking is on DD/MM/YYYY.
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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.
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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!
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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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