Insights

Clear filter X
What You Should Know About Repeatable Engagement Programs

What You Should Know About Repeatable Engagement Programs

An Engagement Studio program is a powerful tool that can help automate your marketing in Account Engagement. These programs can be used for many cases but be cautious before you start building yours. 

Read
Prospect Resubscribe Not Working?

Prospect Resubscribe Not Working?

Increased domain security over the past few years has meant that cross-domain tracking is not possible. For customers with multiple tracker domains in their Account Engagement account, it is critical to remain consistent with domain usage across the right assets.

Read
Lead Source Tracking in Account Engagement (Pardot)

Lead Source Tracking in Account Engagement (Pardot)

Firstly, what is ‘lead source’?  Let’s start by defining what a ‘lead source’ actually is and why we use it.

Read
Salesforce CPQ Contracts & Renewals: Automating Your Sales Process

Salesforce CPQ Contracts & Renewals: Automating Your Sales Process

Salesforce CPQ has many functions and features to help automate and improve your business processes. The Contracts and Renewal process is a key element for any business. 

Read
Are You Getting Value from Account Engagement?

Are You Getting Value from Account Engagement?

As the saying goes, price is only an issue in the absence of value. This is a more pressing issue when we look at the current economic climate and the ever-increasing challenge of acquisition. Marketers are expected to do more, with less budget. So if you have Account Engagement, but you aren’t sure you are […]

Read
Prepare for 2024 Changes for Email Senders

Prepare for 2024 Changes for Email Senders

Google & Yahoo are releasing changes for email senders to reduce spam emails for their users. However, this could mean that your domain could be flagged as spam if you do not prepare. If you are a Marketing Cloud user (Account Engagement or Engagement) and you are concerned about how this might affect you, you’re […]

Read
Smart Scoring for More Successful Leads and Opportunities

Smart Scoring for More Successful Leads and Opportunities

In today’s fast-paced business world, sales teams are constantly seeking ways to enhance their efficiency and boost their success rates. The answer to this conundrum lies in Einstein Scoring, an AI tool offered by Salesforce.

Read
Staying Ahead of the Curve: Best Practices for Salesforce Release Planning

Staying Ahead of the Curve: Best Practices for Salesforce Release Planning

Salesforce provides release updates that improve the performance, logic, security, and usability of their products 3 times a year – Spring, Summer and Winter. Whether you are transitioning from Classic to Lightning, or you’ve been on Lightning from the start, keeping up with the latest release will bring you one step closer to boosting the […]

Read
Why You Should Care About Data Cloud

Why You Should Care About Data Cloud

Look at the bunny! Customer 360! Real-time! Artificial Intelligence! All of these messages fizz around Data Cloud, but what does it really mean for your business? In this article, we look behind the buzzwords and get real with the capabilities and use cases for Data Cloud.

Read
At Last, You Can Now Set Engagement Studio Wait Times in Hours

At Last, You Can Now Set Engagement Studio Wait Times in Hours

The wait is over! A highly requested feature update to Engagement Studio allowing users to be more precise with wait times has finally arrived in the Winter ‘24 update for Account Engagement (fka Pardot) users. 

Read
Salesforce Data Cloud and CDPs Explained

Salesforce Data Cloud and CDPs Explained

If you’re reading this blog, you’re likely interested in a CDP or want to learn more about them. We’ll explain more about CDPs and specifically Salesforce Data Cloud.

Read
Getting Started with Salesforce Pipeline Inspector: Tips and Tricks

Getting Started with Salesforce Pipeline Inspector: Tips and Tricks

In the competitive world of sales where efficiency and accuracy are the keys to success, Pipeline Inspector is here to help. Pipeline Inspector boosts sales efficiency with consolidated pipeline data, metrics, AI insights, and close date predictions, enhancing accuracy and success.

Read