Tag: Marketing automation

Salesforce-Marketing-cloud-An-Ensemble-Kit-for-Enhanced-Marketing
Marketing Cloud

Salesforce Marketing cloud: An Ensemble Kit for Enhanced Marketing

One big challenge most marketers across the globe face today is how to acquire and retain customers. The key to customer acquisition and retention, however, lies in effective communication – the more you are connected with your customer the brighter are the possibilities of achieving faster conversion. Trying to do this manually is a herculean task. 

 

What to do then?

 

This is when Salesforce marketing cloud comes to the rescue!

 

Salesforce Marketing Cloud offers the most powerful online marketing platforms for businesses looking for smarter ways to communicate with their customers through different digital channels. 

 

The marketing team in your office can make use of the Salesforce Marketing Cloud for managing customer emails, journeys, social media, mobile, content creation, web personalization, data analytics, content management, and more.

 

Geared towards B2C firms, Marketing Cloud is gaining popularity among global enterprises. The flexible model is adjustable to the unique needs of organizations that have started automating their marketing processes just recently. Customers can begin using a marketing module (like email) and then go on adding other automated or digital modules when needed.

 

Marketing Cloud is a marketer’s dream come true as it brings together different aspects of digital and web marketing. Some of the top players in the market have been benefiting from this cloud so far and they have already made that intelligent move to change their marketing game altogether.

 

Are you still not sure whether Salesforce Marketing Cloud is worthy of an investment? Let me tell you that:

“Salesforce Marketing Cloud has gotten excellent solutions businesses can use for their purpose.”

Here’s a quick overview of impeccable Salesforce Marketing Cloud Solutions all businesses looking to improve their marketing practices should know about!

 

Personalization Builder

This tool enables businesses to create profiles & algorithms deduced from customer habits.  Using Personalization Builder helps automate and personalize everything right from fetching and delivering related content based on user search habits, product/service recommendations, incorporating & integrating trending behaviors to maximize customer engagement.

 

Customer Journey Management

Thanks to the Salesforce Marketing Cloud, now you can personalize each and every interaction with your customers and create personalized customer journeys. 

With customer journeys available at their fingertips, your sales and marketing staff can work smarter and get better data insight throughout your organization.

The amazing benefits of customer journey management solution include:

  • Ability to create a targeted and fully customized customer journey
  • Garner a better understanding of your customer base
  • Engage your customers during each vital customer touchpoint
  • Ability to create targeted calls-to-action (CTAs) and then send these CTA through appropriate channels – social, email, or mobile
  • Ensure better results from your marketing activities with the help of data analytics
  • Deliver cross-functional & cross-channel marketing (digital or otherwise) campaigns

Marketing teams that use Salesforce Marketing Cloud are able to:

  • Create a single view of customers
  •  Automate the journey of customers in real-time
  • Connect with customers via personalized content through different devices and channels

Marketing Cloud from Salesforce makes it easier for marketers to efficiently manage behavioral and demographic data gathered in the app while supporting data addition from systems outside their business, such as ERP, CRM, and e-commerce.

Read: Salesforce has Introduced New Einstein Email Capabilities for its Marketing Cloud.

Takeaway

Businesses can help their teams to operate at their fullest potential with the Salesforce Marketing Cloud. As a decade-old Salesforce Silver Partner, we at CEPTES specialize in streamlining and delivering the marketing and sales processes leveraging the immense powers of the Salesforce Marketing Cloud. To explore the opportunities Salesforce has for your business, please feel free to connect with us! 

Pardot Marketing Automation
Pardot, Pardot Marketing Automation, Salesforce

Pardot Marketing Automation – The Key to Generate More ROI

Marketing automation is the way forward in today’s competitive market. A recent study conducted on marketing automation found that 51% of the companies who participated in the study used marketing automation. 

And 58% of those who didn’t were planning to embrace automation soon. The fact that well-implemented marketing automation can help companies generate quality leads and better ROI has added to its popularity.

Pardot is one such marketing automation tool that has remained the driving force behind many businesses’ success stories. It is a Salesforce integrated automation tool that makes sales and marketing teams efficient and effective. 

Pardot uses modified strategies that help companies save time and resources supplied to any other cause.

Now that we have discussed Pardot marketing automation let’s see the 5 ways marketers can get more ROI from Pardot marketing automation.

Profile your leads progressively with Pardot

When it comes to marketing, the more information collected, the more the probability of closing a deal. Pardot automation lets marketers categorize their leads using the collected information. 

The potential leads can be classified most to least based on their probability. This helps the sales team better prioritize the leads saving time and effort. Contributing to a better conversion rate of generated leads.

This feature’s basic concept is to filter out the potential leads and spend more time nurturing them and making them buy from you.

 

Automate your drip campaigns

Drip campaigns are an integral part of marketing campaigns and decisive in moving your leads through the sales funnel. 

What essentially happens in a drip campaign is that you constantly keep in touch with your leads by delivering them the right content at the right time takes them one step closer to buying from you.

This method has been proved to be effective in nurturing leads that have been inactive for quite a long time. 

Pardot can be integrated with your website/application/Saas platform to take appropriate actions based on your leads’ actions.

Also Read: Leverage Sales Cloud and Pardot to Drive Customer Engagement

 

Better manage customer relations

One of the common mistakes every company makes is with its after-sales support. They tend to forget their customers once the sale is made. 

After-sale support doesn’t always mean providing technical/technological assistance.

It also involves simple yet important activities like keeping in touch with them regularly through email newsletters, keeping your users updated on your latest activities, and more.

With Pardot, you can automate these tedious & time-consuming processes. Helping you obtain the deepest customer knowledge and using this information for any future probable sale that can happen.

Contact us to find out more about how we can help your business to achieve unprecedented growth.

 

Keep your marketing & sales activities in sync

With Pardot marketing automation, you can keep your marketing & sales activities in sync. By setting up automated workflows, marketers can ensure that the sales team has the right information at the right time.

In a study conducted by Pardot, it was found that by keeping the marketing and sales team in sync, organizations can achieve a 36% higher customer retention rate and a 38% higher sales win rate.

Automate your email marketing campaigns

While there are dozens of ways to reach out to your leads, email marketing is still considered the best option. 

Pardot lets marketers automate email marketing campaigns to reach out to customers across geographies. It also comes out of the box with preloaded email templates that can help you close deals faster!

To sum up

Concluding all these, we can say that businesses can ensure a better ROI by properly implementing Pardot automation & its workflows. CEPTES specializes in Pardot Implementation, and we can help you get the most out of your Pardot investment. With us, you can manage online campaigns without any hassle while giving substantial results. To know more, get in touch with us or schedule a demo to start with your Pardot implementation.

Hi-Tech

6 Ways Salesforce is Transforming the High-Tech Industry

With shorter product life cycles, companies operating in the High-tech sector are expected to deliver a better degree of customer support to sustain competitive advantage. Mediocre processes and poorly integrated systems spell doom for companies, especially in today’s era of rapidly changing customer demands & technologies. The most common challenges that the high-tech companies of today facing are:

  • Creating appropriate roadmaps for application architecture
  • To decipher and deconstruct relevant data from the vast information available
  • To accurately conceptualize solutions, identifying process entities and the relationships between those entities
  • Recommending best practices to customers
  • Devising and implementing recovery plans
  • Meeting B2B demands

To counter these issues, industry-leading high-tech companies are implementing Salesforce to transform their business and streamline sales processes. As a leading Salesforce partner with over 10 years of experience, CEPTES can help you leverage the solutions offered by the World’s #1 CRM provider.

Salesforce Capabilities

Some salient features of Salesforce that help you get the competitive edge in the market are:

  • Ease of use
  • Lightning-fast implementation
  • Point-to-point customization
  • Easy data management and organization
  • Provision to develop and customize your own apps
  • Automation of tasks
  • AppExchange app development

How Salesforce is transforming the high-tech industry

Companies in the high-tech sector that have implemented Salesforce have seen excellent improvements in terms of their sales. There are numerous ways in which Salesforce benefits the High-tech industry, some of them discussed below:

Exceptional Customer support powered by Service Cloud:

Implementing Salesforce Service Cloud will improve customer engagement, with seamless access to web services, chat, and email from any device and a 360-degree customer view. Critical cases can be escalated to development teams for further examination. In this way, real-time feedback on common issues helps your teams to solve them faster.

Next-gen Analytics:

Using Salesforce Analytics, your business users can explore data to discover new insights. Apart from the functionality to create amazing, mobile-friendly dashboards, Einstein Analytics also allows developers to create their own analytics apps that are highly customizable. Such cloud-based analytics tools from Salesforce can help your company adapt quickly to new trends.

Personalized Marketing:

You can get on top of your marketing strategy with an integration with the Marketing Cloud. The platform provides a 360-degree view of the customer, helping you compile customer data and design highly personalized marketing campaigns. You can manage and evaluate your campaigns by leveraging the power of Google Analytics and Salesforce’s advanced AI.

Accelerated Digital Transformation:

Digital Transformation is all about adapting your current process/ business models to prepare for the future, through technology-enabled change. Salesforce’s offerings enable you to automate processes and business models. With the help of Salesforce, you can automate forecasting, lead assignment, contract generation, quoting, and invoicing. Companies can use AppExchange to capitalize on new opportunities, build and deploy applications with point-and-click ease, and meet demands for CPQ. Further, by leveraging a powerful combination of Sales Cloud, Service Cloud, Pardot, and the Project Management tool, you can accelerate your digital transformation journey.

Collaboration:

Salesforce’s Community Cloud offers community portal options for customers and partners. Customer communities help you set up custom web portals for better integration. You can customize your website’s environment as per your needs with this flexible tool. Partner communities make sure that you leverage your partners’ influence to grow your business effectively. Using partner communities, you can share certain parts of your platform with your partners so that they can collaborate on deals and access sales tools. So, processes like deal registration, onboarding, MDF, targeted recommendations, file sharing, etc. become really easy.

Culture of Innovation:

Salesforce Chatter allows users to post interesting blogs, videos, and websites to keep others up to date on the latest trends. Chatter also helps your employees to get answers to their questions, as well as feedback on your work. Chatter fosters a culture of collaboration and innovation within your organization so that the best ideas get cultivated.

With all these tools in its arsenal, Salesforce provides you with enough power to streamline your sales pipeline and achieve the highest level of customer satisfaction. CEPTES has been the trusted Salesforce consulting partner for numerous organizations in the High-Tech sector. With a decade of Salesforce platform expertise, our certified consultants can guide you at every step of the way to assist you in streamlining your critical business processes. To know more, please get in touch.

Real estate

How the real-estate industry can leverage Salesforce to streamline their sales funnel

The real estate sector, being traditionally unorganized, has always been slow to adopt new trends. However, lately, there has been a significant change in the real estate model. The recent surge in the availability and capacity of custom digital technology has affected the realtors too. There remain numerous challenges that realtors have to contend with:

  • Fierce competition
  • Low demand in the market
  • Customer expectations
  • Lack of proper communication channels
  • Lack of proper analytics

Given the unique demands of the real estate sector, there’s a growing need for tools that are highly adaptable, efficient, flexible, and effective. Salesforce steps in to solve these problems while making sure that you’re there for your clients whenever they need you. The platform is highly customizable and flexible, and it provides easy to use functionality that can be adapted to any system and business process.

What Salesforce Brings in?

Intelligent Lead Management

  • Using Sales Cloud, you can obtain leads from multiple sources and route them to different sales agents based on their location, segment, and availability, etc. The application automatically sends emails to the captured leads based on their interest levels. 

Personalized Campaign Management

  • Marketing Cloud helps you generate more leads by automating your marketing process. Using the platform’s robust features, you can have a single point of control. 
  • Salesforce’s Analytics tools help you predict trends, forecast sales pipeline, and nurture all your leads with highly personalized messaging to make them sales-ready. 

Process Automation

  • The platform helps you automate multiple business processes with seamless integration including billing process, from document generation to sending. You can generate sales agreements in one click, share documents with the customers for e-signature.

Dashboards & Reporting

  • Salesforce’s clutter-free, single dashboard projects a complete view of every business aspect such as customers, properties, partners, campaigns, sales reports, and financial reports, etc. You can generate customized reports based on various factors like property types, demographics, and monthly sales to optimize sales processes and generate more leads. The platform provides a complete view of partners and external agents. 

Mobility

  • The platform’s interface helps you access all the information on the go, in real-time. Sales agents can obtain information related to customers, property, pricing details, and reports, etc. on any device, anytime. You can view customer details and entire communication history in real-time.

Customizations & Integrations

  • Salesforce real-estate solutions accommodate all your business needs and help streamline your complex processes. Salesforce’s automation system brings all your third-party systems, be it ERP, Accounting, HR, or other applications, to a single platform.

Once you implement Salesforce, you will begin to see some immediate improvements in your sales process. Some of the most compelling benefits of Salesforce are:

Customer Satisfaction: Salesforce’s Service Cloud will help you receive and respond to your clients’ messages from any internet-enabled device, helping your customers get instantaneous feedback. Faster response times will significantly increase customer satisfaction and help strengthen your relationship with them.

Efficiency: The tool will be able to automatically fill out forms, retrieve important data, keep track of important events, and file important documents. This will give you breathing room to focus on bigger and critical issues and tasks.

Easy Data Access: Salesforce will give you a single, unified system to maintain all data related to your multiple accounts, which can be accessed anytime from anywhere. The centralized database will also maintain track of your data so that the right agent gets the right information they’re looking for.

Easier Correspondence: By retaining contact information and current correspondence, the CRM can help maintain relationships even if they’re not active currently. You’ll be able to maintain regular contact with all your clients by sending simple, non-intrusive emails so that they know that you’ll be available to offer your services and assistance should they need it.

Immediate Evaluation: Salesforce constantly analyses, measures, and evaluates the effectiveness of your work in real-time to identify practices that don’t work. You’ll be able to abandon the line of action that isn’t paying off so that you can instead focus on the methods that will.

CEPTES’s offers a comprehensive real-estate automation suite built on the top of the world’s #1 CRM platform Salesforce which will help real estate agents, next-gen realtors, and brokerage firms grow business portfolios and streamline their complicated sales processes. To know more, please get in touch.

Pardot, Sales Cloud

Leverage Salesforce Sales Cloud and Pardot to Drive Higher Customer Engagement

These days, everything is digitalized. People are spending more time on smartphones than they are in their real lives. As a result, marketers, and businesses are rethinking their strategies to get to digital channels.

And, they are indeed successful. 

However, the question is, how much success is ‘OKAY’ success?

Being on social media and using Google Ads to connect to the right audience is fine. It is a way to get leads. But what do you do to turn those leads into customers and then repeat customers?

You nurture them.

There are so many sophisticated means to handle and nurture leads. This is because engagement is the essence of getting more sales. So, regardless of what industry you are currently operating in, we have come up with a resourceful guide to show you what Sales Cloud and Pardot can do to your business.

What is Pardot?

One thing that any B2B marketer must dread is to have no projects in the pipeline. Pardot is an automated B2B automation tool to help you network, form quality connections, and boost sales to bring closure to many deals.

Want to know how Pardot can help you?

Understand your Leads Better:

Pardot can help you gauge website analytics in general and audience tracking and CTA metrics in particular. 

Generate More Leads:

Pardot offers inbound marketing automation tools through the creation of search-friendly content, email campaigns, and similar marketing resources.    

Boost ROI:

Pardot offers website metrics for you to make well-informed business decisions, thereby helping you boost your business’ ROI.

Drive Personalization:

Once you know who your customers are and what their needs are, you can offer personalized content. This way, you can drive higher engagement and inch closer to sales closure.

Campaign Management:

You can run multiple campaigns on different channels and generate reports regarding their success rate.

Read More: How to enable your marketing & sales team to better connect with the modern B2B buyer

How to Leverage the Prowess of Salesforce Sales Cloud to Drive Customer Engagement?

Organizations can leverage the Salesforce Sales Cloud with the next-gen sales process automation that will streamline the entire sales pipeline and help sales reps generate more leads. Appropriate Sales Cloud functionalities give assistance to create a well-structured sales process, demonstrate how it’s fulfilled, offer comprehensive customer insights, and keep effective client communication via multiple channels. If we have carried out and set up or customize the Sales Cloud appropriately then it can bring a lot more value to the business.

Some of the core features that the Salesforce sales cloud boast are as presented below:

Lead Conversion Process: 

Lead conversion processes are readily available in Sales Cloud and it can be broken down by customizing it to your specific business needs, either with B2C or B2B. It is viable to establish the process of converting a lead into an opportunity. By creating automation in workflow and adding a few validation criteria; you can make the lead generation process more easy, convenient, and consistent. 

Tasks & Events Management: 

Sales reps can easily handle their tasks like calls, emails, and meetings in a timely manner with a smart task management timeline, which is offered by Lightning Experience UI. It provides representatives a comprehensive summary of their daily tasks which is associated with specific opportunities or accounts. This information is readily available within one single record, so reps do not need to look back or search for this information in various places. 

Reports and Dashboards:

Reports and Dashboard panel enables senior managers to track crucial sales numbers which are attached to their sales representative’s overall performance. The system highlights the sales professional’s strong and weak factors, and also shares other aspects that can help sales managers to enhance their representative’s productivity. Advanced sales planning always leads the way for smarter sales decisions and aid to draw up the sales technique. 

Read More: How to get the most out of your Sales Cloud implementation?

Final Words

As an Indian SMB, you need to focus on your business operations and leave sales and marketing to the experts. Here experts mean Pardot and Salesforce Sales Cloud.

You can leverage these tools to simplify your marketing endeavours and boost your productivity and efficiency. The duo—Salesforce Sales Cloud and Pardot—can help you save time, optimize your sales & marketing processes, enable personalization, and improve the overall efficiency of your business.

We, at CEPTES, boast rich experience in helping SMBs to drive engagement. To know more, please get in touch.

Pardot

How to enable your marketing & sales team to better connect with the modern B2B buyer?

Today’s world is more connected than ever. Everything & everyone is connected. The way buyers engage with companies has significantly changed. As per the Salesforce State of Connected Customer Report, 54% of the customers think companies need to fundamentally transform how they engage. Customers expect companies to understand what they want BEFORE they ask. Now it has become a daunting task for the sales & marketing teams to meet new buyer expectations. 

Most of the modern-day marketers struggle to execute personalization across the entire customer journey while the majority of the sales reps failed to meet expectations for contributing value. Well, the common challenges that the marketing & sales team faces today in winning customer engagement are the absence of effective tools, poor data insights and siloed teams & processes. Most of the enterprises are trying to unlock the best ways to empower their sales & marketing teams in order to better connect with modern B2B buyers. 

A next-gen sales & marketing tool that is powerful, simple & connected can help enterprises achieve the highest grade of customer engagement & enable them to offer better buyer experience. 

Pardot – B2B Marketing Automation on the world’s #1 CRM

Pardot is a next-gen B2B automation solution that provides a full solution to help marketers create meaningful connections, generate more pipeline, and empower sales to close more deals. Enterprises can couple all their marketing tools into one single central canvas with Salesforce engagement studio. 

Your sales & marketing team can leverage Pardot to build complex & powerful campaigns with ease, visualize & test customer’s experience, improve campaign performance, connect with B2B buyers through new ways, reach ready-to-buy customers faster, and make every customer interaction relevant & personalized. 

B2B Automation Made Easy

Every day marketers can use Pardot for revenue maximization. The easy-to-use marketing automation platform offers a comprehensive set of tools to create, deploy, and manage online campaigns that drive substantial results. Some of Pardot capabilities include;

  • Streamlined Lead Management
  • Smarter Lead Generation
  • Easy Email Marketing
  • Seamless Sales Alignment
  • Insightful ROI Reporting
  • Artificial Intelligence

Also Read: Marketing Cloud Vs Pardot? Which one your business needs?

How Pardot is enabling better customer connection?

Using the top-notch Pardot features, marketers and sales reps can blur the gap between the B2B buyers and their expectations. Through highly personalized campaigns, marketers can deliver top-notch experiences with the help of automated rules, actions & triggers that buyers expect. Leads can be nurtured efficiently for faster conversion. Every customer conversation can be tailored based on their engagement history. 

Sales reps can connect with the buyers early, effectively, and often with Salesforce Engage. They can make every interaction relevant and tailored to prospects’ needs in order to drive deals forward. Sales teams can track email engagements and proactively reach out to prospects. 

Pardot also helps in identifying best-performing campaigns and sales-ready prospects that help sales & marketing teams drive more results. 

So, are you ready to see how marketing automation can help you grow at record speeds & enable your sales & marketing teams better connect with the modern-day B2B buyers? Get in touch with our Pardot experts now!

Check our Pardot offerings here.