Marketing Cloud

November 23, 20200

How to Use Salesforce to Automate the Sales & Marketing Process?

“The Biggest Challenge a Business Faces Today is to Streamline their Sales and Marketing Process. They Fail to Strengthen Relationships with their Customer at Every Stage due to their Sales & Marketing Gaps. That’s where Salesforce comes as a Savior, Allowing Customers to put in the Center of Everything. One Platform for One Connected Experience Taking Customers One to One Journeys they Choose.”

At the Heart of Everything is the Customer Journey

Even today, Companies still experience a Gap in their Sales & Marketing Process.

They struggle to create a seamless experience for every stage of their customer life cycle and unable to balance their marketing budget campaigns.

Why?

Because they don’t have a unified platform to put their Sales & Marketing Team to have a 360 view of their Customer Data.

Your business needs to engage your customers at the right moment with the right channel, content, device, department, and representative.

And if you don’t, you lose a customer right away!

Salesforce: Putting Sales & Marketing Teams Together in a Single Integrated Platform

There was this Entrepreneur who had a terrible business experience.

Charles runs a business and has a powerful A Players Team. He thought he had everything to run his business efficiently in order to enhance the sales productivity.

However, he was unable to generate leads with the uncontrolled rise in his sales & marketing expenditure along with lack of process visibility.

He struggled to get the right ROI for his marketing campaigns.

He then decided to switch to Salesforce.

To his surprise, he saw Salesforce Completely Streamlined his critical Sales & Marketing Processes.

Now with the right marketing campaign, he was able to target the right audience using the right channel with the right message at the right time.

He could easily personalize his marketing campaigns making his marketing team smarter and more predictive about their customer by using this intelligent platform.

When his marketing went in the right direction, he generated more leads, and with the right leads, it was passed to the right sales representative.

Hence the sales expenditure & sales cycle were reduced.

Streamlines Both Sales & Marketing Process

With Salesforce, your marketing team will see the entire Sales Process. It will help you better understand which leads are likely to buy, which marketing content was most helpful, and what it takes to close the deal. These insights will help your marketers measure their impact on revenue and to understand how they should spend on a limited budget in the future.

Sales Teams will understand their entire customer journey and everything marketing did to nurture them along the way. Even before the first conversation, your sales reps will see all the information about your prospects like who they are, how to contact them, information details about their business, and the level of interest in your product or service.

Representatives will know which marketing emails they have received and which ones were actually opened, what links were clicked and what content they engaged with. Your representatives can now have relevant, effective conversations from the first call, and your service teams can have a complete view of the customer life cycle about their purchases and activities.

Engaging Customer in a Way That Suits Them

Salesforce for Marketing & Sales allows the Customers to put in the center of everything. It has a ton of marketing data to view it all in one place. You can easily find the new target audiences and have a unified view of the customer data. The best part is that you can engage them at the moment.

This is done using the data and AI to reach them with the right content on the right channel at the perfect time. When they land on your site, it’s already personalized based on what they came from. This can be from any channel, device, or department.

Takeaway

Yes, there’s a lot Salesforce can do to help every team operate their full potential. As a 10-year-old Salesforce partner company, we are an expert in delivering and streamlining the sales & marketing process with the power of Salesforce. To know more about how you can work and get maximum ROI from your sales and marketing activities or sales expenditure with Salesforce, get in touch with us.

Salesforce

September 24, 20200

Salesforce Introduces brand new platform, Digital 360

Salesforce has introduced Digital 360, a new platform for the emerging digital workforce to drive customer engagement from anywhere in the world. This platform will be a part of Salesforce’s commitment to teams working separately across the globe, bringing together features and innovations from the Customer 360 platform.

The platform will be augmented with expert services, a robust partner ecosystem, and new learning resources from Trailhead.

“Every company has gone digital overnight because of the pandemic, With Digital 360, we’re delivering the full power of Salesforce tailored to digital leaders—our products, ecosystem, learning and expert services—enabling them to move with the speed, agility and scale they need to operate at Black Friday levels every single day.”

Adam Blitzer, EVP & GM, Digital.

Product features include:

Customer 360 Audiences – a customer data platform for marketing teams to bring together all of their customer data
Cloud Payments – A built-in payment solution powered by Stripe
Experience Cloud – For rapidly building CRM-powered digital experiences

Digital 360 combines the power of Marketing Cloud, Commerce Cloud, and Experience Cloud to give users the ability to build longer-lasting, deeper customer relationships with collected data.

Another major announcement was the introduction of a brand new suite of technologies for businesses to boost their growth post the COVID-19 pandemic. Customers are uncertain about the future and hesitant to make business decisions, Salesforce is giving sales representatives the tools to gain the maximum advantage for virtual selling.

Hi-Tech

August 11, 20200

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

August 10, 20200

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.

Manufacturing, SMEs

August 7, 20200

How next-gen manufacturers can leverage the power of Salesforce in the Fourth Industrial Revolution

The Fourth Industrial Revolution or Industry 4.0 began way back at the turn of this millennium with autonomous production, Internet of Things (IoT), and Internet of Services (IoS). The past decade has seen an accelerated pace of changing trends, all of which are bringing about optimization – smart and flexible supply chains, tremendous exchange of data, and making everything “smart”. Industry 4.0 has had far-reaching effects on our lives; it has altered people’s way of thinking, working, and mindset. While the benefits of Industry 4.0 outweigh the challenges, the effect has still been felt, and even more so in the small and medium enterprises. They are being forced to adapt to new business models, rethink their organizational structure, understand business cases, and mold their organization according to the industry.

Most Small and Medium-Sized Enterprises of the manufacturing industry are currently looking to regain better financial stability and persevere as much as possible, in the face of shifting market conditions. All these goals are more than achievable with the help of a digital transformation in certain departments of the manufacturing industry.

Salesforce, the preferred tool of the majority of these organizations, brings in powerful functionalities in the form of its offerings to help them regain financial stability in today’s world of rapid change. You can leverage the power of Salesforce and its various features discussed below to ride the digital transformation wave and gain a sustained competitive advantage.

Powerful Analytics

First and foremost, companies must look thoroughly at their current financial standing, product performance, and account health. Einstein Analytics provides excellent insights, predictions, and recommendations on your day-to-day operations. Your account teams can leverage the power of analytics to discover and optimize processes.

Salesforce can seamlessly be integrated with any ERP connectors and templates that help you capture order information and reduce complexity. A simplified system, like any well-oiled machine, requires less maintenance and consequently fewer resources.

Accurate Forecasts

Salesforce provides a unified view from which your teams can collaborate in real-time to develop faster and more accurate forecasts. New opportunities can be easily identified and followed. You can even create your own forecast algorithm and metrics suited to your business. Accurate forecasts help you capitalize on every possible lead while making sure that optimum use of resources is done.

Customer is king

Manage your customer relationships and drive business growth with real-time visibility into the sales process and key accounts. Salesforce provides a 360 view of customer activity and relationships as well as the shifting market conditions and consumer demands. Salesforce Community Cloud is well equipped for this operation and helps you stabilize demand and supply.

Inter-departmental Collaboration

Salesforce Manufacturing Cloud enables seamless and fast communication between various departments in your organization. Integrating Community Cloud with Marketing Cloud provides a real-time view of account activities to help you remove bottlenecks. Removal of bottlenecks is an effective way to boost productivity and achieve stability.

Leverage Channel Partners to drive more revenue

Salesforce’s robust Channel Management helps you benefit from your relationships with channel partners to drive more revenue. Using the platform, your manufacturers can collaborate directly with dealers and distributors on marketing, sales, and services. Partner Communities provide superior account management across new and run-rate revenue schemes.

With all these capabilities and more, you can count on Salesforce and its vast array of tools like Sales Cloud, Marketing Cloud, Communities, and Analytics to stabilize your financial stream and drive accelerated growth. CEPTES has been a leading Salesforce consultant for more than ten years, and our certified consultants, with their comprehensive knowledge and experience of providing Salesforce solutions & manufacturing industry expertise, will make sure that your company sails across any disruption smoothly. To know more, please get in touch.

Financial Industry

August 4, 20200

Salesforce for Financial Industry: How to Streamline your Sales Process

Most financial service providers are inhibited in terms of growth because they are not able to manage their critical customer information properly. Due to mismanagement of data, companies are prone to lose important information about existing and potential leads. All these problems severely affect their sales process, and consequently the bottom line.

Salesforce, with its powerful tools such as Sales Cloud and Marketing Cloud, is focussed on enhancing the effectiveness of the sales teams and helping them streamline their sales pipeline. CEPTES’s team of certified consultants can help financial service providers leverage Salesforce’s services across multiple domains. We briefly discuss the features that make this the preferred tool for clients across the various domains of the financial industry:

Wealth Management

Relationship Building: We know that relationship building is critical to success. Salesforce’s Sales Cloud provides easy tracking and event alerts to help you reach out to your clients efficiently.
Increase Productivity: You can automate routine processes and track referrals by leveraging powerful productivity tools and integrated partner apps, to ensure you capitalize on every client opportunity.
Personalized Service: Salesforce helps you provide unparalleled service to your clients from any device, anywhere by responding timely to alerts, and engaging in clients’ micro-moments.

Banking

Retail Banking: Salesforce helps you deliver timely and effortless engagement to your customers across any device, consistent with the service they would receive in person.
Mortgage Banking: We can help you simplify the mortgage process by using Salesforce’s Service Cloud to access customer information and deliver exceptional service to your clients.
Premier Banking: With insights into their financial objectives, career milestones, and preferred channels, you can establish trusted relationships with your premier customers.

Insurance

Personalized Interactions: You can have meaningful and rewarding interactions with your customers with Salesforce communities, with their smart alert reminders to important life events of the client.
Work Smarter: Leverage the Salesforce platform to get a complete view of all requests submitted through multiple channels, be it emails, call centers, web, or social media.
Collaboration: Your insurance reps and agents have the tools to deliver personalized service across any device, track new opportunities, and collaborate on social media.

Once you implement Salesforce’s cutting-edge solutions in your sales process, you will see immediate results in terms of optimized process, improved customer relationships, increased lead volume, and ultimately a much more efficient and well-organized sales pipeline. Some of these benefits are elaborated below:

Benefits

With the integration between your sales, marketing, and services teams, you can build long-lasting and loyal connections with your clients. Sales Cloud helps you create a truly personalized customer journey, suited for every customer.
You can automate manual tasks, standardize processes, and access data on any device, any time. Salesforce’s built-in AI can help you boost your sales by providing guidance, insights, and accurate sales forecasts.
By adding Einstein to the Sales cloud, you can improve lead scoring, find the best opportunities, and stay at the top of client relationships by having all the necessary information.
Whether you wish to expand to a new location, a new market, or a new industry, Salesforce has got you covered when it comes to your sales strategy.

With Salesforce, Financial clients have achieved:

45% increase in Customer Retention
44% increase in Lead Volume
37% increase in Sales Revenue
37% increase in Win Rate

With more than a decade of Salesforce expertise and excellent service, CEPTES can help you make your financial processes more seamless, transparent, and secure. Our Salesforce-powered workflows and processes will aid you streamline your processes and boost productivity. To know more, please get in touch.

Digital Transformation, Financial Industry

July 27, 20200

Digitizing the Financial Industry: A Requisite for a Customer-centric Approach

The BFSI industry has been facing a lot of challenges in recent years. Customer expectations, rising competitions, investor expectations, and regulatory requirements are the most common obstacles, exacerbated by the rapid technological, customer, and market shifts. This has forced the financial institutions to rethink their business models and transform their time-consuming and complex operations to much more simplified processes in order to meet market standards. Technology is playing a key role in this change. Digital Transformation, rather than being just another buzz, has become an integral part of the business strategies of organizations.

From the introduction of ATMs to advanced AI, the financial industry has seen some revolutionary transformations driven by cutting-edge technologies. All major financial institutions have come to appreciate the need for a customer-centric approach to maintaining a healthy position in this competitive and rapidly molding market. Therefore, they are employing huge amounts of resources to stay ahead of the curve.

Why is digital transformation crucial for the financial industry?

With concepts like organizational agility, increased collaboration, and risk assessment being the leading trends of digital transformation in recent years, FinTech and financial service providers are relying on powerful tools such as Salesforce to adapt, improvise, and overcome various hurdles facing the industry. Salesforce, with its vast array of tools including Sales Cloud, Marketing Cloud, Service Cloud, Community Cloud, and Analytics helps companies shorten sales cycles, capture new contracts, boost employee productivity, meet compliance, and most of all, provide a seamless experience to clients.

Ways to digitize the financial industry using CRM software and cloud offerings :

Stronger relationships with customers

With a 360 customer view, Salesforce’s Service cloud helps you provide the highest levels of customer service, Omni-channel integration allows customer service agents to connect with their customers holistically, via all available channels. Salesforce helps you provide personalized advice and valuable alerts to your clients, helping you build loyal relationships.

Cross-departmental collaboration

With all the information present on a centralized platform or database, it is easy for all employees and managers to communicate data effectively and stay updated. Managers can keep a check on employee productivity using the right tools, and lead the enterprise through a top-down approach. Having a central location for data helps cut down manual administrative tasks and fosters efficiency.

Mortgage lending

The process of mortgage lending can be strenuous on a client, which is why Salesforce offers hand-holding from the first step to the last. The Einstein analytics tool provides relevant information that helps agents make better recommendations, catering uniquely to each client. Each interaction with brokers, lenders, and banking agents can be tracked on a centralized system through the Salesforce Finance Services, making customer-service a seamless experience.

Smart scaling

The use of AI and smart cloud platforms allows retail banks to adapt to shifting marketing conditions and consumer demands, thus scaling their processes accordingly. AI allows you to have a 360-degree view of each customer, so you can send the right trigger messages, emails, or personalized communication to customers and engage effectively. The best part about Salesforce CRM software and AI tools is that they modify data based on real-time changes of customer behavior, which essentially translates to the fact that you’re always a step ahead.

Compliance

With access to secure client and household profiles, Salesforce ensures that the company can manage compliance effectively. Information is shared instantly and transparently, so it is easy to see all client interactions, as well as the information that was shared.

Convenience

The fact of the matter is that the financial industry needs revolutionary and innovative solutions that complement their traditional methods and operations. More and more banks and financial enterprises are grasping the value of a customer-centric approach that offers convenient banking. A digital transformation in the financial industry will not only drive innovative solutions and boost productivity but also offer a robust system for customized, hassle-free banking.

CEPTES has a decade of consulting experience and exceptional service under its belt. In partnership with Salesforce, CEPTES has effectively transformed many financial service providers into becoming data leaders of changing market conditions. Our Salesforce-powered solutions will assist you in your digital transformation journey. To know more, please get in touch.

Marketing Cloud, Salesforce

May 20, 20200

Salesforce positioned itself in the Leaders Quadrant of Gartner’s 2020 Magic Quadrant for Multichannel Marketing Hubs

Salesforce, the #1 CRM provider in the world has been positioned as a leader in Gartner’s 2020 Magic Quadrant for multichannel marketing hubs for its Marketing Cloud.

Marketing Cloud has been helping enterprises communicate with their customers with the right message in the right tone at the right time. Enterprises are being able to create seamless experiences across every customer touchpoint with integrated marketing tools offered by Salesforce Marketing Cloud.

Talking on the news, Adam Blitzer the EVP & GM, Marketing Cloud told “Salesforce Marketing Cloud allows marketers to know their customers, personalize every interaction in real-time, engage with them across all marketing channels, as well as commerce, service, and sales, and then analyze performance to optimize for success.”

Marketing Cloud with Customer 360 helps marketers connect customer data from multiple sources, personalize the message leveraging data and intelligence, drive higher engagement across the customer journey with real-time marketing campaigns, and analyze the impact. Some of the best capabilities of Marketing Cloud are customer-centric approach, ability to integrate all customer interaction & unifying data, B2B & B2C engagement, AI-powered intelligence, mobile studio, email studio, advertising studio, and much more.

To start using Marketing Cloud & transform the way you have been interacting with your customers, get in touch with us. CEPTES is a comprehensive Salesforce focused company since 2010 and is a leader in offering end-to-end Salesforce solutions to global enterprises. More than 150 companies from multiple industries have trusted us for their Salesforce Cloud implementation, integration, customization, migration, and consulting projects.

On the other hand, Salesforce has climbed even higher on the Fortune 500 ranks for the sixth year in a row. Salesforce is now at #190, rising from #240 last year. Since 2015, Salesforce has surged more than 200 positions. Also, Salesforce has been recognized by Fortune as World’s #1 Workplace and one of the Most Admired Companies.

*source – Salesforce.com

Salesforce

November 18, 20190

Salesforce Took its Partnership with Microsoft to the Next Level

In a recent announcement, Salesforce has taken its partnership with Microsoft a step forward. As per the development, Salesforce is moving its Marketing Cloud to Microsoft Azure. Salesforce is also building new integrations between its Sales Cloud & Service Cloud with Microsoft Teams in order to make things easy for customers using both.

Salesforce first collaborated with Microsoft in 2014 & both the tech giants expanded their collaboration in 2015. Salesforce developed integrations with Microsoft products including Skype for Business, OneNote & Windows 10.

Salesforce already has a stable partnership with Amazon Web Services & Google Cloud. This means Salesforce is now using all the major Cloud platforms to host some of its products. This partnership is a big boost to Microsoft as they are trying to give a tough competition to AWS who is currently the market leader. Microsoft already has a CRM tool Dynamics 365 which is a Salesforce’s Sales Cloud competitor, but the deal points that Microsoft is clearly putting all it’s money on Azure as this is going to be a huge growth driver for them in the future.

The new integrations between Sales Cloud & Service Cloud with Microsoft Teams will enable mutual customers to search, view & share Salesforce records directly within Teams.

Interesting to know that a few days back Salesforce announced a partnership with Microsoft’s biggest competitor AWS around the Cloud Information Model. While Slack, which is the biggest competitor of Microsoft Team recently announced a strategic deal with Salesforce to integrate its services. This proves that in today’s customer-centric business world, it is important for every service provider to collaborate with others in order to offer a seamless customer experience.

Also Read: Slack & Salesforce Integration: What’s New & How to Integrate?

Einstein, Einstein Analytics, Marketing Cloud

October 28, 20190

Salesforce has Introduced New Einstein Email Capabilities for its Marketing Cloud

Salesforce has recently introduced new email features in its Marketing Cloud in order to make email capabilities more efficient. The new Einstein Email capabilities will help new-age marketers enhance their productivity, send more personalized emails and drive more customer engagement.

Salesforce’s intelligence platform Einstein Analytics is currently helping marketers get valuable insights in order to run more efficient campaigns as well as drive high-level personalization. Salesforce has now introduced enhancements on its email content selection, copying and messaging front. Einstein Content Selection, a powerful feature automatically recommends assets to use throughout messages that are customized to customer’s specific interests.

Einstein Copy Insights uses natural language processing (NLP) to identify most engaging words and phrases for email subject lines, text messages and social media copy to improve engagement. With the new Einstein Messaging Insights, marketers will be now notified which email journeys or messages are underperforming or overperforming. This will help them to take future actions.

Apart from these, Salesforce’s acquired Rebel (Interactive email provider) team will now enable creating interactive emails that will allow recipients to take action directly within an email. This is similar to AMP for Gmail where users browse image carousels, fill forms, register events, etc. directly from their inbox. Salesforce is planning to launch this pilot early in 2020 with its Email Studio & Journey Builder.

Salesforce has also introduced two features to boost email marketing journey template creation. Journey Templates supports the sharing of templates across organizations. Einstein helps it to be more effective by recommending better performing content, text, or journey paths. These new features will automatically identify errors prior to springing a campaign and also identify items that require improvements.

Email marketing has been one of the top drivers for marketers. A majority of the SMBs rely on email marketing for customer acquisition. Personalization is the key when it comes to improving email marketing for engagement and sales. These new Einstein capabilities in the email powered by AI & interactive email components will surely help marketers improve customer engagement.

To get the best of your Salesforce Marketing Cloud investments and to make your email marketing more efficient, please get in touch with our Certified Marketing Cloud experts.

Also Read: Decoding Einstein Analytics & how it is integrating data to accelerate business success

Tag: Marketing Cloud

How to Use Salesforce to Automate the Sales & Marketing Process?