Strategies For Successfully Implementing Salesforce

No matter which marketing channel you choose to connect with your prospects or customers, Salesforce Marketing Cloud has a tool for you. Sometimes the sheer number of tools at your disposal can overwhelm you and leave you wondering where to start. Fortunately, like a ball of yarn, once you get the hang of it, unraveling implementation strategies for Salesforce Marketing Cloud (SFMC) makes the process easy. Our goal is to make this article a step-by-step guide that shares valuable strategies to make you capable enough to implement Salesforce Marketing Cloud successfully. So let’s get started.  Migration is time consuming but important Assuming you’re moving to Salesforce Marketing Cloud from an existing ESP, you want to make sure the migration process is smooth and seamless.

This means making sure that Your email templates are compatible with SFMC, or create new ones Your landing pages and corresponding forms are integrated All PPC display ads are migrated The automation workflow logic is maintained after migration. No scheduled messages are interrupted This takes time and rushing to do it can result in a threat Australia B2B Contact List may arise in the long run. Therefore, it is suggested to set timeline goals and work to meet them. Also, training your staff to learn the tools will be challenging as everyone will have an individual learning curve. Hire a team of SFMC experts to help you manage your email campaign 2.

Work “With” Your Implementation

Partner and don’t “depend” on them Implementation partners can smooth the entire process, but you should never hand off the task and sit back and wait for the results. Understand what they’ve done, ask them to walk you through the entire process, and tell them to provide documentation for future reference. (for the importance of documentation, see point 7) 3. Start small and grow later Although you have ended Salesforce Marketing Cloud as your marketing support tool, you may not be using all of the associated features at first. Understanding your primary business goal and communicating internally with your team will help you identify which tools to start with. Gradually, as you and your team get to it, you can expand as needed.

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Draw your customer journey While you may already be tracking your marketing efforts based on the existing customer journey. The rollout can be a great opportunity for you to go back to the drawing boards for a refresh. Consider the new tools at your disposal, the different communication channels your team may use. The individual touchpoints for data collection to identify the critical challenges they face at each stage, and compare them to the capabilities of the products. Marketing Cloud you intend to use. In this way, you can match customer expectations with the Marketing Cloud products you need. 5. Plan your data collection points Your campaigns will be as rich in personalization as the data that feeds them.

So Set Up A Data Model

In the early stages of implementation and discuss what data you currently have. What information you need, and what data you will collect to fill the gap. Also, to include the flexibility to add/remove data points in the future. 6. Perform an IP warm-up Each email is sent through a particular IP. Unless your Internet Service Provider (ISP) is familiar with how often your email is sent. It will reduce your email deliverability. Initially, if you send the same number of emails as you did before with your old marketing platform. The ISP may suspect that you are sending spam. As a best practice, we recommend doing an IP warm-up process, where you start by sending. A small portion of your daily volume. Gradually increase it over a few weeks at first to avoid delivery issues.

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