Reporting is essential to evaluate progress and make well-informed data-driven decisions, but with so many tools out there how do you know which one to pick? 🤔 Cara Clanton Pope breaks down the questions to consider to guide you through selecting among CRM Analytics, Marketing Cloud Intelligence, Tableau, and Salesforce Reports on The Spot. Where is my data coming from and how should I harmonize it? Where will this report/dashboard live and who needs to see it? Who will build it? What do the people on your team know how to use? If you have B2B Marketing Analytics in the mix and want to understand how it fits into your reporting strategy with the rest of your tools, join us for our upcoming workshop on September 26. It'll be 3 hours with certified instructors and fellow professionals in the industry looking to advance their skills just like you. Sign up here: https://lnkd.in/e7JTiSMV #salesforce #training #b2bma
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Looking to really understand how to use this valuable tool? Cara Clanton Pope takes the mystery out and breaks down how to use this tool with real marketing examples of how you can use B2BMA right away to gain valuable insights.
Reporting is essential to evaluate progress and make well-informed data-driven decisions, but with so many tools out there how do you know which one to pick? 🤔 Cara Clanton Pope breaks down the questions to consider to guide you through selecting among CRM Analytics, Marketing Cloud Intelligence, Tableau, and Salesforce Reports on The Spot. Where is my data coming from and how should I harmonize it? Where will this report/dashboard live and who needs to see it? Who will build it? What do the people on your team know how to use? If you have B2B Marketing Analytics in the mix and want to understand how it fits into your reporting strategy with the rest of your tools, join us for our upcoming workshop on April 11. It'll be 3 hours with Cara along with fellow professionals in the industry looking to advance their skills just like you. Sign up here: https://lnkd.in/e7JTiSMV #salesforce #training #b2bma
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3X Salesforce Marketing Champion 🏆 | Certified Marketing Consultant: Driving Marketing Automation Strategies for Enterprise Clients 🚀|
Mastering Salesforce Data Extensions: 5 Insider Tips You Can’t Ignore In Salesforce Marketing Cloud, Data Extensions are custom tables that allow you to store information beyond the basic subscriber data, enabling more complex segmentation and personalization. They’re the backbone of effective data-driven marketing, but managing them well is key to maximizing their potential. Here are five essential tips to keep your Data Extensions organized and effective: 1️⃣ Start with a Blueprint - Before you create any Data Extensions, map out your data structure. Think about how your data will link together and how it’ll evolve. Planning now saves you the headache of reworking it later. 2️⃣ Don’t Overcomplicate Things - Avoid creating a separate Data Extension for every tiny use case. Instead, utilize dynamic content and filtering to make the most out of fewer Data Extensions. Keep it lean and manageable! 3️⃣ Stay Organized with Naming Conventions - An organized naming system is a must. It helps you and your team quickly locate Data Extensions when needed and makes it much easier to keep your database tidy over time. 4️⃣ Keep SQL Queries in Sync - When using SQL to update Data Extensions, ensure any changes to fields or names are reflected in your queries. A small oversight here can lead to broken processes later—keep everything aligned! 5️⃣ Automate Your Way to Success - Manual data imports? Not anymore! Use Automation Studio to schedule imports and updates automatically, reducing both time and human error. Your data stays fresh without the hassle. With these tips, you’ll have a solid foundation to use them effectively and avoid any unnecessary chaos! #Salesforce #MarketingAutomation #DataExtensions #MarketingCloud #DataManagement #smb #Marketingcloud #momentmarketer #marketingchampions #sfmc #marketing #marketingchampion #engagement #process #planning #execution
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Day 84 - SFMC Learning Marathon 🚀 Maximizing Marketing Impact with Salesforce Data Extensions! 🚀 Are you leveraging the full power of Salesforce Data Extensions (SFDE) in Marketing Cloud Connect? If not, you might be missing out on some game-changing opportunities to streamline your marketing efforts and supercharge your CRM integration. Here's a quick dive into the benefits and best practices: 🔗 Seamless Data Flow: Push tracking data from Marketing Cloud Engagement back to your Sales or Service Cloud orgs. Whether it's emails sent to SFDE audiences or Salesforce Sends, your data seamlessly updates the Salesforce Contact or Lead records. 🛠️ Advanced Segmentation: Utilize Engagement's powerful segmentation and filtering tools with SFDEs, just like you would with standard data extensions. 🕒 Retention Policy: Remember, data extensions from sends to reports or campaigns have a hard-coded retention policy of 5 days. Plan your data management accordingly. 💡 Key Prerequisites: Use the 18-digit Salesforce Contact or Lead ID for mapping to the subscriber key to avoid duplicates. Ensure the email field is set to type 'email address' for proper import into an SFDE. Avoid special characters like ? or % in field names. 📥 Importing SFDEs: Use accessible Sales or Service Cloud reports for creating import activities. Understand the difference between manual and automated imports: manual imports respect user-specific scoping, while automated imports execute as the Marketing Cloud API user, reflecting broader data access. By connecting users to the CRM on their User Detail record in Engagement, you can unlock these functionalities and streamline your marketing processes. Don't let data integration challenges hold you back! Embrace the power of Salesforce Data Extensions and elevate your marketing game. 💪 #SFMC #MarketingCloud #DataExtensions #EmailSpecialist #DigitalRenaissanceArchitect #lopsact - [ lopsact ] 🔗 If you stuck somewhere, DM for 1:1 Follow me at: https://lnkd.in/dsvKynkR https://lnkd.in/gNEbDJZ8 https://lnkd.in/gY9F3eTt
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🚀Join Us for a Game-Changing Webinar: Unlocking Business Growth with Marketing Analytics and Salesforce Marketing Cloud! 🚀 Are you a Marketing Manager, Digital Marketer, Data Analyst, or Salesforce Administrator looking to elevate your marketing strategy? Don't miss our upcoming webinar: 📅 Date: Thursday, 25th July ⏰ Time: 16:00 GMT 📍 Location: Online ⏱️ Duration: 45 minutes In this power-packed session, we will dive into: The Importance of Marketing Analytics: Discover how data-driven insights can transform your marketing efforts and drive substantial business growth. 🔍 Harnessing the Power of Salesforce Marketing Cloud: Learn to leverage Salesforce Marketing Cloud to enhance customer engagement, personalise campaigns, and boost ROI. 📈 Actionable Strategies: Gain practical tips and strategies to implement immediately and see real results. ✨Don't miss this opportunity to gain a competitive edge and elevate your marketing game! Secure your spot now and unlock the full potential of your marketing analytics. 🧷 Register Here: https://lnkd.in/gRy9fm5B #MarketingAnalytics #SalesforceMarketingCloud #BusinessGrowth #Webinar #DigitalMarketing #DataDriven #MarketingStrategy
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Salesforce Architect - 2021 Salesforce Marketing Champion ⚡ - 24x Certified ☁️ Scrum Master - Sfdc B2B Marketer Group Co Leader
As Salesforce professionals, staying abreast of the latest tools and methods to streamline data processes is crucial. Marketing Cloud Intelligence, formerly known as Datorama, offers innovative solutions for data harmonization. Understanding the right approach to integrate and harmonize your data can significantly impact your marketing strategies. Here's a breakdown of the 5 key areas to consider when choosing the appropriate data harmonization method: - Data Source and Complexity: . Assess the variety of data sources . Evaluate the complexity of data structures . Determine integration needs based on real-time or batch data - Data Volume and Velocity: . Consider the scale of data being handled . Address high-volume data challenges . Plan for the frequency of data updates - Harmonization Technique: . Choose between rule-based or machine learning techniques . Rule-based for predefined logic . Machine learning for patterns and predictive insights - Maintenance and Scalability: . Anticipate future data sources and volume changes . Ensure chosen method allows for easy updates and scalability . Aim for a balance between automated and manual maintenance efforts - Reporting and Visualization Needs: . Align data harmonization with reporting objectives . Ensure harmonized data supports desired visualizations . Consider the end-user experience for data interaction Selecting the right data harmonization method within Marketing Cloud Intelligence is critical for unlocking the full potential of your marketing data. It shapes how effectively you can draw insights, react to market trends, and make data-driven decisions that resonate with your target audience. Keep these key areas in mind to enhance data integrity and leverage the power of harmonized information. 🔗 Link in the 1st comment 🔗 Article from salesforceben(dot)com #Marketingcloud #Marketingautomation #SFDC #MarketingChampions #AlexandreSFDC 💡 Follow me here on Linkedin for more Salesforce, Pardot and Marketing Cloud news/tips 🔔 Turn ON the bell notification in my profile
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24 Hours until our Marketing Cloud Webinar focusing on the importance of analytics with an interactive demo! Register now and don't miss out: https://lnkd.in/epDNuJEs #marketingcloud #salesforce #marketinganalytics #digitalmarketing
🚀Join Us for a Game-Changing Webinar: Unlocking Business Growth with Marketing Analytics and Salesforce Marketing Cloud! 🚀 Are you a Marketing Manager, Digital Marketer, Data Analyst, or Salesforce Administrator looking to elevate your marketing strategy? Don't miss our upcoming webinar: 📅 Date: Thursday, 25th July ⏰ Time: 16:00 GMT 📍 Location: Online ⏱️ Duration: 45 minutes In this power-packed session, we will dive into: The Importance of Marketing Analytics: Discover how data-driven insights can transform your marketing efforts and drive substantial business growth. 🔍 Harnessing the Power of Salesforce Marketing Cloud: Learn to leverage Salesforce Marketing Cloud to enhance customer engagement, personalise campaigns, and boost ROI. 📈 Actionable Strategies: Gain practical tips and strategies to implement immediately and see real results. ✨Don't miss this opportunity to gain a competitive edge and elevate your marketing game! Secure your spot now and unlock the full potential of your marketing analytics. 🧷 Register Here: https://lnkd.in/gRy9fm5B #MarketingAnalytics #SalesforceMarketingCloud #BusinessGrowth #Webinar #DigitalMarketing #DataDriven #MarketingStrategy
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▶️ Want to use Salesforce CRM Data in #SFMC Journey Builder? Got you covered. Learn how to integrate, use and abuse it. In both ways. The right way. Before the Dreamforce I joined Jyothsna Bitra (JB) and Tim Ziter Journey Builder Bootcamp to talk about topic of using SF Data in JB and show why it is not as straightforward as it may seem. If you missed it, the recording from the session is now available and covers: - Injecting SF records to a Journey with SF Data Entry, Synchronized Data Extensions and API - Leveraging Salesforce Data Bindings for personalization and process automation - Salesforce Object Activities and how they stack against Salesforce AMPScript Functions Slides and great additional materials by Tim, Rafał Wolsztyniak and Salesforce themselves included :) More to come, so keep on learning #MarketingCloud Trailblazers and #MarketingChampions
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Part 2: DATA ANALYTICS TOOLKIT SERIES SALES FORCE Basic Introduction of Salesforce: Salesforce is a cloud-based CRM platform used for managing sales, marketing, customer service, and other business operations. It offers tools like Sales Cloud for sales management, Service Cloud for customer support, Marketing Cloud for marketing campaigns, and more. Tips to Enhance Practical Work: >Utilize Trailhead for guided learning. >Stay updated with Salesforce releases. >Customize Salesforce to fit your needs. >Invest in training and certifications. >Join user communities for support. >Explore AppExchange for additional tools. Real-World Use Cases: >Lead Management: Track and manage leads with Sales Cloud. >Customer Support: Provide efficient support with Service Cloud. >Marketing Campaigns: Create targeted campaigns with Marketing Cloud. >E-Commerce: Build online stores with Commerce Cloud. >Community Engagement: Foster collaboration with Community Cloud. If you seek to optimize your business processes through advanced data analysis, we invite you to connect with us and unlock the potential of your data driven success. For more information visit our website https://lnkd.in/dSX_JzsV or contact us at +61 406 485 195 +61 451 622 561 #PowerBI #DataAnalysis #BusinessIntelligence #Analytics #SQLtoCloud #Dataanalytics #SQL #dataanalytics #smallbusiness #australia #dataanalyst #powerbi #dataanalytics #smallbusiness #australia #dataanalyst #powerbi #DataScience #AI #GenerativeAI
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CRM Analytics Ambassador | Marketing Champion | 9x Salesforce Certified | CRM Analytics Program Managers at Sercante
I am hearing more and more from #marketers about their challenge in deciding what reporting tools to use for their multitude of KPIs. We wrote a blog post that helps begin that discovery! No matter which tool you use #CRMAnalytics #Salesforce #MarketingCloudIntelligence, having a system that can help you reach your goals is crucial for marketing success! https://lnkd.in/e-sMkZKW
The Ultimate Guide to Choosing the Right Salesforce Reporting Tool
https://thespotforpardot.com
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🕵️♂️📚 Out Of Syllabus: SFMC 📚🕵️♂️ 🛠️🔗 Efficiently Adding Data to a Data Extension via REST API in Salesforce Marketing Cloud ✅🌐 Data Extensions in SFMC serve as the foundation for storing and managing customer data. Various situations require upserting rows of data into a data extension using an API. Let’s break it down 🛠️ 1️⃣ Establish an API Endpoint: 🔧 Create an API endpoint by by configuring an Installed Package in SFMC. 🕵️♂️ Verify that you possess the necessary read/write permissions for the targeted data extension you aim to access via the API. 🔗 Use the authorization endpoint to obtain the Bearer token, which is essential for inserting data rows into the Data Extension. 2️⃣ Use the REST API Endpoint: There exist 2 APIs to perform the insert task 1. Async Insert method 2. Upsert method To insert data into a Data Extension, you’ll use any one of the REST API endpoint of your choice 🧙♂️✨ 🧠💡 Explore below article for full details: https://lnkd.in/gYK494Bh #sfmc #salesforce #marketingcloud #tricks #tipsandtricks #salesforcemarketingcloud #REST #apiintegration #happycoding
Efficiently Adding Data to a Data Extension via REST API in Salesforce Marketing Cloud — Ameen Rahman
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