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Marketing Automation

Convert and Retain Your Contacts
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Practical Guide For Marketing Automation

by Shamsul

Practical Guide | How to Convert and Retain Your Contacts Thanks To Marketing Automation

Marketing Automation allows you to develop your email and/or SMS campaigns to qualify your prospects better and reach them.

 
Analyze Your Contacts to Address Them in a Personalized Way
 
Obtaining a unified vision of your customers is the first step in giving them a unique experience. Thanks to this structured data, you will be able to work on your customer knowledge, anticipate and anticipate your contacts’ needs and therefore optimize their journey.
 
Listen and observe your contacts: while the enrichment of customer data remains a significant issue, only 2 out of 10 companies consider that they have an excellent level of customer knowledge. However, this learning is essential to foster a more personalized relationship with your contacts.
   
 
 
Segment by the Level of Engagement:
 
Your database is an often under-exploited gold mine. You can track your customers’ interactions to deploy more personalized, relevant, meaningful email and SMS campaigns by learning how to drive them.
 
 
Automate Transactional and Event Messages
 
Unlike Bulk Marketing messages, transactional emails or texts are one-on-one communications, making them powerful channels of engagement. Usually triggered following a change in a subscriber’s account, a new transaction, or a request from a user, they are a real opportunity to be sure to reach your target.
 
React to your contacts’ actions in real-time: Just-in-Time Marketing, do you know? The idea is simple: deliver the right message to a targeted consumer when they want or need it. Adopting this approach will multiply your chances of increasing your turnover by 3!
 
Automate your event scenarios: the benefit of automated messages? It is the ability to save you time. What could be better when planning an event is that you still have a ton of things to deal with.
   
 
 
Scenarize Relational Programs
 
Customer relations must be a top priority for any business. Automation may become your secret weapon in ensuring healthier, longer-term customer relationships. And, with the coming year of 2023, now is the time to find new solutions that meet the needs of your target audience.
 
 
Convert Your Visitors:
 
Convincing new visitors to your sites and points of sale to buy your product or service depends on your effectiveness in reaching them at the right time. But to be able to transform them, you will have to accompany them in their Customer Journey.
 
 
Retain Your Contacts:
 
Retention is the result of a business that consistently meets and exceeds the expectations and needs of its customers. These ambassadors, not easily influenced by the competition, are ready to pay more for your services or products because they know and love you. That’s enough to get you started, right?
 
 
Prevent Disengagement:
 
Customers stop using your services and products when they are dissatisfied. Each business faces it differently: immediately looking for new customers to replace the loss, analyzing what went wrong, taking action on those that remain to prevent them from running away … And you?
 
 
Go Further In the Marketing Automation and Transactional Campaigns
 
Practical guide Converting and building loyalty with Marketing Automation
   
 
Because it allows you to develop your email and SMS campaigns, to better qualify your prospects and reach them more effectively, retain your contacts or even catch up with them, automation has become the hub of the Marketing department of the coming years.
 
Our team has put together a unique Marketing Automation guide to help you see more clearly and give you all the best practices in this area.
 
 
 
Contact Our Team
 
Do you want more advice? Do you have good practices to share? Express yourself in the comments.
 
Moreover, if you want any help writing content to drive more traffic and boost conversions, get in touch through Contact our team.
   
 
Do you want help writing quality content, driving traffic to your website, and boosting conversions? You can contact me through my Freelancer.com profile also. I always prefer to work through Freelancer.com for smooth functioning. Here you pay safely and securely.
 
 
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  Data Integration  
 
 
Better TipsBusinessManagementMarketing
 
Data Quality of Salesforce Forms – Steps to Maintain Org
 
 by Shamsul   
 
 
 
 
 
 
Data Quality of Salesforce Forms – Steps to Maintain Org
 
 
The data quality of Salesforce forms is essential for making the right business decisions. Inaccurate data tends to lower down the employees and negatively impacts their productivity levels, affecting Salesforce user adoption, as the users will lose trust in the system. Additionally, if the data quality of Salesforce forms is poor, it will also pose serious damages to the business reputation at the time it approaches a customer or prospect. Concluding, it can be said that bad data quality eventually translates into lost revenues for the business.  
 
This guide will highlight some dimensions of data quality and those Salesforce features that enable top-quality data through 
 
https://hevodata.com forms and can be leveraged to ensure that your database is reliable.
 
 
Completeness of Data | Salesforce Forms 
 
To make a Salesforce form data valuable, it should incorporate the minimum amount of information as per the stage of the business procedure the record holds. An example of this is that a customer account should include their email address. In order to know whether major fields are filled up, using Salesforce form reports can be very useful.
 
As soon as you have managed to retrieve the percentage of blanks for every field, you will come to know that some fields have been barely filled in. prior to start thinking as to how to ensure that users fill it up you need to examine as to why every field was created if it still remains relevant. Hence, fields that are not necessary should be removed.
 
You can do several things to avoid your data remaining incomplete within your org. Amongst many, validation rules are the one. Implementing some of these rules will effectively prevent users from entering wrong data or duplicate data, skipping a particular step, or failing to fill up the required information. Making the required fields is important to ensure that the newly created records include the minimum number of attributes required for a database record to be meaningful.
 
   
 
Read Also: 10 Lesser-Known Salesforce Forms Features Which Are Very Useful
 
 
Data Uniqueness | Salesforce Forms 
 
If your Salesforce forms include duplicate data, this is yet another sign of inefficiency. This also imposes a negative impact on team coordination and can damage the business’s reputation in the eyes of its customers. Sales reps might attempt to close deals with similar customers, which means that customer-related information is spread over multiple records, making the sales pipeline appear more significant than it is in actuality.
 
A recommended action is to put a proper duplicate management strategy right from the beginning, as duplicate records will be difficult to clean up the longer they remain within the system. In order to avoid duplicate records, you can leverage Salesforce’s out-of-the-box Duplicate Rules. If you are looking for a more sophisticated solution, you will find many duplicate applications that will help you in the process.
 
In addition to this, the validation rules will also be very effective in preventing duplicate records, such as having two open opportunities simultaneously open. In a situation where moiré than one user is working over the same deal, it is important to leverage Opportunity Teams and Opportunity Splits to make sure that the Salesforce forms users do not create duplicate Opportunities.
 
 
Validity of Data
 
A data is considered to be valid when it is as valid as possible. An example is when all the Salesforce postal codes are in the correct format and match the real postcode in a given country or when a business account has a correct address. Some useful strategies which assure that your Salesforce forms data is valid include:
   
 
Matching your data with another trusted source like ZoomInfo or Data.com, such as validating the addresses of accounts in an external database.
 
Standardizing all options within a fixed set of choices, such as lookups or picklist to the current records and wherever possible, leveraging the value sets of picklist when creating similar picklist fields in different objects, or making use of validation rules for validating a provided format within fields when a record is saved. Setting up naming conventions for records is also effective, for example, how the varying levels of Account Hierarchy need to be named.
 
 
Read Also: How to Increase Your Natural Traffic with Content Marketing?
 
 
Consistency of Data | Salesforce Forms
 
A data is considered to be consistent when the record values tend to be complementary matches as well as when the data matches different objects. An example can be the combination of a country and state needs to be valid in a given record, currencies should also be consistent across related records, and activity ending dates should be after the starting dates.
 
To make sure that your Salesforce forms are consistent reports can be used for value comparison used for given fields like country, state, or currency. You can also use validation rules to impose certain logic like the starting date before the ending date.
 
When you create custom fields, always select picklist over texts wherever possible. Validation rules and dependent fields can be helpful in assuring that all complementary values are a perfect match.
   
 
 
Data Age and Missing Data
 
Business information, such as business contact details, that is not updated on a periodic basis tends to become obsolete after a specified time period. Reports are allies when the question is of tracking records that are not modified for a certain period. However, if there is still something worse than stale data, it is none other than missing data. For example, when a business deals with 100 customers, only half of these customers are added in the Salesforce forms. A standard rule is that to prevent missing data, enforce the philosophy of “if it is not in Salesforce, it does not exist”, which essentially means that the Salesforce users will only be rewarded if they log all the relevant details within Salesforce.   
 
Having clean data is the way towards efficiency within your team and helps maintain a good reputation and stimulate Salesforce user adoption. All in all, good data is central to making good business decisions.
 
Salesforce forms are perfect allies in maintaining data quality. A good strategy is to encourage its users to look for bad data quality by offering rewards to those who care about it. Moreover, you can also impose periodic checks of Salesforce forms data, which will effectively keep track of the data quality along with helping in identifying improvements that can be made part of Salesforce processes to assure that data remains as reliable as possible.
 
 
 
 
 
Need Help or Advice in Content Management:
 
Get in touch through Contact our team or my Freelancer.com profile. I always prefer to work through Freelancer.com for smooth functioning. Here you pay safely and securely.
   
 
 
 
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Writing
 
Types of Reports You Can Create In Salesforce Forms
 
 by Shamsul   
 
 
 
 
 
 
Types of Reports You Can Create In Salesforce Forms
 
 
 
 
Reports within Salesforce forms are a list of records that aim to meet selected criteria and give answers to specific questions. The documents are displayed as tables in the form of rows and columns and can be shared, made public, hidden, and read-only or with write access which can be grouped or filtered based upon any field. The type of report determines which set of records will be available within a report. Each report is based upon a particular type of report, which is selected when it is created. 
 
Additionally, each report also has a primary object and should be linked with each other either directly or indirectly. The benefit of reports within Salesforce is that the user can easily and quickly understand data within the system. With this data, businesses will be able to make informed decisions related to new products or services to build and communicate with customers in an effective way.
 
To understand this more, consider a scenario where a business sells manufacturing equipment. They hold a list of previous customers who have purchased the equipment but might return under yearly maintenance terms. The business is also continuously receiving new leads, and its sales team is building new relationships. Building a report in Salesforce forms is adequate. It will present the continuous annual revenue of previous customers and reports showing new leads and their progress within the sales flow with the projected revenue. Business analysts will find these reports to be useful for determining common data points within the enterprise’s highest revenue-generating customers and formulating new customer relationship development programs to improve those relationships.
 
 
 
 
Read Also: 10 LESSER-KNOWN SALESFORCE FORMS FEATURES WHICH ARE VERY USEFUL
 
 
 
 
Types of Salesforce Forms Report
 
There are four different types of reports which you can easily create in Salesforce forms. Every report is best suited for presenting the different types of data in different formats. When you know which report type you want to create, it is important to start by understanding the goal value which you attempt to communicate or discover through the reports.
 
Standard reports: These Salesforce reports are created when an object is created and cannot be modified. These reports are default reports of Salesforce and are stored in the standard report folder. There are many types of standard reports which include:
 
Accounts
 
Activities
 
Price book
   
 
Call Center reports
 
Assets
 
Salesforce CRM Content
 
Contacts
 
Opportunities
 
Campaign
 
Products
 
Leads
 
Administrative Reports
 
   
 
Custom Reports: 
 
The administration creates these Salesforce reports for custom objects. There are four types of custom Salesforce reports. Tabular, Summary, Matrix, and Joined. These forms allow the Salesforce administrator to pull, send, and review data within the Salesforce account in different formats.
 
 
Tabular Reports:
 
Tabular reports are the simplest form of reports in Salesforce. The data is presented in the form of rows and is very effective in cases where the goal is to export them. However, this format of Salesforce report is not highly recommended in situations where you want to manipulate data in any way such as calculations, totals, or data groups.
 
 
Summary Reports
 
These are the most commonly Salesforce reports used and is designed to show the data groups. The ‘Group Field’ is very crucial in the summary report. Grouping is done based on the value of a particular field. When you summary reports, you can easily group data on the basis of different accounts and then make calculations to see totals, minimums, maximums, and averages. These reports allow us to easily determine which account holds the most revenue generation and what products or services they are dealing with.
 
 
Matrix Reports
 
These types of reports are somewhat more complicated than tabular reports, and the data is displayed in rows and columns. They can be used for determining different totals from the data and are highly effective when the aim is to display a huge amount of complicated data.
 
 
Joined Reports
 
With joined reports in Salesforce forms, users are equipped with the ability to build two different reports and compare individual data within both the reports. Though, this type of Salesforce report is not commonly used. However, it can be helpful when understanding the differences between the accounts.
 
 
 
 
Read Also: Quality Improvement – A Case Study of Engineering Tooling Company
 
   
 
Creating a Report in Salesforce Forms
 
Building a Salesforce is a quick and easy task. When your desired report is created, it can be placed within your dashboard so as to gain quick access to data and information over custom business analytics. Steps in creating a report include:
 
Navigating to the Reports Tab in the Salesforce account and select ‘New Report’
 
Select the ‘Property’ object and click over ‘Create’.
 
Select the Properties, fields, and Filters you want in the report.
 
Click on ‘Save’ for saving the report within a specified destination or folder.
 
After saving, click on ‘Run Report’ for creating the report.
 
 
Designing the workflow and creating customized reports in Salesforce can be complicated. At https://hevodata.com/learn/salesforce-forms/, you will be assisted by professionals that are experienced in preparing hundreds of client reports along with optimizing business workflow with Salesforce. You will find a team of Salesforce experts and administrators so that your tasks go on smoothly and effectively.
 
 
Salesforce Forms Dashboards
 
Dashboards can be referred to as pictorial representations of the report data, which can be displayed using bar charts, graphs, tables, pie charts, gauges, funnel charts, metrics, scatter charts, and others. Visualizing data in the forms of graphics and illustrations helps understand stats effectively and quickly. It shows data from the reports by using different chart types. Every component of the dashboard holds one report supply. This similar report can also be supplied to different components of the dashboard.
   
 
It has become essential for every business to develop clear ‘Reports’ and ‘Dashboards’ to understand better and forecast a business procedure. These reports and dashboards are considered to be highly effective in enhancing business performance and revenue generation. Salesforce reports tend to automate the entire business process, which also saves precious time.
 
 
 
Do you want any help writing quality content, driving more traffic to your website, and boosting conversions?
 
 
 
Need Help or Advice in Content Management:
 
Get in touch through Contact our team or my Freelancer.com profile. I always prefer to work through Freelancer.com for smooth functioning. Here you pay safely and securely.
 
 
 
 
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Automation of Marketing, F.O and B.M is Often Overlooked
 
 by Shamsul   
 
 
 
 
 
 
 
Enterprise Marketing Automation, Financial Opportunity, and Brand Management is Often Overlooked
 
 
 
Brand power keeps revealing its might without slowing down. Apple, Amazon, and Netflix have been the most popular brands of the U.S. Consumer behavior might have been shifted a little due to pandemic, but consumer’s love is surely the same for brands and this is because of Automation.
 
Communication channels are increasing and broadening expectations of marketers so few questions arise like how a marketing director, chief marketing officer, and brand manager can keep branding, digital marketing, and MarCom efforts unified? How to stay unaffected or obtain satisfactory results while facing financial limitations and human capital?
 
There are many moving parts under the shelter of an organization’s sales and marketing of an enterprise. The marketing team has to provide useful branding assets i.e. logos, marketing materials, corporate communications, and content. The sales team has two basic tasks, fulfill the needs of existing customers and develop new customers through a professional and personalized approach. The consistency and quality of a brand depend upon how well are these parts collaborating and it might be at stake due to poor collaboration. Sometimes, elementary technologies simply do not give the best output because they are either redundant or do not merge, which prevents organizations from accomplishing the goal of artificial intelligence (AI) sales and marketing.
 
Many nimble and younger organizations using AI technology are obtaining competitive advantages over organizations that do not. These companies take advantage of Ivy League scientists, data analysts, proprietary APIs, developers, and engineers to integrate social media, CRM, ESP, and marketing automation structure at scale, whereas many large enterprises fail in this useful integration. There are numerous reasons, but five necessary and basic challenges to deal with on a priority basis are:
   
 
New Way vs. Old Ways: Automation
 
During the last 30 years, the internet revolution faced three large-scale changes and will face more with enhanced use of quantum computing and AI. Any change is difficult to implement and gets harder when there are requirements like networks, programming language, updates to systems and platforms. Changing these parameters usually requires a change in either human skills or maybe worse like changing your friend like colleagues. Laziness, lack of R&D, and complacency are the main affecting factors. Finding a sweet spot on bleeding-edge versus overcoming the legacy technology gap is surely not easy, but you can’t just wait for the best technology, either. Setting a pilot program guide for smaller and more quickly adapting teams can be a great method of dipping your legs in the pool while no need to worry about building an entire data lake or ocean.
 
Unnecessary Teams Involved:
 
Departmental silos have become normal in most global organizations that are now bifurcated and big. Cooperation between sales and marketing teams is a must requirement for fruitful marketing campaigns which slows down workflow. This usually results in copied work, bad customer experience, and wasted resources. Cross-departmental integrated automation solution will allow teams and individuals to improve and share information and communication for better workflow.
 
How is Automation Cost Justified?
 
In large technology company purchases also include IT, marketing, sales, and accounting so cost clearly becomes a great issue. The basic goal of marketing management or a brand is to provide help in selling more, make marketing more efficient, and make accounting more accountable for real-time expenses. Who will pay for all of it? How all these expenses will be managed? Shared? If not, then why not? As a first step, identify who will get the benefit. Recruit some key project specialists, then work together to quantify the benefits of and for the project.
 
How Can We Attract Users for Buying it?
 
A recent stack optimization analysis found that 52% of marketers are not satisfied with how easily their technology is available to use. Companies spend a lot of money for technology purposes and in return, it does not meet or exceed expectations or project budgets. I will recommend creating prototype technology and the team should test its efficiency for cost-effective analysis. A wise technology partner will surely agree on creating a prototype.
 
How to Measure ROI?
   
 
Investment returns are hard to measure. With various solutions, like sales, promotion, and content measurement of the whole stack can get difficult. Usual metrics are not increasing revenue growth and marketing costs. Choose to go beyond usual metrics and also include user satisfaction, adoption levels, and employee productivity. Factors like how many campaigns were there in the past, leads, and impressions were made in response to automation technology matter a lot. I will suggest significant improvement in the bottom lines of corporate digital management marketing automation.
 
 
 
Key Factors of Automation Implementation
 
Integrating automation of marketing can be overwhelming.
 
 
 
Five key factors that make transition easier &yields best results:
 
Identify AutomationNeeds:
 
Study brand marketing inventory, advertising needs, and corporate communications. Thus, having a clear vision of each team’s (sales, marketing, and accounting) needs and how they can intersect will introduce you to platform choices.
   
 
Automation Software Capabilities:
 
Analyze and break down marketing components, templates, brand guidelines, workflows, media channels, ESPs, budget management, and reporting of the main enterprise, i.e. you can focus on your brand’s needs and its functionalities. Check and verify that software integrates according to the current stack.
 
User-based Case Stories:
 
Define prior goals and also create user-based case stories. User-based case stories are used to identify limitations and benefits offered by automation software for particular components. This gives space for further planning sessions while allowing you for last-moment functionality updates.
 
Create precise Automation Prototype:
 
Design a precise prototype of marketing automation before advancing in either coding or deployment. Testing your prototype will show you that how your platform will work, it also allows users/ testers to improve UX by using available feedback. It will show the flexibility, interest, and patience of your technology partner. Many software firms (SaaS providers etc.) limit your work in provided default UI/UX range. Failure in software adoption can be avoided by testing various automation technologies.
 
Support for Marketing Automation: 
 
Marketing automation technology can be challenging and technical for any enterprise. Find a provider that has an informative team, personalized customer care services, and training materials. Successful marketing automation integration can be integrated by providing your work team with positive user feedback.
 
 
   
 
Need Help or Advice in Content Management or Marketing Strategy:
 
Do you want more advice? Do you have good practices to share? Express yourself in the comments.
 
Do you want any help to write content, drive more traffic, boost conversions, and contact our team?
 
 
 
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