Salesforce engage: the ideal link between marketing and sales
Posted: Tue Jan 21, 2025 4:04 am
Cohesion between marketing and sales teams is vital in the business world, as it allows them to coordinate efforts, streamline sales cycles and optimize the return on investment rate. This is not always achieved efficiently, leading to lost opportunities, wasted efforts on unproductive prospects and tension between both departments.
To avoid these negative effects, Salesforce introduced a valuable tool used by more than 1,500 companies in 2015. This is Salesforce Engage, a collaborative link between the Pardot and Salesforce platforms that allows for a fully integrated and satisfactory experience for both external and internal customers.
What is Salesforce Engage?
Salesforce Engage is a relatively simple add-on for simultaneously managing the technological capabilities of Pardot and Salesforce. Marketing teams create content in Pardot for the sales team, and sales executives access it from Salesforce Engage. It sounds like an easy-to-understand concept. But it actually goes much further.
Salesforce Engage is part of the marketing philosophy focused colombia whatsapp lead on creating holistic, omnichannel and integrated customer experiences. In this scenario, Salesforce Engage closes the gaps between marketing and sales teams, while coordinating their efforts to make sales and create smarter relationships.
To do this, Marketing uses Salesforce Engage to create content in Pardot, such as email templates, reports, etc., that can be shared with sales reps. Sales can then leverage this information to directly target marketing-qualified leads, contact them at the best time, track messaging effectiveness, make informed, data-driven decisions, and close deals faster—all from within the Salesforce platform.
How to boost Salesforce adoption by your sales team
Salesforce adoption by the sales team can become a real headache if it is not managed properly.
SEE MORE ➜
Salesforce Engage Components and Features
At this point, it's worth asking how Salesforce Engage achieves this alignment between marketing and sales teams. Well, through an efficient set of components and features that we detail below:
Components
salesforce-engage-components
Engage Campaigns: Takes email marketing to the next level. This feature allows sales teams to use email templates and personalized content from within the Salesforce platform, both from Gmail and Outlook. Relevant, marketing-approved emails will be sent to individual prospects (1:1) or multiple contacts (1:many).
Additionally, regions can be specified within emails, making it easier to comply with legal requirements and ensure that the message is delivered at the right time. Even with the “Send on behalf of” option, sales reps can send on behalf of another user who may be the account owner, contact, or owner.
Engage Campaigns
Fountain:Trailhead.
Engage Reports: Track and understand the effectiveness of your engagement campaigns. Engagement reports show detailed information on full delivery, clicks/unique clicks, opens/unique opens. This makes it easy for both sales and marketing teams to chart performance and visualize campaign metrics: which emails, templates, and content produce the most engagement over a given period. This way, they can make informed decisions for future campaigns.
Engage Reports
Fountain:Trailhead.
Engage Alerts: Enables you to observe lead activity in real time, as well as gain insight into prospects and activity over the past four days. Engage Alerts will also reveal the content that has most engaged prospects, the ideal times to communicate with them, making it easier to reach the prospect with the right message at the right time. This way, the Sales team can configure Engage Alerts to notify in real time when a prospect has a key interaction or action with the company, thus streamlining the sales process.
To avoid these negative effects, Salesforce introduced a valuable tool used by more than 1,500 companies in 2015. This is Salesforce Engage, a collaborative link between the Pardot and Salesforce platforms that allows for a fully integrated and satisfactory experience for both external and internal customers.
What is Salesforce Engage?
Salesforce Engage is a relatively simple add-on for simultaneously managing the technological capabilities of Pardot and Salesforce. Marketing teams create content in Pardot for the sales team, and sales executives access it from Salesforce Engage. It sounds like an easy-to-understand concept. But it actually goes much further.
Salesforce Engage is part of the marketing philosophy focused colombia whatsapp lead on creating holistic, omnichannel and integrated customer experiences. In this scenario, Salesforce Engage closes the gaps between marketing and sales teams, while coordinating their efforts to make sales and create smarter relationships.
To do this, Marketing uses Salesforce Engage to create content in Pardot, such as email templates, reports, etc., that can be shared with sales reps. Sales can then leverage this information to directly target marketing-qualified leads, contact them at the best time, track messaging effectiveness, make informed, data-driven decisions, and close deals faster—all from within the Salesforce platform.
How to boost Salesforce adoption by your sales team
Salesforce adoption by the sales team can become a real headache if it is not managed properly.
SEE MORE ➜
Salesforce Engage Components and Features
At this point, it's worth asking how Salesforce Engage achieves this alignment between marketing and sales teams. Well, through an efficient set of components and features that we detail below:
Components
salesforce-engage-components
Engage Campaigns: Takes email marketing to the next level. This feature allows sales teams to use email templates and personalized content from within the Salesforce platform, both from Gmail and Outlook. Relevant, marketing-approved emails will be sent to individual prospects (1:1) or multiple contacts (1:many).
Additionally, regions can be specified within emails, making it easier to comply with legal requirements and ensure that the message is delivered at the right time. Even with the “Send on behalf of” option, sales reps can send on behalf of another user who may be the account owner, contact, or owner.
Engage Campaigns
Fountain:Trailhead.
Engage Reports: Track and understand the effectiveness of your engagement campaigns. Engagement reports show detailed information on full delivery, clicks/unique clicks, opens/unique opens. This makes it easy for both sales and marketing teams to chart performance and visualize campaign metrics: which emails, templates, and content produce the most engagement over a given period. This way, they can make informed decisions for future campaigns.
Engage Reports
Fountain:Trailhead.
Engage Alerts: Enables you to observe lead activity in real time, as well as gain insight into prospects and activity over the past four days. Engage Alerts will also reveal the content that has most engaged prospects, the ideal times to communicate with them, making it easier to reach the prospect with the right message at the right time. This way, the Sales team can configure Engage Alerts to notify in real time when a prospect has a key interaction or action with the company, thus streamlining the sales process.