In the world of business, it’s crucial for marketing and sales teams to collaborate seamlessly, ensuring their efforts complement and enhance each other. One way to achieve this harmony is by connecting Pardot, Salesforce, and Salesforce Marketing Cloud (SFMC) together. This process is like a relay race: it starts with prospects and important details from Pardot passing the baton to Salesforce, and then from Salesforce, it’s on to SFMC. First off, when we talk about prospects in Salesforce, think of them as potential customers showing up in three ways: they could be part of a campaign, or they might be listed as leads or contacts. If these prospects are brand new, they pop up as leads. But, if they’re already known and have a relationship with your company, they’re added as contacts. And when these leads or contacts get connected to a specific campaign, they become campaign members.
Objective
Develop and integrate custom objects within Salesforce to efficiently store critical information, including orders, purchases, and store-related data. This customizationaimed to streamline data management and provide a more tailored approach to Tredish’s client interactions
Features
The primary objective of this project for Tre’dish was to enhance its customer relationship management and marketing capabilities by implementing custom data structures and synchronized processes between Salesforce and Marketing Cloud.
1. Einstein overview
Streamline Data Management
Develop and integrate custom objects within Salesforce to efficiently store critical information, including orders, purchases, and store-related data. This customization aimed to streamline data management and provide a more tailored approach to client interactions.
2. Einstein Engagement Scoring
Sales Cloud Data Model Enhancement
We revamped the existing Sales Cloud data model to accommodate Tredish's evolving needs, ensuring italigned with their business processes and objectives.
Email Persona Split
We began the implementation for Tre’dish by creating an initial storyboard that illustrated our vision for the project and conculded with a high functioning architecture and successful journeys.
