MarTech is kind of our thing. We’ve been instrumental in helping some of the world’s leading sales and marketing teams manage their most critical sales and marketing systems. We’ve helped hundreds of clients implement, optimize, manage, and integrate their marketing automation (MA) platforms.
Even though marketers rely heavily on the information in their organization’s customer relationship management (CRM) system to do things like segment their buyer personas and run targeted campaigns, however, they don’t tend to think of it (i.e. Salesforce) as part of their MarTech stack. And that’s a mistake.
Both your MA platform and CRM system are powerful tools that, when properly integrated and managed, can deliver tremendously valuable insight into the digital body language of your prospects and customers and empower you to act on that information.
Yet, keeping these complex systems maintained and properly integrated is challenging for many due to limited in-house resources or lack of best-practice expertise and experience.
We’ve helped marketers with CRM development, integrations, and optimizations for as long as we’ve helped them with Marketo Engage, Eloqua, Pardot, and the like. After all, these powerful systems don’t operate in a vacuum.
Salesforce services tailored to your organization’s specific needs and objectives
Since Salesforce is so critical to Marketing’s success, we decided to take it to the next level and make it official by becoming a certified Salesforce partner. Now, we’re happy to offer custom Salesforce offerings that help our clients get the most out of not only Salesforce, but all of their MarTech solutions that rely on Salesforce to power decisions and analytics.
As a Salesforce Certified Application Architect with more than 10 years of experience specializing in Salesforce design, best practices, development, implementation, testing, and automation, I work directly with clients to ensure their technical designs and implementations align with their business objectives and requirements.
Our team of certified developers and architects can deliver the strategic guidance and technical know-how you need to:
- Implement, setup, and configure your Salesforce instance for the first time (or replace an existing system)
- Setup and optimize Salesforce Sales Cloud and Salesforce Service Cloud to empower your sales reps to close deals and your Customer Success team to satisfy and retain customers
- Integrate Salesforce with a new MA platform
- Maintain or optimize what you already have
- Create and edit custom objects
- Quickly setup and take advantage of common third-party apps like Outreach, SalesLoft, DocuSign and Conga with built-in integrations
- Take advantage of Apex development expertise to be on top of Salesforce best practices
- Enlist help with advanced or day-to-day administration and management of your Salesforce instance, including user setup, permission sets, visual flows, data cleanup, and triggers to create automatic actions after database updates, such as linking a Lead record to an Account record
In addition to helping you use Salesforce effectively in tandem with your MA platform, our highly trained, experienced, and system-certified CRM consultants know how to extract the most value from your CRM. We can also help you reduce the risk and costs of your CRM project — and get fast results.
Fortune 500 client moves four business units onto Salesforce in six months
One of our clients, a U.S.-based, Fortune 500 global technology solutions provider, needed some help moving four of their business units into a new Salesforce instance. Previously, each one had been managing their accounts and leads manually using spreadsheets. The goal? A single Salesforce instance and framework that would work for each business unit, despite unique rules, requirements, and even fields, to systematically manage their leads and prospects in one place.
After working with key marketing, sales, and executive stakeholders to gather requirements and get everyone on the same page, BDO Digital’s Demand Generation Group had all four business units’ leads and accounts up and running in Salesforce within six months. With role-based user access, marketing operations team members only see the fields and layout specific to their business unit. And, once that was in place, the marketing team was able to shift its focus to targeted top-of-funnel marketing efforts and buyer persona creation.
Salesforce and your MA platform can do more together — with a little extra help
The integration between your marketing automation platform and Salesforce is critical. Whether your CRM project needs to be planned, managed, optimized, enhanced, or extended, our highly trained and system-certified CRM and marketing automation solution architects can do it effectively, efficiently, and with industry-leading best-practice expertise. And we know how to get Salesforce to work effectively and seamlessly with your MA platform.
If you need help with your Salesforce implementation, integration, or development, or just need someone to maintain or optimize what you already have, we can help. We can also help you with the day-to-day administration of your Salesforce instance — so you can focus your attention on more creative endeavors.
Luis Rivera is a Senior Salesforce Architect with BDO Digital’s Demand Generation Group. In addition to being a Certified Salesforce Application Architect, he has more than 10 years of experience specializing in Salesforce design, best practices, development, implementation, testing, and automation. Luis is known for consistently delivering projects on time and below cost, and for having a passion for customer success.
The post Yes, Salesforce Is Part of Your MarTech Stack (so Treat It That Way) appeared first on DemandGen.
