Getting a martech proposal over the line takes time and patience. So, when you’ve waited months for C-suite or budget approval on your dream Salesforce marketing platform, it’s tempting to rush into implementation, launch campaigns, and hope to prove ROI faster.
3 mins
What actually is Marketing Data Sharing’ and why is it useful for your business? Plus, we'll run through how to create rules for syncing a subset of Leads, Contacts, and Opportunities.
Chloe Prowse
3 mins
Introducing a new feature which is a part of the Summer’21 release, called Accounts as Campaign Members’. This new feature simplifies the process of adding Accounts to Campaigns in Salesforce without using an external app! Here we cover all you need to know.
Georgie Grigore
2 mins
On your Tableau CRM Analytics Studio dashboard, you may have noticed the in-app assistance under the Learning Centre tab. This blog shares exactly what the Analytics Learning Centre is and which content may benefit you!
Chloe Prowse
5 mins
When it comes to creating a dashboard we have two options, we can either use one of the pre-built templates provided in the B2B MA app, or create a dashboard on a blank canvas. Here we cover the best practices for creating a custom dashboard on a blank canvas!
Chloe Prowse
3 mins
The Prospect and Activity Dataset is key in Tableau CRM Analytics as it reports on which content influences specific prospects in their journey. In this blog we cover how to enable this feature and ways to use it effectively.
Chloe Prowse
3 mins
Engaging a Salesforce consultant is a great way to take the hassle out of understanding or fixing issues or concerns you may have with your Salesforce system! Here we go over at least four things you should always expect from your Salesforce consultant.
Carl Mortimer
3 mins
Salesforce Lead Status can identify exactly how leads move through the sales cycle, from Lead to Opportunity to Closed Customer, by pinpointing their recent engagements. In this blog we cover key differences between Leads and Contacts and dive into how to set up a custom Lead Status.
Hollie Fitzpatrick
5 mins
Many clients are aiming to bridge the gap between Sales and Marketing and we are loving it! That's why we highly recommend you enable Salesforce Engagement History. In this blog we cover the benefits and how to enable it.
Chloe Prowse
6 mins
The problem we face since the single-sign-on (SSO) update is that Pardot-only users have a specific role within Pardot. So, can this be amended for each user? The answer is, we can create custom profiles for Identity users in Salesforce.
Hollie Fitzpatrick
4 mins
With the end of Pardot-only logins, coming February 15th 2021 (this is the date provided so far), users who are not enabled with Salesforce SSO (Single Sign On) will lose their ability to log into Pardot. Fear not, we have a solution for you!
Hollie Fitzpatrick
3 mins
Before we can embark on our marketing automation journey and explore exciting features, we must first set up our users. As part of the Spring’21 release, Pardot-only users will be retired from February 2021.
Hollie Fitzpatrick
6 mins
Tracking campaign impact on revenue is vital to proving marketing return on investment and Salesforce Campaign Influence helps you to do exactly. By combining Account Engagement Campaign data with Salesforce Leads and Contacts, you can associate Opportunities to multiple marketing campaigns.
Anton Minnion
5 mins
With a huge variety of Salesforce applications to choose from, it can be daunting trying to decide which ones to choose. At MarCloud Consulting, we often get questions surrounding the differences between Salesforce Sales Cloud, Service Cloud and Commerce Cloud.
Hollie Fitzpatrick
2 mins
The Salesforce Content Management System (CMS) is a hybrid CMS that allows you to store and distribute content for many digital channels, from a centralised location. Which means that your content publishing process just got a whole lot easier!
Ollie Dodd
4 mins
The ability to build a dashboard from scratch (in Lightning Experience) means customising and displaying data exactly as you need it. Here's how.
Robbie Bain
4 mins
Enter your details and select the newsletter you would like to join
