Salesforce Engage was created to harmonise the gap between sales and marketing. As the platform puts Salesforce and Pardot capabilities hand in hand, users are able to utilise design and marketing techniques from both. Marketing are able to produce items such as customised email templates that can be utilised and shared by sales.
What does it do?
There are many elements that make up Salesforce Engage, however the four main sections are:
Engage Campaigns: Using Salesforce to create 1:many or even 1:1 campaigns with marketing-approved content.
After establishing criteria important to you, Salesforce Engage allows you to react to prospects in real-time whenever an opportunity arises, helping to ensure you are not missing out on something important.
Once your campaigns are active you can analyse leads and assess how they interact with them. You can look at multiple time frames to see progress and how emails performed, allowing marketers to create more successful future content.
Engage for Gmail and Outlook
Use the same products your customers are with the ability to send trackable emails direct from Gmail or Outlook.
How does it work?
Sales and marketing don’t even need to be in the same proximity as each other to be able to use Salesforce Engage. Users are able to stay on top of alerts and new developments from wherever they may take them. Use tracked emails in Gmail, Salesforce and even Outlook on the move on your mobile or tablet. Using the customised viewer you can engage with your customers about relevant content you know they have responded well to.
If you would like to find out more about bringing Salesforce and Pardot together with Salesforce Engage, why not get in touch. Both Pardot and Salesforce can be enhanced with a range of other connecting products too, such as Einstein Analytics, which can be used to define buying intent in Pardot and configured as Einstein Voice with Salesforce. Find out which product combinations would suit you best by calling us on 01376 318800.