KYC: Marketing Automation Part - 2

Mar 7, 2021Download as PPTX, PDF0 likes220 views

Join us for another #ImpactSalesforceSaturday, a series of online Salesforce Saturday sessions. We invite all – Developers – Administrators – Group Leaders – Consultants with advanced, intermediate or beginner level knowledge of Salesforce(Sales Cloud, Service Cloud, Pardot, Marketing Cloud, IoT, CPQ, Einstein, etc). Topic: KYC Marketing Automation Part 2 Date and Time: Saturday, February 27, 2021, 11:00 PM to 12:00 PM IST Speaker: Somya Srivastava Somya is a Salesforce Marketing Automation Specialist at Manras Technologies. she is also the Gurgaon Pardot User Group Leader. She has been part of the Salesforce Marketing Champion'20 program. Agenda: 1. Know about KYC – Marketing Automation Part -2 2. Q & A 3. Kahoot Quiz 4. Winner Announcement For more updates and upcoming sessions please follow us on our social media handles: Website: https://newdelhisfdcdug.com/ Trailblazer Community: https://trailblazercommunitygroups.com/salesforce-developer-group-new-delhi-india/ Twitter: https://twitter.com/newdelhisfdcdug LinkedIn: https://www.linkedin.com/in/new-delhi-sfdc-dug-01a47118a/ #pardot #MarketingAutomation #Salesforce

New Delhi SF Developer group
SF Marketer Group-Pardot, Gurgaon

Salesforce Marketer Group-Pardot
Gurgaon, India
@GurgaonB2BUG
• First event in 2019
• Love to host sessions and speakers from Salesforce Marketing
Automation platforms
• https://trailblazercommunitygroups.com/salesforce-marketer-
group-pardot-gurgaon-india/
Group leader: Somya Srivastava

KYC: Marketing Automation Part-1 KYC: Marketing Automation Part-2
Learn about What & Why
of Salesforce Marketing
automation
Roadmap to Marketer's
success and challenges
to overcome

Agenda of KYC:1
o Marketing evolution
o Evolve as a Marketer
o What is Marketing Automation?
o Marketing Automation Process
o CRM vs Marketing Automation
o Digital Marketing Activities managed by MA software
o What information does MA track?
o MA for a Marketing user
o MA for a Sales user
o Salesforce Pardot
o Salesforce Marketing Cloud
o When do organizations need MA
o Benefits of using MA

o Marketer’s responsibilities
o Marketer’s day-to-day challenges
o Prerequisites
o Non-technical skills required
o Technical skills required
o Developer Skills required
o Career options
o Learn & Troubleshoot
o Certification path: Salesforce Pardot
o Certification path: Marketing Cloud
o Key points for Salesforce Admins
o Salesforce AppExchange for Marketing
o Resources and tutorials
o Q&A
o Get, set, Kahoot!
Agenda of KYC:2

Make an impact with your creativity
Create engaging 1:1 customer journeys
Derive data backed solutions
Focus on creating compelling content
Use marketing intelligence to deliver connected customer experience
Marketer’s responsibilities

Growing a subscriber base
Gain valuable customer insights
Using customer’s data responsibly
Segmenting the lead’s database based on preference
Deliver personalized customer experience
Maintaining database hygiene
Marketer’s day-to-day challenges

Do you like problem solving?
Do you like your tasks in alignment with Sales?
Are you interested in adopting advanced platforms for work?
Are you interested in learning and upskilling?
Prerequisites

Planning
Non-technical skills required
Good communication
Creativity
Project management

 Salesforce platform
 Email marketing
 Social media
 Marketing automation
 Marketing cloud
 Marketing strategy & analytics
Technical skills required

Developer skills required
HTML
CSS
JavaScript(Server side)
API integration using REST and SOAP APIs

Consultancy
Independent
Consulting
Marketing
Marketing operations
In house
Career options

Key points for Salesforce Admins
Pardot has different user permissions
Leads and contact objects >> Prospects in Pardot
Marketing engagement activities >>Engagement History
Pardot objects in Salesforce >> List Emails, Marketing Forms, Landing Pages, Marketing Links, Files,
Reports in Salesforce

Resources
Trailhead Trailmix and modules: Marketing career on Salesforce
https://trailhead.salesforce.com/users/strailhead/trailmixes/build-your-marketing-career-on-salesforce
Blogs:
Pardot:
https://automationchampion.com/pardot/ by Rakesh Gupta
thespotforpardot.com by Andrea Tarrell
https://jennamolby.com/ by Jenna Molby
https://salesforceben.com/the-drip-type/pardot/#
https://pardotgeeks.com/ by Ben LaMothe, Katie Clubb, Nathalie Starr
Marketing cloud:
https://tidbitsforu.com/ by Shibu Abraham
https://www.howtosfmc.com/about/

On average, sales rep spends only 32% of their day selling, and the rest of the time they’re looking up information, navigate to too many systems. No company is exempt from sales challenges, even the most high-performing sales teams face obstacles in developing buyer relationships, effectively communicating with prospects and customers and prioritizing their daily schedule. High Velocity Sales helps Sales Reps to streamline the process and gives everything they need to sell faster all in one screen. In this slide you will get information about top features of High Velocity sales, configuration walk through, access and pricing.

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Join us for another #ImpactSalesforceSaturday, a series of online Salesforce Saturday sessions. We invite all – Developers – Administrators – Group Leaders – Consultants with advanced, intermediate or beginner level knowledge on Salesforce(Sales Cloud, Service Cloud, Pardot, Marketing Cloud, IoT, CPQ, Einstein, etc.). Topic: KYC Marketing Automation Part 1 Date and Time: Saturday, February 20, 2021, 11:00 PM to 12:00 PM IST Speaker: Somya Srivastava Somya is a Salesforce Marketing Automation Specialist at Manras Technologies. she is also the Gurgaon Pardot User Group Leader. She has been part of Salesforce Marketing Champion'20 program. Agenda: 1. Know about KYC – Marketing Automation Part -1 2. Q & A 3. Kahoot Quiz 4. Winner Announcement For more updates and upcoming sessions please follow us on our social media handles: Website: https://newdelhisfdcdug.com/ Trailblazer Community: https://trailblazercommunitygroups.com/salesforce-developer-group-new-delhi-india/ Twitter: https://twitter.com/newdelhisfdcdug LinkedIn: https://www.linkedin.com/in/new-delhi-sfdc-dug-01a47118a/ YouTube Channel: https://www.youtube.com/channel/UCjNqjjF80E3arIxLXucMdag #pardot #MarketingAutomation #Salesforce

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Accord brothers capabilityGaurav Kumar

Accord Brothers Media (P) Ltd. – A Global Sales and Marketing solutions Provider. We are a business-advantage driven company. We are sister concern of Apagen Solutions Pvt. Ltd. and are a Sales and Marketing source for Services, Education, & Technology. We have experience in implementing & maintaining some of the most challenging Sales Processes in companies like Enventa Power Systems, Omkam UPS, MV Logistics, Apagen, Logix Infotech etc., by means of our Multi-faced Sales and Marketing Capabilities (CHANNEL SALES, RETAIL MANAGEMENT, EDUCATION, and TECHNOLOGY). Accord Brothers has expertise across all Possible Sales and Marketing tools and engines to drive sales and marketing processes of any kind of industry. The company has an experienced team of Presales, Sales and Marketing Consultants. Accord Brothers can add more than expected value to your organization’s Sales and marketing structure. Along with it, Accord Brothers has the capability to build, execute and boost up your market strategies and plans by lining them with our well defined processes for empowering your sales and marketing and in turn for revenue acceleration, side by side enabling you to make use of the new dimensions of sales and marketing such as Online Demand Generation, Digital Marketing, CRM, SEO, SMO, Content Management and Website building. Accord Brothers has its own services spread over versatile domains such as Manufacturing, Training Institutes, FMCG, Retail, IT Companies, Utilities etc... This can be either Selling of Products or services. Accord Brothers reduces the total cost of your Sales and Marketing Enablement by working closely with your management & key business executives and by using accord’s proven sales strategy framework. We understand your Business processes and Target Markets & bridge it by organizing internal sessions to facilitate organizational preparedness. We also map our services to establish seamless Project Governance framework with continuous Risk Mitigation. Accord Brother’s easy Sales Management Tools & Ready to execute Industry Specific Solutions can play a pivotal role in the Sales and Marketing of your kind of organization in a positive manner. Our Innovative Process can help you evaluate your Sales and Marketing insights with minute details. Assisting you in discovering the ‘Value’ of the same! Our varied methodology & orientation can invariably add value to your organization’s Sales and Marketing Structure.

Forcery best Salesforce Pardot Consultants NycTigh Loughhead

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KYC: Marketing Automation Part - 2

1. New Delhi SF Developer group SF Marketer Group-Pardot, Gurgaon

2. Salesforce Marketer Group-Pardot Gurgaon, India @GurgaonB2BUG • First event in 2019 • Love to host sessions and speakers from Salesforce Marketing Automation platforms • https://trailblazercommunitygroups.com/salesforce-marketer- group-pardot-gurgaon-india/ Group leader: Somya Srivastava

4. KYC: Marketing Automation Part-1 KYC: Marketing Automation Part-2 Learn about What & Why of Salesforce Marketing automation Roadmap to Marketer's success and challenges to overcome

5. Agenda of KYC:1 o Marketing evolution o Evolve as a Marketer o What is Marketing Automation? o Marketing Automation Process o CRM vs Marketing Automation o Digital Marketing Activities managed by MA software o What information does MA track? o MA for a Marketing user o MA for a Sales user o Salesforce Pardot o Salesforce Marketing Cloud o When do organizations need MA o Benefits of using MA

6. o Marketer’s responsibilities o Marketer’s day-to-day challenges o Prerequisites o Non-technical skills required o Technical skills required o Developer Skills required o Career options o Learn & Troubleshoot o Certification path: Salesforce Pardot o Certification path: Marketing Cloud o Key points for Salesforce Admins o Salesforce AppExchange for Marketing o Resources and tutorials o Q&A o Get, set, Kahoot! Agenda of KYC:2

7. Make an impact with your creativity Create engaging 1:1 customer journeys Derive data backed solutions Focus on creating compelling content Use marketing intelligence to deliver connected customer experience Marketer’s responsibilities

8. Growing a subscriber base Gain valuable customer insights Using customer’s data responsibly Segmenting the lead’s database based on preference Deliver personalized customer experience Maintaining database hygiene Marketer’s day-to-day challenges

9. Do you like problem solving? Do you like your tasks in alignment with Sales? Are you interested in adopting advanced platforms for work? Are you interested in learning and upskilling? Prerequisites

10. Planning Non-technical skills required Good communication Creativity Project management

11.  Salesforce platform  Email marketing  Social media  Marketing automation  Marketing cloud  Marketing strategy & analytics Technical skills required

12. Developer skills required HTML CSS JavaScript(Server side) API integration using REST and SOAP APIs

13. Consultancy Independent Consulting Marketing Marketing operations In house Career options

14. Certification path:

15. Certification path:

16. Key points for Salesforce Admins Pardot has different user permissions Leads and contact objects >> Prospects in Pardot Marketing engagement activities >>Engagement History Pardot objects in Salesforce >> List Emails, Marketing Forms, Landing Pages, Marketing Links, Files, Reports in Salesforce

17. Salesforce AppExchange for Marketing

18. Learn & Troubleshoot

19. Resources Trailhead Trailmix and modules: Marketing career on Salesforce https://trailhead.salesforce.com/users/strailhead/trailmixes/build-your-marketing-career-on-salesforce Blogs: Pardot: https://automationchampion.com/pardot/ by Rakesh Gupta thespotforpardot.com by Andrea Tarrell https://jennamolby.com/ by Jenna Molby https://salesforceben.com/the-drip-type/pardot/# https://pardotgeeks.com/ by Ben LaMothe, Katie Clubb, Nathalie Starr Marketing cloud: https://tidbitsforu.com/ by Shibu Abraham https://www.howtosfmc.com/about/

21. Get, set

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