Posted on / by Azka Naqvi / in Salesforce

10 Secrets to a Successful Marketing Cloud Implementation

Salesforce Marketing Cloud has become a really powerful platform for providing personalized, multi-channel customer engagement at a large scale.

If you are new to this amazing platform or got some questions about how to implement marketing Cloud at your organization then we have put together a guide to help you out. Here are a few tips for a successful Implementation.

Setting the starting point and diving in accordingly

There are a number of features provided by Marketing Cloud Solution:

  • Journey Builder.
  • Salesforce DMP.
  • Email Studio.
  • Advertising Studio.
  • Social Studio.
  • Mobile Studio.

You can’t implement all of them at once and start harnessing their power overnight. So you should study your Business priorities, Processes and Customer Needs to determine a starting point. This will help you in successful implementation and to gain momentum.

Getting the right team together

Assembling the right team is crucial for successful Marketing Cloud Implementation. Try to seek such team members that are capable of representing your business strategy and are able to be your customer’s voice, also look for people with strong technical backgrounds. Team members should be able to determine business requirements and to build an effective strategy around them.

Consider where you require help

Once the starting point has been set and you have put together the right team, take a look at the required work and determine where you may require help from a qualified partner because of any blind spots or gaps.

The team should have clear goals

With the Marketing Cloud Platform, Starting point and the right team in place. Now is the time to work together to set goals for your Marketing Cloud Project. We would recommend choosing a measurable goal in relation to the business objectives so that you can analyze return on investment and strategic alignment with the business.

Defining your target audience

So now, when the goals have been established, determine the audience from both a technical and business perspective. After this analysis reconciles any inconsistencies in your CRM and collects the required data to execute a campaign for your target audience.

Define the Customer’s journey

Start with examining your customer’s current journey by factoring in all the channels and touch-points they experience while interacting with your brand. Now, identify important points and key challenges that matter and redesign this journey harnessing the capabilities of Marketing Cloud.

Establishing Standards and Documentation of Processes

As the work takes off, set standards for processes like naming files and folder structures, etc. Document processes for building API extensions and Data Models. Doing this at the start will save your team from a lot of problems down the road.

Communication is the Key

Communicating Marketing Cloud Adoption is important for change management, accountability and creating transparency. Formulate a Communications plan and target your Sponsors and Stakeholders.

Move forward aggressively

Like seriously, Just GO! Unanswered Questions and surprises are inevitable but don’t let them become a barrier and slow you down. Inject flexibility into your team’s culture and don’t allow fears to hold you back.

Conduct Reviews and analyze learnings

Post-Launch processes are also important. Analyze the work done, what worked out well, what didn’t and what changes are required. Perform this analysis from both internal team perspective and from a customer’s perspective. Celebrate the success gained and collect feedback to develop your Marketing Cloud Strategy and practices with time.

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