Discover what Salesforce is, much more than a CRM

Feature image Salesforce much more than a crm

No one doubts that Salesforce is currently one of the most common technologies in the business ecosystem. From micro-SMEs to large corporations, they are betting on the leading platform in customer management. In this article, we will explain what Salesforce is and how it has evolved from its beginnings as a CRM to what we now know as the Salesforce economy. At the end of the reading, you will be able to conclude that Salesforce is much more than a CRM program.

Salesforce CRM

Almost everyone knows Salesforce as a CRM, but the reality is that it is much more than a customer management tool. However, the Sales Cloud (the trade name for Salesforce CRM) remains the company’s backbone. In order to fully understand what Salesforce is, it is important to first understand what a CRM or Customer Relationship Manager is: its very acronym gives a very clear idea that it is a tool in charge of managing business relationships with customers, supporting all the processes of recruitment and negotiation. Salesforce divides the CRM into two modules: on the one hand, we have the acquisition and on the other the negotiation, both linked by monitoring and reporting functions. It should be stressed that Salesforce was created as a B2B CRM and its process is highly optimized for this type of business, although it has now been perfectly adapted to B2C models.

Salesforce CRM is built on a relational data model, linked data tables that support a business process and are called objects in Salesforce. But in addition to being data tables, the objects also incorporate a set of automation and rules that generate a series of specific functionalities to cover a series of business needs. Some of the standard Salesforce CRM objects are:

Leads or customer acquisition

The operational model proposed by Salesforce begins with the capture of potential customers or leads, a task that is normally managed by the marketing teams. Once these potential customers have been captured, they must be evaluated and qualified for the sales force to start dealing with them. To this end, they offer a battery of functionalities that allow the lead generation and lead management processes to be optimized.

Accounts, Contacts, and Opportunities or negotiation with clients

When a potential customer is qualified by marketing it means that they are ready to enter into a commercial process. The Salesforce model involves turning the lead into account, customer, and opportunity. Data that was previously in a single data table or object becomes 3 tables or objects. In this way we strengthen the relational data model, avoiding the typical problems of organization and duplication of information.

Salesforce conversion lead

The Account is the master object in the sales or CRM application, it is the object that contains all the company data: fiscal, headcount, invoicing, industry, etc.

Companies are made up of employees and collaborators, this is registered at the level of the Contact object and contains all identity and contact data: gender, name, surname, telephone, email, position, seniority, etc. Therefore, on an account register, we link several contacts.

Finally, we had commented that a qualified lead is ready to be managed by the sales force, therefore the lead contains commercial negotiation data that in the conversion process go to the Opportunity. One of the keys to the opportunity is that it includes all the stages or milestones through which a negotiation passes. An opportunity is related to a single account and can be related to several contacts, those who intervene in the negotiation process that reflects the opportunity.

Campaigns or management of marketing actions

To support marketing or sales actions, whether for recruitment or loyalty, Salesforce has the object of campaigns. The campaigns are related to campaign members who refer to both leads and contacts. In addition, the campaigns also allow different ways of relating to the opportunities, which helps to adequately measure the ROI of each campaign.

Salesforce campaigns

Activities or follow-up

A CRM is a sales productivity tool and one of the keys is the activities, which help to manage the agenda and tasks of the salespeople. The big difference with an activity manager of any calendar is that each activity we record in Salesforce is linked to the relevant contact record, account, opportunity, or object. In other words, as well as helping us to manage the daily activity, we are recording the relational history of the commercial process in an organized manner. And without forgetting collaboration, the possibility of generating professional relationships between teams.

Salesforce activities

Reports and control panels

Although the panels and reports are not an object, it is worth mentioning them as a fundamental part of Salesforce CRM. Since its origins, Salesforce has incorporated a tool that allows you to prospect your data in a direct and very intuitive way, without the need for code.

Origins of Salesforce

The beginnings of Salesforce are in film. Marc Benioff, Parker Harris, Frank Dominguez and Dave Moellenhoff began working on their dream in a San Francisco flat in 1999 and their dream was to democratize access to business software. To do so, they decided to develop a new business model based on pay-per-use or what is now known as SaS (Software as a Service).

Another of Salesforce’s keys is that it has been based on Cloud technology since its inception. In other words, Salesforce is in the cloud and does not require investment in hardware as is the case with on-premise solutions. It only requires an Internet browser to operate.

And why start with the CRM?

If we analyze it from the perspective of time, we can say that Benioff was a visionary ahead of his time. I explain, the CRM is a software product that has been around since the 1980s and in 1999 (the beginning of Salesforce) the CRM was already a very mature technology, there were many solutions on the market. However, Benioff’s commitment to taking CRM to the cloud and democratizing access to business technology generated a competitive advantage that continues to this day. And as a good visionary, he had luck on his side. Over the last two decades, the CRM has evolved from being a tool for control and commercial management to being the main axis of customer knowledge for any company, in many cases positioning itself above the ERP.

History CRM

Lightning Platform

As we said at the outset, Salesforce has long since moved from being exclusively a CRM to a customer platform. Part of the company’s success is the adaptability it offers when it comes to managing different processes, not just commercial ones. In this respect, Salesforce has grown along two lines: firstly, by incorporating new solutions that cover business areas that go beyond sales (Service Cloud, Marketing Cloud, Analytics Cloud, Commerce Cloud, etc.) and secondly, by improving the platform’s customisation, configuration and development capabilities.

Lightning platform

Low Code

Today, Salesforce is the number one low code application development platform in the world. And what does this mean? That users have the ability to develop applications without having to enter a single line of code, in a declarative manner (with configuration). Through the configuration of objects, fields, rules, and automation, applications are generated. The applications are hosted in organizations and the organizations are provided with different functionalities depending on the clouds and licenses contracted.

Salesforce low code

No software

Although we have already mentioned it in the origins of Salesforce, one of the advantages of this platform is that it has been in the cloud since 1999, so it does not require an investment in hardware for its operation. The SaS concept (pay per use) was spread by Salesforce with the slogan No Software, which refers to the fact that it does not require any installation, as soon as you buy the license you already have access to the platform. It also highlights issues such as multi-tenancy, metadata and APIs.

Multitenant metada api

Metadata

As it is in the cloud, all organisations are always up to date with the latest version (Salesforce releases 3 times a year) and this means that you do not have to carry out migration projects every time you change version, as working on metadata ensures that you do not lose any customisation made in the organisation.

Multinenant

Another advantage of the cloud is that all users take advantage of Salesforce processors, AWS machines that have a processing speed at the highest level. And this is the same for any company, whether it’s the Santander bank or the SME below you, all Salesforce machines perform at the same level.

API

From the outset, Salesforce has known how complicated companies’ technological ecosystems can be and has always been committed to building bridges between data silos. One example is one of its latest acquisitions, Mulesoft, a leading provider of integration solutions.

Salesforce mobile app

Another feature of Lightning Platform is mobility, it has all the desktop functionalities in the mobile version and not only that, Lightning Platform allows the development of totally customized mobile applications.

Salesforce Einstein

For a few years now, Salesforce has been using the name Einstein to refer to the intelligence functionalities it incorporates into its platform. A position that has evolved over time, firstly by giving only the name to the Artificial Intelligence functionalities, but today Einstein Analytics is Salesforce’s Business Intelligence platform, which was previously known as Wave.

Salesforce Ecosystem

We have just seen lightning platform, which is the main gear of the Salesforce ecosystem in which, in addition to being able to develop customised applications, we find some of the main clouds: Sales Cloud, Service Cloud and App Cloud. However, Salesforce has been evolving at a dizzying rate over the last few years, incorporating tools and solutions that are not developed within the Lightning Platform.

Salesforce Clouds

Some of these solutions are focused on serving different areas of companies: sales, marketing, customer service, logistics, IT, etc. This grouping of solutions by area is what Salesforce has called Clouds. The most important of these are: Sales Cloud, Service Cloud, Commerce Cloud (e-commerce oriented), Analytics Cloud, Marketing Cloud,IoT, Community Cloud, Integration Cloud, etc.

Multicloud salesforce

App Exchange

Salesforce also has an ecosystem of partners who have developed applications that integrate with Lightning Platform or are even developed on the platform itself. To leverage the entire partner ecosystem, Salesforce launched the App Exchange where Salesforce partners can upload to applications for marketing.

Vertical solutions

And the latest trend in Salesforce is to bring out vertical solutions focused on covering the processes of different industries, among the most important of which are HEDA (university oriented), Finance Cloud or Health Cloud.

Salesforce Economy

If some time ago Salesforce was no longer just a CRM, today we could also say that Salesforce is no longer just a customer platform. More correctly, Salesforce is an economy or a system for producing, distributing, trading and consuming business applications. The numbers of this company speak for themselves, if we look at the report made by the consulting firm IDC we find:

  • By 2022 there will be 3.3 million people working in the Salesforce ecosystem.
  • By 2022, Salesforce’s revenue from its entire ecosystem will reach $859 billion.
  • 89% of the Fortnune 100 companies have Salesforce.
  • For every dollar that Salesforce earns, partners generate 5.
  • Salesforce CRM has more market share than its next 10 competitors combined.
  • Salesforce is the leading customer management platform, not only in sales but also in marketing.

Salesforce economy

Salesforce Community

A large part of Salesforce’s success is how it has cared for its community (customers, partners and employees), understanding the needs of each party. I always like to give the example of wordpress, why has this CMS imposed itself on its competitors? Because the key is in the community. As with Salesforce, any problem or doubt you have is backed up by a community of knowledge that helps you solve your problem or provide you with a solution. In other words, if you’re stuck in the configuration, development or operation within Salesforce and you Google your problem, you’ll almost certainly find a solution to it. Another example is the partner ecosystem, as through platforms such as App Exchange it has been able to share the cake among its partners.

Trailhead

Following the community concept, we find Trailhead, the most powerful software eLearning platform in the world. Salesforce knows how important it is to have qualified professionals to help improve the success of the platform, for that reason it has been developing Trailhead for 4 years. A way to empower any kind of Salesforce user: business users, administrators, developers, etc. In addition to Trailhead, Salesforce provides these users with completely free development environments that help accelerate the learning process. In the following link, you can register a new development environment.

Salesforce Certifications

Finally, Salesforce has been committed for several years to regulated training through certifications. Both partners and clients are challenged to pass their more than 20 certifications, ranging from Administrator or Consultant to Architect. For more information, I recommend that you read the article Certifications in Salesforce: A guide to improving your professional career.

Conclusions

Salesforce is an economy that ranges from a technological suite of business solutions to a community where customers, partners and employees live together. Experienced ICT professionals like to compare the Salesforce “bubble effect” with what happened with SAP a few years ago, a comparison based on the speed of growth that everything related to the Salesforce ecosystem is experiencing. Bubble or not, the truth is that Salesforce has changed the business software model and is now a technology that is 4 or 5 years ahead of the rest of its competitors.

Social Studio: More than a Social Networking Manager

Feature image Social Studio

Salesforce Marketing Cloud is a trend and surely if you already work with this platform you will be curious to know a little more about the modules it has, such as Social Studio, Email Studio, Advertising Studio, etc.

In this article, we’ll take a closer look at what Social Studio is all about and why it’s important to take it into account when generating personalized experiences for the customer through social channels or for managing publications within the Marketing Cloud itself. If you are not yet familiar with this Digital Marketing Hub platform, we invite you to find out more about it in the following post: What is Marketing Cloud? The Salesforce Digital Marketing Hub.

What is Social Studio?

gestion redes sociales

Nowadays there are many tools to manage profiles and accounts in Social Networks simultaneously such as Hootsuite, Sprout Social, or Metricool. This kind of tool is very useful since they allow complete management of Social Networks and also offers advanced measurement and analysis functionalities on the published contents.

However, Social Studio is one step ahead as it is more than a social network management tool. And you will surely wonder what characterizes Social Studio of this type of tool mentioned since at first glance it seems very similar. The answer to this kind of question lies in the fact that Social Studio (as a module within the Marketing Cloud) connects CRM, customer service, and marketing data to generate a personalized experience for the customer through Social Networks and strengthen the relationship with them. This means that in addition to being able to manage your profiles and Social Media accounts from the same platform, you can link all the interactions of your customers and followers with Salesforce’s CRM and customer service module data to offer them 100% customized solutions based on the data we have about them.

Social Studio features

Social studio overview

Social Studio is a very complete tool to manage all types of communications in Social Networks and therefore has a series of features that make it an ideal tool to manage any communication without having to leave the  Marketing cloud. These features are as follows:

Social studio overview

Social Studio allows you to keep track of your social network profiles in real-time and know what they are saying about your brand or your competitors through these channels. It also allows you to locate where these social conversations are happening so that it is easier to deal with them.

Social media management

Nowadays there are tools like Hootsuite that allow you to manage all your profiles in Social Networks from the same platform, and it is precisely Social Studio that allows this functionality apart from incorporating other features that make it a very powerful tool. From generating publications, programming them, responding in real-time, etc

Real-time interaction with the client

Social Studio’s connection to the Service Cloud allows the possibility of generating incident plans through social networks or simply automating and sending these communications to customer service teams. In addition, if the customer is included in our database with their social network profiles, we can keep track in the CRM of the number of times they ask the brand on Social Networks.

Calendar of contents and publications

In addition to all the above, you can have a complete follow-up of all the contents and publications pending and launched thanks to a powerful calendar. In this way, in a very visual way, it becomes very easy to organize all the publications within Social Studio.

What is Social Studio like inside?

When using Social Studio, you will see that it consists of 3 components that appear as menus or general sections:

Publish:

Social studio publish

Within this component, we find all the functions available to create, publish, or promote content at scale, in all the social accounts you need. By working on this menu we can publish content in real-time or schedule it for publication in the future, in addition to viewing such content or content already published through the Calendar (publication calendar).

It should be noted that the fundamental part of this component is the Calendar (publications calendar), and from it, you can carry out the following actions:

  • See when publications have been made, what they are about and who created them, all from the post details tab.
  • Add and review notes in the Calendar (depending on the level of permissions you have).
  • Filter the content and publications on the Calendar by Social Account and other types of filters.

Engage (interaction):

Social studio engage

This component has the functionality of being able to monitor the content already posted from Social Studio in any assigned Social Account or content not already published even if it was not from the same tool.

Therefore, through Engage you can see in real-time who is commenting, responding or sharing your posts on Social Networks and respond to those interactions or mark them to be assigned to other team members.

This menu is divided into different tabs (with a maximum of 30 tabs) which contain one or more columns (unlimited). Each column may contain one or more social accounts, although they may coexist between different columns, with for example two of the same accounts in different columns. The only peculiarity of this arrangement is that the tabs can have the same accounts but with different filtering options.

This component, apart from being very useful, offers a real-time collaboration by which you can see which colleagues are working and viewing or editing posts in order to avoid duplication.

Analyze:

Social studio analyze

This component basically serves as an analysis tool for your social channels. Within it, you can observe through dashboards and tables several metrics that will help you to understand in a more complete way the interactions within your social accounts.

When monitoring your social accounts, brands, and competitors it is very useful to use the dashboards offered by Social Studio. These dashboards offer general performance metrics, keywords, trends, etc.

On the other hand, there are workbenches that are very useful because they allow a greater degree of customization thanks to the fact that they work with Artificial Intelligence through Einstein Vision. From these workbenches, you can observe and understand the social conversations held on Social Networks about your brand.

As the inclusion of these two elements (dashboards and workbenches) you can create reports on dashboards and posts in PDF format

Main advantages of Social Studio

Social studio ventajas

As we have seen before, the main advantage of Social Studio is being able to manage all types of communication with your clients without leaving the Marketing Cloud. This is very important since professionals in Social Networks are used to working with at least 3 or 4 different tools throughout the day, and with Social Studio while performing actions in social channels, you can go out and send a pending email in Email Studio or create a new workflow through Journey Builder, all from the same platform.

In addition, since it is integrated with Salesforce CRM, we can locate customers whose profiles we have the data on social networks and thus be able to offer personalized assistance depending on the type of customer. This way it will seem that we are always dealing with them face to face as we will have information available to know what to inform them about and how to attend to them efficiently.

All this added to the possibility of managing all your company’s social channels on the same platform and being able to analyze in real-time what they say about your brand and generate panels and reports, makes Social Studio one of the most powerful tools as far as Social Media Management is concerned.

Service Cloud connection

Finally, as we have already mentioned, there is the possibility of connecting Social Studio to the Service Cloud. As you may know, the Service Cloud is Salesforce’s cloud through which we can offer our customers personalized, intelligent, all-around customer service 24/7.

Today, many companies have real headaches when it comes to correctly identify their customers’ social network interactions and being able to respond to them in the right way, always keeping track of all the interactions made by the customer. Therefore, with the possibility of connecting Service Cloud with Social Studio, customer service processes are efficiently streamlined since from Social Studio we can derive our customers’ interactions in the form of cases to the corresponding agents in order to offer customers a totally effective service.

Although Social Studio requires quite a lot of knowledge and implementation to be able to exploit 100% of its functionalities and take advantage of all the benefits it offers, from ShowerThinking we are specialists in developing together with your company automation and marketing management programs through Marketing Cloud and Social Studio. Therefore, if you need help or training in Marketing Cloud we have the right team that can help you, so don’t hesitate to contact us!

Email Studio in Marketing Cloud: What it is and what it offers

Feature image email studio marketing cloud

As is the case with Email Studio, there is currently an infinite number of tools focused on Email Marketing, but year after year we are witnessing an evolution of these types of tools towards Digital Marketing Hubs that allow us to manage not only Email Marketing but also other types of actions such as the management of Social Networks.

Within this type of platform, there is the Salesforce Marketing Cloud, one of the Digital Marketing Hubs par excellence with a powerful Email Marketing module called Email Studio. If you still don’t know what Marketing Cloud is and would like to find out more about this platform, we invite you to read the following article to find out what Marketing Cloud is? The Salesforce Digital Marketing Hub.

Email Studio What is it?

que es email studio pequeno

It could be said that Email Studio is one of the most complete email marketing tools on the market and one of the most important modules within Marketing Cloud, as it is the module in which all types of activity with our subscribers is managed through the email channel.

In Email Studio, we can create all kinds of Emails (from scratch or through pre-defined or self-created templates), manage the uploading of contacts and subscribers, perform A/B tests on our sends, configure advanced sending options, perform reports and view metrics of our sends, etc.

Possibilities with Email Studio

Email Studio allows for an infinite number of possibilities, among which the following should be highlighted:

  • Content creation: within Email Studio we have the ability to create emails through blocks of content or pre-defined Marketing Cloud templates. The customization that can be made in emails is very extensive and can also include dynamic content that responds to parameters included in lists of subscribers or data extensions.
  • Subscriber management: the use of subscriber lists or data extensions is essential when sending emails in the Marketing Cloud. Therefore, within Email Studio there is an extensive menu in which you can see data on data extensions, subscriber lists, shared elements, profile and preference management, data filters, etc. If you already know more about this type of process, we recommend you take a look at the following article to find out when to use a Data Extension or a subscriber list in the Marketing Cloud.
  • Campaign automation: through Automation Studio you can create workflows that allow you to create automated email marketing campaigns, in addition to many other features that this module has.
  • Monitoring and optimization: Email Studio offers a range of interesting metrics and reports to track the performance of our emails. These types of reports offer metrics such as deliverability rate (delivery rate), number of bounces (with their reasons and classification), number of openings and clicks (both total and unique), CTRs, open rates, etc. It also offers an interesting visual module in which you can see the performance of users in the different clickable modules in percentages. All this data can be downloaded in PDF format to identify individually the performance of each subscriber.

In addition to all this, Email Studio is connected to the different modules/apps of the Marketing Cloud, so it can be used to make journeys through the sending of emails (in Journey Builder), it can be connected to the different lists of subscribers or data extensions (created in Contact Builder) or it can be used to make different reports and automated programs as already seen (in Automation Studio).

Take a look at the following video to see an overview of the possibilities offered by Email Studio:

Types of emails we can send with Email Studio

Through Email Studio’s Email Builder, we can create any kind of email, as there are infinite possibilities and everything can be done from scratch. But speaking of typologies when it comes to sending emails, there are three clearly defined types:

  • Transactional emails: this category includes all the emails that have to do with the transactional or purchase process of a product/service, such as purchase confirmations, emails relating to shipping notifications, product/service tracking emails, etc.
  • Promotional emails: here however we refer to any type of email related to promotions, such as newsletters, sending of promotions, events, discounts and coupons, loyalty programs, etc.
  • E-commerce emails: within this category, we can see examples of what large companies such as Amazon or Ebay do, as they send emails about recommended offers, abandoned shopping carts, order confirmations, post-purchase product assessment, etc.

Benefits of Email Studio for your company

Advantages email studio

In general, if your company uses the Marketing Cloud, it has already gained a series of advantages over companies that use other types of Marketing Automation platforms, as the Marketing Cloud is one of the most complete platforms on the market. But specifically, Email Studio, although it is a part of this great platform, offers many advantages to be highlighted once it starts to be used. Some of these advantages are:

  • Ease of use: Email Studio does not require in-depth knowledge of code when creating content, as its Drag-and-Drop interface allows the creation of emails of all types through simple or dynamic blocks (although it is always advisable to have a minimum knowledge of HTML code in case problems arise when creating content).
  • Connection with other modules and reduction of process complexity: Marketing Cloud combines different modules that complement each other, so that when working in Email Studio we can use different modules to complement our Email Marketing strategy, performing for example journeys based on user activity, automation, segmented, dynamic sending, etc.
  • Predictive Intelligence: Marketing Cloud includes the Einstein AI functionality through which companies can use their customer information to provide content based on the previous behavior of the same. This is also the case with Email Studio when offering dynamic content, A/B testing, or, for example, carrying out a journey by segmenting the sending of several emails depending on the number of user clicks.
  • Email sending security: Apart from being able to make the necessary configurations in terms of profiles and preferences for sending emails, we can segment our sendings and carry out as many test or trial sendings as we need, as well as add and delete users when sending emails based on data extensions or subscriber lists (both inclusion and exclusion).
  • Optimization of content and improvement of ROI: Through Email Studio, any sending or action we take is measurable, both generally and individually, so the greater knowledge and possibility of connection with big data tools such as Tableau or Einstein Analytics, we have greater possibility of optimizing our content and actions and impact directly on the ROI of our company.

In short, Email Studio is a module to be taken into account within the Marketing Cloud, as it is one of the most important, allowing you to carry out an infinite number of actions and allowing you to be aware of other modules thanks to its close relationship in other processes with them.

Although Email Studio requires a great deal of knowledge and implementation in order to fully exploit its functionalities and take advantage of all the benefits it offers, at ShowerThinking we specialize in developing automation and marketing management programs with your company through the Marketing Cloud. Therefore, if you need help or training in Marketing Cloud  we have the right team that can help you, so don’t hesitate to contact us!

DreamForce 2019: let’s discover the Customer 360 experience

Customer 360 experience tableau

Although preparing for the trip to San Francisco to attend Dreamforce (Salesforce’s annual event) is becoming a habit for the team, this year is particularly interesting for me. As I have commented on several occasions, Dreamforce is probably one of the biggest marketing events in the world.

This year the number of attendees will probably exceed last year’s 170,000. Former President Barak Obama and Tim Cook from apple complete the more than 2,700 sessions available to attendees. But there are 2 important developments in the world of marketing that we are looking forward to hearing about in detail:

  • The launch of Customer 360 experience as a new customer identity management platform
  • How Tableau will be integrated as an analytics platform within Salesforce

Improving the customer experience is a critical element of improvement for many companies, and for this reason, being able to know the different identities of the customers throughout the interactions they have with our company is critical. The ability to orchestrate such integration and to unify marketing, sales, analytics, and e-commerce platforms is the secret to success.

Dreamforce 2019 customer 360

Customer 360 experience makes it possible to easily relate the records of the same person in different systems. It creates and stores a customer’s profile and acts as a central office that exchanges data and events in all systems at the moment they are needed.

In fact, no other platform on the market has yet managed to achieve the challenge of unifying them. For years, companies have been trying to get a 360-degree view of their customers, but with their departments using different tools to manage the data, they tend to generate disconnected experiences for their customers.

The center of the main hall at Moscone West is dedicated to this new feature, which gives an idea of the importance Salesforce attaches to this functionality.

All of us who like analysis is very curious to know how the puzzle of analytical tools available to Salesforce fits together. Datorama, Einstein Analytics, Tableau, or the native reporting platform in salesforce itself must find their niche.

In two weeks’ time, we want to tell you from San Francisco what the most important developments are for the marketing world and what the trends are for 2020. See you!

The new Salesforce web development platform

Feature image new and Salesforce web development platform

Until recently, Salesforce had not invested in having a fundamental piece of marketing strategy, its own CMS. But that has changed with the recent launch of the Salesforce Content Management System (Salesforce CMS) – a hybrid CMS system designed to help Salesforce users create and deliver content on any channel or device.

As a result, customers with Salesforce can develop their own websites within the platform without the need for technical knowledge and with functionality similar to WordPress or Sitecore.

Salesforce CMS: simplicity above all

Salesforce cms easy

Salesforce CMS offers fascinating simplicity of use, so any user can create, manage, and deliver relevant content to their customers. This is done through the choice of content by category or by creating custom content, simply by creating the content in the application without the need for technical knowledge.

Salesforce CMS provides multilingual and translation support for companies that have pre-set branding standards and need to create content in multiple languages. It also has the functionality to develop “content collections” that can be added to different experiences without the need to create new content.

Fast and flexible

Salesforce CMS is a hybrid CMS, which means that anyone working with Salesforce can create content in a central location and then deliver it through different digital touchpoints, whether it’s a Salesforce-driven experience or another system.

If the content is to be added to an experience previously built with Salesforce, users can choose between two of Salesforce’s WYSIWYG (“what-you-see-is-what-you-get”) tools: Experience Builder and Commerce Page Designer. This way, content can be added to different channels built with Salesforce through a Drag & Drop system. In addition, both tools mentioned above are compatible with developers, so new components can also be designed through code.

Finally, through a system of “headless APIs” you can easily offer content on third-party websites, which is very useful if you do not have a website built.

Connected

Salesforce cms connect

One of Salesforce CMS’s greatest features is the ability to use data stored in Salesforce CRM or other Salesforce platforms to deliver relevant content to your customers. This makes it a very useful tool for getting to know your customers and providing them with the content they really need.

By putting the customer first, Salesforce CMS is a very good alternative for developing marketing strategies and we consider it to be the essential platform that was missing from the Marketing Cloud suite for effectively developing marketing campaigns in all areas.

At ShowerThinking we specialize in developing automation and marketing management programs with your company through Salesforce. So if you need help or training in Salesforce we have the right team that can help you, so don’t hesitate to contact us!