Cash in on Salesforce with Macro’s Optimization Pros
Salesforce, such as all MarTech tools, requires constant optimization due to heterogeneous key factors that influence their effectiveness and relevance in a rapidly evolving digital and business landscape.
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Importance of Salesforce Constant Optimization
Evolving Technology Landscape
The PMM platform provides easy access to vendor-furnished assets, campaign playbooks, and lead Salesforce improves its capabilities and adds new features constantly, which improves companies’ operational efficiency.
Avoiding MarTech Bloat
Over time, many companies accumulate redundant or unnecessary tools, leading to what is known as "MarTech bloat." The result? Overspending, underutilization of resources, and poor return on investment (ROI). Regular optimization helps identify and eliminate these redundancies, streamlining operations and reducing costs
Enhancing Efficiency and Performance
An optimized MarTech stack improves the efficiency of marketing campaigns by ensuring that tools work cohesively and are adapted to the marketing and overall business objectives. This is one of the main keys to better data utilization, improved customer insights and, ultimately, enhances customer experience.
The PMM platform provides easy access to vendor-furnished assets, campaign playbooks, and lead Salesforce improves its capabilities and adds new features constantly, which improves companies’ operational efficiency.
Avoiding MarTech Bloat
Over time, many companies accumulate redundant or unnecessary tools, leading to what is known as "MarTech bloat." The result? Overspending, underutilization of resources, and poor return on investment (ROI). Regular optimization helps identify and eliminate these redundancies, streamlining operations and reducing costs
Enhancing Efficiency and Performance
An optimized MarTech stack improves the efficiency of marketing campaigns by ensuring that tools work cohesively and are adapted to the marketing and overall business objectives. This is one of the main keys to better data utilization, improved customer insights and, ultimately, enhances customer experience.
A short Salesforce Optimization Guide
Macro will partner with you to set up a systematic approach to enhance Salesforce performance, to ensure you maximize your team efficiency and improve your workflows.
Here’s a detailed step-by-step guide Macro will build together with you. However, we will adapt to fit your own business needs and goals.
Here’s a detailed step-by-step guide Macro will build together with you. However, we will adapt to fit your own business needs and goals.
1
Conduct a Data Audit
- We’ll carefully analyze your existing data to find inaccuracies and duplicates
- We’ll implement and run data cleansing tools, if necessary, but we’ll be extremely mindful of data integrity
2
Automate Workflows
- Together with you, we’ll look for processes that can be automated, such as email notifications or record updates.
- We’ll leverage Salesforce automation tools like Workflow Rules, Process Builder, and Flow Builder to streamline all the necessary tasks
- For more intricate processes, we’ll use Flow Builder to design workflows that incorporate complex logic without coding
3
Customize your CRM
- Create custom fields and objects to capture unique business data relevant to your operations
- Design user-friendly layouts that display only the necessary information, enhancing user experience and efficiency
- Integrate third-party applications from the AppExchange to extend functionality based on your specific needs
4
Integration with Other Business Tools
- Connect Salesforce with other software tools (like ERP systems) to streamline data flow and improve collaboration across your company’s teams and departments
- Implement integrations with platforms like Slack for real-time updates and notifications
5
Regular Maintenance and Review
- Schedule regular reviews of data basis and system performance to ensure your business decisions are based on reliable information
- Regularly identifying pain points and areas for further optimization.
- As your business grows, we’ll work together to revisit your workflows and processes to ensure they align with current objectives
6
Measure Performance Metrics
- Establish metrics such as response times, user adoption rates and data accuracy levels to evaluate the success of your optimization efforts
- Salesforce reports and dashboards to monitor these KPIs and make informed adjustments as necessary
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Why Macro
Macro is a natural extension of your B2B global marketing team. As an agency with team members and resources located around the world, we know exactly what your challenges are and how to tackle them.
Global marketing teams that work with us see the following benefits
Global marketing teams that work with us see the following benefits
- Agile resources to operationalize GTM strategy
- Faster execution of projects with flexibility
- More value from your marketing tech investments
- Cost-effective campaigns, better engagement and more qualified leads
Don’t just take our word for it — check out the case studies of clients who have benefitted from our services.
Bonus Tips
Consider partnering with a B2B marketing agency specializing in your industry that understands the market. At Macro, our expertise can help you get more value from your tools investments and implement solutions that accelerate your growth.
Talk to Macro today, and we’ll help you get your marketing plan going!
Talk to Macro today, and we’ll help you get your marketing plan going!
Learn More about Salesforce
Get the full benefits of CRM software, with administration and ongoing support for your global B2B marketing team.
Salesforce Consulting
Get the full benefits of CRM software, with administration and ongoing support for your global B2B marketing team.
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Salesforce Migration
Migrating to Salesforce from another marketing automation platform is a complex process that can involve multiple teams, from marketing to sales and IT.
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