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Let’s just start by stating a few facts: we live in a super-connected, yet totally disconnected world. Nobody wants to go back into the office (yes, I’m going here two sentences into this blog post, so hang on to your seats!), but everybody wants to be virtually plugged in 24/7. Nobody wants to actually drive to the store, but everybody wants the stuff they order from their phones to arrive the same day. 

How in the world do we actually reach and keep up with our consumers?! It’s a funky time for marketers to market! 

People to power the tech strategies

We’re forced to rely on the creme de la creme of marketing products and strategies to keep up with the completely crazy consumer lifestyle. At this point, you’ve been living under a rock if you aren’t aware that Salesforce marketing tools have been a  top choice for companies both big and small for eons. Just last month alone, Salesforce was yet again announced as a leader in the Gartner Magic Quadrant — both for B2B Marketing Automation and Multichannel Marketing Hubs. Thank goodness for solutions!! 

So we’ve got this huge marketing opportunity, and we’ve got amazing tools from our friends over at Salesforce, but what happens next? NOTHING is more irritating than being told a product, appliance — really, anything — will solve all of our woes. And right after we sell the farm to pay for the golden solution, we realize we actually have no clue how to use it. 

That’s when frustration and immediate buyer’s remorse starts to sink in.  We so desperately need people to implement the technology [CORRECTLY] and teach us how to “do all the things.”   We need an advocate, a guide, a mentor, a technical wiz — someone who has walked in our shoes and will tell us exactly how the solution will make our lives much easier, as it was promised, once our sales rep is long gone chasing other deals down to meet their quota. The question is: what trees do these people grow on and how do we even know what to look for?

Key differentiators in MarTech talent 

Candidates are flying off the shelves. Offers are being extended left and right. Employees aren’t settling for “mediocre” in the name of loyalty as their parents and grandparents did and are now choosing to leave if they don’t feel a work environment, team, or job meets their expectations. Everyone is working fast to scoop up the top talent and retain them. 

Speaking of….What exactly defines “top talent” in MarTech?

To set the record straight: I hate despise strongly dislike the phrase “top talent.” It reminds me of old school staffing industry terminology where any candidate you wanted to pitch to a client is “top talent” <insert eyeroll and puke emojis>. 

But in reality, there are differentiators we look for here at Sercante when hiring that set candidates who could probably do the job apart from candidates we know our clients are going to be over the moon to work with. 

What exactly are these attributes, might you ask? Well dear reader, keep on reading. 

A technology lovin’ kinda person 

Yes, you may have your certs, that Coursera course on coding under your belt, and know your way around the backend of the system. But do you actually think it’s cool? Do you geek out on reworking the puzzle pieces to better serve the environment in which the technology will be used? Do you tinker with other related Salesforce marketing tools just because you like to? This is what sets apart someone who does it because they have to from someone who does it because they WANT to. 

I’ve told nearly every candidate I’ve hired in technology that the job will get boring very fast if you don’t actually think it’s cool and interesting. And I stand by that. You’ve gotta love the product for your excitement and knowledge to shine through to a customer. The passion for the technology in a candidate unlocks the keys to the kingdom for our clients.

The project manager hat 

Every job has some flavor of project management. Even in recruiting, we have hiring deadlines to meet. Hiring managers to chase down to make sure we stay on track. A budget to be mindful of, and an approval process if we need to go outside of the budget. Standing updates to give so they know we’re actually working and are aware of the wins and challenges. The list goes on!  

If you’re actually PMP certified, you’re probably rolling your eyes at this point because being a project manager means so much more than this — and, you’re right. We get it.

 BUT, there is truth that even if you’re the guru for Marketing Cloud implementations, if you can’t wrangle a bunch of other people who have competing deadlines and projects and drive them together towards a collective goal — you just ain’t gunna be successful (sorry not sorry for southern grammar to hit home the emphasis). That project management mindset and experience is crucial to make sure we do what we say we are going to do, the way we say we’ll do it, and nothing slips through the cracks. 

Mother Goose Instincts. I mean, a consultative approach. 

Being able to check off the to-do list is great and feels like an accomplishment. We did what we were asked to do — hooray! But, there’s more to it than a list. 

Knowing how to anticipate and recommend what even needs to be on the to-do list is what elevates a MarTech candidate. Leading with empathy. Anticipating what’s around the corner and planning ahead. Thinking big picture of how the project/implementation/audit/etc. impacts the rest of the business. Digging into the other pain points not mentioned in the original scope that we also may actually be able to help with in the future. 

These are all beautiful phrases that sound easy and natural, but in reality, take time and courage to develop. They are the difference between a “they can get the job done” kinda hire and a “our CSAT is 5/5 because Client XYZ can’t live without our consultant” kinda hire. 

Sercante + MarTech Talent = Success 

The Secret Sauce 

One question we often get from candidates interviewing with us is what sets us apart from the hundreds of other Salesforce partners in the ecosystem. We LOVE this question. It gives us an opportunity to show how we’ve been successful and in turn, why a lot of our customers choose us. 

In short, we’re marketers at heart. We truly love what we do. A lot of us started on the client side and have walked in a version of our customers’ shoes before. We want to empathize with you and make it easy (hello Sercante core value: Simplifying Complexity). It. Just. Shouldn’t. Be. That. Hard! We weren’t founded off of trying to be the world’s best or biggest consultancy. We were founded off of trying to help marketers and salespeople be wildly successful on the Salesforce platform. 

Landing this plane

If you are a  partner in the Salesforce ecosystem reading this, I hope it encourages you to lift the pen-to-paper bullet points off the job description and think more about the customer and how much of an impact each hire has on customer success, happiness, and truly the long-term success of your own organization. 

If you’re a Sercante client or prospective client who wants a peek behind the curtain as to how we deliver, I hope it’s reemphasized the amount of thought and quality that goes into staffing here at Sercante. If hiring in MarTech is still fuzzy, reach out — we’d love to hear from you and give the gift of knowledge that we’ve gratefully received over the years.

In the beautiful sunshine and chill vibes of Clearwater Beach, FL, Salesforce community members of all kinds came together recently for Florida Dreamin’. The Dreamin’ events are community-led Salesforce conferences around the globe each with their personality. Florida Dreamin’ specifically strives to, “provide inspiration, coaching, and guidance on how to truly blaze your own trail.” 

This comes from a perceived, “gap in Salesforce education when it comes to career pathing and guidance.” From my experience as a first-time attendee, this conference lives up to its vision by serving up an abundance of project management/team dynamics & soft-skill content.  

Of the 44 sessions on offer, over half had a non-technical focus with topics spanning from career path advice and how to negotiate like a pro to advice on building diagrams and running demos that are informative and effective.

Some Soft-Skill Session Highlights

I attended many wonderful sessions across a variety of technical and non-technical topics, but wanted to highlight three soft-skill sessions in particular. Two of them I found especially illuminating and will be taking tips and tricks back to my consulting work and the third one is my speaking session, which I certainly hope provided impactful guidance to those in attendance.

5 Critical Change Management Steps for Successful Adoption

In this session, Paula Cervoni and Stacey Chery of Silverline emphasized the importance of dedicated and continual change management throughout the lifecycle of a project and into the training and adoption phase. Good change management helps get to the end goal of successful happy users which is what we all want! The change management steps Paula and Stacey outlined are:

  • Alignment – to the vision and mission of the project with engagement from Stakeholders, SMEs, Executive Team Members, and end users
  • Communication – a concerted strategy and communication plan to keep users informed every step of the way, 
  • Training – curated applicable training paths for each user group/business role using real-world examples when possible to demonstrate utility, 
  • Reinforcement – making sure that users are actively supported and know exactly who to go to when they have issues at go-live, 
  • Measurement – getting some data behind adoption and success with both formal and informal measurement methods 

With these steps, you too can change manage with the best of them and help your projects succeed, not just from a technical perspective, but from an adoption and satisfaction perspective as well. 

The Surviving & Thriving Handbook for Accidental Admins 

I was honored to give my first-ever Salesforce speaking session at Florida Dreamin’ and am especially happy to be able to join in on the soft-skills theme. My session highlighted my journey into accidental adminship* at a nonprofit organization and the struggles I faced trying to be successful in my day-to-day job as well as my Salesforce Admin duties. 

To help bring myself from surviving to thriving, I enacted a number of actionable processes which streamlined my responsibilities, set expectations for my end users, and increased buy-in and end-user satisfaction. 

Suggested steps for others facing accidental adminship included:

  • Establishing 2x yearly full organization Salesforce expectations and communication meetings 
  • Offering regularly scheduled office hours to your end users 
  • Identifying and leveraging your super users to be your champions, beta testers, and day-to-day support for other users in their departments
  • Setting up a Salesforce Request queue process to allow the Admin to triage, manage, and systematically work through end-user needs and issues
  • Bringing in a trusted partner, such as Sercante, for support

If this sounds like a topic you could use some support on please reach out to Sercante! We are here to help ease your Admin burden.

 * An Accidental Admin is, “someone who had not considered a career in Salesforce until some event brought Salesforce into their work life and who juggles Salesforce admin responsibilities in addition to their regular job” – Source: Salesforce Ben 

Just a Demo? Never! Always Demo Like a Pro

Jennifer Kinstle, Principal Architect at Zennify, gave a super practical guide on how to demo like a pro. She highlighted three key steps to a successful demo which ultimately can lead to increased adoption and project success. 

Her recipe for a great demo is the following:

1. Know the business  – Understand the specific audience you will be demoing to. Tailor your demo to the language and topics that will be most understood and valued by the demo audience.

2. Tell the story – A good demo has a beginning, middle, and end and works with an applicable business use case. Jennifer suggested always “share the why”  – making it clear to your audience why the demo is important to them and their business.

3. Prepare & practice – This includes preparing your space, both physical and digital to ensure there are no unexpected interruptions… error messages or chat messages, and the like.

Jennifer also advises tailoring your demo script to what you need. If you need a full line-by-line script, do that, if you do better with bulleted talking points, then go for it. She also highlighted the importance of the run-through, do the demo exactly as you would for the demo audience in the environment where you will be doing the final demo. This is a critical step to mitigate unexpected errors or bugs so you can fix them before show time.

Following the tips in this session, I feel like I will be able to improve the utility of my demos for my clients.

Florida Dreamin’ for the Win!

Florida Dreamin’ was a wonderful conference experience and a great place to give my first ever speaking session. The manageable size of the conference, beautiful location, and focus on soft skills and the Ohana spirit make this an ideal conference for everyone from the seasoned pro to the brand new trailblazer. 

Gorgeous ocean sunsets and delicious tiki drinks aside, this conference has a strong sense of community and inclusion with loads of meetups (including a nonprofit lunch meetup that I attended) and excursions. Folks were there to learn a lot, network, and have a fun time doing it, and I don’t think you can ask for much more out of a Dreamin’ event. 

Be sure to check out these other posts from my fellow dragons who attended Florida Dreamin’ with me and shared details about their favorite sessions there.

The 2023 MarDreamies Awards inspired the marketing community and wowed the judges as they announced this year’s winners at the fourth MarDreamin’ conference that took place from October 31 to November 3. 

The MarDreamies presented five award winners in addition to some honorable mentions across the award categories as each team was featured for their innovative solution implemented with Salesforce marketing tools.

MarDreamies Award Categories: A quick recap

If you remember from previous years, the MarDreamies categories include Personalization Perfection, Social Impact, Grassroots Innovation, Extending Salesforce, and Best in Show. 

  • Personalization Perfection: Right-time, right-message marketing
  • Social Impact: Creating positive change through Salesforce
  • Grassroots Innovation: Scaling small business with Salesforce
  • Extending Salesforce: API and AI-driven solutions
  • Best in Show: Best all-around solution

Marketing teams submitted their entries selecting which category they wanted to be recognized for and shared the goal they worked to achieve, the details of the solution, and the results post implementation. There were many great submissions this year which made the selection process for the judges very challenging, but after much consideration, they were able to narrow it down to one winner per category.

And the MarDreamies 2023 Award Winners Are…

On November 2, 2023, the MarDreamies presenters who included Marcos Duran, Chris Zullo, Bill Fetter, Julie Rasco, and Jen Kazin announced the award winners.

  • Personalization Perfection: Grupo Xcaret
  • Social Impact: Veterans Guardian
  • Grassroots Innovation: TSI Incorporated
  • Extending Salesforce: Cypress Learning Solutions
  • Best in Show: Close Brothers Asset Finance and Leasing

Watch the session on demand to relive the MarDreamies experience and get all the details!

2023 MarDreamies Award Personalization Perfection Category Winner: Grupo Xcaret

Grupo Xcaret submitted the solution, Personalized Shopping Cart Coupon at the Last Step of the Purchase, to win the MarDreamies 2023 award for the Personalization Perfection category, which celebrates teams for delivering right-time, right message marketing. 

The Grupo Xcaret team shared more about their solution in the below video that was featured during the MarDreamies session.

What does Grupo Xcaret do?

In the travel and hospitality industry, Grupo Xcaret is on a mission to make the planet happier by sharing their love of Mexico. Putting on amazing shows and breathtaking attractions across their parks, tours, and hotels, they aim to create “unique, magical, and memorable experiences” for their guests and visitors. 

How does Grupo Xcaret use Salesforce tools to create personalized experiences?

The team noticed that customers would start the purchase process for their parks and tours, but would get to the last step of the purchase, see the final price, and then abandon their cart.

To encourage more customers to complete their purchase, Grupo Xcaret used Salesforce Marketing Cloud Personalization to create trackable and customized coupons for each of their products in English and Spanish. They configured this solution with the website so it would display the correct coupon for the purchase after time has passed and the purchase has not been completed.

The solution required the cooperation of their web team, marketing automation team, and a third-party team to create the configurations necessary for successful execution. Their hard work paid off as the solution contributed to increasing their revenue by 77% and improved the conversion rate on the last step of the purchase process by 55%.

Grupo Xcaret’s solution is a great example to the marketing community of what can be achieved when we use Salesforce marketing tools to deliver personalized experiences. If you have been inspired by their solution, be sure to give Grupo Xcaret a shout-out on social media!

2023 MarDreamies Award Grassroots Innovation Category Winner: TSI Incorporated

TSI Incorporated submitted the solution, Optimizing The Lead Management Process to Better Serve Prospects & Customers, to win the MarDreamies 2023 award for the Grassroots Innovation category, which recognizes teams for using Salesforce marketing tools to scale their businesses. 

What does TSI Incorporated do?

Serving a global market, TSI Incorporated engineers and manufactures measurement instruments to help make the job easier for aerosol science, and evaluating air flow, indoor air quality, fluid dynamics, and biohazard detection.

Founded in 1961 with headquarters based in the U.S. and field offices across Europe and Asia, TSI has grown as a large organization and established a worldwide presence in the markets they serve.

How does TSI Incorporated use Salesforce tools to scale their business?

The TSI team wanted to make sure that their lead handover process was streamlined so qualified leads could be routed to the right salesperson quickly for a timely response to prospects and to prevent deals from falling through the cracks.

They set out to build a completely new sales user experience. Their custom ‘Sales Inquiries’ object, which is what sales was using to take action on product inquiries, was reconfigured to provide a single interface to track the next step when interest is expressed in one of their products. The team used Salesforce Flows to execute the automations needed to handle inquiries and processing, which are all triggered from a Marketing Cloud Account Engagement form submission. 

TSI’s SAP system contained their territory assignment and routing rules. They designed and refactored all the automations that were happening between their SAP system and Salesforce that handled the sales inquiry creation and processing.

As a result of refactoring and redesigning the automation between the SAP system and Salesforce and creating a streamlined sales user interface with the Sales Inquiry object, sales’ ability to act on the right leads at the right time increased by 35%

TSI’s solution is a great example to the community of what’s possible when we leverage the foundational functionality of the Salesforce platform. If you have been inspired by their solution, be sure to give TSI Incorporated a shout-out on social media!

2023 MarDreamies Award Extending Salesforce Category Winner: Cypress Learning Solutions

Cypress Learning Solutions submitted the solution, Reply Intelligence, to win the MarDreamies 2023 award for the Extending Salesforce category which highlights teams for creating API and AI-driven solutions. Brandon Walton, the president, owner & principal consultant of Cypress Learning Solutions, shared more about Reply Intelligence in the below video that was featured during the MarDreamies session.

What does Cypress Learning Solutions do?

Cypress Learning Solutions is a Salesforce implementation and training solutions provider, designing customized workshops and implementation services for organizations transitioning to Salesforce and Marketing Cloud Account Engagement.

Tell me more about Reply Intelligence…

Reply Intelligence is an AI & algorithmic solution that gives marketers greater insight into the replies to marketing and inbound emails and allows them to trigger automations from them. 

It has become increasingly more difficult for marketers to rely on clicks and open rates to track engagement, and at the same time, their “reply-to” inboxes become filled with the marketing email Out of Office replies and other autoresponders.

Reply Intelligence is an email integration solution that helps marketers to better manage the reply-to inboxes and trigger Marketing Cloud Account Engagement Completion Actions from inbound emails and email replies. The solution was developed from integrating several technical components including ESPs, Salesforce, the development of Cypress Learning Solutions’ internal Large Language Model (LLM), and connections into AI platforms.

Brandon Walton added, “We have processed > 1mm email replies and are continuously evolving our LLM to detect intent from emails, including purchasing intent and requests to be removed/unsubscribed from databases.”

Cypress Learning Solutions’ Reply Intelligence is a great example of innovation from an API and AI-driven solution. If you have been inspired by their story, be sure to give Cypress Learning Solutions a shout-out on social media!

2023 MarDreamies Award Social Impact Category Winner: Veterans Guardian

Veterans Guardian submitted the solution, Successfully Segmenting an Audience, to win the MarDreamies 2023 award for the Social Impact category, which honors teams for creating positive change with Salesforce tools. Avery McKenzie, marketing coordinator at Veterans Guardian, shared more about the solution in the below video that was featured during the MarDreamies session.

What does Veterans Guardian do?

Veterans Guardian, is a private consulting company partnering with veterans to help them attain the VA benefits they have earned from their honorable service to the nation. The veterans disability claim process can be complicated and overwhelming, which is where Veterans Guardian comes in. They support veterans through the claims process helping them build their claim strategy and providing education and information needed to help them get the benefits they are entitled to.

How does Veterans Guardian use Salesforce for social impact?

As Veterans Guardian supports veterans through the disability claims process, it is critical that their communication is delivered to the right person at the right time. Their team wanted to advance how they engage veterans with personalized communication to provide them with the best experience possible.

The Veterans Guardian team evaluated their audience segmentation in conjunction with their customer experience process and came up with 74 Marketing Cloud journeys. Using features such as Einstein Send Time Optimization, decision splits, and Salesforce Flows to trigger the journeys, Veterans Guardian was able to create customized communication for each veteran based on where they were in their process. As a result, Veterans Guardian experienced improved engagement results and client satisfaction.

Through Veterans Guardian’s dedication to delivering the best client experience for veterans with personalized communication through Salesforce marketing tools, they have been able to create positive change. If you have been inspired by their solution, be sure to give Veterans Guardian a shout-out on social media!

2023 MarDreamies Award Best in Show Category Winner: Close Brothers Asset Finance and Leasing

Close Brothers Asset Finance and Leasing submitted the solution, Salesforce Digital Customer Cycle, to win the MarDreamies 2023 award for the Best in Show category, which recognizes teams for building the best all-around solution. Jonathan Dytor, Head of Digital Marketing at Close Brothers Asset Finance and Leasing, shared more about the solution in the below video that was featured during the MarDreamies session.

What does Close Brothers Asset Finance and Leasing do?

A member of the Close Brothers Group, Close Brothers Asset Finance and Leasing is a UK-based company founded in 1987 that provides finance for businesses offering practical solutions that empower them for success.

Tell me more about the Salesforce Digital Customer Cycle solution…

The Close Brothers Asset Finance and Leasing team constructed a complete digital customer journey within their Salesforce Org. To execute this, they rebuilt their seven websites and portal using Experience Cloud, Marketing Cloud Account Engagement, Sales Cloud, and Analytics Studio. 

The breakdown of the solution from their submission is included below:

  • Experience Builder – Used to rebuild the websites and the Portal
  • Account Engagement – Captures UTM parameters for all Leads
  • Sales Cloud – Auto-manages Lead assignment rules and tracks Opportunities
  • Analytics Studio – Tracks real-time ROI

Their team was using a third party for website development and was not getting the functionality and insights they desired from their websites. They wanted to have full autonomy over their digital platforms and researched what they could do if they were to rebuild them with Experience Builder. They also evaluated how they could use Marketing Cloud Account Engagement to trigger automated communications to customers at critical points throughout their journey.

They decided to move forward, and in just one month they launched three of the seven sites and built the other four and their customer portal, all completed in house. Their team now has full control over their websites and their customer portal. Close Brothers Asset Finance and Leasing can get the insights they need from their digital platforms without any reliance on third parties and they can build new sites all in house with extreme speed!

Close Brothers Asset Finance and Leasing creating the Salesforce Digital Customer Cycle is a great example of the creative solutions that can be built on the Salesforce platform to achieve business goals. If you have been inspired by their story, be sure to give Close Brothers Asset Finance and Leasing a shout-out on social media!

2023 MarDreamies Award Honorable Mentions

There were so many outstanding solutions submitted for the 2023 MarDreamies Awards that it made the selection process very challenging. As the award presenters expressed during the session, they did not want to conclude it without giving a few honorable mentions to the following teams that shared some incredible solutions!

Get more ideas to bring back to your team

The MarDreamies 2023 awards are a great way to be in the know about the latest innovations that are being developed in the marketing community. If any of these award winner stories have sparked an idea, we encourage you to share it with your team to see what new advancement you can create next to achieve your goals.

In addition to the MarDreamies, there were so many amazing creative solutions presented at the MarDreamin conference this year. To learn and get more ideas to bring back to your team, watch the sessions on demand!

Living in a fast-paced world of technology, it’s easy to get caught up in the whirlwind of innovation and lose sight of the human element. We can occasionally prioritize the tools and systems we use over the people who rely on them. 

I had the honor of attending Florida Dreamin’ in October 2023. I was especially inspired by one session in particular.

Here’s a summary of that session.

Insights from Daniel Gorton’s Florida Dreamin’ Presentation

Daniel Gorton, a Salesforce architect with a unique background in social work and psychology, recently delivered a thought-provoking presentation at Florida Dreamin’ that reminded us of the importance of centering people within our technology discussions.

Here are the insights he shared.

Asking The Right Questions

Gorton, who defines himself as an “empathetic and multi-centered Salesforce architect,” captivated the audience with his perspective at the intersection of technology and social work. He posed essential questions that challenge our approach to change and user experiences, asking, “What are some ways we can be inclusive and intentional with change?” and “How do we make sure everyone has their needs met?”

Consider Learning Styles and Needs

One of the key takeaways from his presentation was the emphasis on inclusivity, considering diverse learning styles and needs. Gorton reminded us that individuals have varying comfort and experience levels with technology. This message couldn’t be more relevant as we continue to integrate artificial intelligence into our daily lives. In a separate presentation during Florida Dreamin where the A.I. Lay’s campaign “Messi Messages” came up and an audience member asked, “Just because we can, does it mean we should?” which reflects the unease many feel when confronted with different and evolving types of technology. 

Change management was also a focus of Gorton’s presentation. He stressed the importance of not just looking at systems but also focusing on the people behind it — those who build, test, approve, and use it. Gorton encouraged us to add value and create experiences that anticipate users’ needs, ultimately leading to joy and delight. He reminded us that even small gestures, like adding emojis, can brighten someone’s mood. Additionally, he underlined the fact that users teach us valuable lessons in the process.

Where Empathy and Strategy Meet 

Combining our empathetic sides with strategic approaches, such as focus groups, road mapping, and well-defined processes, can help bridge the gap between technology, those who work in it, and the end users.

Gorton urged the audience to “consider organizational context, system performance, & Salesforce well-architected best practices.” He provided several examples of how Sales Cloud does this today, citing Path as one of the easiest-to-offer UI features. 

Gorton also provided insights into best practices for training, emphasizing the importance of feedback and requests, encouraging feedback loops, and breaking down silos. He encouraged us not to be afraid to iterate and build slowly, ensuring that we can fine-tune our solutions over time.

Finally, Daniel Gorton’s presentation was a reminder that technology should enhance human experiences, not overshadow them. By being more inclusive, empathetic, and thoughtful in our approach, we can create solutions that bring not only use but also delight users. Let’s reflect on Gorton’s insights and let them serve as a valuable guide for how each of us can navigate through the intersection of technology and the people behind those systems. 

Get More Highlights from Florida Dreamin’

Be sure to check out these other posts from my fellow dragons who attended Florida Dreamin’ with me and shared details about their favorite sessions there.

If you’re new to Marketing Cloud Engagement, you may be feeling overwhelmed. Salesforce’s powerful marketing platform can do a lot. And that comes with a steep learning curve.

I’ve been on my Marketing Cloud Engagement journey for a while now and still feel the sense of having so much to learn. My learning journey has consisted of hands-on experience, boot camp-style training courses, and of course, all the Trailheads. 

Florida Dreamin’ Session – How to Write like a Marketer: Intro to AMPscript for Salesforce Marketing Cloud

I knew when I was given the opportunity to attend this year’s Florida Dreamin’, finding Marketing Cloud Engagement sessions was at the top of my event bucket list. That’s why I was super excited to attend Tatiana Romanko’s presentation, How to Write like a Marketer: Intro to AMPscript for Salesforce Marketing Cloud.  

Romanko took a complex topic and simplified it, making her content easy to understand by providing real-world use cases every marketer could relate to. This session was a great introduction to AMPSprcipt for Marketing Cloud Engagement users who are still on that learning curve, and even seasoned veterans took away a thing or two. 

What I especially loved about her session is that, like me, Romanko doesn’t have a coding background. Her message really resonated with me: with hard work and hands-on experience, you too can learn the technical intricacies of Salesforce Marketing Cloud. 

What is AMPScript? 

Before jumping right into a complex topic, Romanko set the stage with a quick introduction to AMPscript. “AMPscript is Marketing Cloud’s proprietary scripting language for advanced dynamic content in emails, landing pages, SMS, and push messages.”

“AMPscript expands Marketing Cloud functionality to help you create the one-to-one, personalized communications that are so coveted by digital marketers. https://trailhead.salesforce.com/content/learn/modules/ampscript-for-nondevelopers/get-to-know-ampscript

AMPscript is used to:

  • Personalize emails using subscriber or contact data.
  • Create complex, highly dynamic emails using conditional logic.
  • Clean and format data.
  • Add real-time information to emails such as date or time.
  • Track impressions.”

(source: https://trailhead.salesforce.com/content/learn/modules/ampscript-for-nondevelopers/get-to-know-ampscript

What is AMPScript used for in Marketing Cloud Engagement?

AMPScript does a lot. At Sercante, we use it to help our clients with personalizing their emails, creating dynamic content, and much more. What I liked about Romanko’s session is that she really honed in on three common use cases that every marketer can relate to. 

Personalization

If you’re a marketer, you already know the power of personalization. One study found that emails featuring personalized subjects are 50% more likely to be opened. AMPScript in Marketing Cloud Engagement allows you to use your subscriber data to personalize your marketing. 

Creating a personalized greeting in Marketing Cloud Engagement through a personalization string isn’t complicated. What I liked about Romanko’s use case is she focused on something I often times see clients overlook: what happens when you don’t have a subscriber’s first name? In this case, we could use AMPscript to set a generic value (Customer) as our greeting if we don’t have this data. 

Formatting Your Data

As a marketer, I’ve seen customers input their data in every way imaginable. Romanko gave the example of asking someone to provide their favorite color. In this instance, we could get a few different variations: 

  • Pink
  • pink
  • PINK

So what happens when we go to pull this data into an email? It could end up looking like we either don’t know our basic grammar, or come across like we are YELLING at our reader. 

Romanko highlighted AMPScript’s ProperCase function here, “which capitalizes the first letter in the specified string and any other letters in the string that follow any character other than a letter. It converts all other letters into lowercase.”

AMPScript Resources

As you can see, Romanko gave some great use cases for using AMPScript. She also provided her audience with some really great resources on where to go to learn more:

Soak in all the lessons learned at Florida Dreamin’

Be sure to check out these other posts from my fellow dragons who attended Florida Dreamin’ with me and shared details about their favorite sessions there.

If you’re like me, you get immediate brain paralysis with your first look at an event agenda. It happened again with MarDreamin’ 2023 (which — by the way — is RIGHT around the corner: Nov. 1-3). In hopes of sparing you from your own brain freeze, I’ve collected groups of “can’t-miss” sessions below. 

(Note that these sessions are not an exhaustive list of ALL sessions you’ll find at MarDreamin’. There are many more to be found in the full agenda!)

Good to know: The online MarDreamin’ agenda includes filters to help you find your desired sessions quickly. Each session also has a “Related” section at the bottom. 

Did you register? If you haven’t done this yet, register now (it’s free – what do you have to lose?!). Can’t attend live Nov. 1-3? Register anyway and catch up with on-demand sessions. You can also amp up your learning and get in on the Oct. 31 Workshop day (you can attend 3 on the day, then catch up with all the others afterward).

Let’s dig in… 

Marketing Leadership

Insightful sessions to help you create strategy, empower your team, and report to executives.

5 Next-Level AMPscript Tips For Hyper-Personalized Content

Get ready to unleash the power of Marketing Cloud to deliver custom 1:1 personalization. You’ll learn five ways to use AMPscript to deliver the ideal customer experience.

Boost Your Business Performance and Revenue With B2B Marketing Analytics

Explore the benefits of B2B Marketing Analytics and why businesses must incorporate it into their marketing strategy.

Building a Marketing Tech Stack for Highly Effective Marketing

This session covers best practices for marketing technology, pitfalls to avoid, and approaches for more effective problem-solving.

Can GPT Replace A Salesforce Marketer?

This session covers 9 aspects/responsibilities of marketers on the Salesforce platform (from content creation to inbound lead funneling, user adoption, and more) and details how GPT can have an impact and why there needs to be a human in the loop.

Designing An Effective Demand Gen Funnel & Reporting For Your SMB

Be prepared for the next time your CEO asks, “What’s marketing’s impact on generating sales pipeline?” Learn how to select and build the right funnel for your business, make the stages of your funnel meaningful, get buy-in across the organization to measure your team’s efforts, and more. 

Explore How MOPs Gets Things Done

Hear from the panelists on how they keep up-to-date on the latest trends in Marketing Operations, how they lead cross-functional teams, and how they stay organized and work efficiently to be able to go home on time to their families. 

Going Beyond SLAs: How To Build A Stronger Strategic Team

This session includes ways that marketing operations, revenue operations, and marketing teams can work together to build lasting partnerships and get more done.

Say Goodbye to Leads & Hello to Account-Based Strategy

Shifting from a lead-based sales and marketing approach to an account-based strategy is crucial for success in today’s business climate. This session aims to guide strategic leaders through the process of making this transition effective.

The Art Of Listening: Crafting Impactful Customer Journeys In Marketing Cloud

We all know about the magic of Journey Builder in Salesforce Marketing Cloud. There are plenty of resources out there that prepare you for the technical configuration of your flow. But what needs to happen BEFORE you open your instance? How do you shape the design of the solution?

Winning The Quest For Marketing Attribution

How can you accurately attribute revenue generated by a marketing campaign to see the most effective channels your customers take to arrive at a purchase? This session will help you figure that out so you can finally reach the pinnacle of marketing attribution. 

Why Generative AI Is The Calculator For Content Marketers

Learn how content marketers can tap AI tools to do everything faster and better than ever before. You’ll leave with ways to implement these tools today. Then you can empower content teams and multi-hat-wearing marketers to do more with less. You’ll also get strategies to avoid potential risks the tools can bring as you ride into the future.

Marketing Ops

Tools, tips, tricks, and know-how for those of you in the trenches!

5 Essential Data Configurations For Marketing Cloud Engagement

Explore 5 data configurations you can implement in your Marketing Cloud Engagement account today to enrich your marketing strategy and streamline your marketing operations.

Building Dynamic Personalization At Scale By Leveraging First-Party Data

This session highlights the significance of leveraging a strong first-party data foundation to build personalization at scale. Hear useful tips on what you can be doing today to ensure you are making good use of your first-party data.

Creating A Roadmap For Your Salesforce Journey In MOPs

Gain guidance, knowledge, and strategies to navigate, and excel in the dynamic field of marketing operations. 

Data Privacy Future: Upgrading Your Account Engagement Reporting Strategy

If your email strategy’s success is based on clicks, opens, and assumed opt-ins, then you may be in for a rude awakening with the data privacy landscape of the future. Learn how to start preparing now!

5 Strategies For A Cleaner Account Engagement Database In Preparation For AI

This session includes 5 strategies for creating and maintaining a clean database in Account Engagement to help marketers prepare for the future use of AI. 

Engaging Customers Throughout Their Lifecycle with Engagement Studio

Learn how an enterprise software company builds and optimizes customer lifecycle journeys using Engagement Studio in Marketing Cloud Account Engagement. 

Going Global: One Account Engagement Form, Multiple Languages

Explore a new, more efficient method to create multiple-language Account Engagement forms with improved reporting and a streamlined translation process.

How To Create Amazing Emails Without All The Back-And-Forth

For 80 percent of companies, it takes two or more weeks to get just one marketing email out the door. Hear how to cut creation time by up to 90 percent while boosting email performance.

Streamline Your Campaign Architecture & Attribution With These Best Practices

Learn how to leverage campaigns for ROI and attribution, gain best practices for setting up campaign hierarchies, and hear about AI-driven analysis with Einstein Attribution.

Unifying Your Marketing Funnel With Campaign Members

With a unified marketing funnel, you can track individuals and accounts from start to finish and better understand how your marketing efforts are performing. Learn about the advantages of a unified marketing funnel and see how to build it.

Salesforce Admin

We’ve got sessions for you, the wizard behind the curtain that keeps the Salesforce org running smoothly.

Data Cloud: 5 Tips For Getting Started

Accelerate time to value with 5 realistic tips and takeaways for a successful Data Cloud implementation. 

Demystifying AI + Data + CRM: Where To Start

Take a look at core concepts and foundational functionality and hear tips to start assessing where you are in the AI + Data + CRM journey.

Developing A Complete Digital Customer Experience Within Salesforce

Listen to this journey in building a truly digital customer experience by using Experience Cloud involving migrating and creating several websites, automation, emails, and analytics by leveraging this tool.

Exploring Data Cloud For Marketing: Architecture And Orchestration

Explore the Salesforce Customer 360 landscape through the lens of Data Cloud for marketing and learn how to approach a multi-cloud implementation in a thoughtful and well-constructed manner to scale the overall technology stack. 

Exploring What’s Possible With Analytics

What happens when this data becomes a barrier versus a catalyst for change? Hear how this panel has improved operations, processes, and reports to ultimately leverage Salesforce as their North Star.

One Marketing Cloud Key To Rule Them All

Explore the various types of keys in Marketing Cloud and learn how to use one key to rule them all. Walk through the right processes (and not-so-good practices) that keep our data clean and our marketing consistent. 

Personalize Multi-Touch Attribution Dashboards With Ease

This session is great for everyone who is not familiar with CRM Analytics and uses only the default dashboards offered by Salesforce. Learn how to personalize the dashboard to get the metrics you need by diving into the data flow, modifying the initial data, and adding filters, tables, and charts. 

Everyone

Looking for more well-rounded topics? These are for you:

7 Easy Tips For Effective Email Campaigns

Take a high-level look at what goes into building emails and walk away with practical tips to incorporate into your marketing strategy today.

Better Together: AI-Powered Marketing Solutions

A deep dive into the world of AI-powered marketing campaigns to discover the secrets to driving some pretty cool results.

Explore How Slack Is Changing The Way Marketers Work

Take a look at how innovative tools such as Marketing Cloud Intelligence Insights, Digital Command Center, Account Engagement, and Slack GPT can supercharge Slack and your marketing efforts to deliver more personalized experiences.

How Salesforce Marketing Cloud Works With Consent Management Framework

Learn how to incorporate the consent management objects from Salesforce CRM into Salesforce Marketing Cloud and see how consent status is synchronized and stored in different clouds.

Marketing in the Age of Generative AI

This presentation and fireside chat with Salesforce product leaders explores how innovations in AI help marketers better understand and activate data to create personalized customer experiences. Hear tactics to prepare organizations to use AI – from getting your data house in order, to thinking about AI and trust. 

Marketing Cloud Product Roadmap

Learn about key upcoming features in Marketing Cloud and how they can help you optimize your marketing.

Unleashing the Power of 1:1 Personalization: A $4.5M Case Study

Explore the transformative power of omnichannel personalized marketing strategies. This session showcases a real-life case study of how one team dramatically increased its revenue by $4.5 million over a 10-week pilot. 

Register for Mardreamin Today

The bottom line is: No matter where you are in the martech world, you need to attend MarDreamin’ 2023! Register today.

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