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.”
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).
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.
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.
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.
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.
This session includes ways that marketing operations, revenue operations, and marketing teams can work together to build lasting partnerships and get more done.
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.
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?
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.
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!
Explore 5 data configurations you can implement in your Marketing Cloud Engagement account today to enrich your marketing strategy and streamline your marketing operations.
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.
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!
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.
Learn how an enterprise software company builds and optimizes customer lifecycle journeys using Engagement Studio in Marketing Cloud Account Engagement.
Explore a new, more efficient method to create multiple-language Account Engagement forms with improved reporting and a streamlined translation process.
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.
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.
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.
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.
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.
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.
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.
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:
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.
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.
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.
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.
Sercante and Qualified both went big at Dreamforce 2023. And then they made it even more interesting by teaming up. Qualified joined Sercante at the Home for Marketers at Dreamforce, and Sercante joined Qualified for the Pipeline Summit at Dreamforce.
The result was a whole lot of sales + marketer happy vibes along with a live recording of Sercante Founder & CEO Andrea Tarell on the Qualified Pipeline Visionaries podcast.
Here’s a quick preview of the podcast recording along with all the info you need to listen for yourself. Or you can click here to watch the full podcast or listen using your favorite streaming service.
Tasty morsels Andrea Tarrell shared with Qualified at Dreamforce 2023
Andrea Tarrell met with Ian Faison at the San Francisco Museum of Modern Art at the Qualified B2B Marketer’s Lounge on September 13, 2023. Here are the big things the pair talked about during the podcast session.
Key trend in automation: Conquering personalization and finding the right use cases for AI
When asked the question “What do you feel is next for marketing automation? What are the trends you see coming?” Andrea said:
“I still think personalization is a frontier that we haven’t quite conquered yet. You see some of the use cases on stage at Dreamforce about some of the ways big brands are using personalization, and I look at much of the market who’s still struggling to even do first name, company name, much less more sophisticated use cases than that.
But I think things like serving up the next best piece of content, the next big action for somebody to take, related products, I think there’s a lot of potential there that continues to be untapped. And I think this is also kinda going back to the AI piece that we were talking about. This is gonna be a big separation of humans in the robots.
I’ve been on the receiving end of a few emails lately that were very clearly written by AI. Yep. And it’s like they just scraped random facts off the internet to stuff a new email. It’s like, okay, that’s not personalization. Like, I know what press release you grabbed that from, and like that third fact is completely unrelated to my business.
So, that’s where I think the human element will still be preserved. Maybe we can get AI to make the first draft for us, but we still need people to make the magic happen.”
Maybe we can get AI to make the first draft for us, but we still need people to make the magic happen.
What are the main reasons people reach out to Sercante for guidance?
Ian asked the question “What is the burning desire customers come to Sercante with?”
Andrea listed these three things that are usually top of mind for customers when they contact us. Here they are:
Marketing ROI “Being able to report on what they’re doing that’s actually contributing to revenue.”
Helping sales teams prioritize “Marketing’s working really hard to generate leads, but how does sales know who’s qualified, and who should they call first?”
What’s next? AI, automation, industry trends, using generative AI for things like lead routing, segmentation, and content. “What is the non-value part that we can start having the machine do for us so that humans have the role of finessing, spending time on the highest potential items, and really doing what they’d be best at?”
How a marketing-focused Salesforce consulting firm approaches its own marketing strategy
When Ian asked the question “How do you think about your marketing strategy and how you acquire customers?” Andrea listed three marketing strategy areas. They are:
Email marketing
Event marketing
Content marketing
She said, “We’ve created a huge culture around information sharing. One of our core values is generosity. It’s the idea that, if you’re getting something or achieving something, how do you share that with other people and bring other people along for the journey?”
How do you think about speed as a currency?
Andrea said, “Speed is huge. We know that as individual customers are bopping around online, looking for something, attention spans are so short. Like, what if you don’t find what you’re looking for? You don’t get the answer you need? You’re on to the next thing.
So, trying to help people find what they’re looking for is challenge number one. And then challenge number two is if they don’t get the answer, making sure that they get pushed to a human as quickly as possible.”
What is the Qualified Pipeline Summit Podcast?
Every quarter, Qualified brings together the best and brightest in B2B sales, marketing, and operations to share the tactics and strategies helping them drive growth in their business.
We’re in love with these social graphics the Qualified team posted to promote the Pipeline Summit at Dreamforce. Sharing here cuz they’re friggin amazing.
Watch the Pipeline Visionaries Podcast – The AI Conversation: What Marketers Should Be Thinking About
Lucky for you, these were just a few highlights from the podcast episode. You can watch the full video here and get all the juicy details Andrea and Ian shared during their conversation.
And remember to reach out to Sercante when you’re ready to take your sales and marketing efforts further.
Going to Dreamforce can completely change the course of someone’s career. Whether it’s while soaking in the session content and learning how to take on bigger responsibilities at work. Or through the parties where they meet new people and then stay in touch on Slack and LinkedIn. Or by leading sessions and getting a confidence boost that makes them reach for bigger goals.
That was the whole idea behind the 2023 Dreamforce ticket giveaway contest. We wanted to give that opportunity to one lucky person. And that’s exactly what we did.
After receiving an overwhelming response from the Salesforce community that included entries from people living in 19 countries, we were pleased to announce the winner of the contest.
Our 2023 Dreamforce ticket giveaway contest winner was Amanda Martini, digital marketing manager at ISSA.
Amanda got the full works for Dreamforce. She traveled from her home state of New York to San Francisco for the conference. Sercante covered the cost of her airfare as well as her hotel stay and coveted Dreamforce conference pass. She was also the official queen of The Home for Marketers at Dreamforce, which is where the Sercante team hosted events all week.
Trip Reflection from Dreamforce Ticket Giveaway Winner, Amanda Martini
We asked Amanda to tell us about her trip in her own words. Here’s what she had to say about the whole thing.
Dreamforce Ticket Giveaway Winner Amanda Martini with Sercante Founder & CEO Andrea Tarrell
“Winning the Dreamforce ticket giveaway was an absolute honor. Working for a smaller organization, it can be difficult to budget for larger conferences, as pricing can often be an issue. Winning the ticket, and therefore being able to experience Dreamforce in person, has given me so much.
Our organization is what I would call ‘Salesforce lite’ for the moment, but being surrounded by so many people who live and breathe the ecosystem really rejuvenated me; not only for my role but for where our organization can go when we are fully on the system.”
Amanda’s Dreamforce Takeaways
“One of my big takeaways, that I am sharing with everyone in our organization, is simply to jump right into the ecosystem and immerse yourself.
There are so many resources and so many like minded people who are more than willing to share their knowledge, to troubleshoot, to just chat about anything Salesforce related. Becoming a part of that community, while not a requirement for using a piece of technology, does seem like it benefits the user and the company a great deal.
I think seeing that firsthand was one of the more surprising things that I experienced. When you’re on the periphery, you SEE the interaction and you know the big names, but being surrounded by it was really something else. It makes you want to get more involved.”
Finding your people is a great feeling
“For a while now, I’ve felt like I am on an island as I am the person most involved in the Salesforce ecosystem due to my daily use of Pardot, with the rest of the organization still to get onto our Salesforce instance.
Attending Dreamforce allowed me to see that you’re only as alone as you allow yourself to be. The community is vast, and really quite welcoming. Even just one week removed from the event, I have RSVP’d for two Trailblazer community group sessions to keep my learning and understanding going. They’re virtual, but that doesn’t matter! It’s just as valuable to listen to other folks ask their questions (until you’re ready to ask your own!).”
Attending Dreamforce allowed me to see that you’re only as alone as you allow yourself to be.
All questions are good questions
“I also got a really good piece of advice: I tend to be a self-deprecating person, always prefacing a question by acknowledging it might be stupid. But I was told to stop that!
As the admin/leader for my system in my organization, I have to be confident with what I present. If I don’t seem to trust myself, my stakeholders are not necessarily going to trust or listen to what I am suggesting. And in the end, I’m the one that really knows what’s best for my system. I need to own my place in this space and project confidence (even if there’s still that little voice inside that says you’re gonna sound stupid). Fake it ‘til you make it really does work most of the time.”
Go see Salesforce releases in action
“Honestly, all of the sessions I managed to attend were so informative. And while I pay attention to release notes and the releases, I felt like having that information right at my fingertips, so to speak, really hit home the ways Salesforce is heading into the future and the ways in which my organization can utilize that future.
Seeing demos of the new releases at work was so helpful and it got me immediately thinking about ways that our marketing managers (MMs) will be able to have their hands in the systems more, and how to help us work smarter.
As a department that “reports to” many stakeholders as well as our members, it’s important that our MMs have the tools to help them work more efficiently. Being able to check in with technologies that we don’t use but I’ve wondered about was an incredible opportunity as well. From the conversations I had at Dreamforce, I now have a better understanding of how to help our organization increase efficiency.
I learned I have a lot of work to do going into 2024 to get our Pardot instance cleaned up and ready for the new year and when we’re truly connected with our Salesforce org in production. But I am looking forward to that challenge because I’ve felt there was work to do, Dreamforce just reinforced what needs to be done. It’s all for the good of the organization.
Dreamforce also has had me looking at our marketing and tech stack and asking the hard questions: Are we using the correct technology? Are we using it correctly or to the best of its ability? Stay tuned!”
Final thoughts about the Dreamforce ticket giveaway
“As for the coolest thing that happened to me… there were so many, but I have to say that learning last minute about the first-ever Dreamforce Comedy Hour was a dream come true.
Seth Meyers is MY FAVORITE and to have the opportunity to see him perform in person… pretty much took the cake. Of course, the entire event was at the top of the list of the coolest things that has EVER happened to me, but Seth takes a close second place.”
Thank you so much to everyone who entered the Sercante 2023 Dreamforce Ticket Giveaway Contest and to Amanda for sharing her thoughts about the experience. Stay tuned next year to see what we have in store for Dreamforce 2024.
I’ve been to Dreamforce twice. Once as an attendee. Another time as a Campfire speaker. And both times as a marketer.
Going to Dreamforce as a marketer is probably a different experience than, say, attending as an IT professional. I got so excited at Dreamforce whenever I saw a session geared toward marketers. Or when I randomly met other marketing people.
That’s actually how I found out about Sercante. I was watching my colleague present a session and saw that the next person presenting had a marketing-focused session. So, I stuck around to watch the presentation. The next presenter happened to be Sercante Founder & CEO Andrea Tarrell, and the rest is history.
Sercante team at Dreamforce 2023
The Sercante Home for Marketers at Dreamforce
Being a marketer herself, Andrea knows what it’s like to be a marketer at Salesforce conferences. So, she created the Sercante Home for Marketers with that idea in mind. The goal was to build a space where marketers could go and find their people at Dreamforce while supplementing all the things they’re learning at Dreamforce with even more marketing insights and strategies. And it has been super successful.
Now in its second year, The Home for Marketers welcomed more than 2,700 people across 16 events in 2023. Visitors represented a range of marketing hats, which included marketing managers, CMOs, marketing operations professionals, content marketers, and marketing consultants, among others.
Dreamforce Party: An Intergalactic Night | see photos
Visit from our Dreamforce ticket giveaway winner | read about it
Dreamforce 2023 Session Highlights
It’s awesome that all the marketers at Dreamforce had a place to hang out in between sessions and find their people. After all of the marketers filled up on grub and made new friends, they went down to Moscone to catch a few sessions.
Here are a few that our friends were there to see:
The Future of Trusted AI with Marc Benioff and Sam Altman
Salesforce CEO Marc Benioff had a candid conversation with OpenAI CEO Sam Altman about the future of business and how AI is affecting it.
The biggest takeaway from the conversation was the idea that in the coming years, every new product will incorporate AI in some way. It may even become unthinkable to use technology that doesn’t use AI to complete tasks. The pair also talked about the process OpenAI went through to develop ChatGPT and the direction the company is taking to make sure it continues to be a revolutionary product moving forward.
The Marketing Keynote at Dreamforce ’23, titled “Marketing in Generation AI,” unveiled innovations from the Marketing Cloud engineering teams. Salesforce Marketing Cloud GM Steve Hammond emphasized efficiency and the role of AI in scaling personalization. The session introduced prompt engineering and grounding, emphasizing that AI’s effectiveness depends on data quality.
This was a big one for all the marketers who attended Dreamforce 2023. That’s because it highlighted all the major enhancements coming to Marketing Cloud this winter.
Sercante Salesforce Product Director Heather Rinke had the honor of co-presenting the Marketing Cloud Release Highlights session with two members of the Salesforce product team: Ruth Bolster, product marketing manager, and Whitni Freeman, lead solution engineer.
Empowering Nonprofits in Times of Change with Data + AI + CRM + Trust
This session introduced Einstein, Salesforce’s proprietary AI, for Nonprofit Cloud, promising nonprofits the ability to leverage predictive and generative AI to enhance donor engagement and data management. It focused on how these tools can simplify the creation of annual reports, segment and standardize donor data, and craft compelling donation appeals.
Overall, the combination of Einstein for Nonprofit Cloud and Data Cloud is seen as a potential game-changer, offering nonprofits automation and insights to better communicate with donors and fulfill their core missions.
Biggest Dreamforce 2023 Takeaway: AI is the Future of Business
As we saw in the sessions highlighted in this blog post, AI truly is infiltrating all aspects of business. And Salesforce is investing deeply in the tools.
Have any other big takeaways from the conference? Tell us about them in the comments. And make sure to sign up for MarDreamin’ 2023, a marketing-focused Salesforce community conference held virtually in November, to keep the AI conversation going.
At 8 p.m. ET on Wednesday 9/13, the second full day of Dreamforce, I was sitting in front of my computer curious and a little anxious. I was using my usual evening streaming service catch up hour to tune into the live Salesforce+ broadcast of Dreamforce session, Empowering Nonprofits in Times of Change with Data + AI + CRM + Trust.
As a former boots-on-the-ground nonprofit employee and current consultant primarily working with nonprofit clients, I am acutely aware of the ever-increasing demands on nonprofits. I understand and empathize with the daunting task nonprofits face to tell their story and convey their impact in novel ways and through a multichannel approach.
I also am acutely aware that nonprofits are frequently hindered by low ROI on donor dollars due to the immense staff effort needed to cultivate donations. I was especially eager to hear what Salesforce has to say about the future of nonprofits on their platform and how they might help solve some of these big issues for the sector.
A Year of Change for Nonprofits on Salesforce
This has been a year of big changes for nonprofits and Salesforce. A few headlines were the sunset of Elevate and the rollout of the new Nonprofit Cloud platform.
This session added a few more items to the list of highlights, namely the announcement of Einstein, Salesforce’s proprietary AI, for Nonprofit Cloud*. This promises to allow nonprofits to tap into predictive and generative AI to go further and dive deeper with their donor data, with their programmatic metrics and outcomes, and with their tenacious and often time-strapped staff.
Having the ability to leverage data more robustly than ever before is further extended by the offerings of Data Cloud — Salesforce’s data management and harmonization tool. At the core of Salesforce’s Einstein for Nonprofit Cloud + Data Cloud message, they vow to help you do more with less.
* Currently, the Einstein AI features advertised in the session Empowering Nonprofits in Times of Change with Data + AI + CRM + Trust are only available as a part of the Nonprofit Cloud curated solution package.
Einstein for Nonprofit Cloud + Data Cloud Promise to Make Annual Reports Easier and Better than Ever
I am going to use the example of building an annual report (a thought that may give former or current nonprofit employees shudders of anxiety) to illustrate the key promises of Einstein for Nonprofit Cloud + Data Cloud.
First let’s start with a short overview of what an annual report is from a nonprofit standpoint. An annual report usually serves as a physically manifested summation of the prior year for a nonprofit. They typically contain programmatic impact data (frequently with fancy charts), thank yous and recognitions of various groups from the highest dollar donors to volunteers, financial data for the year, and a call to action. They are intended to be compelling, illustrate transparency, and highlight mission, vision and outcomes. They are also an absolute BEAST to create.
Here are some of the ways Einstein for Nonprofit Cloud + Data Cloud can help nonprofits complete the daunting task of creating an annual report:
Compiling Programmatic Data and Communicating Meaning
Einstein for Nonprofit Cloud offers the ability to summarize programmatic data over a specific amount of time with consideration to the intended audience. In the case of an annual report this would look like a summary of your programmatic data for the prior year, intended for an external audience.
Einstein for Nonprofit Cloud also allows you to choose if this summary should be long form (more detailed) or short form (less detailed) increasing flexibility to help you meet the needs of your specific annual report requirements with less manual work.
Segmenting and Standardizing People Data for Acknowledgement Lists
Data Cloud shines in its potential ability to solve the problem of disjointed data for Nonprofits. We all know the pain of manually sleuthing through and deduplicating your database and external systems of that one historical volunteer record for one of your major donors who is also an event attendee and auction lot buyer. This hypothetical generous philanthropist could have upwards of 4 records in your Salesforce CRM and connected systems! Data Cloud to the rescue!
Through the power of the unified profile you can see all of that disorganized and disconnected data in one place. This is especially helpful in the annual report example as it allows you to be absolutely sure you are thanking and acknowledging your kind supporters for ALL the ways they support, financial contributions, event support, volunteerism through a single 360 view.
Crafting a Compelling Donation Appeal
Admit it or not, a key function of an annual report is to compel folks to donate. Einstein for Nonprofit Cloud + Data Cloud have your back in your daunting donor segmentation and compelling storytelling efforts.
Through use of the 360 Constituent view made possible by Data Cloud, you can use Einstein for Nonprofit Cloud to segment your donors and its predictive AI capabilities to draw conclusions based on historical data.
You could put together a segment of those donors identified as having high propensity to give, high affinity for your organization and high capacity and really hit them in the feels with your call to action. Generative AI can then help you craft an irresistible donation appeal and from there the dollars are sure to roll in to support your important work.
Einstein for Nonprofit Cloud + Data Cloud: Getting Nonprofits Closer to their Core Missions
Overall, I am cautiously optimistic that, together, Einstein for Nonprofit Cloud + Data Cloud have the potential to improve the way nonprofits communicate with their donors and the public. By automating time-consuming tasks and providing insights that were previously unavailable, or extremely time or resource-intensive to procure, these tools can help nonprofits focus on their core mission of making a difference in the world.
I encourage nonprofit leadership to explore and invest in these powerful tools. I think they can help support and extend the capabilities and impact of a nonprofit’s greatest strength, its team.
Need help navigating these new announcements and ever growing suite of Salesforce products? Sercante is here to guide you through and help you achieve your nonprofit’s mission by leveraging the power of the Salesforce platform. Reach out!
