iO: (your) partner and Salesforce expert
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Is your organisation large with complex sales & marketing processes? Or is it modest in size and in need of scalable solutions to fit your exact needs? Salesforce is historically known as the prime supplier of a market-leading Marketing Automation solution. Today, it’s the flagship of modern CRM (Sales Automation) & marketing automation platforms, to be used by a wide range of companies across industries.
Salesforce provides two distinct flavours of an advanced marketing automation solution:
Marketing Cloud Engagement
Marketing Cloud Account Engagement (Ex-Pardot)
Our Salesforce services
At iO, we pride ourselves to have the necessary resources to support our customers in all things Salesforce – with unique expertise in Marketing Cloud Engagement and Marketing Cloud Account Engagement.
Our consultants and developers are equipped to assist you in the following areas:
Auditing
Through stakeholder interviews, our experts identify the different processes that can be handled by Marketing Cloud (either automated, via the marketing plan or ad-hoc). An audit zooms in on different processes and personas and translates this in high-level marketing automation journeys.
Strategy Development
We’re in the right place to help develop a comprehensive marketing strategy that aligns with your business objectives and leverages the full capabilities of the Cloud. This includes identifying target audiences, creating buyer personas, developing content, and designing campaigns that drive engagement and conversions.
Implementation & customisation
Our experts set up your software and configure it to meet your specific needs. Marketing Cloud is a highly customisable platform, and consultancy companies like iO can help businesses create custom objects, fields, workflows, and reports to meet their unique requirements.
Integration & training
Our experts have all the expertise they need to integrate Marketing Cloud with other systems and applications, such as sales/Service automation tools, e-commerce platforms, and accounting software. They’ll also train and support your teams to get the most out of your Salesforce software.
Campaign Management
We will help manage your campaigns, including email marketing, lead nurturing, and scoring, social media, and more. This also goes for creating and optimising campaign assets, analysing campaign performance, and making data-driven decisions to improve results.
Content creation
Marketing Cloud relies heavily on content to drive engagement and conversions. iO creates high-quality, engaging content that resonates with your target audience and aligns with your marketing strategy.
Data migration and integration
Need data from other systems migrated to Salesforce? Our experts can do that and more - ensuring that your data is accurate and updated.
Do you also require a constant integration (real-time or scheduled) with other applications in your tech Stack? Again, our experts are here to help, experienced as they are in developing such interfaces.
Analytics and reporting
Marketing Cloud (Account) Engagement provides a wealth of data and analytics that can be used to improve marketing performance. However, interpreting this data can be challenging for businesses without the necessary expertise. We’ll help you make sense of your data and use it to make data-driven decisions that drive results. Finally, count on us to assist you in implementing Marketing Intelligence (ex Datorama) for you.
Support
Now that your marketing cloud is implemented, do you need additional support in using and leveraging the application to the fullest? We’re here to assist you, be it ad-hoc, through a fixed monthly fee or with an on-demand support budget.
Optimisation
Finally, our knowledge of the Salesforce suite will improve your sales and marketing processes directly, increasing your ROI along the way.
Clients that benefit from our Salesforce expertise
Salesforce – the right marriage between sales and marketing
Salesforce's Marketing Cloud is especially designed for businesses of all sizes, from small startups to large enterprises.
The Salesforce Marketing Cloud solutions are particularly well-suited to address your contacts and automate their journeys. In the end, allowing you to focus on what matters most: effective marketing to maximise your brand’s business!
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How Salesforce assists your organisation in marketing automation & CRM
Major Salesforce functionalities include, among others:
Marketing Cloud Engagement
A suite of marketing automation tools that helps businesses engage with their customers across multiple channels, including email, social media, and mobile devices - focused on engaging with individual customers and delivering personalised messages across multiple channels.
Some of the well-known tools offered by Marketing Cloud Engagement? Email marketing, social media marketing, mobile marketing, web personalization, and analytics. Each one of them keeps track of customer behaviour across multiple touchpoints, providing valuable insights into customer preferences.
This information can be used to create highly targeted and personalised marketing campaigns, each one more likely to resonate with customers and drive engagement.
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Marketing Cloud Account Engagement (ex-Pardot)
A variant of the impressive marketing automation suite, all about engaging with target accounts and delivering personalised messages to key stakeholders.
In other words; deliver personalised instances automatically using relevant content and close deals faster through higher deal velocity with AI and engagement insights. Using valuable data gained from every interaction, you get a clear view of how every single activation influences the pipeline. Finally, all you wish, you get as part of a single offering on a single platform. In other words, there’s no better place to see marketing and sales align.
Both platforms offer powerful marketing capabilities, but their focus and approach are different, making them well-suited for different marketing strategies and objectives:
Marketing Cloud Engagement: communication at scale to maximise loyalty and to reduce churn
Marketing Cloud Account Engagement: for superior lead generation to feed your sales teams
Sales Cloud (coupled to Marketing Cloud Account Engagement): CRM to enable sales teams to track leads, manage customer accounts, close deals, and analyse performance.
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Time to bring in the iO experts?
Are you considering working with iO? In that case, we look forward to helping you maximise the value of your Salesforce Cloud’s implementations and achieve your marketing goals more efficiently and effectively.
Whether your organisation is just getting started with one or more of the Salesforce products or if you need help optimising your existing implementation, we’ll hand you the expertise and support needed to succeed.
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Nice to meet you, we are iO
Got questions about Salesforce or about iO?
We're excited to see how we can help you.