The Salesforce playbook for marketing teams.
Modern marketing teams own more technology, more data, and more revenue accountability than they did a decade ago. The teams that are winning have a unified marketing platform built around how revenue actually flows, not a stack of disconnected tools each generating its own dashboard.
- 12 chapters
- 5 day-to-day workflows
- 4 products in depth
- 7,462 words
What's inside.
Written by our Salesforce consultants for marketing teams. Read it start to finish or go straight to the chapter you need.
Salesforce for marketing teams: where it pays off
6 patterns that work for marketing teams, and the platforms we connect.
The problems Salesforce has to solve
The 6 problems a design has to solve, and 4 methods we use on them.
A week in Salesforce: the workflows that matter
5 day-to-day workflows to test any design or demo against.
The Salesforce products, in depth
Salesforce Marketing Cloud, Salesforce Data 360 (Data Cloud), Salesforce Sales Cloud, Tableau: capabilities, when each fits, and buyer questions.
How to roll it out
4 first decisions, plus step-by-step rollout plans for the main products.
The systems to connect
18 systems marketing teams most often connect to Salesforce.
Compliance and governance
6 obligations to design for from the start.
What to measure
11 measures, with a baseline worksheet.
Mistakes to avoid
The errors we are most often called in to fix, and what to do instead.
Questions teams ask
5 questions marketing teams ask before and after go-live.
Results from our projects
6 results from Abstrakt Solutions projects.
Next steps
Free assessments and how to reach a consultant.
Two of the workflows inside.
What marketing teams actually do in Salesforce when it is set up well. The playbook covers 5, plus rollout plans, metrics and mistakes to avoid.
Get the full playbook →- Building a nurture journeyA marketer maps entry criteria, waits, decision splits, and exit rules in Marketing Cloud Journey Builder or an Account Engagement engagement program. Prospects who click a pricing email move down one branch, and those who go quiet receive educational content. When a prospect hits a scoring threshold, the journey creates a task for the assigned rep and ends.
- Campaign setup and trackingEach webinar, paid program, or trade show gets a Salesforce campaign record with member statuses such as registered, attended, and no-show. Form fills and list uploads add members automatically. Because opportunities carry campaign influence, the team can later see which programs touched deals that closed, not only which ones generated the first response.
Who wrote it.
Abstrakt Solutions is a Salesforce Select partner based in St. Louis, with 108 Salesforce certifications and a 4.95 out of 5 rating from 92 reviews on Salesforce AgentExchange (formerly AppExchange).
