Highlights:
Account setup
Mapping your customer lifecycle
Data centralisation
Account setup
Mapping your customer lifecycle
Data centralisation
Personalising your marketing strategy is no longer optional—it’s essential for standing out in a crowded marketplace. With Salesforce Account Engagement, you have powerful tools to tailor every customer interaction and create a seamless, relevant experience across channels.
This cheatsheet is designed to give you a quick, actionable overview of the key steps and features to help you plan and implement a successful personalisation strategy. For an in-depth guide, download the Perfecting Personalisation in Salesforce Account Engagement eBook.
Professional Services
We had a great experience with MarCloud building our new email template. Jake listened to the brief carefully, met all the points outlined, and was helpful and flexible in making any changes required, including where certain elements weren't rendering correctly and needed adjustments. He also provided some really useful insights that have increased our understanding of using the template effectively and will enable us to solve any issues that may arise as different users start using the new template. Thank you!
Financial Services
Working with the team at MarCloud consistently exceeds all expectations. They are attentive, supportive and always willing to go above and beyond when we need help. Ollie has been an exceptional partner for us and is never short on amazing ideas to take our marketing to the next level. Furthermore, he has regularly gone above and beyond when our team was experiencing periods of transition!