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Salesforce Service

Marketing Automation for Salesforce

Enhance donor connection, ROI insights, and personalized content with non-profit marketing automation using Salesforce Account Engagement
Salesforce overview

Increase your Impact with Salesforce Account Engagement

Do you want to truly connect with your donors and other constituents? Are you lacking insights into the ROI of your marketing efforts?

With our marketing automation solution for Salesforce, you can gain insights into your supporters' behavior. You are able to connect with them in a more personalized way, creating content depending on the phase of the donor journey they are in.

Marketing automation enables online marketing professionals to learn more about their supporters' user stories, and subsequently nurture their information needs at any stage of the donor/volunteer journey through relevant messaging and personalized content with Salesforce Account Engagement (previously Pardot).

Why this service?

The Advantages of this Service

Tell a Personal Story

Tell a more personal story that is more tailored to the needs of your donors, which makes it easier to create long-term customer relationships.

Know your Donors

Learn more about donors and supporters, by analyzing their behavior and interactions.

Insight in ROI

Get insights into the yields of your marketing efforts with extensive reports and analytics.

Service overview

How We Work

Read here more about the steps, requirements, deliverables and audience and determine whether this solution fits your organization.

Steps

Xebia helps to determine the scope of your project, and works out the steps for a phased approach. Activities can include:
  • Assessment workshop
  • Technical setup Salesforce Account Engagement
  • Integration with Salesforce
  • Initial prospect import
  • Onsite training sessions
  • Customer journeys
  • Event management
  • Lead scoring and grading

Requirements

  • Your organization should understand the benefits of having all data stored in one place and be eager to explore opportunities for increasing impact through marketing automation
  • Basic understanding of marketing automation
  • Your organization currently works with or will soon be working with Salesforce
  • Your marketing team has the ambition and resources to automate marketing to increase impact

Deliverables

  • Seamless integration with your Salesforce CRM
  • Gain insight into the behavior of your supporters
  • Spend less time on repetitive tasks
  • Gain insight into the ROI of your marketing efforts
  • Relevant and personalized communication with your supporters

Audience

Non-profit organizations of any size.

Questions?

Get in touch with us