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Marketing that talks to the right people at the right time
Agentforce Marketing (formerly Marketing Cloud) is Salesforce’s marketing tool. It combines email marketing, campaign management and customer journey building in one place, directly linked to sales CRM data.
Traditionally, marketing faces many challenges:
- Marketing sends campaigns to everyone on the list. Sales doesn’t know who has responded.
- A lead comes from a form, but nobody tracks what happens to it.
- The same person receives the same message twice from different channels because data doesn’t flow between systems.
- It’s hard to show marketing’s impact on sales with numbers.
When marketing and sales work in the same system, leads don’t fall through the cracks and the impact of marketing is visible in euros.
What does it do in practice?
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Marketing team
Create email campaigns, automations and customer journeys with a visual tool. Segment audiences based on CRM data — no guessing.
🔗
Sales team
See when a lead has opened emails, visited the website or downloaded a guide. Reach out at the right moment, when interest is at its peak.
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Leadership
Reports show the impact of campaigns on the pipeline and sales. You know what content generated leads and which ones converted into deals.
Key features
- Email and mobile: campaigns, newsletters and automated messages
- Journey Builder: visually build customer journeys — if a customer does X, they receive message Y
- Segmentation: audiences based on CRM data, behaviour or purchase history
- Lead scoring: leads are scored by level of interest, so sales only receives the hottest ones
- Landing pages and forms: data collected directly into Salesforce
- Analytics: open rates, clicks and conversions combined with sales data
- Social media integrations: targeted ads based on CRM segments
Do you need Agentforce Sales first?
The best results come when both sales and marketing systems are in use together.
Implementation process with Loikka
1
Current state and goals
We review your current marketing processes, the tools in use and what you want to achieve. We don’t try to do everything at once.
2
Configuration and integration
We build Agentforce Marketing to fit your needs — forms, lists, automations, integration with CRM.
3
First campaigns and measurement
Launch first automated messages, train the team, build reports.
Frequently asked questions
What’s the difference between Marketing Cloud and Pardot?
Pardot (now Account Engagement) is aimed at B2B companies and is tightly integrated with Sales Cloud. Marketing Cloud is now the broader package containing all of Salesforce’s marketing products. Currently the product replacing Pardot is Marketing Cloud Growth.
Is it difficult to learn?
Basic features — emails, lists and campaigns — are fairly easy to learn. More complex automations require a little more familiarisation. Loikka trains users as part of the implementation.
Does it work with SMS or push notifications?
Yes. Agentforce Marketing supports SMS messages, push notifications and social media channels in addition to email.
