Navigating Sales Cloud in 6 Quick Steps

 

In SAP Sales Cloud, we use Target Groups and Campaign Management for sales and marketing to be able to send more effective, personalized marketing campaigns and communications.  By creating Target Groups, we gather together the accounts and contacts that have at least one specific parameter in common.  We can also manually add accounts and contacts as needed if they do not match the search parameters but still need to be included in the Target Group.  Some additional benefits include:

  • Quick and effective decision making using real-time customer data
  • Personalized campaigns that are tailor-made for each type of customer
  • Personalized communication with your target audience
  • Effective and simple campaign management based on real-time data
  • 360-degree view of the customer and their social behavior

Using the following diagram, let’s walk through the steps involved in this process.

  • Segmentation

This is where the search criteria is determined, meaning what types of accounts and contacts we are looking to reach with this particular campaign.

  • Target Group

The results from step 1 will be our Target Group.  Target Groups can be created via MS Excel upload, from standard reports, and even by using Application Programming Interfaces (APIs) to integrate with third-party segmentation tools.

  • Email Template

Create the email template you wish to use with this campaign, if one does not exist already.  Any HTML editor can be used to create the template with the desired layout, message text, and placeholders for the various attributes to be personalized.  The template is then uploaded to the Sales Cloud system, and during campaign execution the placeholders will be automatically filled in with the target group members’ attribute values.

  • Campaign Creation

The Target Group and Email Template are used to create the Campaign.

  • Campaign Response

Once the Campaign is created and the emails are sent, use campaign analytics to track responses, create follow-up target groups, and more.  Key responses being tracked are hard bounces (i.e. undelivered emails, such as when an invalid email address is used), soft bounces (i.e. email cannot be delivered for reasons such as recipients inbox is full, server is temporarily unavailable, or an out-of-office reply is set), and unsubscribe (in which case the marketing permission for the recipient is also updated to “Opt Out”).

  • Convert to Lead

When a customer responds that they are interested, a Lead is created for that response.

It’s important to know SAP Sales Cloud has very limited marketing capabilities and is only able to send email campaigns from the system.  For additional marketing functionality, consider integration with SAP Marketing Cloud.

It’s important to know SAP Sales Cloud has very limited marketing capabilities and is only able to send email campaigns from the system.  For additional marketing functionality, consider integration with SAP Marketing Cloud.

 

For more information on SAP Sales Cloud, please visit: SAP.com. Still want more information on campaigns in the SAP Sales Cloud system? Check out the SAP Help Portal

Ready to learn more about how it can benefit your business?  The team of experienced consultants at ASAR Digital are eager to share their knowledge and help you get started.  Reach out to us here.

 

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