Tag Archives: Salesforce Marketing Automation

Salesforce for Wineries: The Customized Winery and Spirits CRM

Any business trying to grow and increase their client base needs a customer relationship management (CRM) software program. It’s just a simple fact that even the smallest businesses can’t avoid for very long before keeping track of clients starts to consume the entire day. Wineries are no exception. 

The wine industry has a tendency to be reactive with their wine sales after they build a client relationship. The wine industry needs to have a CRM that empowers wineries to take action proactively in their marketing efforts. Salesforce has this ability through the use of marketing automation, data analytics, and AI. Salesforce can use your winery’s historical data of purchases made by clients to predict what products that client may be interested in. This allows wineries to target specific customers with specific content.  

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We hear a lot that wineries prefer to use a CRM or a software product that is specific to wineries. That’s a great option if you are just starting out, but you are missing out on a lot of value. It’s no secret that Salesforce’s success comes largely from its ability to be customized to each company’s specific requirements.  

To put it plainly, Salesforce can be made into a customized winery CRM. The advantage that Salesforce brings to wineries is the support received from the business and marketing analytics. So, a winery will have the ability to do what we have come to expect from a CRM plus provide these strong tools that are designed to drive more sales through smarter marketing campaigns. Salesforce will feel like your winery CRM, not just a generic winery CRM. There are even winery specific apps available as add-ons to Salesforce. For example, GreatVines is a winery and beverage distributor sales app that helps sales teams manage client data in a more customized way to the beverage industry. 

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Thinking About Marketing Automation For Higher Ed?

How can we put our name in front of someone right when they are thinking about committing to a brand? This is the question we ask ourselves in marketing. The best marketing campaigns deliver a coordinated high-quality experience across every channel and with every prospect interaction. Marketing automation tools from Salesforce bolster an organization’s ability to deliver this syndicated message. Higher education organizations are thinking more and more about how to attract news students through marketing as the space becomes increasingly competitive. Marketing automation is a dream for any organization. Salesforce has made it possible for higher education institutions, and Mirketa Inc is able to implement that possibility with you.

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The Salesforce marketing cloud unlocks incredible recruiting possibilities for the higher education space. At a high level, marketing cloud uses data collected about prospects to then market back to prospects in the way that makes the most sense to each prospect and higher education organization. Salesforce has the ability for organizations to track the activity of prospective students on their website. Let’s say for example that a recruiter has met a bright student at a recruiting event at a local high school and this student agrees to give the recruiter a few pieces of administrative data like their name and email. The recruiter would then go back and enter this student as a prospective student as a prospect in their Salesforce. From that moment forward the recruiter would be able to see what sort of things the student was clicking on while visiting the school website, what they were searching, and how often they came back to visit.

It is obvious how powerful this information would be in targeting students that higher education organizations might view as a potential fit for their university. This same technology within Salesforce will assign this prospect a grade that communicates how good of a fit they would be within a university. So, for example, if the prospect continues to search for programs and look at things that may not be a strength of a higher education institution, then that prospect’s grade would be a little lower. This sort of information-based targeting and grading has enormous implications in ensuring students who start with a university, finish with that university. This is a metric that the Higher Ed domain watches with a close eye. Higher education organizations want to reduce the churn of students as much as possible to uphold their university reputation. After all, reputation in higher education can be some of the best marketing available.

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