Author Archives: David Poepping

Salesforce CRM for Wineries: The Customized Winery and Spirits CRM

Any business trying to grow and increase their client base needs a winery 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. Crm for Wineries are no exception.

The wine crm industry has a tendency to be reactive with their wine sales after they build a client relationship. The winery crm 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.

what is winery crm

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Posted in Salesforce, Salesforce cloud Implementation, salesforce consultant, salesforce customization, Salesforce.com. Tagged with , , , , , , , .

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.

Marketing Automation Tools

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.

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Posted in Salesforce, Salesforce cloud Implementation, salesforce development, salesforce integration, salesforce Tips & Tricks. Tagged with , , , , , , .

Pardot Software Implementation

What is Pardot?

We have all undoubtedly heard about how great it could be for sales people, but is that as far as this powerful tool can take Salesforce users? Of course not. Pardot Dashboard is a perfect tool to include as part of your Higher Ed Salesforce implementation.

Pardot is B2B marketing automation solution that ultimately makes the jobs of sales and recruiting teams much easier. We have seen more and more Higher Ed Salesforce pardot implementations including Pardot for their recruiting teams and it’s obvious why once you begin using it.

The features in Pardot software implementaton provide a seamless connection between your marketing campaigns and how your recruiters can interact with prospects. Continue reading

Posted in Salesforce, Salesforce Challenges, Salesforce cloud Implementation, salesforce consultant, salesforce customization. Tagged with , , .

The Truth About Salesforce HEDA and Salesforce Higher Ed

HEDA (Higher Ed Data Architecture) is a cornerstone for enabling Higher Ed Salesforce Implementation for universities and campuses. However, Salesforce.org officials and training webinars have explicitly said that it is a stepping stone for organizations, not an all-encompassing solution. Salesforce.org training materials suggest that if  Salesforce Higher Ed institutions intend to expand the presence of Salesforce in their organization in the future, then they may benefit from consulting with a Salesforce Partner company that specializes in Higher Ed Salesforce Implementation.

Salesforce HEDA has made so much more than just a sales CRM. With that said, it does not solve admission, advising, communication, alumni relations, or fundraising. It does, give you a basic, light-weight, platform that you then can take and build on to create specific solutions to areas that are important to your specific organization. Continue reading

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