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Drive Sales with Account Engagement (PDX101)
Training Time
09:00 ~ 17:00
Training Venue
i2max Conference Room / Zoom
Tuition Fee
Base Price: 2,160,000 won With Voucher: 2,400,000 won
Education Purpose
• Enable Account Engagement. • Explain the relationship created between Account Engagement and Salesforce. • Generate, manage, engage leads with Account Engagement’s various lead tools. • Qualify leads with Account Engagement’s scoring and grading functionality. • Interpret data generated via Account Engagement’s reporting capabilities. • Design successful end-to-end marketing workflows using Engagement Studio
Training Target
• Marketer who uses Cloud Account Engagement • Salesforce administrator, BA
Education Overview
• Discover how to drive more qualified leads, nurture prospects through the sales cycle, and sell more effectively with Marketing Cloud Account Engagement • Learn how to design and implement marketing workflows with Engagement Studio to make data-driven decisions and drive your company’s business forward. Create and automate dynamic emails, generate and qualify leads, and leverage reports and data in order to boost sales.
Detailed process
Course Introduction
Review Course Objectives
Set Learner Expectations
Review Housekeeping Items
Review Additional Course Resources
Explore Course Case Study
Salesforce Integration
Understand the Relationship Between Account Engagement and Salesforce
Sync Data Between Salesforce and Account Engagement
Enable Account Engagement in Salesforce
Create Custom Fields
Review Salesforce Campaigns
Administration
Create an Account Engagement Dashboard
Authenticate Your Email Sending Domains
Sync with Third-Party Applications Using Connectors
Restore Assets from the Recycle Bin
Create and Assign Users and User Groups
Understand Usage Governance
Visitors and Prospects
Describe Account Engagement Visitors
Identify Account Engagement Prospects
List Management
Create List Types
Organize Prospects Using Static Lists
Test Emails Using Test Lists
Personalization and Email Marketing
Personalize Emails with Handlebars Merge Language (HML) and Advanced Dynamic Content
Automate Email Marketing
Create Email Templates
Understand Audiences Using A/B Testing
Track Email Performance Using Email Reports
Forms and Landing Pages
Capture Leads with Forms
Convert Visitors to Leads Using Landing Pages
Track Leads with Forms and Landing Page Reports
Measure Clicks Using Custom Redirects
Create Custom Redirect Reports
Lead Management
Trigger Page Actions
Automate Actions from a Marketing Element Using Completion Actions
Create a List of Prospects and Use Segmentation Rules to Apply a Segmentation Action
Define Repeatable Criteria-Based Automation Rules
Generate Dynamic Lists
Choose an Automation Tool
Lead Qualification
Understand Prospect Scoring
Grade Prospects Based on Profiles
Lead Nurturing
Build an Engagement Program
Create Engagement Program Reports
Pre-primary learning before class
Prior to taking the Trailhead course, an online course offered by Salesforce is recommended to help you understand the basic concepts and features of Salesforce.
Drive Sales with Account Engagement
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