Salesforce campaigns The best ROI is achieved when marketing and sales collateral are perfectly in sync. The sales team has access to assets and resources to share with Opportunities that they know will resonate based on the lead’s previous interactions. This means the sales team needs the ability to run campaigns from Salesforce, or their email accounts, using marketing-approved content. There are a handful of ways Salesforce users can achieve this, go ahead and check the list below and research and action any that are new to you: • Salesforce Engage is used by the sales team to run Engage Campaigns. • Engage Alerts are turned on and configured correctly. • ‘Accounts as Campaign Members’ is enabled in Salesforce. • Salesforce users make use of the ‘Add to Pardot List’ and ‘Add to Engagement Studio List.’ Use these handy links to help you tick each box above: • How Salesforce Engage Works With Pardot (& Why) • How to Assign Accounts to Campaigns in Salesforce • How Sales Can Easily Add to Pardot Lists from Salesforce 15 marcloudconsulting.com