Marketing Cloud Audits
Get a fresh perspective of how well your Salesforce Marketing Cloud instance is functioning. From the set up, data extensions and lists, integrations, and automations and journeys, an audit will help you identify any areas of improvement and a blueprint of how to achieve it.
Set up
Marketing Cloud can be set up in several ways to suit your business. From data storage to audience set up, an audit can help you ensure that you can enhance your campaigns and leverage your data properly. It can also help you streamline your user management so your teeam have the right level of access to the platform for their specific role including approval processes.
Integrations
Have you integrated your Sales Cloud or Service Cloud instances with Marketing Cloud? Using Marketing Cloud Connect, you can leverage the power of your marketing and CRM data to drive highly personalised journeys as well as streamline your sales and marketing processes. You also gain visibility of your marketing performance in Sales Cloud too.
Segmentation
Segmentation can be achieved using the native filtering functionality or using SQL for more complex requirements. An audit can help you identify if you are meeting your segmentation needs with your current set up. You can also get a blue print of how best to segment your data within Salesforce Marketing Cloud.
Journeys
Are you maximising your journey potential? Journey can transform your marketing efforts but helping you scale your activities whilst retaining personal communications across channels.
Automations
Are your automations running efficiently? An audit can help you identify if you can streamline your automations and reduce excess stress on your instance.
Easy integrations
Easily integrate Marketing Cloud, Sales Cloud and your website to leverage your lead scoring, tagging, fit scoring, and visit tracking power throughout your marketing process. Scale your marketing efforts with ease.
Why Run An Audit?
Salesforce Marketing Cloud is a complex tool and can be managed in a variety of ways which can often lead it to being set up or used in a less than effective manner. Bringing in an external perspective helps you to see any inefficiencies within your current set up, journeys or integration.
An audit can give you a clear idea of your current state of play as well as a blue print of what changes can be made and the benefits of making each of them. Should you wish to proceed with these changes, they can either be managed in-house by your team or outsourced as a one-off project to bring your instance up to speed.
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