What is Salesforce Engage? Learn in 10 Points [Updated 2020]

Salesforce Engage is a separate license from Pardot. Unlike the Pardot “bucket” license, Engage licenses are issued as one per person. Pricing ... StartherePardotMarketingCloudSalesforceB2BMarketingAnalyticsCloseGetCertified!AboutAboutTheDRIPMeetOurSponsorsCloseContact.SignUpLogIn Courses WrittenBy... LucyMazalon LucyistheHeadEditor&OperationsDirectoratSalesforceben.com,FounderofTHEDRIPandSalesforceMarketingChampion2020. Sharethisarticle...SalesforceEngageisaPardotproductonamissiontobridgethegapbetweenmarketingandsales.Youcouldsaythatit’stheSalesforcesalesuser’swindowintorelevantmarketinginformationinPardot,aidingtransparencyacrossteams. Sincebeingreleased(Summer‘15),Engagehasreceivedamixedbagofresponse:thosewholoveit,andthosewhodon’tyetseetheentirevalueofthetool.IfyouarealittleperplexedaboutwhatthisPardot/SalesCloudadd-onactuallyis,hereare10elementsoftheSalesforceEngagetoolthatshowhowitbenefitsbothSalesandMarketingteams. 1.EasyProspectFiltering Salesagentsknowwhotheywanttotargetatagranularlevel,butdividingcontactsmanuallyistedious.WithEngage’sProspectFilteringfeature,SalesuserscanselectProspectsbasedondatacollectedinPardotthattheycouldn’tseeotherwise. Prospectfilteringallowsausertofilterat3levels: Assignment:Filterbythesalesuser’sassignedProspectsorVisitorswithnoSalesforceLead/Contactrecord. Activities:Filterbasedonanyofthe9activitiesavailableinPardot,suchasformsubmissionsoreventandwebinarregistration. Geography:Filteraccordingtocontactlocation,selectingbysingleormultiplecountries,orattheregionallevel. IfaSalespersonwantstosendpersonalizedinvitationsforanetworkingdinnerinLondontoProspectswhoattendedarecentwebinar,theycaneasilyfilterProspectsbylocationandthenbywebinarregistration. FilteringhelpsSalesagentsworkmoreefficientlyandwithahighersuccessrate,astheycanavoid“blanketing”anunnecessarilylargeaudiencewithirrelevantmessaging. 2.EngageCampaigns OnceSalesusershavefilteredtheirProspectsintodesiredgroups,theycanconstructandruntheirownemailcampaignsforthetargetaudienceusingEngageCampaigns.Thisremovestheneedtomanuallycraftpersonalisedemails. Source:Trailhead Readthetutorial:HowtoSendEmailsUsingSalesforceEngage–PlusTemplates SalesforceEngagemakespersonalisationeffortless,asSalesuserscanlaunchemailcampaignsdirectlyfromSalesforceandleveragePardotmergefields(usingHML)totailormessages. Withthe‘Send-on-behalf-of’feature,Salesuserscanevensendonbehalfofanotheruserandpersonalisethe“fromaddress”oftheircampaignstobethelead,contact,oraccountowner. Source:PardotBlog Adminswillneedtogivedelegatedsendingpermissionsbyassigningcustompermissionsontheuser’sprofile. 3.ConsistentBrandingAcrossEmailCampaigns ManuallycreatingandsendingemailsisnotonlyinefficientforthesalesteambutcanalsobefrustratingfortheMarketingteam,asindividualsalesagentsmayleveragedifferentbrandassets. EngageallowstheMarketingteamtoprovidetheassetsforcampaigns.AllSalesusershaveaccesstothesamemarketing-approvedemailtemplatesandcontenttocreatetheircampaigns,ratherthandesigningemailsthemselves.ThismakestheSalesteam’sjobeasierandallowstheMarketingteamtodirectthebranding. Leadnurturingbecomesacollaborativecross-teameffortwhereSalesandMarketingteammembersdon’ttreadoneachother’stoes. 4.InboxPluginsforGmailandOutlook SalesforceEngageofferspluginsforbothGmailandOutlook(atthetimeofthiswriting).Salespeoplecantrackopensandclicks,andinsertemailtemplatesstraightfromtheir“composeemail”boxwithouthavingtoleaveGmailorOutlook. Source:Trailhead ThepluginalsoautomaticallylogsallemailinteractionsinPardotandSalesforcesothereisnoriskoflosingkeyinformation.Emailsgofrombeingbanalandone-shottotrackable,well-formatted,andeffectivecommunication. Note:EngageforGmailisaChromeextension.EngageforOutlookrequiresthattheOutlookintegrationisenabledinyourorg. 5.DeeperInsightintoProspectActivity SalesforceEngageprovidestheSalesteamwithawindowintoPardotdata,soSalesuserscanseeexactlywhattheirassignedProspectshavebeenuptoandusethattoinformtheiroutreachefforts. Pardotcantrackemailinteractionsandwebbehaviour(suchaspageviews,downloads,andpaidsearchclicks),givingSalesanaddedlayerofintel.Withreal-timeinsightintowhichProspectshaverecentlyvisitedthewebsiteordownloadedane-book,Salespeoplecancomeintoeveryinteractionmoreprepared. Source:Trailhead 6.Real-TimeEngageAlerts NotonlycanSalesusersseethebehavioroftheirassignedProspects,butthetoolcanalsoalertthematidealtimestoreachouttoProspects. SalesuserscansetupEngageAlertstonotifytheminreal-timewhenaProspecthaskeyactionorinteractionwithcompanycommunication(eg.openinganemail)orcollateral(eg.downloadingaPDFresource). Theseconcisealertsalsoactasasafeguardforpreventinginformationoverloadforalready-stretchedSalespeople. 7.OrganizedUserInterface Theuserinterfaceisdesignedforclarity,displaying informationinanorganizedmanner. EngageAlertsarearrangedonacard-basedcolumnview.Thecolumnsarefilteredbyspecificcriteria,andeditablewithoutSystemAdminintervention,givingSalesusersmorecontrolovertheirowninterface. Source:Trailhead AlertCardsaresortedbyProspect(dependingoncolumnfilters)withthemostrecentontop,enablingSalespeopletoprioritisetheirefforts.Simpleiconsareusedtolabeldifferentinteractiontypesforeasy“ataglance”identification. 8.MobileAccessforOn-The-Go Salespeoplerarelyspendthewholedayattheirdesks.EngagefunctionalityisavailableonmobilethroughtheSalesforceMobileApp,allowingSalesuserstoseeandrespondtoProspectactivitywhenthey’reontheroad. Theinformationisscaleddownforthemobileview,showingupto100Prospectactivitiesfromthepastfourdays.Salesuserscanseereal-timeupdates,addleadstonurturecampaigns,andrespondrightatthemomentofengagement—allstraightfromtheirmobiledevice. Engageismobile-optimised,withtheaddedabilityforAdminstodefinedifferentFiltersandActionsfortheappthanthoseonthebrowser. 9.ClearReportingforStrategicInsights BothSalesandMarketinguserscangenerateinstantreportsbasedonTemplatedorNon-Templatedemailsends,andseevisualperformancechartsoftheirownemailsoveranytimeframe. Source:Trailhead The EngageTeamReports featureallowsteamsorindividualstoseemetricsforemailcampaigns,suchaswhichemailsandtemplatesproducethemostinteractionoveraspecificdaterange.MarketerscanviewresultsfromallEngageusers’emailstounderstandwhichtemplatesorcampaignsareperformingbest,andinformtheirstrategymovingforward. Source:Trailhead 10.LittleTrainingRequired Salespeopleareoftentoobusytospendsignificanttimelearninganewtool.Engageisuser-friendlyandsimple,requiringverylittletrainingforSalesuserstopickitup. SalesforceEngageessentiallyactsasastrippedbackPardot,deliveringSalesusersonlytherelevantfunctionalityfortheirjobs.SomeSalesusersmaywantaquicktutorialonhowtoaccesstheAlerts and Reports tabs,filterProspects,orsetupCampaigns—butmanywillbeabletodiveintothesefeaturesontheirown. IftheyarealreadySalesforceusers,mostSalespeoplecanhitthegroundrunningwithEngage. LicensingSalesforceEngage SalesforceEngageisaseparatelicensefromPardot.UnlikethePardot“bucket”license,Engagelicensesareissuedasoneperperson. Pricing istransparent,at$50/user/month(atthetimeofthiswriting). Oncethelicenseshavebeenpurchased,aSalesforceAdminwillneedtoassignthelicensestotheteambeforetheycangettowork. Keepyoureyespeeledfornewdevelopmentswiththisproduct—I’llcontinueupdatingthispostperiodicallytogiveyouthemostup-to-dateinformation! Youmightalsolike...MigratePardotEmailsandLandingPagestotheLightningBuildersWrittenByMigenaMarinaPardotScoringvsGrading:PinpointHotProspectsWrittenByLucyMazalonHowTo25xYourWebinarDeliveryWrittenByLucyMazalon PreviousPost:WaystoCaptureLeadSourceinPardotandSalesforceNextPost:ABriefHistoryofSalesforceMarketingCloudandPardot AddCommentCancelreplyName(required) Email(required) Website(optional) SubmitCommentΔ PopularPosts Spring’22TreasureHunt:PreviewOrgsAreLive! SalesforceProductRoadmaps:NewDestinationforFutureFeatures [Interview]LessonsLearnedfromSellinga$360MillionAppExchangeCompany SalesforceSpring‘22ReleaseDate+PreviewInformation 30SalesforceDeveloperInterviewQuestions&Answers SUBSCRIBETOOURNEWSLETTER Connectwithus Stayuptodate onthelatestin SalesforceMarTech- Pardot,Marketing Cloud&more.   SUBSCRIBE YouhaveSuccessfullySubscribed! AllowCancel