#clone salesforce dashboard

[bofc2024]

Discover a powerful tool to enhance your Salesforce efficiency: Bulk Object Field Creator (BOFC) app. In this comprehensive tutorial, we'll guide you through the process of effortlessly duplicating your existing dashboards, saving you valuable time and resources.

[ayan-softwares]

Enhance Your Salesforce Experience: 10 Must-Have Admin Apps

In the world of CRM (Customer Relationship Management), Salesforce stands out as a powerhouse. Its robust features empower businesses to manage customer interactions, streamline processes, and drive growth. However, to truly maximize its potential, Salesforce administrators often rely on additional apps to tailor the platform to their specific needs. Whether you're a seasoned admin or just starting out, these ten must-have Salesforce admin apps are essential for optimizing efficiency and productivity.

Data Loader: As a Salesforce admin, managing data is a critical aspect of your role. Salesforce Data Loader simplifies the task of importing, exporting, and deleting data in Salesforce. Whether you're migrating data from another system or updating records in bulk, Data Loader streamlines the process, saving you time and effort.

Field Trip: Keeping your Salesforce instance clean and organized is key to its effectiveness. Field Trip analyzes your org's fields, providing insights into their usage and relevance. With this app, you can identify redundant or obsolete fields, helping you maintain a lean and efficient data model.

BOFC: BOFC (Bulk Object Field Creator) is a native force.com app designed for developers and admins to perform Bulk CRUD operations in a few clicks. It works on bulk metadata operations unlike the standard salesforce. This app is a shorter route to perform mass object /field creation, deletion, updation, and cloning. Reduce manual effort of users & will increase productivity.

TaskRay: Project management is a fundamental aspect of Salesforce administration, and TaskRay is the perfect tool for the job. With TaskRay, you can create and manage projects directly within Salesforce, assign tasks to team members, and track progress in real-time. Its customizable templates and automation features streamline project workflows, ensuring nothing falls through the cracks.

Conga Composer: Streamlining document generation processes is essential for improving productivity. Conga Composer enables Salesforce admins to create custom templates and merge data from Salesforce records into documents such as proposals, contracts, and reports. With Conga Composer, you can automate document generation, eliminating manual errors and accelerating the sales cycle.

Salesforce Adoption Dashboards: Monitoring user adoption and engagement is crucial for driving Salesforce success. Salesforce Adoption Dashboards provides comprehensive insights into user activity, helping you identify areas for improvement and optimize training and support efforts. With actionable metrics and visualizations, you can ensure maximum ROI on your Salesforce investment.

DocuSign for Salesforce: Simplify the signature process and accelerate deal closure with DocuSign for Salesforce. This app allows you to send documents for electronic signature directly from Salesforce, eliminating the need for printing, scanning, and mailing. With seamless integration and automated workflows, you can streamline the contract management process and close deals faster.

Field Trip: Keeping your Salesforce instance clean and organized is key to its effectiveness. Field Trip analyzes your org's fields, providing insights into their usage and relevance. With this app, you can identify redundant or obsolete fields, helping you maintain a lean and efficient data model.

Apex Data Loader: When it comes to managing large volumes of data, Apex Data Loader is a powerful ally. This tool allows Salesforce admins to perform bulk data operations, such as insert, update, upsert, delete, and export, using a command-line interface or a graphical user interface. With support for both standard and custom objects, Apex Data Loader is a versatile solution for data management tasks of any scale.

Milestones PM+: Effective project management is essential for driving business success, and Milestones PM+ delivers the tools you need to succeed. With features such as Gantt charts, task dependencies, and resource allocation, Milestones PM+ empowers Salesforce admins to plan, execute, and track projects with ease. Whether you're managing internal initiatives or customer implementations, Milestones PM+ is a valuable addition to your Salesforce toolkit.

In conclusion, these ten must-have Salesforce admin apps are essential for enhancing your Salesforce experience, streamlining processes, and driving business growth. Whether you're focused on data management, project management, document generation, or user adoption, these apps provide the tools you need to succeed. By incorporating these apps into your Salesforce instance, you can optimize efficiency, increase productivity, and unlock the full potential of the world's leading CRM platform.

[hicglobal]

What’s new in Salesforce Spring ‘21 Release Big changes in Salesforce Clouds

Today we have thought of one more enlightening website about the Salesforce Spring '21 delivery. We have discussed everything in detail, be it Sales, Marketing, Commerce, Analytics, Integration, or more.

So immediately, how about we jump straight into these;

1. Salesforce Sales Cloud

Conjecture Adjustments on the Salesforce Mobile App: You would now be able to get to your determining from anyplace on the planet. In Spring '21 delivery, clients get the capacity to view and make changes in accordance with guaging utilizing the Salesforce versatile application.

High-Velocity Sales for Opportunities: This will use deals rhythms on any top deals object, at any phase of the business cycle or arrangement. You can likewise follow and connect straightforwardly and naturally on Lead, Contact, Opportunity, Account, or Person Account records utilizing the best practice ventures from Sales Cadences.

Salesforce Maps Field Safety Kit: Other than the COVID pattern information layer, which is now accessible to clients, more highlights in this portion will be accessible to you. Presently, you can get ready for site visits with in-field security survey formats set off for audit by the record leader.

 2. Salesforce Service Cloud

Einstein Recommendation Builder: You can make custom suggestion models, consolidating any two items to drive proposals that improve CSAT, income, and that's just the beginning.

Field Service: Appointment Assistant: This help permits clients to realize when help is in transit, which brings about expanding client commitment and straightforwardness.

This element eliminates the four-hour stand by window and gives clients ongoing updates through SMS or a self-administration entry, whatever they like.

3. Salesforce Marketing Cloud

Collaboration Studio-Real-time triggers for venture developer: This permits you to make sections continuously dependent on the activities your clients and guests take on a site. You can enact these portions in Journey Builder to introduce continuous, 1-to-1 substance dependent on affinities.

Sandbox for Datorama: This enables administrators to test their arrangement setups and information changes in a disconnected advancement climate that is consistently in a state of harmony with creation.

Pardot: With Pardot: Campaign Cloning, you can save time and lift effectiveness with reusable showcasing resources. Additionally, you can now easily clone presentation pages, structures, structure overseers, and connections identified with a mission.

4. Salesforce Commerce Cloud

A definitive installment arrangement: With Commerce Cloud Payments, you can convey quick, adaptable, and rich checkout encounters that help Mastercards, portable wallets, for example, Apple Pay and Google Pay. You can likewise get installments from non-card techniques, for example, SEPA, iDEAL, and BanContact they are all with extortion insurance.

Questioned Order Management: You would now be able to satisfy orders quicker, diminish expenses, and lift consumer loyalty by utilizing dynamic request directing streams to satisfy orders from the best area.

Additionally, Disputed Order Management gives traders configurable satisfaction work processes that can powerfully limit request parts and course orders from the nearest area.

5. Stage and Apps

Client 360 Privacy Center Enhancements: Easily sync your assent information across various records utilizing a solitary API to at the same time refresh or set up assent for different coordinating accounts.

Additionally, you can naturally make an individual record and interface different related records to it.

Salesforce Shield for Surveys: Now you can ensure delicate information gathered in Surveys with local encryption, assisting you with meeting administrative prerequisites. Moreover, you can guarantee that the information is encoded from Salesforce clients, including administrators.

Dynamic Actions Enhancements: In Spring '21, Dynamic Actions is presently accessible for extra articles and versatile. Outfit the force of Dynamic Actions on Accounts, Contacts, Leads, Opportunities, and cases for Lightning Experience Desktop. Furthermore, Custom Objects in the Lightning on Mobile application.

LWC: Local Development Enhancements: With this element, designers would now be able to make changes to their LWCs and promptly see those progressions delivered in a program or a versatile emulator, without pushing to a Salesforce organization.

6. Salesforce Integration

MuleSoft Composer for Salesforce: With this, non-designers who own critical pieces of the client excursion can utilize basic snaps, no-code answer for open information, incorporate applications, and computerize business measures.

Two New MuleSoft Accelerators: The new MuleSoft Accelerator for SAP empowers clients to open information from SAP and associate it to applications like Salesforce.

Multifaceted Authentication: Anypoint Platform: This shields your information from something the client knows, for example, login qualifications or something he has, for example, check strategies.

7. Investigation

Scene Prep Builder in the Browser: This lets you prep your information from any place you approach a program. This brings the information prep measure into one coordinated stage on the web.

Scene CRM: Dashboard Components and Data Prep Enhancements: Dashboard segments permit you to fabricate dynamic dashboards with reusable gadgets that saves your time and endeavors.

Information Prep Enhancement stores portrayals of top indicators and upgrades in your datasets with the new anticipate hub in the information prep.

Thanks for reading this article and if you like this article and want to read more article then please visit HIC Global Solutions ( https://hicglobalsolutions.com/ )

[tak4hir0]

Salesforce Winter ’21 Release Notes All you need to know about Salesforce Winter ’21 Release Notes Salesforce Winter ’21 Release Notes: We understand that it is difficult and a bit time-consuming to go through the entire release so here we offer to help you learn and grow in the salesforce world by presenting the summary and my most favorite feature of Salesforce Winter’ 21 Release Notes.   Dynamic Forms Dynamic Forms is the next step in the evolution of Lightning record pages. It adds the ability to configure record detail fields and sections inside the Lightning App Builder. This feature, which is now generally available and enabled for everyone, includes some changes since the beta release. Open an existing record page in the Lightning App Builder, then click Upgrade Now from the Record Detail properties pane to launch the Dynamic Forms migration wizard. With only a few clicks, the wizard adds fields and field sections to the page for you. Changes Since Beta: Dynamic Forms is now on for everyone in supported editions. The ability to turn it on and off for your org from the Record Page Settings node in Setup is removed. Universally required fields moved to their own section of the palette and have distinctive icons. Packaging is now supported for pages that contain Dynamic Forms components (Field, Field Section). Enhanced support for Dynamic Forms during edit, create, and clone. Several limitations and known issues are resolved. Scan a Barcode in a Lightning Web Component (Beta) Use the BarcodeScanner API to add barcode scanning to your Lightning web components. Scan UPC, QR, and other standard barcode types from Lightning components running on a mobile device. Look up product details, record inventory scans, save contact details from a conference badge—your code, your way! Scan Barcodes on a Mobile Device (Beta) Interactively Create Engaging Email Templates Create email templates faster and more easily with visual tools in Email Template Builder. Instead of adding HTML code, your users can drag elements to create effective email templates. They can compose email templates with a few clicks to place design elements right where they want them. After creating a Lightning email template, users with the correct permission see the Edit in Builder button. Click Edit in Builder to open Email Template Builder. Choose a component (1) and drag it to the canvas (2). Change the details and style of the component using the properties panel (3). Display Survey Pages Based on Your Data Let data in your Salesforce org determine which survey page participants view next. Use variables to define conditions in your page branching logic. Use associated record merge field variables and participant record merge field variables to define field-level conditions. Use org variables to define conditions based on your org’s information. Use custom variables to define conditions based on values that you define. Auto Add Fields to Custom Report Types It’s time-consuming to add new custom fields to your reports, especially when you have many custom report types. Now with Auto Add, custom fields that you add to a Salesforce object are added automatically to all the custom report types based on that object. When you create a report from the custom report type, all the custom fields are right there for you to add to your report. How: From Setup, in the Quick Find box, enter Reports and Dashboards Settings, and then select Reports and Dashboards Settings. Select Auto add new custom fields to custom report type layouts and then click Save. You can now add new custom fields to a report built from an existing custom report type from the Fields pane in the report builder. All custom fields for the Salesforce object are automatically included in the Fields list, and you can drag any of them to the Columns list. Salesforce Anywhere Salesforce Anywhere is the future experience of CRM — making Salesforce real time. Get alerts about changes to the Salesforce data you care about. Update your Salesforce data in just a few taps with suggested actions. Collaborate in context with chat. Search and view your Salesforce data. And integrate Salesforce Anywhere chat and alerts into your business processes with Lightning Flow and Process Builder. Salesforce Anywhere Release Notes (Beta) Find Changed Deals at a Glance Opportunity deal change highlights help your sales team prioritize work by showing recent changes to amounts and close dates. For example, knowing which deals changed helps sales managers with their weekly coaching sessions. In the opportunities list view and Kanban view, text colors and arrows indicate amounts and close dates that changed during the last 7 days. And users can hover over an arrow to get details. How: Opportunity deal change highlights are turned on by default, but you can turn them off (and back on) via Opportunity Settings in Setup. For all the features for Winter 21 Release Notes, please refer to the Salesforce website. Salesforce Winter 21 Release Date   For the Winter ’21 Release, we will upgrade the preview instances to Winter ’21 on September 11 and September 12, 2020, and non-preview instances to Winter ’21 on October 16 and October 17, 2020. Once you locate your current sandbox instance, use the chart below to determine if, when, and what action you should take on your sandbox. For more details on the release calendar, please visit salesforce website. The post Salesforce Winter ’21 Release Notes appeared first on Salesforce Blog.

[astrea-it-posts]

Dolly Cloning Application For Salesforce Administrators | Cloning Salesf...

[isearchgoood]

August 24, 2019 at 10:00PM - The Salesforce Trailblazer Bundle (96% discount) Ashraf

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New versions of Salesforce are harnessing the power of Artificial Intelligence to enable you to make many decisions and discover patterns in mass collections of data, all with clicks rather than code. That means it’s beginner-friendly. This course is an introduction to utilizing Salesforce to perform complicated AI and Data Science tasks — without the complications.

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The Salesforce Service Cloud Consultant Certification demonstrates that you can implement the Salesforce Lightning Service Console, design service solutions on the Salesforce platform, and can implement OmniChannel, create Macros, and create custom apps to deliver world-class service as a Service Cloud consultant. Sound intense? Well, it is, which is why those who hold the certification regularly command six-figure salaries. Salesforce is currently the 7th-most in-demand IT skill in the world and this training can help you rise above the competition.

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The Salesforce Sales Cloud Consultant Certification will help you leap ahead of the competition and become massively in-demand for Salesforce partner companies. Salesforce’s most popular cloud solution is the Sales Cloud, and administrators and consultants are always in-demand. This course will help you ace the certification exam and push your career to brand new heights.

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[marie85marketing]

Your MarTech Tool Stack Isn’t Complete in 2018 Without These 13 Apps

Think your marketing technology (MarTech) stack is king? Pull yourself out of 2017.

Your customers are dropping out of your funnel. Engagement is down. The CEO is on you to get results… today.

Where can you find more efficient ways to get the job done?

A better MarTech stack.

If you aren’t using a diverse set of tools, you’re likely falling behind.

Marketing departments around the world are scrambling to find the best ways to identify and engage their customers.

Are you wondering why your team can’t find more customers? Or better satisfy your existing profit centers?

It’s because your MarTech stack needs a facelift. An upgrade to help you better serve customer needs and enable easy onboarding.

Like a valley girl without botox, a business in 2018 without a proper stack is showing its true age.

But with over 5,000 MarTech options available, finding the right tools for the job can be daunting.

Luckily, I’ve got your back.

Get your MarTech stack ready for the future with the hottest apps on the block.

1. Salesforce

Managing customer relations is key to growing your business.

It’s 5x less expensive to keep an existing customer than to sell to a new one.

But upselling and reselling to existing customers presents a big challenge.

Just because someone bought from you once doesn’t mean they’ll do it again or stick around forever.

You need to manage and nurture the customer relationship.

When it comes to that, Salesforce continues to steal the CRM “best in show” — and with good reason.

It recently topped Fortune’s list of 100 best companies to work for in 2018 and has been able to retain consistent growth behind its experienced leadership.

What’s their secret to being the biggest SaaS shark in the ocean?

It’s one of the most customizable CRMs out there and has been battle-tested for nearly two decades.

It has integrations for just about every use case with it’s AppExchange being second to none.

With AppExchange, you can find, locate and utilize different applications like you would plugins on WordPress.

Businesses of all sizes use it and love it.

Whether you are a mom-and-pop shop getting started or a large enterprise org, Salesforce has seen your use case before and has a solution.

Dashboards are full of comprehensive data that you can use to build customers from small lifetime values to high lifetime values.

Salesforce is king when it comes to customer relationship management.

2. Hootsuite

When it comes to social media, today’s consumer is everywhere.

In fact, the average consumer has seven different social media accounts spread across multiple platforms.

While that presents an opportunity in the form of reaching new customers with multi-channel strategies, it also creates an internal nightmare when it comes to managing it.

Posting, liking, commenting and engaging on seven platforms? That’s a full-time job.

But not when you take advantage of platforms like Hootsuite.

Hootsuite is a necessity for managing your social media presence.

While Facebook Advertising is primarily about “speaking” to your customers, Hootsuite should be used to “listen” and engage.

Of course, finding a way to listen to multiple channels at the same time is difficult. Hootsuite solves the problem by managing all your social channels in one place.

By using a unique dashboard to monitor unlimited streams from all the social media channels your team uses, you can schedule, optimize and interact with consumers in just minutes on any platform.

With integrated analytics dashboards, pulling up reports for your marketing and sales teams is easy.

Connecting to diverse content systems beyond social, you can pull up free stock images to aid your social campaigns:

The platform is decked to the fullest, helping you manage social media with one tool in a sector that normally requires multiple.

3. Google AdWords

Reaching new customers is key to scaling your business.

And there’s possibly no better place to do that than advertising with AdWords.

Despite Facebook’s massive growth, Google AdWords is still the most widely used advertising platform in the world.

In fact, getting certified in AdWords is seen as a necessity for most entry-level digital marketing professionals.

While most people are interested in Facebook, here’s why you should keep AdWords in your toolbox:

AdWords packs a punch in the form of intent.

If cleanliness is next to godliness, then intent is next to customer acquisition.

On platforms like Facebook, people aren’t there to see ads or find products. They are engaging with friends, family, and funny videos.

But on AdWords, people are actively searching via keywords to find solutions to their problems:

They want help ASAP. So you can virtually skip the typical funnel process and get down to selling.

On top of intent, AdWords packs reach. Google handles over 40,000 searches every second.

Not to mention over 3.5 billion each day and 1.2 trillion each year.

With AdWords, you can also advertise on YouTube, a platform with 1.5 billion monthly active users who watch more than an hour of content daily.

In terms of support, you have access to dedicated account managers that will help run and optimize your campaigns.

The dashboard is extremely easy to use, too.

With diverse demographic targeting and custom audiences, you can reach users with Facebook-like specificity.

AdWords is the bread-and-butter of PPC advertising and will continue to dominate with its massive user base.

Add it to your stack and get your piece of the pie today.

4. Optimizely

Running tests is critical to finding success. Whether in product creation, marketing development or sales.

Test and test again.

But when most A/B tests fail, you often can’t rely on your own, basic marketing tests to provide statistically significant data.

Let Optimizely take your experiments by the horns to stay ahead of the competition.

Test against your assumptions to build better campaigns that capture more users and increase retention.

People will think you became a guru overnight.

There are a number of ways you can impress your team with Optimizely.

Use Optimizely X, and you can experiment across “every device, every channel, and every customer touchpoint.”

With unlimited users, you can easily collaborate with anyone to build dashboards that will make your executive team happy.

Show the world your technical prowess by empowering developers to support your optimization marketing tech.

Optimizely powers optimization and testing for some of the largest companies on the planet for a reason:

It simplifies testing and provides accurate, effective results.

5. Crazy Egg

Every marketer thinks they understand their customers. Their pain points, wants and needs.

But when it comes to driving sales, do you know how the user experienced your site? What they loved or hated?

Unless you are using a heat mapping tool like Crazy Egg, you likely don’t.

Crazy Egg is known as a heatmapping tool that provides an X-ray of how visitors are interacting with your site.

They were one of the first in the space, and remain the top player for a few main reasons.

With Crazy Egg, you can see which part of your pages users click on the most, where they are spending the most time (on a per-page basis), and what areas are being completely ignored.

They offer four different views, but Heatmap and Scrollmap are where it’s at.

Heatmap allows you to see where users are clicking and Scrollmap allows you to see where users are spending the most time (especially helpful for those of you producing long-form content).

Crazy Egg allows you to A/B test different variations of pages so you can continue to make iterations.

Getting insights on how your users interact with you is invaluable for optimization. Quit your slacking and start using heatmaps.

Speaking of slacking…

6. Slack

Collaborating and communicating across teams and departments shouldn’t be a boring, tedious or annoying process.

And, it shouldn’t be an afterthought, either.

According to HubSpot, the more aligned your sales and marketing team is, the better overall growth you’ll achieve.

And that’s where Slack comes into play.

With Slack, all of your team communication exists in one place. You can message individuals directly, create a group, and create Slack channels to keep conversations topical and organized.

Plus, they have integrations with EVERYTHING. GitHub, Trello, Dropbox, Google Drive, Heroku and countless other MarTech tools. The list doesn’t end.

Slack is where work gets done, and team communication stays fluid.

7. Marketo

Latest data shows that 91% of companies using marketing automation find it to be an integral piece of their marketing strategy.

The fact of the matter is, with so many channels and platforms available to marketers today, automation is necessary to thrive.

And Marketo is a powerhouse of automation designed for marketers by marketers.

If you’re in B2B and want to get an idea of how your prospects are interacting with all your marketing channels, Marketo is the wingman you’ve always wanted.

Built on the same core platform as Salesforce, Marketo is a necessity for any team running multiple channels for customer acquisition.

With an easy-to-use modular system featuring marketing automation, consumer engagement marketing, real-time personalization, and marketing management, you can customize everything for your specific business needs.

Marketo is designed for scaling businesses.

The platform allows you to clone entire programs such as landing pages and email marketing, so you don’t have to create new ones as your grow.

Using advanced reporting to pull detailed customer analytics and then compare across channels, Marketo can integrate with just about any other MarTech tool you use.

Marketo is built for the power-user. For the marketing team that attacks multiple channels and needs heavy equipment to get the job done.

8. AdRoll

AdRoll arrived on the MarTech scene as a retargeting platform but has since transitioned into a full-funnel DSP (demand-side platform).

What does this mean? AdRoll allows you to attract new customers to your site, convert site visitors at scale, and continue to maintain a relationship with your existing customers.

Programmatic marketing has gotten some flack recently, but the numbers don’t lie:

There is a reason AdRoll has over 30,000 customers (well, there’s at least 30,000 reasons).

And what AdRoll is working on in the future is even more interesting.

AdRoll plans to focus more on incrementality utilizing big data and machine learning to get a complete sense of which ads are actually causing customers to make a purchase.

They are building out an account-based marketing solution and are poised to become a market leader in the space.

Take their access to over 300 ad networks and exchanges, add an advanced bidding tool, and layer in very specific customer data from Bombora.

That’s a recipe for potential success and more money in your company war chest.

Their account management is second to none. For mid-market companies, you will not get the same level of customer service from Google or Facebook.

Want a platform to help grow and nurture customers? Look no further.

9. Sprinklr

CXM, or customer experience management, is the audience engagement need for your MarTech stack in 2018.

Have you heard the maxim, “People don’t care what you know until they know that you care”?

With CXM, that core idea rings true. Engaging with your audience is an absolute must-have for creating a dialogue about your brand.

Sprinklr makes this easier than ever to put into practice.

Their CXM platform gives you complete control over the customer experience.

Pull over 25 social channels into a unified platform. Reach and listen to all your customers in one place.

Add context to data pulled from other platforms, like your Salesforce CRM.

Schedule your campaigns and monitor results with ease.

Leverage Sprinklr’s app marketplace to make the most of your CXM data.

With diverse integrations, you’ll be able to connect Sprinklr to any other tool in your stack.

10. MailChimp

When it comes to email marketing, there are countless platforms available.

But starting out with your first platform can make or break your success.

Some cost a fortune, and others are meant for top-level companies.

Thankfully, MailChimp exists, allowing any company of any size to start an email marketing campaign in just minutes.

With powerful analytics dashboards, you get clear data on your campaigns without vanity metrics:

Using a drag-and-drop email building system, you can get campaigns established fast with the look and appeal of a high-tech, high-cost platform:

The fact is, email still reigns supreme in 2018.

Email is still one of the most influential information sources for B2B audiences.

On the B2C side of things, welcome emails generate 320% more revenue than general promotional messages.

If you aren’t capitalizing on the opportunities to maximize revenue from your email marketing… well, then what are you doing?

MailChimp makes it easier than ever to build automated campaigns for drip funnels and promotional marketing, with templates that make the process a breeze for you and your team.

You can quickly split your audiences into lists for optimal campaign performance.

As with most MarTech tools, it integrates with just about every app on the planet.

My personal favorite tactic is using Gleam to build a competition, then leveraging automation in MailChimp to convert those participants into customers.

All that’s left to do is sit back and watch yourself win.

11. Wrike

Keeping everyone on the same page is just as vital as getting your MarTech stack working overtime.

Ensuring that every team is interconnected, working together and sharing information isn’t easy.

Especially when teams are hard at work.

And that’s where Wrike comes into play.

Wrike has an advantage as one of the leading productivity management platforms in the world.

When your MarTech needs to stay on track, count on Wrike to keep all your campaign tasks organized.

Wrike helps you to test workflows before launching them into campaigns and manage communications across members of your team.

In addition to a robust free trial and extensive documentation to get you started, Wrike boasts a library of integrations — including some of the market-leading MarTech tools.

Wrike is perfect for businesses that get work done and need to share that work across various departments and teams.

Integrate it into your marketing stack for streamlined communications and efficiency.

12. Zapier

Say you need to connect your Kissmetrics campaigns to reports to Crazy Egg, and then email those reports to your supervisor at 4:00 PM on the dot?

Diverse, detailed and seriously precise marketing automation like that is hard to come by.

And that’s why Zapier is dominating the competition.

Connecting anything to well, anything, is as easy as selecting a few dropdowns. Choose the apps you want to connect, create a hook, and voila — instant MarTech magic.

Zapier is the Muhammad Ali of automation. Using easy, customizable triggers and actions, you can connect any app in your stack to run highly specific tasks.

Once you’ve set it up, you simply let it run in the background, automating most of your daily tasks that kill your time.

13. SERPs

SEO has changed dramatically in the past ten years. In fact, Google makes updates to their algorithm nearly 600 times each year.

That’s more than once a day.

Staying up-to-date with SEO is crucial, and there is perhaps no better way to know who is outranking you on specific keywords than SERPs.

SERPs is the one-stop shop for competitive SEO insights. Your SEO is never good enough in today’s algorithm-shifting world.

Until you hit #1 ranking for every targeted keyword, there is always opportunity to improve.

SERPs helps you go above and beyond plain old research to deliver actionable insights about your competition.

When researching their Google ranking index or keyword research database, you can gather insights on which keywords competitors are targeting, campaign costs against those keywords, and SEO rankings for specific landing pages or blog content.

Stop doing keyword research with sub-par platforms or directly on Google.

Integrate SERPs to get the benefit of keyword research and competitor research in one.

Bringing it all together

Building a MarTech stack is a complex problem.

You have over 5,000 options to choose from with a very specific budget and a list of requirements.

Want to hear some good news? You’ve already done the hard work. Finding the right resources is half the battle.

The other half of the battle is getting your knowledge to align with actions.

You are the glue holding your MarTech stack together. Without your decisions, there is no marketing ROI for you and your team.

You still need to bring everything together to ensure your team can make the most of this powerful MarTech tool stack.

First, ask yourself these two key questions.

What are my immediate goals?

Your initial answers to this question led you here, so it may be time to really look into what you’re doing and why you’re doing it.

In my first marketing role at a SaaS company, we spent about $10,000 on LinkedIn Ads that only converted 0.1% of users who clicked through.

In some companies, this is a campaign that can put you out on the street.

You know what our team did instead of stressing about the results? We doubled down with a clearer objective.

Our initial goal was too broad. “Convert 1% of user click-throughs” only works if you’re offering real value and understand why your content is valuable.

We were trying to sell ourselves without telling a story, and our prospective customers could see right through it. So what did our new goal become?

“Convert 1% of user click-throughs and increase total ad clicks by 5,000.” Then we were prioritizing context as well as optimization.

Bringing this back around to the finish line, your goals are the hidden driver for your MarTech stack.

Understand your why and be clear about how each MarTech tool guides you toward success.

Where are you going to achieve a greater ROI?

The trick is actually more simple than it may seem.

You’ll generate ROI when you test assumptions and land in the right place at the right time.

With measurable and actionable results, you tell a more informed story about your customers.

A better story leads to better experiments. Before you know it, your marketing machine does all the heavy lifting for you.

For example, your life is easier when you put the majority of the load on your MarTech stack.

With Kissmetrics, for instance, it’s easy to analyze, segment, and connect your marketing automation in a single platform.

Your MarTech tool stack is the key to achieving successful ROI in your marketing efforts. Without it, you’re Captain Ahab in the ocean minus a paddle and spear.

Conclusion

Marketing stacks are key to streamlining your marketing campaigns in the modern world.

With so many options to choose from, it can often be overwhelming.

For your average mid-market company, a combination of Kissmetrics (below) + Crazy Egg + HubSpot + Google + Facebook may be all you need.

Even startups can benefit from this stack.

Enterprises can combine these tools and more to achieve even more growth.

With the addition of Sprinklr and other CXM tools, every channel becomes a potential revenue stream.

You’ve shown an appetite for winning in the marketing game by getting this far.

Go forth, build your MarTech tool stack, and show the world what you can do.

What completes your MarTech tool stack?

About the Author: Neil Patel is the cofounder of Neil Patel Digital.

[samiam03x]

Your MarTech Tool Stack Isn’t Complete in 2018 Without These 13 Apps

Think your marketing technology (MarTech) stack is king? Pull yourself out of 2017.

Your customers are dropping out of your funnel. Engagement is down. The CEO is on you to get results… today.

Where can you find more efficient ways to get the job done?

A better MarTech stack.

If you aren’t using a diverse set of tools, you’re likely falling behind.

Marketing departments around the world are scrambling to find the best ways to identify and engage their customers.

Are you wondering why your team can’t find more customers? Or better satisfy your existing profit centers?

It’s because your MarTech stack needs a facelift. An upgrade to help you better serve customer needs and enable easy onboarding.

Like a valley girl without botox, a business in 2018 without a proper stack is showing its true age.

But with over 5,000 MarTech options available, finding the right tools for the job can be daunting.

Luckily, I’ve got your back.

Get your MarTech stack ready for the future with the hottest apps on the block.

1. Salesforce

Managing customer relations is key to growing your business.

It’s 5x less expensive to keep an existing customer than to sell to a new one.

But upselling and reselling to existing customers presents a big challenge.

Just because someone bought from you once doesn’t mean they’ll do it again or stick around forever.

You need to manage and nurture the customer relationship.

When it comes to that, Salesforce continues to steal the CRM “best in show” — and with good reason.

It recently topped Fortune’s list of 100 best companies to work for in 2018 and has been able to retain consistent growth behind its experienced leadership.

What’s their secret to being the biggest SaaS shark in the ocean?

It’s one of the most customizable CRMs out there and has been battle-tested for nearly two decades.

It has integrations for just about every use case with it’s AppExchange being second to none.

With AppExchange, you can find, locate and utilize different applications like you would plugins on WordPress.

Businesses of all sizes use it and love it.

Whether you are a mom-and-pop shop getting started or a large enterprise org, Salesforce has seen your use case before and has a solution.

Dashboards are full of comprehensive data that you can use to build customers from small lifetime values to high lifetime values.

Salesforce is king when it comes to customer relationship management.

2. Hootsuite

When it comes to social media, today’s consumer is everywhere.

In fact, the average consumer has seven different social media accounts spread across multiple platforms.

While that presents an opportunity in the form of reaching new customers with multi-channel strategies, it also creates an internal nightmare when it comes to managing it.

Posting, liking, commenting and engaging on seven platforms? That’s a full-time job.

But not when you take advantage of platforms like Hootsuite.

Hootsuite is a necessity for managing your social media presence.

While Facebook Advertising is primarily about “speaking” to your customers, Hootsuite should be used to “listen” and engage.

Of course, finding a way to listen to multiple channels at the same time is difficult. Hootsuite solves the problem by managing all your social channels in one place.

By using a unique dashboard to monitor unlimited streams from all the social media channels your team uses, you can schedule, optimize and interact with consumers in just minutes on any platform.

With integrated analytics dashboards, pulling up reports for your marketing and sales teams is easy.

Connecting to diverse content systems beyond social, you can pull up free stock images to aid your social campaigns:

The platform is decked to the fullest, helping you manage social media with one tool in a sector that normally requires multiple.

3. Google AdWords

Reaching new customers is key to scaling your business.

And there’s possibly no better place to do that than advertising with AdWords.

Despite Facebook’s massive growth, Google AdWords is still the most widely used advertising platform in the world.

In fact, getting certified in AdWords is seen as a necessity for most entry-level digital marketing professionals.

While most people are interested in Facebook, here’s why you should keep AdWords in your toolbox:

AdWords packs a punch in the form of intent.

If cleanliness is next to godliness, then intent is next to customer acquisition.

On platforms like Facebook, people aren’t there to see ads or find products. They are engaging with friends, family, and funny videos.

But on AdWords, people are actively searching via keywords to find solutions to their problems:

They want help ASAP. So you can virtually skip the typical funnel process and get down to selling.

On top of intent, AdWords packs reach. Google handles over 40,000 searches every second.

Not to mention over 3.5 billion each day and 1.2 trillion each year.

With AdWords, you can also advertise on YouTube, a platform with 1.5 billion monthly active users who watch more than an hour of content daily.

In terms of support, you have access to dedicated account managers that will help run and optimize your campaigns.

The dashboard is extremely easy to use, too.

With diverse demographic targeting and custom audiences, you can reach users with Facebook-like specificity.

AdWords is the bread-and-butter of PPC advertising and will continue to dominate with its massive user base.

Add it to your stack and get your piece of the pie today.

4. Optimizely

Running tests is critical to finding success. Whether in product creation, marketing development or sales.

Test and test again.

But when most A/B tests fail, you often can’t rely on your own, basic marketing tests to provide statistically significant data.

Let Optimizely take your experiments by the horns to stay ahead of the competition.

Test against your assumptions to build better campaigns that capture more users and increase retention.

People will think you became a guru overnight.

There are a number of ways you can impress your team with Optimizely.

Use Optimizely X, and you can experiment across “every device, every channel, and every customer touchpoint.”

With unlimited users, you can easily collaborate with anyone to build dashboards that will make your executive team happy.

Show the world your technical prowess by empowering developers to support your optimization marketing tech.

Optimizely powers optimization and testing for some of the largest companies on the planet for a reason:

It simplifies testing and provides accurate, effective results.

5. Crazy Egg

Every marketer thinks they understand their customers. Their pain points, wants and needs.

But when it comes to driving sales, do you know how the user experienced your site? What they loved or hated?

Unless you are using a heat mapping tool like Crazy Egg, you likely don’t.

Crazy Egg is known as a heatmapping tool that provides an X-ray of how visitors are interacting with your site.

They were one of the first in the space, and remain the top player for a few main reasons.

With Crazy Egg, you can see which part of your pages users click on the most, where they are spending the most time (on a per-page basis), and what areas are being completely ignored.

They offer four different views, but Heatmap and Scrollmap are where it’s at.

Heatmap allows you to see where users are clicking and Scrollmap allows you to see where users are spending the most time (especially helpful for those of you producing long-form content).

Crazy Egg allows you to A/B test different variations of pages so you can continue to make iterations.

Getting insights on how your users interact with you is invaluable for optimization. Quit your slacking and start using heatmaps.

Speaking of slacking…

6. Slack

Collaborating and communicating across teams and departments shouldn’t be a boring, tedious or annoying process.

And, it shouldn’t be an afterthought, either.

According to HubSpot, the more aligned your sales and marketing team is, the better overall growth you’ll achieve.

And that’s where Slack comes into play.

With Slack, all of your team communication exists in one place. You can message individuals directly, create a group, and create Slack channels to keep conversations topical and organized.

Plus, they have integrations with EVERYTHING. GitHub, Trello, Dropbox, Google Drive, Heroku and countless other MarTech tools. The list doesn’t end.

Slack is where work gets done, and team communication stays fluid.

7. Marketo

Latest data shows that 91% of companies using marketing automation find it to be an integral piece of their marketing strategy.

The fact of the matter is, with so many channels and platforms available to marketers today, automation is necessary to thrive.

And Marketo is a powerhouse of automation designed for marketers by marketers.

If you’re in B2B and want to get an idea of how your prospects are interacting with all your marketing channels, Marketo is the wingman you’ve always wanted.

Built on the same core platform as Salesforce, Marketo is a necessity for any team running multiple channels for customer acquisition.

With an easy-to-use modular system featuring marketing automation, consumer engagement marketing, real-time personalization, and marketing management, you can customize everything for your specific business needs.

Marketo is designed for scaling businesses.

The platform allows you to clone entire programs such as landing pages and email marketing, so you don’t have to create new ones as your grow.

Using advanced reporting to pull detailed customer analytics and then compare across channels, Marketo can integrate with just about any other MarTech tool you use.

Marketo is built for the power-user. For the marketing team that attacks multiple channels and needs heavy equipment to get the job done.

8. AdRoll

AdRoll arrived on the MarTech scene as a retargeting platform but has since transitioned into a full-funnel DSP (demand-side platform).

What does this mean? AdRoll allows you to attract new customers to your site, convert site visitors at scale, and continue to maintain a relationship with your existing customers.

Programmatic marketing has gotten some flack recently, but the numbers don’t lie:

There is a reason AdRoll has over 30,000 customers (well, there’s at least 30,000 reasons).

And what AdRoll is working on in the future is even more interesting.

AdRoll plans to focus more on incrementality utilizing big data and machine learning to get a complete sense of which ads are actually causing customers to make a purchase.

They are building out an account-based marketing solution and are poised to become a market leader in the space.

Take their access to over 300 ad networks and exchanges, add an advanced bidding tool, and layer in very specific customer data from Bombora.

That’s a recipe for potential success and more money in your company war chest.

Their account management is second to none. For mid-market companies, you will not get the same level of customer service from Google or Facebook.

Want a platform to help grow and nurture customers? Look no further.

9. Sprinklr

CXM, or customer experience management, is the audience engagement need for your MarTech stack in 2018.

Have you heard the maxim, “People don’t care what you know until they know that you care”?

With CXM, that core idea rings true. Engaging with your audience is an absolute must-have for creating a dialogue about your brand.

Sprinklr makes this easier than ever to put into practice.

Their CXM platform gives you complete control over the customer experience.

Pull over 25 social channels into a unified platform. Reach and listen to all your customers in one place.

Add context to data pulled from other platforms, like your Salesforce CRM.

Schedule your campaigns and monitor results with ease.

Leverage Sprinklr’s app marketplace to make the most of your CXM data.

With diverse integrations, you’ll be able to connect Sprinklr to any other tool in your stack.

10. MailChimp

When it comes to email marketing, there are countless platforms available.

But starting out with your first platform can make or break your success.

Some cost a fortune, and others are meant for top-level companies.

Thankfully, MailChimp exists, allowing any company of any size to start an email marketing campaign in just minutes.

With powerful analytics dashboards, you get clear data on your campaigns without vanity metrics:

Using a drag-and-drop email building system, you can get campaigns established fast with the look and appeal of a high-tech, high-cost platform:

The fact is, email still reigns supreme in 2018.

Email is still one of the most influential information sources for B2B audiences.

On the B2C side of things, welcome emails generate 320% more revenue than general promotional messages.

If you aren’t capitalizing on the opportunities to maximize revenue from your email marketing… well, then what are you doing?

MailChimp makes it easier than ever to build automated campaigns for drip funnels and promotional marketing, with templates that make the process a breeze for you and your team.

You can quickly split your audiences into lists for optimal campaign performance.

As with most MarTech tools, it integrates with just about every app on the planet.

My personal favorite tactic is using Gleam to build a competition, then leveraging automation in MailChimp to convert those participants into customers.

All that’s left to do is sit back and watch yourself win.

11. Wrike

Keeping everyone on the same page is just as vital as getting your MarTech stack working overtime.

Ensuring that every team is interconnected, working together and sharing information isn’t easy.

Especially when teams are hard at work.

And that’s where Wrike comes into play.

Wrike has an advantage as one of the leading productivity management platforms in the world.

When your MarTech needs to stay on track, count on Wrike to keep all your campaign tasks organized.

Wrike helps you to test workflows before launching them into campaigns and manage communications across members of your team.

In addition to a robust free trial and extensive documentation to get you started, Wrike boasts a library of integrations — including some of the market-leading MarTech tools.

Wrike is perfect for businesses that get work done and need to share that work across various departments and teams.

Integrate it into your marketing stack for streamlined communications and efficiency.

12. Zapier

Say you need to connect your Kissmetrics campaigns to reports to Crazy Egg, and then email those reports to your supervisor at 4:00 PM on the dot?

Diverse, detailed and seriously precise marketing automation like that is hard to come by.

And that’s why Zapier is dominating the competition.

Connecting anything to well, anything, is as easy as selecting a few dropdowns. Choose the apps you want to connect, create a hook, and voila — instant MarTech magic.

Zapier is the Muhammad Ali of automation. Using easy, customizable triggers and actions, you can connect any app in your stack to run highly specific tasks.

Once you’ve set it up, you simply let it run in the background, automating most of your daily tasks that kill your time.

13. SERPs

SEO has changed dramatically in the past ten years. In fact, Google makes updates to their algorithm nearly 600 times each year.

That’s more than once a day.

Staying up-to-date with SEO is crucial, and there is perhaps no better way to know who is outranking you on specific keywords than SERPs.

SERPs is the one-stop shop for competitive SEO insights. Your SEO is never good enough in today’s algorithm-shifting world.

Until you hit #1 ranking for every targeted keyword, there is always opportunity to improve.

SERPs helps you go above and beyond plain old research to deliver actionable insights about your competition.

When researching their Google ranking index or keyword research database, you can gather insights on which keywords competitors are targeting, campaign costs against those keywords, and SEO rankings for specific landing pages or blog content.

Stop doing keyword research with sub-par platforms or directly on Google.

Integrate SERPs to get the benefit of keyword research and competitor research in one.

Bringing it all together

Building a MarTech stack is a complex problem.

You have over 5,000 options to choose from with a very specific budget and a list of requirements.

Want to hear some good news? You’ve already done the hard work. Finding the right resources is half the battle.

The other half of the battle is getting your knowledge to align with actions.

You are the glue holding your MarTech stack together. Without your decisions, there is no marketing ROI for you and your team.

You still need to bring everything together to ensure your team can make the most of this powerful MarTech tool stack.

First, ask yourself these two key questions.

What are my immediate goals?

Your initial answers to this question led you here, so it may be time to really look into what you’re doing and why you’re doing it.

In my first marketing role at a SaaS company, we spent about $10,000 on LinkedIn Ads that only converted 0.1% of users who clicked through.

In some companies, this is a campaign that can put you out on the street.

You know what our team did instead of stressing about the results? We doubled down with a clearer objective.

Our initial goal was too broad. “Convert 1% of user click-throughs” only works if you’re offering real value and understand why your content is valuable.

We were trying to sell ourselves without telling a story, and our prospective customers could see right through it. So what did our new goal become?

“Convert 1% of user click-throughs and increase total ad clicks by 5,000.” Then we were prioritizing context as well as optimization.

Bringing this back around to the finish line, your goals are the hidden driver for your MarTech stack.

Understand your why and be clear about how each MarTech tool guides you toward success.

Where are you going to achieve a greater ROI?

The trick is actually more simple than it may seem.

You’ll generate ROI when you test assumptions and land in the right place at the right time.

With measurable and actionable results, you tell a more informed story about your customers.

A better story leads to better experiments. Before you know it, your marketing machine does all the heavy lifting for you.

For example, your life is easier when you put the majority of the load on your MarTech stack.

With Kissmetrics, for instance, it’s easy to analyze, segment, and connect your marketing automation in a single platform.

Your MarTech tool stack is the key to achieving successful ROI in your marketing efforts. Without it, you’re Captain Ahab in the ocean minus a paddle and spear.

Conclusion

Marketing stacks are key to streamlining your marketing campaigns in the modern world.

With so many options to choose from, it can often be overwhelming.

For your average mid-market company, a combination of Kissmetrics (below) + Crazy Egg + HubSpot + Google + Facebook may be all you need.

Even startups can benefit from this stack.

Enterprises can combine these tools and more to achieve even more growth.

With the addition of Sprinklr and other CXM tools, every channel becomes a potential revenue stream.

You’ve shown an appetite for winning in the marketing game by getting this far.

Go forth, build your MarTech tool stack, and show the world what you can do.

What completes your MarTech tool stack?

About the Author: Neil Patel is the cofounder of Neil Patel Digital.

http://ift.tt/2oEuTNw from MarketingRSS http://ift.tt/2CTVpXC via Youtube

[webanalytics]

Your MarTech Tool Stack Isn’t Complete in 2018 Without These 13 Apps

Think your marketing technology (MarTech) stack is king? Pull yourself out of 2017.

Your customers are dropping out of your funnel. Engagement is down. The CEO is on you to get results… today.

Where can you find more efficient ways to get the job done?

A better MarTech stack.

If you aren’t using a diverse set of tools, you’re likely falling behind.

Marketing departments around the world are scrambling to find the best ways to identify and engage their customers.

Are you wondering why your team can’t find more customers? Or better satisfy your existing profit centers?

It’s because your MarTech stack needs a facelift. An upgrade to help you better serve customer needs and enable easy onboarding.

Like a valley girl without botox, a business in 2018 without a proper stack is showing its true age.

But with over 5,000 MarTech options available, finding the right tools for the job can be daunting.

Luckily, I’ve got your back.

Get your MarTech stack ready for the future with the hottest apps on the block.

1. Salesforce

Managing customer relations is key to growing your business.

It’s 5x less expensive to keep an existing customer than to sell to a new one.

But upselling and reselling to existing customers presents a big challenge.

Just because someone bought from you once doesn’t mean they’ll do it again or stick around forever.

You need to manage and nurture the customer relationship.

When it comes to that, Salesforce continues to steal the CRM “best in show” — and with good reason.

It recently topped Fortune’s list of 100 best companies to work for in 2018 and has been able to retain consistent growth behind its experienced leadership.

What’s their secret to being the biggest SaaS shark in the ocean?

It’s one of the most customizable CRMs out there and has been battle-tested for nearly two decades.

It has integrations for just about every use case with it’s AppExchange being second to none.

With AppExchange, you can find, locate and utilize different applications like you would plugins on WordPress.

Businesses of all sizes use it and love it.

Whether you are a mom-and-pop shop getting started or a large enterprise org, Salesforce has seen your use case before and has a solution.

Dashboards are full of comprehensive data that you can use to build customers from small lifetime values to high lifetime values.

Salesforce is king when it comes to customer relationship management.

2. Hootsuite

When it comes to social media, today’s consumer is everywhere.

In fact, the average consumer has seven different social media accounts spread across multiple platforms.

While that presents an opportunity in the form of reaching new customers with multi-channel strategies, it also creates an internal nightmare when it comes to managing it.

Posting, liking, commenting and engaging on seven platforms? That’s a full-time job.

But not when you take advantage of platforms like Hootsuite.

Hootsuite is a necessity for managing your social media presence.

While Facebook Advertising is primarily about “speaking” to your customers, Hootsuite should be used to “listen” and engage.

Of course, finding a way to listen to multiple channels at the same time is difficult. Hootsuite solves the problem by managing all your social channels in one place.

By using a unique dashboard to monitor unlimited streams from all the social media channels your team uses, you can schedule, optimize and interact with consumers in just minutes on any platform.

With integrated analytics dashboards, pulling up reports for your marketing and sales teams is easy.

Connecting to diverse content systems beyond social, you can pull up free stock images to aid your social campaigns:

The platform is decked to the fullest, helping you manage social media with one tool in a sector that normally requires multiple.

3. Google AdWords

Reaching new customers is key to scaling your business.

And there’s possibly no better place to do that than advertising with AdWords.

Despite Facebook’s massive growth, Google AdWords is still the most widely used advertising platform in the world.

In fact, getting certified in AdWords is seen as a necessity for most entry-level digital marketing professionals.

While most people are interested in Facebook, here’s why you should keep AdWords in your toolbox:

AdWords packs a punch in the form of intent.

If cleanliness is next to godliness, then intent is next to customer acquisition.

On platforms like Facebook, people aren’t there to see ads or find products. They are engaging with friends, family, and funny videos.

But on AdWords, people are actively searching via keywords to find solutions to their problems:

They want help ASAP. So you can virtually skip the typical funnel process and get down to selling.

On top of intent, AdWords packs reach. Google handles over 40,000 searches every second.

Not to mention over 3.5 billion each day and 1.2 trillion each year.

With AdWords, you can also advertise on YouTube, a platform with 1.5 billion monthly active users who watch more than an hour of content daily.

In terms of support, you have access to dedicated account managers that will help run and optimize your campaigns.

The dashboard is extremely easy to use, too.

With diverse demographic targeting and custom audiences, you can reach users with Facebook-like specificity.

AdWords is the bread-and-butter of PPC advertising and will continue to dominate with its massive user base.

Add it to your stack and get your piece of the pie today.

4. Optimizely

Running tests is critical to finding success. Whether in product creation, marketing development or sales.

Test and test again.

But when most A/B tests fail, you often can’t rely on your own, basic marketing tests to provide statistically significant data.

Let Optimizely take your experiments by the horns to stay ahead of the competition.

Test against your assumptions to build better campaigns that capture more users and increase retention.

People will think you became a guru overnight.

There are a number of ways you can impress your team with Optimizely.

Use Optimizely X, and you can experiment across “every device, every channel, and every customer touchpoint.”

With unlimited users, you can easily collaborate with anyone to build dashboards that will make your executive team happy.

Show the world your technical prowess by empowering developers to support your optimization marketing tech.

Optimizely powers optimization and testing for some of the largest companies on the planet for a reason:

It simplifies testing and provides accurate, effective results.

5. Crazy Egg

Every marketer thinks they understand their customers. Their pain points, wants and needs.

But when it comes to driving sales, do you know how the user experienced your site? What they loved or hated?

Unless you are using a heat mapping tool like Crazy Egg, you likely don’t.

Crazy Egg is known as a heatmapping tool that provides an X-ray of how visitors are interacting with your site.

They were one of the first in the space, and remain the top player for a few main reasons.

With Crazy Egg, you can see which part of your pages users click on the most, where they are spending the most time (on a per-page basis), and what areas are being completely ignored.

They offer four different views, but Heatmap and Scrollmap are where it’s at.

Heatmap allows you to see where users are clicking and Scrollmap allows you to see where users are spending the most time (especially helpful for those of you producing long-form content).

Crazy Egg allows you to A/B test different variations of pages so you can continue to make iterations.

Getting insights on how your users interact with you is invaluable for optimization. Quit your slacking and start using heatmaps.

Speaking of slacking…

6. Slack

Collaborating and communicating across teams and departments shouldn’t be a boring, tedious or annoying process.

And, it shouldn’t be an afterthought, either.

According to HubSpot, the more aligned your sales and marketing team is, the better overall growth you’ll achieve.

And that’s where Slack comes into play.

With Slack, all of your team communication exists in one place. You can message individuals directly, create a group, and create Slack channels to keep conversations topical and organized.

Plus, they have integrations with EVERYTHING. GitHub, Trello, Dropbox, Google Drive, Heroku and countless other MarTech tools. The list doesn’t end.

Slack is where work gets done, and team communication stays fluid.

7. Marketo

Latest data shows that 91% of companies using marketing automation find it to be an integral piece of their marketing strategy.

The fact of the matter is, with so many channels and platforms available to marketers today, automation is necessary to thrive.

And Marketo is a powerhouse of automation designed for marketers by marketers.

If you’re in B2B and want to get an idea of how your prospects are interacting with all your marketing channels, Marketo is the wingman you’ve always wanted.

Built on the same core platform as Salesforce, Marketo is a necessity for any team running multiple channels for customer acquisition.

With an easy-to-use modular system featuring marketing automation, consumer engagement marketing, real-time personalization, and marketing management, you can customize everything for your specific business needs.

Marketo is designed for scaling businesses.

The platform allows you to clone entire programs such as landing pages and email marketing, so you don’t have to create new ones as your grow.

Using advanced reporting to pull detailed customer analytics and then compare across channels, Marketo can integrate with just about any other MarTech tool you use.

Marketo is built for the power-user. For the marketing team that attacks multiple channels and needs heavy equipment to get the job done.

8. AdRoll

AdRoll arrived on the MarTech scene as a retargeting platform but has since transitioned into a full-funnel DSP (demand-side platform).

What does this mean? AdRoll allows you to attract new customers to your site, convert site visitors at scale, and continue to maintain a relationship with your existing customers.

Programmatic marketing has gotten some flack recently, but the numbers don’t lie:

There is a reason AdRoll has over 30,000 customers (well, there’s at least 30,000 reasons).

And what AdRoll is working on in the future is even more interesting.

AdRoll plans to focus more on incrementality utilizing big data and machine learning to get a complete sense of which ads are actually causing customers to make a purchase.

They are building out an account-based marketing solution and are poised to become a market leader in the space.

Take their access to over 300 ad networks and exchanges, add an advanced bidding tool, and layer in very specific customer data from Bombora.

That’s a recipe for potential success and more money in your company war chest.

Their account management is second to none. For mid-market companies, you will not get the same level of customer service from Google or Facebook.

Want a platform to help grow and nurture customers? Look no further.

9. Sprinklr

CXM, or customer experience management, is the audience engagement need for your MarTech stack in 2018.

Have you heard the maxim, “People don’t care what you know until they know that you care”?

With CXM, that core idea rings true. Engaging with your audience is an absolute must-have for creating a dialogue about your brand.

Sprinklr makes this easier than ever to put into practice.

Their CXM platform gives you complete control over the customer experience.

Pull over 25 social channels into a unified platform. Reach and listen to all your customers in one place.

Add context to data pulled from other platforms, like your Salesforce CRM.

Schedule your campaigns and monitor results with ease.

Leverage Sprinklr’s app marketplace to make the most of your CXM data.

With diverse integrations, you’ll be able to connect Sprinklr to any other tool in your stack.

10. MailChimp

When it comes to email marketing, there are countless platforms available.

But starting out with your first platform can make or break your success.

Some cost a fortune, and others are meant for top-level companies.

Thankfully, MailChimp exists, allowing any company of any size to start an email marketing campaign in just minutes.

With powerful analytics dashboards, you get clear data on your campaigns without vanity metrics:

Using a drag-and-drop email building system, you can get campaigns established fast with the look and appeal of a high-tech, high-cost platform:

The fact is, email still reigns supreme in 2018.

Email is still one of the most influential information sources for B2B audiences.

On the B2C side of things, welcome emails generate 320% more revenue than general promotional messages.

If you aren’t capitalizing on the opportunities to maximize revenue from your email marketing… well, then what are you doing?

MailChimp makes it easier than ever to build automated campaigns for drip funnels and promotional marketing, with templates that make the process a breeze for you and your team.

You can quickly split your audiences into lists for optimal campaign performance.

As with most MarTech tools, it integrates with just about every app on the planet.

My personal favorite tactic is using Gleam to build a competition, then leveraging automation in MailChimp to convert those participants into customers.

All that’s left to do is sit back and watch yourself win.

11. Wrike

Keeping everyone on the same page is just as vital as getting your MarTech stack working overtime.

Ensuring that every team is interconnected, working together and sharing information isn’t easy.

Especially when teams are hard at work.

And that’s where Wrike comes into play.

Wrike has an advantage as one of the leading productivity management platforms in the world.

When your MarTech needs to stay on track, count on Wrike to keep all your campaign tasks organized.

Wrike helps you to test workflows before launching them into campaigns and manage communications across members of your team.

In addition to a robust free trial and extensive documentation to get you started, Wrike boasts a library of integrations — including some of the market-leading MarTech tools.

Wrike is perfect for businesses that get work done and need to share that work across various departments and teams.

Integrate it into your marketing stack for streamlined communications and efficiency.

12. Zapier

Say you need to connect your Kissmetrics campaigns to reports to Crazy Egg, and then email those reports to your supervisor at 4:00 PM on the dot?

Diverse, detailed and seriously precise marketing automation like that is hard to come by.

And that’s why Zapier is dominating the competition.

Connecting anything to well, anything, is as easy as selecting a few dropdowns. Choose the apps you want to connect, create a hook, and voila — instant MarTech magic.

Zapier is the Muhammad Ali of automation. Using easy, customizable triggers and actions, you can connect any app in your stack to run highly specific tasks.

Once you’ve set it up, you simply let it run in the background, automating most of your daily tasks that kill your time.

13. SERPs

SEO has changed dramatically in the past ten years. In fact, Google makes updates to their algorithm nearly 600 times each year.

That’s more than once a day.

Staying up-to-date with SEO is crucial, and there is perhaps no better way to know who is outranking you on specific keywords than SERPs.

SERPs is the one-stop shop for competitive SEO insights. Your SEO is never good enough in today’s algorithm-shifting world.

Until you hit #1 ranking for every targeted keyword, there is always opportunity to improve.

SERPs helps you go above and beyond plain old research to deliver actionable insights about your competition.

When researching their Google ranking index or keyword research database, you can gather insights on which keywords competitors are targeting, campaign costs against those keywords, and SEO rankings for specific landing pages or blog content.

Stop doing keyword research with sub-par platforms or directly on Google.

Integrate SERPs to get the benefit of keyword research and competitor research in one.

Bringing it all together

Building a MarTech stack is a complex problem.

You have over 5,000 options to choose from with a very specific budget and a list of requirements.

Want to hear some good news? You’ve already done the hard work. Finding the right resources is half the battle.

The other half of the battle is getting your knowledge to align with actions.

You are the glue holding your MarTech stack together. Without your decisions, there is no marketing ROI for you and your team.

You still need to bring everything together to ensure your team can make the most of this powerful MarTech tool stack.

First, ask yourself these two key questions.

What are my immediate goals?

Your initial answers to this question led you here, so it may be time to really look into what you’re doing and why you’re doing it.

In my first marketing role at a SaaS company, we spent about $10,000 on LinkedIn Ads that only converted 0.1% of users who clicked through.

In some companies, this is a campaign that can put you out on the street.

You know what our team did instead of stressing about the results? We doubled down with a clearer objective.

Our initial goal was too broad. “Convert 1% of user click-throughs” only works if you’re offering real value and understand why your content is valuable.

We were trying to sell ourselves without telling a story, and our prospective customers could see right through it. So what did our new goal become?

“Convert 1% of user click-throughs and increase total ad clicks by 5,000.” Then we were prioritizing context as well as optimization.

Bringing this back around to the finish line, your goals are the hidden driver for your MarTech stack.

Understand your why and be clear about how each MarTech tool guides you toward success.

Where are you going to achieve a greater ROI?

The trick is actually more simple than it may seem.

You’ll generate ROI when you test assumptions and land in the right place at the right time.

With measurable and actionable results, you tell a more informed story about your customers.

A better story leads to better experiments. Before you know it, your marketing machine does all the heavy lifting for you.

For example, your life is easier when you put the majority of the load on your MarTech stack.

With Kissmetrics, for instance, it’s easy to analyze, segment, and connect your marketing automation in a single platform.

Your MarTech tool stack is the key to achieving successful ROI in your marketing efforts. Without it, you’re Captain Ahab in the ocean minus a paddle and spear.

Conclusion

Marketing stacks are key to streamlining your marketing campaigns in the modern world.

With so many options to choose from, it can often be overwhelming.

For your average mid-market company, a combination of Kissmetrics (below) + Crazy Egg + HubSpot + Google + Facebook may be all you need.

Even startups can benefit from this stack.

Enterprises can combine these tools and more to achieve even more growth.

With the addition of Sprinklr and other CXM tools, every channel becomes a potential revenue stream.

You’ve shown an appetite for winning in the marketing game by getting this far.

Go forth, build your MarTech tool stack, and show the world what you can do.

What completes your MarTech tool stack?

About the Author: Neil Patel is the cofounder of Neil Patel Digital.

from Search Results for “analytics” – The Kissmetrics Marketing Blog http://ift.tt/2GUzZvV #Digital #Analytics #Website

[bofc2024]

Discover a powerful tool to enhance your Salesforce efficiency: Bulk Object Field Creator (BOFC) app. In this comprehensive tutorial, we'll guide you through the process of effortlessly duplicating your existing dashboards, saving you valuable time and resources.

[ericsburden-blog]

Your MarTech Tool Stack Isn’t Complete in 2018 Without These 13 Apps

Think your marketing technology (MarTech) stack is king? Pull yourself out of 2017.

Your customers are dropping out of your funnel. Engagement is down. The CEO is on you to get results… today.

Where can you find more efficient ways to get the job done?

A better MarTech stack.

If you aren’t using a diverse set of tools, you’re likely falling behind.

Marketing departments around the world are scrambling to find the best ways to identify and engage their customers.

Are you wondering why your team can’t find more customers? Or better satisfy your existing profit centers?

It’s because your MarTech stack needs a facelift. An upgrade to help you better serve customer needs and enable easy onboarding.

Like a valley girl without botox, a business in 2018 without a proper stack is showing its true age.

But with over 5,000 MarTech options available, finding the right tools for the job can be daunting.

Luckily, I’ve got your back.

Get your MarTech stack ready for the future with the hottest apps on the block.

1. Salesforce

Managing customer relations is key to growing your business.

It’s 5x less expensive to keep an existing customer than to sell to a new one.

But upselling and reselling to existing customers presents a big challenge.

Just because someone bought from you once doesn’t mean they’ll do it again or stick around forever.

You need to manage and nurture the customer relationship.

When it comes to that, Salesforce continues to steal the CRM “best in show” — and with good reason.

It recently topped Fortune’s list of 100 best companies to work for in 2018 and has been able to retain consistent growth behind its experienced leadership.

What’s their secret to being the biggest SaaS shark in the ocean?

It’s one of the most customizable CRMs out there and has been battle-tested for nearly two decades.

It has integrations for just about every use case with it’s AppExchange being second to none.

With AppExchange, you can find, locate and utilize different applications like you would plugins on WordPress.

Businesses of all sizes use it and love it.

Whether you are a mom-and-pop shop getting started or a large enterprise org, Salesforce has seen your use case before and has a solution.

Dashboards are full of comprehensive data that you can use to build customers from small lifetime values to high lifetime values.

Salesforce is king when it comes to customer relationship management.

2. Hootsuite

When it comes to social media, today’s consumer is everywhere.

In fact, the average consumer has seven different social media accounts spread across multiple platforms.

While that presents an opportunity in the form of reaching new customers with multi-channel strategies, it also creates an internal nightmare when it comes to managing it.

Posting, liking, commenting and engaging on seven platforms? That’s a full-time job.

But not when you take advantage of platforms like Hootsuite.

Hootsuite is a necessity for managing your social media presence.

While Facebook Advertising is primarily about “speaking” to your customers, Hootsuite should be used to “listen” and engage.

Of course, finding a way to listen to multiple channels at the same time is difficult. Hootsuite solves the problem by managing all your social channels in one place.

By using a unique dashboard to monitor unlimited streams from all the social media channels your team uses, you can schedule, optimize and interact with consumers in just minutes on any platform.

With integrated analytics dashboards, pulling up reports for your marketing and sales teams is easy.

Connecting to diverse content systems beyond social, you can pull up free stock images to aid your social campaigns:

The platform is decked to the fullest, helping you manage social media with one tool in a sector that normally requires multiple.

3. Google AdWords

Reaching new customers is key to scaling your business.

And there’s possibly no better place to do that than advertising with AdWords.

Despite Facebook’s massive growth, Google AdWords is still the most widely used advertising platform in the world.

In fact, getting certified in AdWords is seen as a necessity for most entry-level digital marketing professionals.

While most people are interested in Facebook, here’s why you should keep AdWords in your toolbox:

AdWords packs a punch in the form of intent.

If cleanliness is next to godliness, then intent is next to customer acquisition.

On platforms like Facebook, people aren’t there to see ads or find products. They are engaging with friends, family, and funny videos.

But on AdWords, people are actively searching via keywords to find solutions to their problems:

They want help ASAP. So you can virtually skip the typical funnel process and get down to selling.

On top of intent, AdWords packs reach. Google handles over 40,000 searches every second.

Not to mention over 3.5 billion each day and 1.2 trillion each year.

With AdWords, you can also advertise on YouTube, a platform with 1.5 billion monthly active users who watch more than an hour of content daily.

In terms of support, you have access to dedicated account managers that will help run and optimize your campaigns.

The dashboard is extremely easy to use, too.

With diverse demographic targeting and custom audiences, you can reach users with Facebook-like specificity.

AdWords is the bread-and-butter of PPC advertising and will continue to dominate with its massive user base.

Add it to your stack and get your piece of the pie today.

4. Optimizely

Running tests is critical to finding success. Whether in product creation, marketing development or sales.

Test and test again.

But when most A/B tests fail, you often can’t rely on your own, basic marketing tests to provide statistically significant data.

Let Optimizely take your experiments by the horns to stay ahead of the competition.

Test against your assumptions to build better campaigns that capture more users and increase retention.

People will think you became a guru overnight.

There are a number of ways you can impress your team with Optimizely.

Use Optimizely X, and you can experiment across “every device, every channel, and every customer touchpoint.”

With unlimited users, you can easily collaborate with anyone to build dashboards that will make your executive team happy.

Show the world your technical prowess by empowering developers to support your optimization marketing tech.

Optimizely powers optimization and testing for some of the largest companies on the planet for a reason:

It simplifies testing and provides accurate, effective results.

5. Crazy Egg

Every marketer thinks they understand their customers. Their pain points, wants and needs.

But when it comes to driving sales, do you know how the user experienced your site? What they loved or hated?

Unless you are using a heat mapping tool like Crazy Egg, you likely don’t.

Crazy Egg is known as a heatmapping tool that provides an X-ray of how visitors are interacting with your site.

They were one of the first in the space, and remain the top player for a few main reasons.

With Crazy Egg, you can see which part of your pages users click on the most, where they are spending the most time (on a per-page basis), and what areas are being completely ignored.

They offer four different views, but Heatmap and Scrollmap are where it’s at.

Heatmap allows you to see where users are clicking and Scrollmap allows you to see where users are spending the most time (especially helpful for those of you producing long-form content).

Crazy Egg allows you to A/B test different variations of pages so you can continue to make iterations.

Getting insights on how your users interact with you is invaluable for optimization. Quit your slacking and start using heatmaps.

Speaking of slacking…

6. Slack

Collaborating and communicating across teams and departments shouldn’t be a boring, tedious or annoying process.

And, it shouldn’t be an afterthought, either.

According to HubSpot, the more aligned your sales and marketing team is, the better overall growth you’ll achieve.

And that’s where Slack comes into play.

With Slack, all of your team communication exists in one place. You can message individuals directly, create a group, and create Slack channels to keep conversations topical and organized.

Plus, they have integrations with EVERYTHING. GitHub, Trello, Dropbox, Google Drive, Heroku and countless other MarTech tools. The list doesn’t end.

Slack is where work gets done, and team communication stays fluid.

7. Marketo

Latest data shows that 91% of companies using marketing automation find it to be an integral piece of their marketing strategy.

The fact of the matter is, with so many channels and platforms available to marketers today, automation is necessary to thrive.

And Marketo is a powerhouse of automation designed for marketers by marketers.

If you’re in B2B and want to get an idea of how your prospects are interacting with all your marketing channels, Marketo is the wingman you’ve always wanted.

Built on the same core platform as Salesforce, Marketo is a necessity for any team running multiple channels for customer acquisition.

With an easy-to-use modular system featuring marketing automation, consumer engagement marketing, real-time personalization, and marketing management, you can customize everything for your specific business needs.

Marketo is designed for scaling businesses.

The platform allows you to clone entire programs such as landing pages and email marketing, so you don’t have to create new ones as your grow.

Using advanced reporting to pull detailed customer analytics and then compare across channels, Marketo can integrate with just about any other MarTech tool you use.

Marketo is built for the power-user. For the marketing team that attacks multiple channels and needs heavy equipment to get the job done.

8. AdRoll

AdRoll arrived on the MarTech scene as a retargeting platform but has since transitioned into a full-funnel DSP (demand-side platform).

What does this mean? AdRoll allows you to attract new customers to your site, convert site visitors at scale, and continue to maintain a relationship with your existing customers.

Programmatic marketing has gotten some flack recently, but the numbers don’t lie:

There is a reason AdRoll has over 30,000 customers (well, there’s at least 30,000 reasons).

And what AdRoll is working on in the future is even more interesting.

AdRoll plans to focus more on incrementality utilizing big data and machine learning to get a complete sense of which ads are actually causing customers to make a purchase.

They are building out an account-based marketing solution and are poised to become a market leader in the space.

Take their access to over 300 ad networks and exchanges, add an advanced bidding tool, and layer in very specific customer data from Bombora.

That’s a recipe for potential success and more money in your company war chest.

Their account management is second to none. For mid-market companies, you will not get the same level of customer service from Google or Facebook.

Want a platform to help grow and nurture customers? Look no further.

9. Sprinklr

CXM, or customer experience management, is the audience engagement need for your MarTech stack in 2018.

Have you heard the maxim, “People don’t care what you know until they know that you care”?

With CXM, that core idea rings true. Engaging with your audience is an absolute must-have for creating a dialogue about your brand.

Sprinklr makes this easier than ever to put into practice.

Their CXM platform gives you complete control over the customer experience.

Pull over 25 social channels into a unified platform. Reach and listen to all your customers in one place.

Add context to data pulled from other platforms, like your Salesforce CRM.

Schedule your campaigns and monitor results with ease.

Leverage Sprinklr’s app marketplace to make the most of your CXM data.

With diverse integrations, you’ll be able to connect Sprinklr to any other tool in your stack.

10. MailChimp

When it comes to email marketing, there are countless platforms available.

But starting out with your first platform can make or break your success.

Some cost a fortune, and others are meant for top-level companies.

Thankfully, MailChimp exists, allowing any company of any size to start an email marketing campaign in just minutes.

With powerful analytics dashboards, you get clear data on your campaigns without vanity metrics:

Using a drag-and-drop email building system, you can get campaigns established fast with the look and appeal of a high-tech, high-cost platform:

The fact is, email still reigns supreme in 2018.

Email is still one of the most influential information sources for B2B audiences.

On the B2C side of things, welcome emails generate 320% more revenue than general promotional messages.

If you aren’t capitalizing on the opportunities to maximize revenue from your email marketing… well, then what are you doing?

MailChimp makes it easier than ever to build automated campaigns for drip funnels and promotional marketing, with templates that make the process a breeze for you and your team.

You can quickly split your audiences into lists for optimal campaign performance.

As with most MarTech tools, it integrates with just about every app on the planet.

My personal favorite tactic is using Gleam to build a competition, then leveraging automation in MailChimp to convert those participants into customers.

All that’s left to do is sit back and watch yourself win.

11. Wrike

Keeping everyone on the same page is just as vital as getting your MarTech stack working overtime.

Ensuring that every team is interconnected, working together and sharing information isn’t easy.

Especially when teams are hard at work.

And that’s where Wrike comes into play.

Wrike has an advantage as one of the leading productivity management platforms in the world.

When your MarTech needs to stay on track, count on Wrike to keep all your campaign tasks organized.

Wrike helps you to test workflows before launching them into campaigns and manage communications across members of your team.

In addition to a robust free trial and extensive documentation to get you started, Wrike boasts a library of integrations — including some of the market-leading MarTech tools.

Wrike is perfect for businesses that get work done and need to share that work across various departments and teams.

Integrate it into your marketing stack for streamlined communications and efficiency.

12. Zapier

Say you need to connect your Kissmetrics campaigns to reports to Crazy Egg, and then email those reports to your supervisor at 4:00 PM on the dot?

Diverse, detailed and seriously precise marketing automation like that is hard to come by.

And that’s why Zapier is dominating the competition.

Connecting anything to well, anything, is as easy as selecting a few dropdowns. Choose the apps you want to connect, create a hook, and voila — instant MarTech magic.

Zapier is the Muhammad Ali of automation. Using easy, customizable triggers and actions, you can connect any app in your stack to run highly specific tasks.

Once you’ve set it up, you simply let it run in the background, automating most of your daily tasks that kill your time.

13. SERPs

SEO has changed dramatically in the past ten years. In fact, Google makes updates to their algorithm nearly 600 times each year.

That’s more than once a day.

Staying up-to-date with SEO is crucial, and there is perhaps no better way to know who is outranking you on specific keywords than SERPs.

SERPs is the one-stop shop for competitive SEO insights. Your SEO is never good enough in today’s algorithm-shifting world.

Until you hit #1 ranking for every targeted keyword, there is always opportunity to improve.

SERPs helps you go above and beyond plain old research to deliver actionable insights about your competition.

When researching their Google ranking index or keyword research database, you can gather insights on which keywords competitors are targeting, campaign costs against those keywords, and SEO rankings for specific landing pages or blog content.

Stop doing keyword research with sub-par platforms or directly on Google.

Integrate SERPs to get the benefit of keyword research and competitor research in one.

Bringing it all together

Building a MarTech stack is a complex problem.

You have over 5,000 options to choose from with a very specific budget and a list of requirements.

Want to hear some good news? You’ve already done the hard work. Finding the right resources is half the battle.

The other half of the battle is getting your knowledge to align with actions.

You are the glue holding your MarTech stack together. Without your decisions, there is no marketing ROI for you and your team.

You still need to bring everything together to ensure your team can make the most of this powerful MarTech tool stack.

First, ask yourself these two key questions.

What are my immediate goals?

Your initial answers to this question led you here, so it may be time to really look into what you’re doing and why you’re doing it.

In my first marketing role at a SaaS company, we spent about $10,000 on LinkedIn Ads that only converted 0.1% of users who clicked through.

In some companies, this is a campaign that can put you out on the street.

You know what our team did instead of stressing about the results? We doubled down with a clearer objective.

Our initial goal was too broad. “Convert 1% of user click-throughs” only works if you’re offering real value and understand why your content is valuable.

We were trying to sell ourselves without telling a story, and our prospective customers could see right through it. So what did our new goal become?

“Convert 1% of user click-throughs and increase total ad clicks by 5,000.” Then we were prioritizing context as well as optimization.

Bringing this back around to the finish line, your goals are the hidden driver for your MarTech stack.

Understand your why and be clear about how each MarTech tool guides you toward success.

Where are you going to achieve a greater ROI?

The trick is actually more simple than it may seem.

You’ll generate ROI when you test assumptions and land in the right place at the right time.

With measurable and actionable results, you tell a more informed story about your customers.

A better story leads to better experiments. Before you know it, your marketing machine does all the heavy lifting for you.

For example, your life is easier when you put the majority of the load on your MarTech stack.

With Kissmetrics, for instance, it’s easy to analyze, segment, and connect your marketing automation in a single platform.

Your MarTech tool stack is the key to achieving successful ROI in your marketing efforts. Without it, you’re Captain Ahab in the ocean minus a paddle and spear.

Conclusion

Marketing stacks are key to streamlining your marketing campaigns in the modern world.

With so many options to choose from, it can often be overwhelming.

For your average mid-market company, a combination of Kissmetrics (below) + Crazy Egg + HubSpot + Google + Facebook may be all you need.

Even startups can benefit from this stack.

Enterprises can combine these tools and more to achieve even more growth.

With the addition of Sprinklr and other CXM tools, every channel becomes a potential revenue stream.

You’ve shown an appetite for winning in the marketing game by getting this far.

Go forth, build your MarTech tool stack, and show the world what you can do.

What completes your MarTech tool stack?

About the Author: Neil Patel is the cofounder of Neil Patel Digital.

Your MarTech Tool Stack Isn’t Complete in 2018 Without These 13 Apps

[reviewandbonuss]

Your MarTech Tool Stack Isn’t Complete in 2018 Without These 13 Apps

Think your marketing technology (MarTech) stack is king? Pull yourself out of 2017.

Your customers are dropping out of your funnel. Engagement is down. The CEO is on you to get results… today.

Where can you find more efficient ways to get the job done?

A better MarTech stack.

If you aren’t using a diverse set of tools, you’re likely falling behind.

Marketing departments around the world are scrambling to find the best ways to identify and engage their customers.

Are you wondering why your team can’t find more customers? Or better satisfy your existing profit centers?

It’s because your MarTech stack needs a facelift. An upgrade to help you better serve customer needs and enable easy onboarding.

Like a valley girl without botox, a business in 2018 without a proper stack is showing its true age.

But with over 5,000 MarTech options available, finding the right tools for the job can be daunting.

Luckily, I’ve got your back.

Get your MarTech stack ready for the future with the hottest apps on the block.

1. Salesforce

Managing customer relations is key to growing your business.

It’s 5x less expensive to keep an existing customer than to sell to a new one.

But upselling and reselling to existing customers presents a big challenge.

Just because someone bought from you once doesn’t mean they’ll do it again or stick around forever.

You need to manage and nurture the customer relationship.

When it comes to that, Salesforce continues to steal the CRM “best in show” — and with good reason.

It recently topped Fortune’s list of 100 best companies to work for in 2018 and has been able to retain consistent growth behind its experienced leadership.

What’s their secret to being the biggest SaaS shark in the ocean?

It’s one of the most customizable CRMs out there and has been battle-tested for nearly two decades.

It has integrations for just about every use case with it’s AppExchange being second to none.

With AppExchange, you can find, locate and utilize different applications like you would plugins on WordPress.

Businesses of all sizes use it and love it.

Whether you are a mom-and-pop shop getting started or a large enterprise org, Salesforce has seen your use case before and has a solution.

Dashboards are full of comprehensive data that you can use to build customers from small lifetime values to high lifetime values.

Salesforce is king when it comes to customer relationship management.

2. Hootsuite

When it comes to social media, today’s consumer is everywhere.

In fact, the average consumer has seven different social media accounts spread across multiple platforms.

While that presents an opportunity in the form of reaching new customers with multi-channel strategies, it also creates an internal nightmare when it comes to managing it.

Posting, liking, commenting and engaging on seven platforms? That’s a full-time job.

But not when you take advantage of platforms like Hootsuite.

Hootsuite is a necessity for managing your social media presence.

While Facebook Advertising is primarily about “speaking” to your customers, Hootsuite should be used to “listen” and engage.

Of course, finding a way to listen to multiple channels at the same time is difficult. Hootsuite solves the problem by managing all your social channels in one place.

By using a unique dashboard to monitor unlimited streams from all the social media channels your team uses, you can schedule, optimize and interact with consumers in just minutes on any platform.

With integrated analytics dashboards, pulling up reports for your marketing and sales teams is easy.

Connecting to diverse content systems beyond social, you can pull up free stock images to aid your social campaigns:

The platform is decked to the fullest, helping you manage social media with one tool in a sector that normally requires multiple.

3. Google AdWords

Reaching new customers is key to scaling your business.

And there’s possibly no better place to do that than advertising with AdWords.

Despite Facebook’s massive growth, Google AdWords is still the most widely used advertising platform in the world.

In fact, getting certified in AdWords is seen as a necessity for most entry-level digital marketing professionals.

While most people are interested in Facebook, here’s why you should keep AdWords in your toolbox:

AdWords packs a punch in the form of intent.

If cleanliness is next to godliness, then intent is next to customer acquisition.

On platforms like Facebook, people aren’t there to see ads or find products. They are engaging with friends, family, and funny videos.

But on AdWords, people are actively searching via keywords to find solutions to their problems:

They want help ASAP. So you can virtually skip the typical funnel process and get down to selling.

On top of intent, AdWords packs reach. Google handles over 40,000 searches every second.

Not to mention over 3.5 billion each day and 1.2 trillion each year.

With AdWords, you can also advertise on YouTube, a platform with 1.5 billion monthly active users who watch more than an hour of content daily.

In terms of support, you have access to dedicated account managers that will help run and optimize your campaigns.

The dashboard is extremely easy to use, too.

With diverse demographic targeting and custom audiences, you can reach users with Facebook-like specificity.

AdWords is the bread-and-butter of PPC advertising and will continue to dominate with its massive user base.

Add it to your stack and get your piece of the pie today.

4. Optimizely

Running tests is critical to finding success. Whether in product creation, marketing development or sales.

Test and test again.

But when most A/B tests fail, you often can’t rely on your own, basic marketing tests to provide statistically significant data.

Let Optimizely take your experiments by the horns to stay ahead of the competition.

Test against your assumptions to build better campaigns that capture more users and increase retention.

People will think you became a guru overnight.

There are a number of ways you can impress your team with Optimizely.

Use Optimizely X, and you can experiment across “every device, every channel, and every customer touchpoint.”

With unlimited users, you can easily collaborate with anyone to build dashboards that will make your executive team happy.

Show the world your technical prowess by empowering developers to support your optimization marketing tech.

Optimizely powers optimization and testing for some of the largest companies on the planet for a reason:

It simplifies testing and provides accurate, effective results.

5. Crazy Egg

Every marketer thinks they understand their customers. Their pain points, wants and needs.

But when it comes to driving sales, do you know how the user experienced your site? What they loved or hated?

Unless you are using a heat mapping tool like Crazy Egg, you likely don’t.

Crazy Egg is known as a heatmapping tool that provides an X-ray of how visitors are interacting with your site.

They were one of the first in the space, and remain the top player for a few main reasons.

With Crazy Egg, you can see which part of your pages users click on the most, where they are spending the most time (on a per-page basis), and what areas are being completely ignored.

They offer four different views, but Heatmap and Scrollmap are where it’s at.

Heatmap allows you to see where users are clicking and Scrollmap allows you to see where users are spending the most time (especially helpful for those of you producing long-form content).

Crazy Egg allows you to A/B test different variations of pages so you can continue to make iterations.

Getting insights on how your users interact with you is invaluable for optimization. Quit your slacking and start using heatmaps.

Speaking of slacking…

6. Slack

Collaborating and communicating across teams and departments shouldn’t be a boring, tedious or annoying process.

And, it shouldn’t be an afterthought, either.

According to HubSpot, the more aligned your sales and marketing team is, the better overall growth you’ll achieve.

And that’s where Slack comes into play.

With Slack, all of your team communication exists in one place. You can message individuals directly, create a group, and create Slack channels to keep conversations topical and organized.

Plus, they have integrations with EVERYTHING. GitHub, Trello, Dropbox, Google Drive, Heroku and countless other MarTech tools. The list doesn’t end.

Slack is where work gets done, and team communication stays fluid.

7. Marketo

Latest data shows that 91% of companies using marketing automation find it to be an integral piece of their marketing strategy.

The fact of the matter is, with so many channels and platforms available to marketers today, automation is necessary to thrive.

And Marketo is a powerhouse of automation designed for marketers by marketers.

If you’re in B2B and want to get an idea of how your prospects are interacting with all your marketing channels, Marketo is the wingman you’ve always wanted.

Built on the same core platform as Salesforce, Marketo is a necessity for any team running multiple channels for customer acquisition.

With an easy-to-use modular system featuring marketing automation, consumer engagement marketing, real-time personalization, and marketing management, you can customize everything for your specific business needs.

Marketo is designed for scaling businesses.

The platform allows you to clone entire programs such as landing pages and email marketing, so you don’t have to create new ones as your grow.

Using advanced reporting to pull detailed customer analytics and then compare across channels, Marketo can integrate with just about any other MarTech tool you use.

Marketo is built for the power-user. For the marketing team that attacks multiple channels and needs heavy equipment to get the job done.

8. AdRoll

AdRoll arrived on the MarTech scene as a retargeting platform but has since transitioned into a full-funnel DSP (demand-side platform).

What does this mean? AdRoll allows you to attract new customers to your site, convert site visitors at scale, and continue to maintain a relationship with your existing customers.

Programmatic marketing has gotten some flack recently, but the numbers don’t lie:

There is a reason AdRoll has over 30,000 customers (well, there’s at least 30,000 reasons).

And what AdRoll is working on in the future is even more interesting.

AdRoll plans to focus more on incrementality utilizing big data and machine learning to get a complete sense of which ads are actually causing customers to make a purchase.

They are building out an account-based marketing solution and are poised to become a market leader in the space.

Take their access to over 300 ad networks and exchanges, add an advanced bidding tool, and layer in very specific customer data from Bombora.

That’s a recipe for potential success and more money in your company war chest.

Their account management is second to none. For mid-market companies, you will not get the same level of customer service from Google or Facebook.

Want a platform to help grow and nurture customers? Look no further.

9. Sprinklr

CXM, or customer experience management, is the audience engagement need for your MarTech stack in 2018.

Have you heard the maxim, “People don’t care what you know until they know that you care”?

With CXM, that core idea rings true. Engaging with your audience is an absolute must-have for creating a dialogue about your brand.

Sprinklr makes this easier than ever to put into practice.

Their CXM platform gives you complete control over the customer experience.

Pull over 25 social channels into a unified platform. Reach and listen to all your customers in one place.

Add context to data pulled from other platforms, like your Salesforce CRM.

Schedule your campaigns and monitor results with ease.

Leverage Sprinklr’s app marketplace to make the most of your CXM data.

With diverse integrations, you’ll be able to connect Sprinklr to any other tool in your stack.

10. MailChimp

When it comes to email marketing, there are countless platforms available.

But starting out with your first platform can make or break your success.

Some cost a fortune, and others are meant for top-level companies.

Thankfully, MailChimp exists, allowing any company of any size to start an email marketing campaign in just minutes.

With powerful analytics dashboards, you get clear data on your campaigns without vanity metrics:

Using a drag-and-drop email building system, you can get campaigns established fast with the look and appeal of a high-tech, high-cost platform:

The fact is, email still reigns supreme in 2018.

Email is still one of the most influential information sources for B2B audiences.

On the B2C side of things, welcome emails generate 320% more revenue than general promotional messages.

If you aren’t capitalizing on the opportunities to maximize revenue from your email marketing… well, then what are you doing?

MailChimp makes it easier than ever to build automated campaigns for drip funnels and promotional marketing, with templates that make the process a breeze for you and your team.

You can quickly split your audiences into lists for optimal campaign performance.

As with most MarTech tools, it integrates with just about every app on the planet.

My personal favorite tactic is using Gleam to build a competition, then leveraging automation in MailChimp to convert those participants into customers.

All that’s left to do is sit back and watch yourself win.

11. Wrike

Keeping everyone on the same page is just as vital as getting your MarTech stack working overtime.

Ensuring that every team is interconnected, working together and sharing information isn’t easy.

Especially when teams are hard at work.

And that’s where Wrike comes into play.

Wrike has an advantage as one of the leading productivity management platforms in the world.

When your MarTech needs to stay on track, count on Wrike to keep all your campaign tasks organized.

Wrike helps you to test workflows before launching them into campaigns and manage communications across members of your team.

In addition to a robust free trial and extensive documentation to get you started, Wrike boasts a library of integrations — including some of the market-leading MarTech tools.

Wrike is perfect for businesses that get work done and need to share that work across various departments and teams.

Integrate it into your marketing stack for streamlined communications and efficiency.

12. Zapier

Say you need to connect your Kissmetrics campaigns to reports to Crazy Egg, and then email those reports to your supervisor at 4:00 PM on the dot?

Diverse, detailed and seriously precise marketing automation like that is hard to come by.

And that’s why Zapier is dominating the competition.

Connecting anything to well, anything, is as easy as selecting a few dropdowns. Choose the apps you want to connect, create a hook, and voila — instant MarTech magic.

Zapier is the Muhammad Ali of automation. Using easy, customizable triggers and actions, you can connect any app in your stack to run highly specific tasks.

Once you’ve set it up, you simply let it run in the background, automating most of your daily tasks that kill your time.

13. SERPs

SEO has changed dramatically in the past ten years. In fact, Google makes updates to their algorithm nearly 600 times each year.

That’s more than once a day.

Staying up-to-date with SEO is crucial, and there is perhaps no better way to know who is outranking you on specific keywords than SERPs.

SERPs is the one-stop shop for competitive SEO insights. Your SEO is never good enough in today’s algorithm-shifting world.

Until you hit #1 ranking for every targeted keyword, there is always opportunity to improve.

SERPs helps you go above and beyond plain old research to deliver actionable insights about your competition.

When researching their Google ranking index or keyword research database, you can gather insights on which keywords competitors are targeting, campaign costs against those keywords, and SEO rankings for specific landing pages or blog content.

Stop doing keyword research with sub-par platforms or directly on Google.

Integrate SERPs to get the benefit of keyword research and competitor research in one.

Bringing it all together

Building a MarTech stack is a complex problem.

You have over 5,000 options to choose from with a very specific budget and a list of requirements.

Want to hear some good news? You’ve already done the hard work. Finding the right resources is half the battle.

The other half of the battle is getting your knowledge to align with actions.

You are the glue holding your MarTech stack together. Without your decisions, there is no marketing ROI for you and your team.

You still need to bring everything together to ensure your team can make the most of this powerful MarTech tool stack.

First, ask yourself these two key questions.

What are my immediate goals?

Your initial answers to this question led you here, so it may be time to really look into what you’re doing and why you’re doing it.

In my first marketing role at a SaaS company, we spent about $10,000 on LinkedIn Ads that only converted 0.1% of users who clicked through.

In some companies, this is a campaign that can put you out on the street.

You know what our team did instead of stressing about the results? We doubled down with a clearer objective.

Our initial goal was too broad. “Convert 1% of user click-throughs” only works if you’re offering real value and understand why your content is valuable.

We were trying to sell ourselves without telling a story, and our prospective customers could see right through it. So what did our new goal become?

“Convert 1% of user click-throughs and increase total ad clicks by 5,000.” Then we were prioritizing context as well as optimization.

Bringing this back around to the finish line, your goals are the hidden driver for your MarTech stack.

Understand your why and be clear about how each MarTech tool guides you toward success.

Where are you going to achieve a greater ROI?

The trick is actually more simple than it may seem.

You’ll generate ROI when you test assumptions and land in the right place at the right time.

With measurable and actionable results, you tell a more informed story about your customers.

A better story leads to better experiments. Before you know it, your marketing machine does all the heavy lifting for you.

For example, your life is easier when you put the majority of the load on your MarTech stack.

With Kissmetrics, for instance, it’s easy to analyze, segment, and connect your marketing automation in a single platform.

Your MarTech tool stack is the key to achieving successful ROI in your marketing efforts. Without it, you’re Captain Ahab in the ocean minus a paddle and spear.

Conclusion

Marketing stacks are key to streamlining your marketing campaigns in the modern world.

With so many options to choose from, it can often be overwhelming.

For your average mid-market company, a combination of Kissmetrics (below) + Crazy Egg + HubSpot + Google + Facebook may be all you need.

Even startups can benefit from this stack.

Enterprises can combine these tools and more to achieve even more growth.

With the addition of Sprinklr and other CXM tools, every channel becomes a potential revenue stream.

You’ve shown an appetite for winning in the marketing game by getting this far.

Go forth, build your MarTech tool stack, and show the world what you can do.

What completes your MarTech tool stack?

About the Author: Neil Patel is the cofounder of Neil Patel Digital.

[tak4hir0]

This is the second post in a two-part series presenting how to work with Developer Sandboxes and the Salesforce CLI. Over the course of this series, we’ll cover: Part 1: Sandbox Management Manage sandboxes with the Salesforce CLI Clone sandboxes instead of creating new ones Initialize sandboxes with a custom Apex class (Beta) Secure your production Org with sandbox-only users Import sample data Refresh outdated sandboxes Delete unused sandboxes Part 2: Metadata Management Prefer the source format over the metadata format Retrieve metadata with the Org Browser Retrieve metadata that do not support wildcards in package.xml (reports, dashboards…) Remove metadata that’s no longer needed Leverage Custom Metadata to pass configuration from Production to your Developer Sandbox Test metadata deployments In this final part, we’ll focus on metadata management for Developer sandboxes, but these best practices can be expanded to any non-source tracked org such as Developer Edition orgs or production orgs. We’ll cover various tools and techniques that you can use to enhance your development workflows. Prefer the source format over the metadata format At a high level, Salesforce orgs are made of three things: The Platform, metadata and data: The Platform is the base infrastructure, tools and services that are provided by Salesforce. Metadata is everything that lets you customize the Platform for your business needs (layouts, source code, permissions, custom objects, fields and so on). Data are the records that are stored in the org. Metadata is what Salesforce developers work on. There are two project formats that developers can work with: Metadata format or source format. The metadata format is the legacy format that was introduced to represent metadata on a filesystem. This format uses large XML files that are designed to be machine readable. This format is used by the Metadata API. With the introduction of Salesforce DX, we introduced the source format. This format splits the metadata into smaller files and intuitive subdirectories. This makes it easier to read and manage in version control. With source format, you can easily collaborate on a project with multiple developers, merge changes with fewer conflicts and review the history of your project. Here’s an example of the same metadata represented in both formats:   As a general rule, the source format is preferable over the metadata format but there are a few common misconceptions around it so let’s clarify a few things before moving on: Source format works with any orgs, it’s not limited to Scratch orgs. What is specific to source-tracked orgs are certain CLI commands such as force:source:pull or force:source:push. There are equivalent commands for metadata deployment to non source-tracked orgs like sandboxes or production orgs ( force:source:retrieve and force:source:deploy for example).   Projects aren’t locked into a specific format: the metadata and source formats can be converted from one to the other. There are two CLI commands that let you convert between the two, respectively force:source:convert and force:mdapi:convert. All CLI commands starting with force:source work with source format and all force:mdapi commands work in metadata format. Always prefer the source format for your projects as it facilitates collaboration and versioning. Retrieve metadata with the Org Browser If you use VSCode, you can use the Org Browser (cloud shaped icon on the left toolbar) to explore the org’s metadata and download selected artifacts in source format with just a few clicks. This feature is amazingly simple and convenient.   Retrieve metadata that doesn’t support wildcards in package.xml When retrieving artifacts with the CLI, you can use a package.xml file to specify the resources that are retrieved. This is generally pretty easy with the use of wildcards (the * symbol). However, some artifacts like reports, dashboards, documents and email templates can’t be retrieved with wildcards because they’re located in folders. You can either retrieve those artifacts by using the Org Browser (see above) or a combination of CLI commands. Here’s an example of how you can retrieve reports in source format using the CLI: List the metadata folder artifacts (ReportFolder type for Report in this example): sfdx force:mdapi:listmetadata -m ReportFolder [ { createdById: '00558000000yFyDAAU', createdByName: 'Philippe Ozil', createdDate: '2020-02-26T12:39:18.000Z', fileName: 'reports/SomeFolder', fullName: 'SomeFolder', id: '00l4H000000eerVQAQ', lastModifiedById: '00558000000yFyDAAU', lastModifiedByName: 'Philippe Ozil', lastModifiedDate: '2020-02-26T12:40:51.000Z', manageableState: 'unmanaged', type: 'ReportFolder' }, ... ] List artifacts for a given folder (in the output of this example we see that there’s a My_User_Report report in the SomeFolder folder): sfdx force:mdapi:listmetadata -m Report --folder SomeFolder { createdById: '00558000000yFyDAAU', createdByName: 'Philippe Ozil', createdDate: '2020-02-26T12:40:08.000Z', fileName: 'reports/SomeFolder/My_User_Report.report', fullName: 'SomeFolder/My_User_Report', id: '00O4H000004U7glUAC', lastModifiedById: '00558000000yFyDAAU', lastModifiedByName: 'Philippe Ozil', lastModifiedDate: '2020-02-26T12:40:08.000Z', manageableState: 'unmanaged', type: 'Report' } Add the artifacts to your package.xml file. You’ll have to specify the artifact fullName (a combination of folder name and artifact name) that you retrieved in the previous command: Retrieve the artifacts in source format with the CLI: sfdx force:source:retrieve -x package.xml This is a rather manual process when doing an initial import, but note that these operations can be chained and automated with custom CLI plugins or scripts. Remove metadata that’s no longer needed Metadata or source deployment only adds new artifacts by default. It’s your responsibility as a developer to do some cleanup and remove unneeded metadata to avoid cluttering your org. If you use VS Code, you can simply right click on a file in the Explorer and select SFDX: Delete from Project and Org.     You can also delete metadata with CLI commands: # Remove a DeleteMe Apex class and a Hello Aura component sfdx force:source:delete -m ApexClass:DeleteMe,AuraDefinitionBundle:Hello # Remove all metadata (in source format) from the 'deleteMeFolder' directory sfdx force:source:delete -p deleteMeFolder Leverage custom metadata types to pass configuration from production to your Developer sandbox While Developer sandboxes are created with no initial data, you can leverage custom metadata types to pass configuration from your production org. Because custom metadata records are no ordinary records, they aren’t considered “data”. This means that they get copied over from the production org to the sandbox. With that special rule in mind, you can set up the following process: Admin configures custom metadata in production Admin creates a new sandbox Metadata and custom metadata records are copied over to the sandbox Apex sandbox initialization class executes automatically Class reads the custom metadata records Class configures the sandbox Here’s a sample project that illustrates how custom metadata lets the production admin configure new sandbox users. This project contains a sandbox initialization Apex class that relies on a custom metadata type to dynamically create sandbox users with specific names and emails. Test metadata deployments You can setup CI to test metadata deployments without modifying the target org. This type of test saves you precious time and eliminates the risk of errors because you do not need to cleanup your sandbox between jobs. Deployment tests are made possible thanks to the checkOnly flag in the metadata deploy command. This option is available in the Salesforce CLI force:source:deploy command with the -c or --checkonly flag. Here’s an example of how you can test the deployment of your local source (force-app folder) and run tests on your sandbox with the CLI: sfdx force:source:deploy -p force-app -c -l RunLocalTests Closing words This concludes our Salesforce CLI Best Practices for Developer Sandboxes series. In this final post we’ve covered CLI best practices for managing metadata in non-source tracked orgs such as Sandboxes, Developer Edition orgs or production orgs. We covered the benefits of the source format, how to retrieve or remove metadata, how to pass configuration from a production org to a Developer sandbox and how to test metadata deployments. We’ll leave you with a CLI command cheatsheet that summarizes the commands we’ve covered in the series:   Try them on your orgs and keep an eye out for the Sandbox source-tracking Beta in Summer ’20. Resources Sandbox management best practices for administrators Salesforce DX Developer Guide Sandboxes Develop Against Any Org Modern Tooling for the Sandbox Development Workflow About the author Philippe Ozil is a Principal Developer Evangelist at Salesforce where he focuses on the Salesforce Platform. He writes technical content and speaks frequently at conferences. He is a full stack developer and enjoys working on robotics and VR projects. Follow him on Twitter @PhilippeOzil or check his GitHub projects @pozil.