Enquiry follow-up
Respond to an expressed interest with relevant information, then give sales the context for a useful conversation.
Salesforce Marketing Cloud
Make the next customer conversation more relevant.
Connect the audiences you want to reach with the messages and follow-up they need. We help shape Marketing Cloud around clear customer journeys, permissioned data and the way your marketing and sales teams work.
Useful starting points for your team
Customer onboarding
Plan a sequence of welcome and guidance messages around the customer’s stage and the information they need.
Audience and campaign review
Organise agreed audiences and review campaign engagement so your team can decide what to improve.
Illustrative workflow
How the work could connect
An agreed customer event creates an audience entry.
A configured journey sends the appropriate message.
Engagement informs the next message or sales handover.
We agree the actual data flow, responsibilities and approval rules during discovery.
Know what is in the plan
What we configure
- Audience definitions, consent and suppression rules.
- Journey entry, timing, content and exit conditions.
- Customer data sources, ownership and sales handover.
What you receive
- An agreed journey design and configuration.
- Test scenarios for normal paths and exceptions.
- User guidance, reporting views and a support handover.
Before we start
Bring a sample customer journey, the channels you use and an outline of your customer data. We assess consent handling, data quality and the Marketing Cloud products and licences needed before recommending a scope.
See our implementation approachWhich customer conversation needs a better next step?
Bring one challenge. We’ll help define a practical next step.