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Marketing Cloud enablement when the platform underdelivers

Marketing Cloud enablement is the fix when you already run Salesforce Marketing Cloud and the results lag behind what you bought it for. Often the platform can do the job. The set-up and the team's habits have not caught up.

Marketing Cloud enablement coaching session with the client's own team

Key takeaways

1

Enablement fits a sound set-up used thinly; a broken data model needs repair first.

2

An audit of your own account comes first and keeps its value on its own.

3

Coaching on real journeys turns two days of training into daily routine.

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The decision is between three routes: re-implement the platform, outsource the daily work or build your own team's capability. Re-implementation is the most expensive and the hardest to reverse. Outsourcing keeps campaigns running but leaves the knowledge outside your organisation. Enablement keeps the capability in-house at the lowest entry cost, provided the set-up underneath is sound and your team has time to learn.

Enablement fits when the platform is sound and usage is thin

Enablement is the right route when the account itself is broadly healthy. Data flows in, consent is handled and emails reach the inbox, but the team uses a fraction of what Marketing Cloud Engagement offers. Typical signs are Journey Builder used mainly for batch sends, segments rebuilt by hand for each campaign and reporting that stops at opens and clicks. Those are gaps in skills and process, and training closes them faster than a rebuild.

It is the wrong route when the data model is broken or the integration with your CRM or commerce platform fails. Training a team on a faulty set-up teaches workarounds. The audit that opens an enablement programme still has value in that case, because it shows what has to be repaired before training starts. If a move to Salesforce's platform-native product is on the table, Marketing Cloud Next and its editions shows what changes, and enablement on the current platform still pays off while that move is some way off.

The audit comes first because training must fit your set-up

FORWARD's Marketing Cloud enablement accelerator starts with four days of analysis of your current Salesforce Marketing Cloud set-up. The result is an improvement report, which we go through with your team in a half-day debrief on site. It gives you a prioritised list of fixes and makes sure the training that follows works on your account instead of a generic demo environment.

The report is useful on its own. If the programme stopped after the debrief, you would still hold a written view of what is misconfigured, what goes unused and what to fix first. That part of the investment keeps its value whatever you decide next.

Hands-on training built around your own journeys

Two days of hands-on training follow, set to your company's goals and to what your team already knows. The sessions cover campaign set-up and management, CRM integration, marketing automation and campaign analysis, using your own data and journeys as material. Your team keeps a slide deck that documents the approach for colleagues who join later.

The level of the group shapes the sessions. A team of experienced email marketers new to Journey Builder needs different training from a team that knows the tool but lacks a testing habit. The audit tells us which one we are working with. Adoption across a wider marketing organisation is a subject of its own, covered in getting teams to adopt Marketing Cloud.

Priscilla Calemi
Marketing & Community Manager

Training a team on a faulty set-up teaches workarounds.

Priscilla Calemi

|

Marketing & Community Manager

On-the-job coaching turns training into routine

Training fades once daily pressure returns. The programme therefore continues with remote coaching, two days a week over three weeks, working through a pre-defined backlog of journeys that your team builds with us alongside. Each improvement is documented, so the approach survives staff changes.

The backlog is the part to prepare well. Pick journeys with a real business owner and a result the business already tracks, such as a welcome series or a win-back journey. Coaching on a real backlog means live journeys exist by the end of the three weeks. That is the easiest way to show the programme's value internally.

Measure enablement on what the team does alone

The honest measure of enablement is what your team does without us once the coaching ends. Count the journeys they build and change independently, the time from campaign brief to send, and how many campaigns run on reusable segments and templates. Campaign results follow from there, and running performance marketing on Marketing Cloud describes how to measure the channel once your team runs it.

Internal cost belongs in the business case. Your marketers spend the training days and coaching sessions away from daily production, and someone has to protect that time. Without that protection, coaching turns into a helpdesk.

What to check before you start

Enablement pays off fastest when a few conditions are in place before the first audit day:

  • The data model and CRM integration work, or the audit is scoped to find out.
  • The people who build campaigns can attend every training and coaching session.
  • A backlog of real journeys exists, each with a business owner and a measurable result.
  • A marketing manager owns the improvement report and decides the order of fixes.

Our Marketing Cloud team runs campaigns that reach two million recipients, and the programme passes that practice on to your own people. The aim is a team that runs the platform with confidence, with us available for the harder questions after the coaching ends.

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About the Author
Priscilla Calemi
Marketing & Community Manager

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