- Management tools (lead management, account management, opportunity management, and contact management)
- Case management for cross-selling and upselling
- Workflow automation
- Integrations with Gmail and Outlook
- A mobile application
Salesforce Sales Cloud and Marketing Cloud overlap because they are both from the same Salesforce CRM suite. Both track leads with the aim to convert those leads into customers, but the solutions emphasize different parts of the customer lifecycle.
- Salesforce Marketing Cloud is designed to identify leads and guide them to your mortgage product or service.
- Salesforce Sales Cloud is designed to close deals and generate revenue.
Compared to Salesforce Sales Cloud, Salesforce Marketing Cloud is essentially a suite within a suite. Unlike Sales Cloud, for instance, Marketing cloud does not come in four tiers of increasing functionality. Mortgage companies instead pay a flat rate for specific marketing modules that will best connect with prospective homebuyers. While some of these individual modules come at different tiers, most mortgage marketing teams require specific modules from the following:
- Advertising studio. Lead capture in real time and additional advertising tools designed to increase visibility
- Datorama. A platform that analyzes metrics and marketing data
- Email, mobile, and web marketing. These deliver automated and personalized marketing tools
- Interaction studio. The marketing cloud studio is a place to track your brokerages interactions websites and social media platforms
- Loyalty management. B2C and B2B loyalty programs that are designed to incentivize customers and partners
- Pardot. This is B2B marketing automation with email marketing tools and lead management, among other functions
- Salesforce CDP. This customer data platform aggregates, segments, and organizes customer data
- Salesforce CMS. A content management system to help marketing teams design unique and varied content for numerous home buyers
- Social studio. The social studio is a media marketing platform designed to craft and schedule posts, analyze interactions, and evaluate brand recognition.
As part of the Marketing Cloud, Salesforce also sells Google Marketing Platform, which comes with Tag Manager 360 and Google Analytics views for website keywords and tags.
Can Marketing cloud and Sales Cloud be used together?
Yes, Salesforce Marketing Cloud and Salesforce Cloud can be used together; both are offered by the same software provider and integrate seamlessly with each other.