Elevating Client Experiences With Marketing Cloud Account Engagement

For nonprofits, Salesforce Marketing Cloud Account Engagement is most prominently used to nurture relationships with donors to boost fundraising. However, this powerful marketing technology also serves another key purpose that may be overlooked – developing automated client experience journeys before, during, and after an engagement to ensure successful interactions.

This strategy will be unveiled on Oct. 24 during Provisio’s next Tech Trek webinar, “Digital Engagement - Elevating Client Experiences Through Marketing Cloud Account Engagement.” In anticipation, here’s a sneak peek of the main lessons on the agenda.

Enhancing Client Experiences...

• Before the appointment with automated reminders and tailored client communication like personalized emails and texts.

• During the appointment with real-time updates and seamless integrations with EHR. Also learn how to gather and utilize data collected during the visit.

• After the appointment with automated surveys and feedback collection to track client satisfaction and engagement. See how to generate reports to understand client behavior and improve future interactions

This use case of Marketing Cloud Account Engagement releases the burden of manually contacting clients while also empowering organizations with actionable insights for strategy development. These automated experience journeys guide clients through the entire appointment experience, resulting in stronger communications, and therefore, better outcomes.

Register now for the webinar on Oct. 24 to see this invaluable nonprofit use case come to life!

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If you’re struggling to articulate your mission, your organization has siloed data, a lack of visibility, or inefficient processes, we can help through our advisory services and software solutions.To learn more about how we can support you at every step of your innovation journey, contact us for an obligation-free conversation.