Sercante

One of the traditions of our annual company onsite is the Sercante Demo Jam, where our team showcases their most innovative solutions to help our clients reach their goals and create seamless experiences. 🏆 This year's winner was Katy Hege for her Module Library solution. Today, most people host all of their email templates directly in their marketing automation solution and then build separate templates based on the campaign type, such as a webinar or newsletter. Everything works great until an update comes along, such as with Outlook or a rebrand, and then teams have to make the same update to their templates in 40 (could be less 𝘰𝘳 𝘮𝘰𝘳𝘦) places. 💀 The Module Library solution keeps all of the modules for emails as the single source of truth, 𝘀𝗼 𝘆𝗼𝘂 𝗼𝗻𝗹𝘆 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗺𝗮𝗸𝗲 𝗼𝗻𝗲 𝗰𝗵𝗮𝗻𝗴𝗲, 𝘃𝗲𝗿𝘀𝘂𝘀 𝟰𝟬, the next time an update happens. Ensuring your team is always working with the most up-to-date modules. 🚀 Katy showcased the module library being used for landing pages at the demo jam, which won her the gold. 🥇 She designed the solution with maximum impact in mind, so teams 𝗰𝗮𝗻 𝗶𝗻𝘀𝘁𝗲𝗮𝗱 𝗳𝗼𝗰𝘂𝘀 𝘁𝗵𝗲𝗶𝗿 𝘁𝗶𝗺𝗲 𝗼𝗻 𝗰𝗿𝗮𝗳𝘁𝗶𝗻𝗴 𝗲𝗻𝗴𝗮𝗴𝗶𝗻𝗴 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲𝗶𝗿 𝗮𝘂𝗱𝗶𝗲𝗻𝗰𝗲 𝗮𝗻𝗱 𝗱𝗿𝗶𝘃𝗲 𝗺𝗲𝗮𝗻𝗶𝗻𝗴𝗳𝘂𝗹 𝗿𝗲𝘀𝘂𝗹𝘁𝘀. Below, you will see the module library being taken for a spin with an email in Marketing Cloud Account Engagement. If you're interested in using this solution for your own module library, reach out to our team! #salesforce #marketing

The more you understand how to harness your technology the more efficient you can be and the better experiences you can give to your customers. For example, if your team is using Account Engagement for marketing automation, the clip below shows how you can set up an automation rule that assigns leads based on territory and when they interact with specific offers or campaigns. Understand how to set up automations like this that make a big difference and how to better maximize your use of the platform to create seamless engagements with our upcoming Bootcamp, starting March 11. Learn more and sign up here: https://lnkd.in/dVJM73Q9 #salesforce #training #marketing

4 ways you can split recipient lists for A/B testing in an Engagement Studio Program: Split your recipient list before starting the ESP Split recipients by last name Split recipient by a random number from Salesforce Split recipient lists using Prospect Updater Get all the details on each one from this blog post on The Spot, A/B Testing in Account Engagement Engagement Studio Programs (ESPs), by Erin Duncan. To continue to advance your skills with Engagement Studio to create seamless customer journeys, check out our upcoming workshop on February 20. Learn more: https://lnkd.in/ez-axv7t

Think about where you are in your journey with cross-team, technology, and data alignment, and then complete this phrase: 𝗧𝗵𝗲 𝘁𝗿𝘂𝘁𝗵 𝗶𝘀... You might be thinking: The truth is our sales and marketing teams still are not as aligned as they could be. The truth is I am still spending hours exporting and importing data rather than getting to think creatively about how we can engage our prospects and customers. The truth is I am just starting my marketing automation journey. The truth is our data is a nightmare and I feel like I can barely use it for segmentation and personalization. The truth is I am overwhelmed every time I log into our CRM or marketing automation platform. Here are three things we know. 1️⃣ The truth is that everyone is at a different point in their journey, and we have all had to start from zero in one way or another. 2️⃣ The truth is sometimes it's the baby steps like learning a new platform and building your confidence or the unsexy projects like data cleaning that create small wins that add up to the next milestone in your journey. 3️⃣ The truth is we remember what it was like and are here for you no matter where you are in your journey. Getting started does not always have to mean a massive project, it could mean starting with the small baby steps. 👉 The point is, no matter what your version of "The truth is..." looks like, be encouraged to either get started or to keep going because the wins made along the way will add up and contribute to customer impact and real growth.

When crafting the ideal communication experience for your audience, a little code can go a long way with your emails. When you have the foundational HTML and CSS skills in your back pocket, you can create and design beautiful emails that capture your audience's attention and foster conversion. Acquire these skills and learn how with our upcoming Code School for Marketers Bootcamp that starts March 5! In six weeks you'll learn: • HTML building blocks and standard layouts • Anatomy of a CSS rule set • Responsive layouts and mobile vs. desktop • How to work with variable tags and Handlebar Merge Language • Custom enhancements, render testing, and troubleshooting applications Get the details and sign up here: https://lnkd.in/eF-nJzn5 #training

⏰ Registration is closing soon for the Engagement Studio Essentials workshop happening this Thursday, February 20! Understand how to plan, build, test, and analyze robust nurture programs to get more out of Engagement Studio and create seamless experiences that deepen relationships and drive real growth. 🤓 Learn from a certified instructor. 💡Get insights from group discussions. 🚀Elevate your customer experiences. Sign up: https://lnkd.in/ez-axv7t

Is your Account Engagement email not coming through correctly when render testing in dark mode? Do you have dark mode meta tags in the code? As Katy Hege shared in her article, Help! My Account Engagement Email Looks Broken on The Spot, "dark mode meta tags provide hints to the browser or email client about how the content should be displayed when the user is in dark mode." This is just one little fix that can save you time and frustration, and when you have a knowledge of HTML and CSS code, you can make quick fixes like this without breaking a sweat and can avoid the breaking from happening in the first place. Join our Code School for Marketers course starting on March 5 and get the foundational HTML and CSS coding skills to become a more efficient marketer and create beautiful emails that delight your audience and drive results. Learn more and sign up here: https://lnkd.in/eF-nJzn5

4 takeaways you'll get from our Engagement Studio Essentials Workshop. 👇 Thursday, February 20 12:00 - 3:00 pm ET Learn more and sign up: https://lnkd.in/ez-axv7t #salesforce #training

That's a wrap on the 2025 Sercante onsite in Atlanta! We gathered in person and built deeper connections as we shared experiences, learned from one another, and had quite a few laughs along the way. This year consisted of: • A leadership panel sharing their insights on The State of B2B • Breakout sessions including topics such as The Gift of Feedback, The Power of Why, Strategic Account Management, and Learnings on Agentforce • An amazing race-style scavenger hunt • Dinner at the Museum of Illusions and on a rooftop overlooking the city • Excursions to the Georgia Aquarium, World of Coca-Cola, Botanical Gardens, and the High Museum of Art • One demo jam for the Olympic record books  • A core value award ceremony where we got to recognize team members who have exemplified the values that frame our culture A big shout-out to the speakers from Trilliad, Just Global, and Sandler who shared their insights with us on The State of B2B: Craig Dempster, Dave Braun, and Emilie Sanders Lee! And a big thank you to our People Team, who organized everything and brought us together. It allowed us to get to know each other more as humans outside of work to continue to make our vision a reality of a tech-driven future where real connections thrive.

Learn how to get more out of your analytics this year with our B2B Marketing Analytics Workshop next week on February 10. Showcase your full campaign impact with clear data and make well-informed decisions that accelerate growth. Sign up here: https://lnkd.in/e7JTiSMV #salesforce #analytics