The Science of Adaptive Marketing

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Email Marketing In a Multi Organizational Environment PDF Print

Email Marketing in a Multi Organizational environment has been presenting difficulties for many years. Prior to the Predictive AM's Multi Org component for Salesforce, businesses have been left to developing their own devices. These have included but are not limited to dividing their corporate CRM into multiple Salesforce instances, one for each Organization. Salesforce experts and Salesforce themselves will tell you the right way to organize your corporate CRM data in a multiple organizational environment is to use Salesforce roles. 
 

The role hierarchy determines which roles have access to the data owned by other roles. The person in the top role has full access (view and edit) to his or her own data as well as the data of anyone lower in the hierarchy. Two common ways to set up a role hierarchy are by region or by product. Although a role hierarchy may look similar to an org chart, it usually has fewer layers and the people at the top are not necessarily those at the top of the org chart.

In the example to the right, data access works like this:

  • The Executive Staff roles have complete access (view, edit, and report) to all data in the organization.
  • The regional directors (Western, Eastern, and International) have access (view and edit) to their data and to the data of the sales reps below them. They do not have access to each others' data.
  • The users at the lowest level have access (view, edit, and report) only to their own data.
The issue has always been getting my email marketing product to respect these roles. Well, now it does!

The Adaptive Mailer Multi-Org option lets you manage your marketing in accordance with the Role/Hierarchy settings in Salesforce automaticallyby adopting these settings.

All organizational information that is required for compliance now can be associated in Salesforce to the appropriate role and will automatically be used for compliance in the marketing emails for that organization. There is no need to have to create different footers, opt out pages, each time your create a new email.

Simply enter the company information for each organization unit into the Org Unit tab and you are set.

If you are ready to get your company's marketing in line with it's organization structure, we are ready to help.