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In my Salesforce Marketing in-depth review, I’m sharing the results of my analysis and evaluation from hands-on testing and experimentation. Before we dive in, if you’re just starting your search for the best marketing automation tools, you should first check out my picks for the best marketing automation software. Salesforce Marketing is one of the top-rated marketing automation tools out there, but to figure out if it's a good match for you, it's important to understand the software’s benefits and drawbacks.

My in-depth Salesforce Marketing review will take you through everything you need to know to make a more informed decision—pros and cons, features and functionality, pricing, and more—to help you to better understand its capabilities and suitability for your needs.

Salesforce Marketing software review, a screenshot of the tool's feature
I like how Salesforce Marketing's email studio feature enables users to send transactional, promotional, and triggered messages.

Salesforce Marketing Product Overview

Salesforce Marketing equips users with a robust suite of tools like Journey Builder for crafting customer journeys, Email Studio for managing email campaigns, and Social Studio for social media engagement, aimed at providing real-time, tailored marketing solutions. It's designed primarily for marketing teams within medium to large e-commerce and B2B businesses that require an advanced marketing automation tool integrated with comprehensive CRM solutions like the Sales Cloud.

The platform offers templates that simplify tasks for beginners, while features like Einstein provide AI-driven analytics to optimize marketing strategies and measure vital metrics. Salesforce Marketing Cloud reviews often highlight its capability to handle extensive email lists, and easy integration with CRM software, and position it among the best CRM options available.

It addresses common pain points by streamlining marketing campaigns across different channels, thus fostering efficient customer engagement. The most praised features include the detailed full review capabilities that track campaign performance and marketing automation that works in tandem with sales and CRM data to create cohesive customer experiences.

Pros

  • Customization and Flexibility: Salesforce Marketing offers an unparalleled level of customization, allowing users to tailor the platform to their specific needs.
  • Advanced Analytics: The platform's analytics capabilities enable deep insights into customer behavior and campaign performance.
  • AI Integration: Salesforce Marketing harnesses the power of artificial intelligence to predict customer needs and optimize engagement strategies.

Cons

  • Complexity: New users may find Salesforce Marketing's wide array of features overwhelming.
  • Integration Challenges: While Salesforce Marketing integrates with many systems, some users may face difficulties with less common third-party tools.
  • Resource Intensity: The platform demands a considerable investment in terms of training and setup for full functionality.

Expert Opinion

In my experience with media tech and marketing platforms, Salesforce Marketing stands out for its comprehensive features and advanced capabilities. When judging against competitors, it offers robust analytics and AI integration that certainly outperform many, delivering powerful insights and predictive engagement strategies.

However, the sophistication of Salesforce Marketing means it can underperform in terms of ease of use and setup for those without the necessary technical expertise or resources. It shines in environments where teams have the skills to harness their full potential and where the complexity of marketing efforts justifies the investment in a high-powered tool like Salesforce.

Salesforce Marketing: The Bottom Line

In the realm of marketing software, Salesforce Marketing carves a unique niche with its deeply integrated AI and analytics that drive smart customer engagement. What sets it apart is its ability to not just report on data, but to predict and automate actions based on that data, offering a strategic edge that's hard to find elsewhere.

The customizability is particularly impressive, enabling a level of personalization in campaigns that can greatly amplify their effectiveness. These features make Salesforce Marketing not just a tool for managing marketing efforts, but a platform that can transform how businesses interact with their customers.

Salesforce Marketing Deep Dive

Product Specifications

  1. Email Marketing - Yes
  2. Social Media Management - Yes
  3. Customer Relationship Management (CRM) Integration - Yes
  4. Multi-Channel Campaigns - Yes
  5. Lead Management - Yes
  6. Analytics and Reporting - Yes
  7. Marketing Automation - Yes
  8. Targeted Email Campaigns - Yes
  9. Conversion Tracking - Yes
  10. A/B Testing - Yes
  11. Mobile Marketing - Yes
  12. Web Forms - Yes
  13. Search Engine Optimization (SEO) Tools - Yes
  14. Content Management - Yes
  15. Event/ Webinar Marketing - Yes
  16. Predictive Analytics - Yes
  17. Personalization - Yes
  18. Budget and ROI Management - Yes
  19. Account-Based Marketing - Yes
  20. Landing Page Creation - Yes
  21. User Segmentation - Yes
  22. Push Notifications - Yes
  23. Chatbots - Yes
  24. Affiliate Marketing - No
  25. Loyalty Program Management - No

Salesforce Marketing Feature Overview

  1. CRM Integration: Salesforce Marketing stands out with its smooth integration into the broader Salesforce ecosystem, offering a comprehensive view of customer interactions.
  2. Multi-Channel Campaigns: The ability to coordinate campaigns across email, social, mobile, and more, ensures consistent messaging and tracking.
  3. Marketing Automation: Automation tools within Salesforce Marketing are designed to create efficient workflows that save time and increase campaign effectiveness.
  4. Analytics and Reporting: Salesforce offers deep dive analytics that not only track but also provides predictive insights, setting it apart from basic analytics tools.
  5. Lead Management: The software excels in lead nurturing, scoring, and management, ensuring that leads are effectively converted into customers.
  6. Personalization: Its advanced personalization capabilities enable marketers to create highly targeted content that resonates with individual customer profiles.
  7. A/B Testing: Salesforce's A/B testing is robust, allowing for detailed experimentation to optimize campaign elements.
  8. Predictive Analytics: With AI-driven predictive analytics, Salesforce Marketing goes beyond traditional data analysis to forecast customer behaviors and preferences.
  9. Content Management: The platform offers a sophisticated content management system that supports dynamic content creation and management.
  10. Event/Webinar Marketing: It facilitates event and webinar marketing with tools for promotion, registration, and post-event follow-up.

Standout Functionality

  1. Advanced Analytics and AI: Salesforce Marketing's advanced analytics powered by AI offers predictive insights that are uncommon in other digital marketing platforms.
  2. Comprehensive CRM Integration: The deep integration with Salesforce CRM sets it apart, creating a flow of data across sales and marketing.
  3. Personalization at Scale: The level of personalization that Salesforce Marketing can achieve, using customer data from multiple touchpoints, stands out in the market.

Integrations

Salesforce Marketing provides out-of-the-box integrations with various Salesforce modules and popular third-party applications like Google Analytics, Facebook, and LinkedIn. These integrations allow for an enriched, centralized view of the customer and streamlined workflows. Salesforce offers a robust API that enables custom connections with other systems, enhancing its adaptability. Additionally, the Salesforce AppExchange features a variety of add-ons that extend the platform's capabilities in specific areas such as additional analytics, data management, and more.

Salesforce Marketing Pricing

Salesforce Marketing offers three marketing products, each of which suit different business needs and include several different pricing tiers.

  1. Marketing Cloud Personalization: Starts at $100,000/organization/year. This product offers web and email personalization, product and content recommendations, and more.
  2. Marketing Cloud Engagement: This product includes email marketing, content creation tools, and robust analytics. It offers three pricing tiers:
    • Pro Plan: Starts at $1,250/organization/month (billed annually).
    • Corporate Plan: Starts at $4,200/organization/month (billed annually).
    • Enterprise Plan: Pricing upon request.
  3. Marketing Cloud Account Engagement: This product includes engagement history dashboards, campaign reporting and insights, and more. It offers four pricing tiers:
    • Marketing Cloud Account Engagement Plan: $1,250/month (billed annually).
    • Plus Plan: $2,750/month (billed annually).
    • Advanced Plan: $4,400/month (billed annually).
    • Premium Plan: $15,000/month (billed annually).

Pricing information for Salesforce's data products for marketing is also available on the Salesforce website.

Ease of Use

Navigating Salesforce Marketing presents a steep learning curve due to its extensive set of features and complex interface. The onboarding process is thorough but demands time and attention. Users may find the organization within the tool to require a fair amount of customization to suit their workflow. While the software is powerful, it can be difficult for those without a technical background or dedicated support staff.

Customer Support

The quality of customer support for Salesforce Marketing is generally high, with a range of resources available including documentation, webinars, and tutorials. Support is accessible through multiple channels, though response times can vary. Some customers might find the level of support less responsive or less tailored to individual needs when compared with smaller, more focused providers.

Salesforce Marketing Use Case

Who Would Be A Good Fit For Salesforce Marketing?

In my experience, Salesforce Marketing is best suited for medium to large-sized businesses that require robust, scalable marketing automation integrated with a comprehensive CRM system. The most loyal and avid customers tend to be those with the resources to fully leverage the platform's capabilities, such as dedicated marketing and sales teams, and the need to synchronize large volumes of data across departments.

It works well in environments where data-driven decision-making is paramount, industries such as technology, finance, and retail, where customer relationships and touchpoints are complex and abundant. Companies that benefit the most usually have teams that can invest time in mastering the platform to harness its full potential.

Who Would Be A Bad Fit For Salesforce Marketing?

Companies that may find Salesforce Marketing a bad fit typically include small businesses or startups with limited budgets and human resources. The most disappointed customers are often those who lack the technical expertise or cannot justify the investment in a tool as comprehensive as Salesforce Marketing. This platform might prove to be too intricate for those who seek simplicity and a quick setup, such as solo entrepreneurs or small teams that require more straightforward, plug-and-play solutions.

Salesforce Marketing FAQs

Can Salesforce Marketing integrate with my existing CRM?

Yes, Salesforce Marketing integrates easily with Salesforce CRM and can also connect with other CRM systems via API.

Is Salesforce Marketing suitable for small businesses?

It can be suitable for small businesses that expect rapid growth and need a scalable solution, but it may be too complex and costly for some.

Does Salesforce Marketing offer email marketing solutions?

Yes, it offers comprehensive email marketing capabilities within its suite.

Can I manage social media campaigns with Salesforce Marketing?

Yes, social media management is a key feature of Salesforce Marketing.

Does Salesforce Marketing provide analytics and reporting?

Yes, advanced analytics and reporting are some of the strong points of the platform.

Is customer support available 24/7 for Salesforce Marketing users?

The level of support can vary by plan, with higher-tier plans often offering more support options, potentially including 24/7 support.

Are there any training resources available to learn Salesforce Marketing?

Salesforce offers a variety of training materials, including documentation, webinars, and tutorials.

Can Salesforce Marketing be customized for my industry needs?

Yes, the platform is highly customizable with a range of add-ons available for various industries.

Alternatives to Salesforce Marketing

  • HubSpot Marketing Hub: Ideal for businesses seeking an all-in-one marketing platform that is user-friendly and has a strong emphasis on inbound marketing strategies.
  • Marketo: A good choice for medium to large enterprises looking for a Salesforce alternative that offers deep marketing automation features with a strong focus on lead management.
  • Mailchimp: Better suited for small businesses or those just starting out with digital marketing, offering an intuitive interface and simpler email marketing tools.

Salesforce Marketing Company Overview & History

Salesforce Marketing is part of Salesforce.com, Inc., a cloud-based software company that provides a suite of enterprise applications focused on customer service, marketing automation, analytics, and application development. A variety of companies use it, ranging from small businesses to Fortune 500 companies. Salesforce is a public company, listed on the New York Stock Exchange. Its headquarters are located in San Francisco, California.

Notable figures in the company include founder and CEO Marc Benioff. Salesforce's mission statement is "to empower companies to connect with their customers in a whole new way." Since its inception in 1999, Salesforce has reached notable milestones, including the creation of its cloud-based CRM platform and expanding its suite with the Salesforce Marketing Cloud.

Summary

Throughout this review, I have provided insights into the capabilities and limitations of Salesforce Marketing. It stands as a powerful tool for medium to large enterprises that require a comprehensive, data-centric marketing platform deeply integrated with CRM capabilities. With its advanced features and scalability, it outperforms many competitors in complexity and integrations but may pose challenges in terms of ease of use and initial setup costs.

If you are considering Salesforce Marketing for your business, weigh the needs of your company against the features and resources you can dedicate to this platform. I encourage readers to share their experiences and thoughts on Salesforce Marketing to foster a comprehensive community discussion.

By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.