Use AI and Automation to Personalize Every Campaign
Learning Objectives
After completing this unit, you’ll be able to:
- Describe how Starter Suite uses AI to personalize marketing.
- Identify ways automation simplifies your campaigns.
- Understand the importance of data hygiene and measurement.
Personalize Marketing with AI
As your business grows, your prospects expect marketing that feels relevant and timely. Starter Suite helps you tailor every interaction using prospect data—no extra tools or coding required. You can create emails based on browsing behavior, recommend helpful resources, or automatically update form fields based on how prospects engage with your content.
It makes personalization easy for small teams—so every message lands with purpose and speaks directly to the people you want to reach.
Simplify Your Campaigns with Automation
Marketing campaigns come with a lot of moving parts—but automation helps take care of the repetitive tasks. Allowing you to:
- Schedule emails based on time zones or lead behavior.
- Automatically send email when contacts are most likely to engage.
- Trigger follow-ups when someone fills out a form or clicks a link.
These automations keep your campaigns running in the background so you can focus on creative work and customer relationships.
Set Yourself Up for Success with Clean Data and Clear Goals
To make the most of AI and automation, your data needs to be clean. That means making sure customer info is accurate, up to date, and organized. You can do this by regularly reviewing and updating your records, using validation rules to reduce errors, and connecting your systems through a CRM like Starter Suite or Pro Suite. When all your tools talk to each other, it’s easier to keep data in one place.
Once your data is clean, it’s easier to set clear marketing goals and test what’s working. Starter Suite includes real-time dashboards that help you measure performance. You can track opens, clicks, conversions, and bounce rates—so you can spot trends and adjust your strategies quickly.
Small business marketing gets a whole lot easier with Starter Suite. From day one, you have the tools to personalize, automate, and grow—all in one place. Ready to take the next step? Explore Foundations and get acquainted with Agentforce 360, your built-in AI agent that helps small teams market like pros.
Resources
- Trailhead: Generative AI Basics
- Salesforce.com: Best CRM For Startups: The All-in-One Guide
- Salesforce Blog: What is Agentforce 360 for Small Business?
- E-Book: Maximize CRM Productivity
- Salesforce.com: Salesforce Foundations