Quick Start Guide: Implementing Salesforce Marketing Cloud Next

For non-profit organisations, member organisations and charities

What is Salesforce Marketing Cloud Next?

Marketing Cloud Next: Your agentic marketing powerhouse!

Salesforce Marketing Cloud Next (MCN) is Salesforce's latest marketing platform, fully geboyourd within the familiar Salesforce CRM, with all data unified in one place via Data Cloud.

MCN enables organisations to easily and quickly set up personalised email campaigns, forms and customer journey (via Salesforce Flow). Plus: support for autonomous AI agents and real-time data, without complex links or technical barriers.... 

MCN is specifically designed for organisations that want to professionalise, centralise and automate their marketing, without complex links or technical barriers.

In agentic marketing, you give a simple prompt as strategy - such as ‘increase loyalty among one-time donors’, and AI agents take over the execution. They create content, build audiences, personalise messages, optimise performance and coordinate hand-offs, so your team focuses purely on strategy, creativity and growth.

Key features:

• User-friendly drag-and-drop builders for e-mails, forms and journeys (‘flows’).
• AI support for segmentation, content creation and dispatch time optimisation
• Real-time reports and dashboards for insight into campaign performance
• Full integration with Salesforce CRM and Data Cloud
  Secure, scalable environment compliant with privacy legislation
• Marketing Cloud Next works with a flexible pay-per-use credit model, ideal for non-profits; pay for what you use.

What does MCN mean for a non-profit/member organisation?

Marketing Cloud Next offers specific advantages for civil society organisations:

• Increased engagement and donations: Personalised journeys and smart segmentation allow you to target audiences, such as donors, members or volunteers. This increases response and engagement.
• Efficiency and time savings: AI and automation take repetitive tasks off your hands, allowing your team to focus on strategy and impact.
• Data-driven working: All marketing data, segmentations and campaign results are immediately visible, allowing you to make quicker and better adjustments. 

One platform: No more separate tools, but one central place for CRM, marketing and reporting. This prevents errors and speeds up processes.

What are we going to do? (Project approach)

Setting up MCN & Data Cloud: We set up a basic implementation with 1 campaign journey, data linking, segmentation and email channel.

Domain and user management: We take care of domain authentication, roles & rights, permissions and privacy preferences.

Activate AI functionalities: Such as Agentforce, Send Time Optimisation and Einstein Segment Creation.

Design Workshop: Intensive session where we define the ideal application together: supporter journeys, segmentation, conversion points, and content strategy.

Training & Livegang: We supervise testing and training moments, including train-the-trainer and support during going live.

What do you get?

• Fully functioning Marketing Cloud Next environment
• Simple journey, web form and e-mail template as a starting point
• Activating Generative AI (Agentforce), Einstein Segment Creation & Send Time Optimisation
• Support and training from our team
• Optional support contract for sustainable further development

Impact: up to 30% higher campaign effectiveness (source: Salesforce benchmarks)

What comes as standard?

• Active journey with e-mail & form
• Integration with Salesforce & Data Cloud
• Generative AI tools (Agentforce, Einstein Segmentation)
  Dashboards for reporting and optimisation

Ready for the next step?

Want to know how Marketing Cloud Next can strengthen your organisation? Contact TwoPurpose for a no-obligation consultation and discover the possibilities for your mission!