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HomeAgenciesUplersThe Complete Guide to SFMC Account Audits

The Complete Guide to SFMC Account Audits

Are your SFMC account audits feeling like a never-ending maze? Fret not, for we have a comprehensive guide to help you navigate through it all. From defining audit to identifying key terms, we’ve covered it all. The audit will help you understand how the platform is being used, identify areas of improvement, and find discrepancies in terms of costs and usage. A key takeaway is to ensure that all stakeholders are involved in the audit process, from admins to users, to ensure a thorough understanding of usage. Another takeaway is maintaining a clear audit trail and documenting every action taken during the audit process. With the right approach and understanding, the SFMC account audit can be a useful tool to help you optimize the platform and achieve greater ROI.

Excerpt from the main article:

As a customer-focused organization, you might have implemented Salesforce Marketing Cloud (SFMC) to power your data-driven marketing program. You likely did a lot of research before selecting SFMC and followed a Salesforce implementation checklist to ensure a problem-free deployment. But are you monitoring the health of your SFMC account? It’s important to do this because a messy account can create a lot of problems for your organization. For example, you may struggle to find the right data extension (DE) for audience segmentation. Or the data hygiene and data flows in your account may be questionable, affecting the outcomes of your email campaigns. An unhealthy SFMC account does not operate at peak performance. It may also increase your day-to-day costs, which will impact the ROI of your SFMC-powered email marketing program. The best way to overcome all these problems is to conduct an SMC account audit. Here’s where our CRM audit

The Complete Guide to SFMC Account Audits – Email Uplers was originally published on Email Uplers

Richelo Killian
Richelo Killian
Richelo "Rich" Killian has over 30 years of experience in the information technology field, and more than 15 years of experience in email deliverability and marketing.


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