Run marketing as one connected operation, from strategy to results. Build a planning hierarchy and align programs and campaigns to their business objectives. Set goals that cascade down to programs and campaigns and automatically roll up goal results across all hierarchy levels. Enforce brand and compliance standards, execute with reusable tactics, and move work forward with tasks, approvals, and Slack. See the whole plan on a calendar and watch results roll up to your company's targets. Marketing Planning and Operations is available with Marketing Cloud Next Advanced.
- Simplify Marketing Planning and Operations Discovery and Setup
With Salesforce Go, you can set up Marketing Planning and Operations and track feature usage, all from a single location in Setup. Learn more about features and get help with configuration by accessing content resources and links. If you’ve turned on the Your Account app, you can purchase add-on licenses for some features directly from Salesforce Go. - Execute Diverse Strategies with Goal-Driven Marketing Programs
Build planning hierarchies tailored to different parts of your marketing organization, so each team executes their marketing plans the way they prefer. Marketers can design marketing programs at different hierarchy levels to translate strategy into marketing work that your teams own and run. Set program goals to break down the strategy into tangible targets, then watch the results roll up automatically to reveal progress across the entire hierarchy. - Connect Campaigns to Programs and Goals They Support
Execute day-to-day campaign work from a dedicated Planning and Operations tab. You can connect campaigns to their programs so your team sees the strategic context each campaign supports. Cascade campaign results up through program goals to reveal each campaign's contribution to company strategy and business objectives. - Scale Operations with Built-In Compliance, Easy Coordination, and Unified Calendar
Execute marketing programs and campaigns by building and using proven tactics and tactic templates to accelerate delivery. Compliance reviews keep programs and campaigns aligned with brand, regulatory, and policy standards before execution. See your entire marketing program and campaign schedule across all hierarchy levels to identify conflicts and timing gaps instantly. Also, coordinate team effort through tasks, approvals, and Slack without context-switching.