Salesforce Engagement Platform in B2B

Platforms developed on Salesforce, in other words Salesforce platforms, started a whole new market alone long ago. Engagement, a vital element of B2C or B2B businesses, has its own large section in this market. As a highly effective Salesforce engagement platform in the B2B environment, Apex Loyalty app is outstanding for the traits that made it earn its place among its peers. Let’s look at what these traits are and how they stand on the ground of the concepts “commerce” and “engagement”.

Why is Engagement Vital in the First Place?

Amidst high competitiveness in commerce, each value you provide to outer realms should cater to a specific need. However, functionality is not enough on its own. Your product or service could address the foremost market needs, but they won’t carry you to the top of the list alone unless you package them with feelings of familiarity. In the end, brand success stories stem from our experiences as buyers and the aftertaste of the buying and selling journey. 

Therefore, engagement has become more significant for companies striving for presence both in customer and business-focused sales and marketing. Be it for customers, employees, buyers, or any member of a B2B environment, you will heavily rely on Salesforce engagement platforms for a sustained presence in the market. Still, customer experience research until recently has happened through a traditional lens. Research would address issues from the customer’s viewpoint most of the time, which implied the business is about one-way relationships. Though, we all know this is not valid anymore.

Learning from Tradition

Commerce today widely relies on multichannel networks. Since the relationships in B2B channels are also buying or selling “experiences” involving the human factor, why not treat them as another type of customer experience? Reading past B2B experiences and spreading that know-how across today’s ecosystem will definitely result in creating different touchpoints for customers.

Consequently, the majority of profit in the world’s commerce today comes from B2B channels. Over the past decade, the volume of research on the customer experience has extended beyond B2C to B2B settings. Obviously this is not a coincidence, and the plan is deriving the insight and wisdom from the past, and reflecting it on the future marketing projections.

Even if your business falls into the traditionally customer-focused segment, there’s still room for improvement towards these up-to-date marketing trends. Yet, on the way to this conversion, there are challenges. For instance, in B2B interactions, there is a vast variety of members, from front-office actors to some that aren’t as visible. Some members like back-office actors might not be covered in your current impact area in terms of engagement. Not engaging them means defining a single brand image is impossible since there will be various interpretations among the channel. You can engage them through personalized content, which today is possible by modern marketing tools in Salesforce engagement platform.

In other words, “experience for all” can happen when we achieve “personalization for all”. The idea of designing Salesforce engagement platform originated from this very need. In Apex Loyalty, we crafted its features in a way to fill this void traditional marketing could not fulfill.

Utilizing Prior Knowledge for “Experience for All”

However, achieving personalization is not so simple. Shifting prior mechanisms to a modern one is whole teamwork along with compatible technology. That’s why many sector pioneers are choosing to work with Apex Loyalty as their B2B engagement platform in marketing strategy. And how do we do it?

First we help you rethink the buyer journey of one and each member of your channel. This is necessary for understanding possible ways of communication better. It will also provide you with practical and relatable tips for customer segmentation. These segments are extremely important since they will be constructing the basis you will use when developing your targeted content. The very buzzword of our time and the core of powerful distinction, “personalization” will happen here thanks to our algorithms.

Because data is abundant, you have to make it relevant to your channel members. With the power of Apex Loyalty dynamic rules, you can build engagement activities upon a strategy, where every interaction is done at scale and in a timely manner. This’s also beneficial for ending or altering relationships that are not working with full potential. As much as you need to find out who is a good fit to work with, sometimes you need to see whom not to work with. Engagement activities also offer results that would highlight the need for distinguishing between such. And refinements will spare you from wasted time.

B2B Businesses Need Such Package Solutions

Authors on Salesforce blog list the following as common components of effective Salesforce engagement platforms in B2B:

  • Account-based marketing
  • Customer-centric content marketing
  • Data-driven marketing
  • AI-driven CRM

This definition is almost what Apex Loyalty stands for in a nutshell.

In the light of above concerns, we can confidently say only consistent and relevant engagement strategies will last. As complex as they may seem, they result in lasting channel relationships and loyalty. That’s why B2B businesses need such package solutions like Apex Loyalty that adopts personalization, testing, and measurement abilities.

Apex Loyalty is a loyalty, engagement, and incentive automation platform featuring these core abilities and components. No wonder it has become the choice of prominent brands from a vast variety of industries. Embracing one and each item of this list, Apex Loyalty is the ultimate gear for “engagement for all”.


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