• Be Intelligent

Our latest accreditation puts Be Intelligent at the forefront of Marketing Cloud delivery in New Zealand.


We’re thrilled to have been awarded official accreditation as a Marketing Cloud Interaction Studio implementation partner.


What is Interaction Studio and why do businesses need it?

Interaction Studio was launched in 2018 as an innovative Marketing Cloud feature that allows organisations to engage with customers in real time throughout each stage of their journey, resulting in significantly improved customer relationships through more personal, timely and relevant interactions.


So how does it work?

At a top line level, Interaction Studio listens to how customers are interacting with your brand across all your different channels. It then interprets data to understand each individual and acts on those insights to deliver a more engaging and effective customer interaction.


And the benefits?

There are plenty - and they’re all centred around delivering personalised interactions with your customer, guiding them along the most relevant path to your product or service, and eliminating multiple pain points along the way.


Real time personalisation allows marketers to deliver the optimal experience, targeted messaging, relevant recommendations or the most relevant offers to individual customers or prospects at scale and at the right moment.


Examples of this in practice include being able to fully customise content on your website based on what the customer viewed last time; let’s say on their last visit to your retail site they looked at handbags, so on their next visit they are shown content relevant to the handbag range. You can also email the customer a discount code for the product they were most recently looking for. And, if they come back to look at a different product range on site after the email has been sent, no problem - the dynamic content of the EDM will instantly update to their most recent view no matter when it occurs.


Gone are the days of siloed data and disjointed customer experiences. Interaction Studio informs your service teams of exactly what someone was looking at on your website the moment before they called, so instead of the customer having to repeat their query through various stages of the customer support conversation, they can be welcomed with help specific to the product they were looking for.


What did the training involve?

In order to become a certified partner, three of our team needed to undertake a two-week training block covering the ins and outs of Interaction Studio from both a development and solutions architecture point of view.


Baneen, our Marketing Automation Lead, enjoyed the training and is looking forward to sharing Interaction Studio with our clients; “The training was pretty comprehensive and involved us building an end to end solution using Interaction Studio for a fictitious client. It’s a really exciting addition to Marketing Cloud and nicely complements other platforms like Journey Builder, delivering improved customer data, and therefore experience, through machine learning. There’s some great benefits for clients - and not just in the ecommerce sector but across all industries.”


One of the features Baneen likes is the fact that once Interaction Studio is implemented it is totally configurable by marketers - no further development work is required to run campaigns going forward.


Our team is excited to now have the capability and accreditation to implement Interaction Studio and we can’t wait to use it to help our clients achieve their business goals in 2021. Get in touch to find out more.


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Let us help take the guess work out of your Dreamforce 2020 agenda with these 16 must-see sessions hand-picked by our team.


Dreamforce 2020 may not look like your typical Dreamforce event, but we’re super excited about attending nonetheless.


A four day extravaganza of knowledge-sharing, this year’s virtual event promises to be just as insightful, innovative and rewarding as previous years, and because it’s virtual that means our whole team can attend the sessions they’re most interested in - bonus!


But which sessions to attend? With hundreds of options across the four days it can be a little overwhelming making a selection. Salesforce has put together a nifty agenda builder which helps in filtering by role, industry, theme and more. This is a great tool for narrowing the scope a little, but if you’re like us and suffer from extensive FOMO, then it’s always helpful to get a personal recommendation from some experienced industry members in similar roles.


Our team has curated their top session picks below based on a cross-section of the three areas that are key to us in marketing and sales, technical / development and functional / development.


With the time zone differences in play, Asia-Pacific gets the added bonus of two scheduled options per day for most sessions. We’ve chosen the sessions that fit into our schedule but if you’re looking for an alternative time be sure to check out the full sessions page for other options.


Marketing


Our Marketing Automation Lead, Baneen, has selected these marketing sessions and is looking forward to getting a glimpse of what’s new in the world of Marketing Cloud for 2021:


Marketing Cloud Innovation and Releases: https://trailblazer.salesforce.com/sessions?eventId=a1Q4V00002DWxkY#/session/a2q4V0000032OhhQAE


How Measurement Innovation Drives Marketing Agility:

https://trailblazer.salesforce.com/sessions?eventId=a1Q4V00002DWxkY#/session/a2q4V000002BOcRQAW


Create Holistic Email Programs to Enhance Engagement:

https://trailblazer.salesforce.com/sessions?eventId=a1Q4V00002DWxkY#/session/a2q4V0000032OhjQAE


How to Practice Inclusive Marketing and Be an Ally:

https://trailblazer.salesforce.com/sessions?eventId=a1Q4V00002DWxkY#/session/a2q4V0000032OlmQAE



Sales


For our Sales Director Amanda, this will be a fairly unique first time at Dreamforce. Amanda has chosen these sessions to get some valuable insight on optimising growth through high quality leads and leading high-performance sales teams:


How to Deliver Hot Leads Amidst Distraction:

https://trailblazer.salesforce.com/sessions?eventId=a1Q4V00002DWxkY#/session/a2q4V000002BOcTQAW


New Ways to Run a Best-in-Class Virtual Sales Team:

https://trailblazer.salesforce.com/sessions?eventId=a1Q4V00002DWxkY#/session/a2q4V0000032OhaQAE



Developing


A Dreamforce veteran, Pablo, our Lead Technical Consultant always enjoys a deep dive into the latest and greatest tools, processes and thought leadership:


Building Ethically: How to Translate Social Responsibility into Code:

https://trailblazer.salesforce.com/sessions?eventId=a1Q4V00002DWxkY#/session/a2q4V0000032OhlQAE


What’s New with Lightning Web Components:

https://trailblazer.salesforce.com/sessions?eventId=a1Q4V00002DWxkY#/session/a2q4V000002BOAEQA4


Future of API's at Salesforce:

https://trailblazer.salesforce.com/sessions?eventId=a1Q4V00002DWxkY#/session/a2q4V000002BOAOQA4


Everything New in Salesforce Developer Tools:

https://trailblazer.salesforce.com/Sessions?eventId=a1Q4V00002DWxkYUAT#/session/a2q4V000002BOATQA4



Customer Experience


Being passionate about customer-centric solutions, our Managing Consultants Chris and Brooke will be exploring a cross-section of industry insights and product solution themes:


Financial Services: From Stabilize to Grow:

https://trailblazer.salesforce.com/sessions?eventId=a1Q4V00002DWxkY#/session/a2q4V0000032OhrQAE


Salesforce Platform: Innovation Roadmap:

https://trailblazer.salesforce.com/sessions?eventId=a1Q4V00002DWxkY#/session/a2q4V0000032Oi6QAE


How to Move to a Subscription Business Model:

https://trailblazer.salesforce.com/sessions?eventId=a1Q4V00002DWxkY#/session/a2q4V000001LvhfQAC


Top 5 Innovations with Experience Cloud:

https://trailblazer.salesforce.com/sessions?eventId=a1Q4V00002DWxkY#/session/a2q4V000002BOcHQAW


Salesforce's Service Transformation:

https://trailblazer.salesforce.com/sessions?eventId=a1Q4V00002DWxkY#/session/a2q4V000002BOcgQAG


Getting to Know Delete Flow Trigger:

https://trailblazer.salesforce.com/sessions?eventId=a1Q4V00002DWxkY#/session/a2q4V000002BOSNQA4


Hope this has helped your Dreamforce 2020 selection process. Here’s to new-found knowledge and exciting new Salesforce developments for 2021!


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  • Be Intelligent

Updated: Dec 14, 2020

How the team at Be Intelligent used RPA in creative solution design.


As a Salesforce Partner who’s never one to shy away from a gnarly problem, when innovative realtor Tall Poppy Real Estate needed to overcome an integration issue due to the lack of existing API, we used our creative problem solving skills to develop an innovative solution using RPA (robotic process automation).


For the uninitiated (and long-winded technical explanations aside), RPA is basically a software robot that mimics human actions. This is not to be confused with AI which sits at the other end of the Intelligent Automation scale and is concerned with the simulation of human intelligence. RPA is process driven while AI is data driven, making RPA ideal for automating the ‘grunt work’ of repetitive digital tasks.


The problem:


The team at Tall Poppy were looking to effectively utilise the Salesforce Platform to integrate and manage their customer data across an external platform that is then used by multiple stakeholders across the organisation.


Because the external platform they were using had no existing API, Tall Poppy’s service team was having to copy and paste all customer data from one platform to the other manually. Not only a time-consuming process, but one fraught with the potential for errors. Enter the Be Intelligent team with a proprietary software solution.


Our solution:


Up against the ever-present challenge of a tight time frame and a few unknown parameters, the team knew they had to act efficiently to deliver an effective result for our client at a crucial time of year. When RPA was suggested in our solution design meeting it would be fair to say there were some mixed reactions.


Lead Technical Consultant Pablo Martinez said “Although some of the team had worked with this type of technology before many of us hadn’t, so the challenge was going to be getting a really good understanding of the technology, what it means, how it works, any limitations and also learning the UiPath tool from scratch. All this in a short time frame in order to meet our promise of delivery.”


However thinking outside the box (and taking on a jolly good challenge) is our thing, so the team got cracking.


Using UiPath and leveraging our existing knowledge of XPath, REST Services and HTML, the team worked on building a proof of concept (overcoming a few technical curve-balls along the way), validated it through testing then presented the solution to the client.


The result:


We’re happy to say that we’ve managed to deliver the goods; UAT has been completed and the RPA has been effectively deployed. With minimal input required from end users at Tall Poppy, the RPA efficiently copies and pastes multiple fields from Salesforce into the external platform. This leaves the client’s service team available to concentrate on the important stuff like looking after their valued customers.


We're thrilled to have found a solid solution to improve Tall Poppy’s business processes and to have added RPA experience to our tool kit at the same time. And who wouldn’t appreciate a bot managing your most tedious tasks? Next job is to develop one that will stand in line at the mall for Christmas gift wrapping….


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