Andy Tran

Evolving Role of Salesforce Marketing Cloud Consultants in the ERP Landscape

by | 6 Oct, 2023 | Salesforce | 1 comment

Evolving Role of Salesforce Marketing Cloud Consultants in the ERP Landscape

About 25% of organizations implement Enterprise Resource Planning (ERP) to improve effectiveness. In addition, the study found that businesses that implemented ERP achieved an average ROI of 150% within five years.

An Enterprise resource planning system is a set of interconnected software tools that enable the automation of various procedures linked to a company’s operational or productive aspects. It helps to simplify processes and consolidate data from all areas.

ERP applications can aid a corporation in enhancing its self-awareness by integrating production, finance, distribution, and human resources data.

ERP integration with Salesforce has become essential for organizations trying to improve their operations and customer relationship management in today’s business landscape. The primary advantage of implementing an ERP system is effectiveness.

In the contemporary business environment, utilizing internal resources can significantly impact a company’s profit, just as much as sales can affect it. It is possible to be successful, but if you waste time and energy within your business operations, your path to profit will be much longer. A fully integrated Salesforce ERP solution allows you to train your teams on a single platform, reducing downtime and improving productivity.

A Salesforce Marketing Cloud consultant knows how to set up and customize ERP software for businesses. They will help you figure out the project’s scope, which ERP functions will help your business, make a project timeline to ensure everything runs as smoothly as possible, and help you figure out how many resources you have.

Salesforce Marketing Cloud: What and why?

Salesforce, widely acknowledged as a pioneer in cloud computing, provides a platform that utilizes software and services to create meaningful customer experiences. It is well-known that cloud computing is leading the way in innovation. Salesforce Marketing Cloud enables marketers to establish and control customer marketing relationships, providing numerous opportunities to understand and cater to their clients’ needs.

The complexity of the ERP systems is one of the biggest challenges. ERP systems are highly integrated and necessitate significant customization to cater to the distinct requirements of each organization. It’s time-consuming and costly and can cause compatibility issues with other software platforms. Another challenge is how much it costs to set up and keep ERP systems. This cost can make it hard for small businesses to compete with more prominent companies. Here, a Salesforce expert came in.

Cloud deployment is one of the future trends in ERP that business professionals have added to their list. This cloud-based ERP system has reduced costs, increased flexibility and scalability, and improved accessibility and collaboration.

Another trend that professionals have acknowledged is the adoption of Artificial Intelligence (AI) and Machine Learning (ML). These two cutting-edge technologies have transformed numerous industries, including ERP software that automates repetitive tasks, enhances data analysis and insights, and offers individualized recommendations and suggestions based on user behavior.

Evolving Role of Salesforce Marketing Cloud Consultants in the ERP Landscape

A sales Cloud Consultant has Marketing Cloud admin skills and additional consulting skills to gather requirements and oversee the project lifecycle of a Marketing Cloud implementation. They collaborate with enterprises to assist them in utilizing the capabilities of the Marketing Cloud to enhance their marketing and advertising efforts and achieve their marketing objectives.

Let’s talk about the role in three segments

Implementation Stage

The implementation stage involves creating a new Marketing Cloud account or adding a new feature to an existing account. Here are some of the role’s consultants perform.

  • Develop a Strategy to Meet Business Needs
    The Salesforce Certified Marketing Cloud Consultant satisfies customer business requirements that are easily maintainable and scalable and can contribute to a long-term solution. They provide a proper strategy to bridge the gap between your business needs and theirs.
  • 24/7 Support for Marketing Cloud Implementation
    Marketing Cloud specialists devise potent marketing automation strategies to enhance your reach and presence. To make sure the Marketing Cloud implementation goes smoothly, provide 24/7 support.
  • Analyze and conclude with a Solid Marketing Campaign
    Experts and consultants in the marketing cloud utilize and then enhance the platform to ensure client-centered marketing efficiency. They Analyze your business process and gather information to help launch your marketing campaigns.

Integration Stage

Salesforce integration with Marketing Cloud allows us to send emails directly from Salesforce via the Marketing Cloud Connector, and they can be tracked in Salesforce.

  • Help integrate ERP with the existing CRM
    The integration of ERP and CRM provides enterprises with the capability to enhance and cross-sell their products and services with greater efficacy.
  • Inter-team Collaboration for Data Exchange & Customer Outreach
    ERP systems facilitate and streamline business processes, enhancing collaboration and communication by facilitating the exchange of information and resources.
  • Simplifies Complexities to deliver Smooth Cloud-Based Integration
    One way to make cloud integration easier is to make things easier by automating processes. This can help streamline procedures and make it easier to handle information and applications across various cloud platforms.

Post-Implementation Stage

Ideally, integrating Salesforce Marketing Cloud with the existing CRM successfully ends with achieving objectives. But practically, there is a different environment that spotlights the bugs or unpredictable issues, which can be challenging & critical.
To ensure all the above concerns are sorted out effectively, consultants continue working with the business firms in the post-implementation stage.

  • Post-Integration Support
    From planning and configuration to installation, they oversee the entire process and provide post-installation support and troubleshooting. Also, it offers training and support to help users adopt new system features.
  • Ensuring System Compliance & Customizations according to Business Needs
    The customization process facilitates the articulation of the business procedures within an organization. Through ongoing customizations, they adapt to changing business needs
  • Conduct Training Programme to Ensure Acquaintance with Latest Features
    They have expertise in the latest features that help provide training and support to users to help them adopt new system features. It will help to improve the productivity of the employees.
  • Monitor and diagnose Critical Problems on a Regular Period
    It is imperative to consistently monitor the Salesforce solution and conduct a timely performance audit to guarantee seamless operation and prompt resolution of potential issues.


To summarize, Salesforce consultants can offer more than merely fundamental consulting services. By working with a consultant who knows a lot about the Salesforce Marketing Cloud, groups can improve their advertising, give customers unique experiences, and achieve surprising results in a world where computers are constantly changing.
Once Salesforce Marketing Cloud has been established, it operates as the foundation for all your marketing operations.

Also Read : The Role of Salesforce Consulting Companies in Digital Transformation

Share this article...

1 Comment

  1. Deepshikha

    I’ve read this post, it is so nice and very informative.
    Thanks for sharing this post!


Submit a Comment

Your email address will not be published. Required fields are marked *

The reCAPTCHA verification period has expired. Please reload the page.