SalesForce – Automate Marketing Collateral
Hello! I am looking for some insight in regards to automating the creation of co-branded marketing flyers and promotional collateral for sales reps. Our current process looks like this:
Sales rep fills out a hubspot form for a marketing request which is sent to my email. I reach out to sales rep to discuss any extra info needed. I create a flyer from a template with the desired information on it, including the reps contact information. In few cases, I develop completely custom flyers or social images. The rep then downloads this as an image or PDF, then sends it out to their clients via email.
This process is messy and slow. I was wondering if there are any SalesForce solutions that would allow reps to create their own marketing based off of a list of dropdowns or is prepopulated with account info. I’m new to marketing automation and not familiar with all SalesForce can offer, so I am looking forward to hearing from some of you! Thank you
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