Turn customer data into more relevant engagement

Marketing teams have access to more customer data, channels and content than ever.

The challenge is using that information in a way that makes each interaction more relevant without creating more manual work for the team.

Megnity helps organizations use Marketing with Salesforce and connected data to support campaign workflows, audience engagement and marketing operations.

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Customer data

Start with a better understanding of the customer

Relevant engagement starts with reliable customer data.

We help bring together information from Salesforce, Data 360 and other appropriate enterprise sources so marketing teams can work with a more connected view of their audiences.

That gives teams a stronger foundation for segmentation, engagement and measurement.

Explore Data 360

Salesforce
Data 360
Enterprise sources

Audience view

Connected audience view
Engagement history
Ready for segmentation

Segmentation

Build more useful audience segments

Customer information changes constantly.

We help teams use connected data to create and refine audiences based on the information that matters to the business.

This can make segmentation more responsive while reducing the manual work involved in bringing information together.

AI in the workflow

Put AI into marketing workflows

AI can support many of the repetitive and information-heavy tasks surrounding marketing.

Agents can help organize information, support campaign preparation, find relevant content and assist with defined steps within a workflow.

We focus on specific tasks where AI can save time or improve the information available to the team.

Explore AI agents

Organize information

Agentforce

Bring order to information-heavy marketing tasks.

Defined workflow steps

Specific tasks

Where AI can save time or improve the information available.

Personalisation

Make engagement more relevant

Connected data can help teams understand previous interactions, preferences and relevant business context.

We help make that information available within marketing workflows so teams can create engagement that better reflects the relationship.

Personalisation works when it reflects useful customer context rather than simply adding someone’s name to a message.

Marketing and sales

Connect marketing and sales

Marketing and sales shouldn’t have completely different views of the same customer.

We help connect customer information and engagement across Salesforce so sales teams can understand relevant marketing activity and marketing teams can work with useful commercial context.

This creates greater continuity as customers move through the relationship.

Explore Sales

Across the business

Connect marketing data across the business

Important marketing information may sit outside Salesforce.

We help connect marketing workflows with enterprise applications, data platforms and other relevant sources so teams can use the information they need without relying on disconnected manual processes.

Explore integration

Measurement

Use data to understand what is working

Campaign activity creates a lot of data.

The useful part is understanding what that information says about engagement and what teams should do next.

We help connect marketing data with analytics capabilities across Salesforce, Data 360, Databricks and Tableau so teams can build a clearer view of performance.

Explore data engineering and analytics

Life Sciences

Support Life Sciences engagement

Life Sciences marketing operates within additional considerations around audiences, content, data and engagement.

We help design marketing workflows with those requirements in mind, particularly where commercial teams, HCP engagement and customer data need to work together.

Explore HCP engagement

Access, governance and appropriate controls remain part of the solution.

Human oversight

Keep people responsible for the message

It shouldn’t remove the judgment required to decide what should be communicated and to whom.

AI can help teams prepare, organize and act on information. We help define where Agentforce can support the workflow and where people need to review, approve or make the final decision.

How we deliver