Achieve Smarter Marketing with Salesforce Marketing Intelligence

This iteration of Marketing Cloud Intelligence (formerly Datorama) has been completely rebuilt on the Data Cloud foundation, introducing advanced AI capabilities that transform how marketers manage their campaigns. This Data Cloud foundation immediately unlocks Agentic capabilities to interact with your marketing campaigns. Imagine the ability to pause campaigns that are low performing using natural language. What about asking your Agent to replicate top performing campaigns for a new audience segment? Marketing Intelligence on the foundation of Data Cloud makes this possible. 

In addition to its powerful AI capabilities, Marketing Intelligence simplifies the complexities of modern campaign management by tackling key challenges, such as disorganized or low-quality data, time-consuming analysis, and the need for quick, consolidated insights. Let’s explore how the new Marketing Intelligence overcomes these obstacles, empowering marketing teams to achieve their goals with greater precision and efficiency.

Make your data work for you—not the other way around.

Marketers today must interact with myriad data sources and platforms to execute their campaigns. With information coming from various paid media sources—like Meta, LinkedIn and Google Analytics—marketers are tasked with unifying and harmonizing this data to truly understand campaign performance. Furthermore, they must continuously monitor customer behavior across platforms to understand the effectiveness of campaigns and organize everything into a cohesive strategy. 

Marketing Intelligence addresses this issue by making it easy to ingest, transform and map third-party data in just three clicks. Your data is automatically and intelligently mapped, solving common naming convention errors or data inconsistencies across platforms—and if your platforms don’t come with prebuilt integrations, a universal connector lets you ingest flat files without hassle. Even more exciting, you can easily add non-marketing data (like user-level or first-party data) to your marketing performance data giving you richer data sets to analyze. 

But what truly sets this platform apart is its AI-powered data enrichment, which automates the tedious task of categorizing and organizing complex datasets. For example, GenAI can group car brand names into broader vehicle categories, or social media platforms can be unified under a single label. The key here is that GenAI is integrated into the tool and with that comes the ability to automate manual tasks that marketers typically perform. The platform can even recognize patterns in campaign naming conventions to create new and meaningful categories automatically. Many will see this as a game changer in understanding paid media and marketing data. 

By reducing the time spent on manual data wrangling, Marketing Intelligence allows you to focus on what matters: driving results. With accessible and actionable data at your fingertips, you can approach your campaigns with clarity and confidence.

Instantly understand campaign performance with the help of natural-language insights.

Once your data is organized, the next step is understanding its story—and that’s where Marketing Intelligence shines. The platform offers out-of-the-box dashboards powered by Tableau Einstein, providing a clear view of campaign performance across all your channels. 

This is more than just a dashboard; it’s an intelligent assistant. Marketing Intelligence uses AI-generated, natural-language summaries to offer an instant overview of your program’s health. Imagine logging in and being presented with plain-language insights that tell you exactly what’s working, what isn’t, and what you should do next based on your goals. This feature eliminates the guesswork and ensures you’re always equipped with actionable insights. The combination of advanced visualizations with intuitive summaries helps you make informed decisions quickly, without having to navigate through complex datasets.

Optimize campaigns in real time, backed by intelligent recommendations.

Achieving campaign goals often requires constant monitoring and adjustment, but that’s easier said than done. Marketing Intelligence simplifies this process with proactive goal-setting and agentic optimizations.

For instance, if you’re aiming to drive leads at a specific cost, Marketing Intelligence allows you to set that goal upfront and continuously track your progress. If the platform detects you’re falling short, it doesn’t just alert you—it provides actionable recommendations. Using Agentforce’s paid media optimization skill, the agent might suggest reallocating budget, autonomously pause under-performing ads, or shift focus to better-performing channels.

This feedback loop ensures you’re not just reacting to results after the campaign ends but actively improving outcomes as they unfold. With plans to expand Agentforce’s capabilities, Salesforce is further investing in tools that enable marketers to stay agile and effective.

Turn your biggest marketing challenges into opportunities.

Marketing Intelligence is a solution designed to transform the way marketers interact with their campaign data. Are you spending too much time wrangling data into usable formats? Struggling to make sense of performance metrics across platforms? Searching for ways to optimize campaigns without wasting valuable resources? Stuck in repetitive, manual processes? This platform offers a streamlined approach to tackling these pain points, helping you achieve faster, smarter and more impactful results.

As a Salesforce Consulting Partner, we’re here to ensure you get the most out of Marketing Intelligence and other Salesforce tools. From implementation to enhancement of the entire Salesforce product stack, our team is ready to guide you every step of the way. Let us know how we can help!