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Salesforce: Simplifying Marketing with a Little Help from AI.

Marketing Cloud

Role

Content Audit
UX Research
Prototyping
UX Design

Team

Individual

OVERVIEW

What is Salesforce Marketing cloud?

Salesforce Marketing Cloud helps business strengthen relationships with customers through personalized, multi-channel(Email, SMS, WhatsApp) communication.

“The goal is getting the right message, to the right person,

at the right time.”

Different Stages in the marketing campaign

Planning

Set goals, define the audience, and create a strategy.

Let’s help who

is in need!

Let’s help who

is in need!

www.donatenow.com

More info to donate:

Developing

Create content and set up channels for the campaign.

Launch

Execute the campaign and monitor its progress.

Post-Launch Analysis

Evaluate results and gather insights for improvement.

THE OVERARCHING GOAL

of Salesforce

To concentrate efforts on mobile AI marketing solutions, initially targeting SMBs and startups.

But why it is important to solve?

Now, Small business -> Later, Multimillion-dollar company 💸

Salesforce would have been with them since day one, and there's a good chance they’ll stick around!

PROCESS

This is exactly how our process unfolded, as we continuously brainstormed ideas and had back-to-back calls with our sponsors and Salesforce designers.

Understand

&
Empathize

Vision

Define

Ideate

Wireframe

Prototype

Test

Feature Scoping

IDEATION & IMPLEMENTATION

INSPIRATION & DEFINE

Aspects we kept in mind while conducting our research.

Solving Core Problem

To make sure the solution we deliver solves the underlying problem.

Scalable Solution

To provide a reliable & scalable solution that customers can count on for consistent value.

One Unified Solution

A single solution that works for all customers, not multiple specialized ones.

Who’s the main villain when it comes to SMBs?

but are these the only reasons?

Why SMBs are not able to use the Salesforce app now?

-> It takes time and expertise to learn the tool.

-> Non-marketers doing the marketing.

-> Lack of Data and Insights.

Here's some context on how we figured our main villain

It will only take about 2 minutes to go through these slides

Marketing campaigns are successful because?
It’s trendy and relatable
The content resonates with the audience
Marketing team have a clear understanding of what their audience wants
Based on our research we figured
The marketing team is navigating through a multitude of processes and strategies to achieve this.
Now, let’s take a look behind the scenes of a marketing team in enterprises.
Marketing team
Successful campaign
=
Requirements
Creative Team
Branding & Communications
Content Marketing Team
They have dedicated teams for every step of the marketing process who think through each and every decision they make, thus resulting in a successful campaign.
However in SMBs, the number of marketers in a team is half compared to enterprises. So creating a successful campaign is questionable with less manpower
Marketing team
Successful campaign
=
Requirements
?
How can we fill this
gap?
Marketing team
Successful campaign
AI
Requirements
=
+
This is where AI comes into play - Reimagining SMBs
Setting Clear Goals
Inspiration and Idea
Measuring Success
Determine Your Budget
Defining the Target Audience
Conduct Market Research
Choosing the Right Channels
Crafting a Clear Message
Now, coming to processes, we identified some of the areas where AI could supercharge a small marketing team
To scope down
We focused our research on identifying the most crucial element in the marketing process.
That’s when we discovered that finding inspiration is the starting point for all other steps
That’s where another challenge comes in
Inspirations can be drawn from anywhere. The idea space is too large, and you have too many ideas to go after
And there isn’t a way to convert
inspirations -> successful campaign
Problem space
How can we help SMBs to capture inspiration and convert it to a successful campaign on the go?
Marketing campaigns are successful because?
It’s trendy and relatable
The content resonates with the audience
Marketing team have a clear understanding of what their audience wants
Based on our research we figured
The marketing team is navigating through a multitude of processes and strategies to achieve this.
Now, let’s take a look behind the scenes of a marketing team in enterprises.
Marketing team
Successful campaign
=
Requirements
Creative Team
Branding & Communications
Content Marketing Team
They have dedicated teams for every step of the marketing process who think through each and every decision they make, thus resulting in a successful campaign.
However in SMBs, the number of marketers in a team is half compared to enterprises. So creating a successful campaign is questionable with less manpower
Marketing team
Successful campaign
=
Requirements
?
How can we fill this
gap?
Marketing team
Successful campaign
AI
Requirements
=
+
This is where AI comes into play - Reimagining SMBs
Setting Clear Goals
Inspiration and Idea
Measuring Success
Determine Your Budget
Defining the Target Audience
Conduct Market Research
Choosing the Right Channels
Crafting a Clear Message
Now, coming to processes, we identified some of the areas where AI could supercharge a small marketing team
To scope down
We focused our research on identifying the most crucial element in the marketing process.
That’s when we discovered that finding inspiration is the starting point for all other steps
That’s where another challenge comes in
Inspirations can be drawn from anywhere. The idea space is too large, and you have too many ideas to go after
And there isn’t a way to convert
inspirations -> successful campaign
Problem space
How can we help SMBs to capture inspiration and convert it to a successful campaign on the go?
Marketing campaigns are successful because?
It’s trendy and relatable
The content resonates with the audience
Marketing team have a clear understanding of what their audience wants
Based on our research we figured
The marketing team is navigating through a multitude of processes and strategies to achieve this.
Now, let’s take a look behind the scenes of a marketing team in enterprises.
Marketing team
Successful campaign
=
Requirements
Creative Team
Branding & Communications
Content Marketing Team
They have dedicated teams for every step of the marketing process who think through each and every decision they make, thus resulting in a successful campaign.
However in SMBs, the number of marketers in a team is half compared to enterprises. So creating a successful campaign is questionable with less manpower
Marketing team
Successful campaign
=
Requirements
?
How can we fill this
gap?
Marketing team
Successful campaign
AI
Requirements
=
+
This is where AI comes into play - Reimagining SMBs
Setting Clear Goals
Inspiration and Idea
Measuring Success
Determine Your Budget
Defining the Target Audience
Conduct Market Research
Choosing the Right Channels
Crafting a Clear Message
Now, coming to processes, we identified some of the areas where AI could supercharge a small marketing team
To scope down
We focused our research on identifying the most crucial element in the marketing process.
That’s when we discovered that finding inspiration is the starting point for all other steps
That’s where another challenge comes in
Inspirations can be drawn from anywhere. The idea space is too large, and you have too many ideas to go after
And there isn’t a way to convert
inspirations -> successful campaign
Problem space
How can we help SMBs to capture inspiration and convert it to a successful campaign on the go?
Marketing campaigns are successful because?
It’s trendy and relatable
The content resonates with the audience
Marketing team have a clear understanding of what their audience wants
Based on our research we figured
The marketing team is navigating through a multitude of processes and strategies to achieve this.
Now, let’s take a look behind the scenes of a marketing team in enterprises.
Marketing team
Successful campaign
=
Requirements
Creative Team
Branding & Communications
Content Marketing Team
They have dedicated teams for every step of the marketing process who think through each and every decision they make, thus resulting in a successful campaign.
However in SMBs, the number of marketers in a team is half compared to enterprises. So creating a successful campaign is questionable with less manpower
Marketing team
Successful campaign
=
Requirements
?
How can we fill this
gap?
Marketing team
Successful campaign
AI
Requirements
=
+
This is where AI comes into play - Reimagining SMBs
Setting Clear Goals
Inspiration and Idea
Measuring Success
Determine Your Budget
Defining the Target Audience
Conduct Market Research
Choosing the Right Channels
Crafting a Clear Message
Now, coming to processes, we identified some of the areas where AI could supercharge a small marketing team
To scope down
We focused our research on identifying the most crucial element in the marketing process.
That’s when we discovered that finding inspiration is the starting point for all other steps
That’s where another challenge comes in
Inspirations can be drawn from anywhere. The idea space is too large, and you have too many ideas to go after
And there isn’t a way to convert
inspirations -> successful campaign
Problem space
How can we help SMBs to capture inspiration and convert it to a successful campaign on the go?

Ultimately, these issues highlighted 2 factors

The need for marketers to get assistance during the planning phase, as inspiration is the starting point.

The solution we create should cater to their unstructured and resource-constrained environment.

How can we help SMBs make informed decisions tailored to their inputs?

Some of the things we kept in mind while brainstorming

How can we help SMBs use the marketing tool with AI while ensuring privacy?

How can we keep the human in loop while utilizing AI

CONCEPT TESTING

To evaluate our concepts, we conducted testing with Salesforce designers and early startup owners.

Feedback from Design Team

Critiqued for relevance and usability.

Iterative Process

Insights led to fine-tuning features, making the app more user-focused and effective.

—>

Result

Clearer workflows, and smarter AI suggestions that meet startup needs.

BRAINSTORMING

Early sketches to get feedback from stakeholders

Initial Focus

Explored basic features such as note-taking and inspiration capture, as these are crucial for planning and capturing ideas.

AI Integration

Utilized AI to translate captured ideas into meaningful insights to assist non-marketers effectively.

Mobile-First Approach

Designed with a mobile-first mindset, enabling inspiration to be captured anywhere.

Co-Learning Process:

Developed a system where AI and humans co-learn. AI teaches marketing and adapts to company needs through employee input.

FINAL CONCEPTS

CAPTURING NOTES

Got an idea? Capture it and ask AI to make it better for you

Thinking of ideas right from the moment of capturing inspirations as you go around about your day as a marketer.

AI Scan

Saw a billboard you love? Let AI analyze why it works so well.

Skip the years of guesswork, let AI decode what makes campaigns click.

Save Inspirations

Look at what’s trending among your peers and get inspired for your next campaign.

Involving everyone in bringing up with inspirations and it doesn’t have to be just marketers. Now everyone in the company is a marketer.

Generate Email

Now you have more volume of data coming in. Let AI do the the synthesis for your next campaign.

SMBs can create more informed, tailored content by incorporating everyone’s input. After all, who knows what to create better than the company's members?

FUTURE SCOPE AND CONCERNS

Plagiarism and Originality

We aim to ensure originality by developing tools that provide plagiarism checks and originality scores, helping users create unique, copyright-compliant content.

Competitive Analysis Feature

We realized that marketers want tools to benchmark against competitors. By allowing users to upload competitor examples, the tool could analyze trends and suggest localized strategies, making it easier for small businesses.

REFLECTION

Leading in the chaos

In the initial weeks, when we felt like we were in a maze, the team needed someone to step up and be the wayfinder. I took on that challenge, and while it was difficult, it turned out to be a great learning experience for me to develop my leadership and problem-solving skills.

It's just a start!

“The most important thing is to know what you can’t know.” - Marc Andreessen

We anticipate many of our ideas won’t work out, and the ones that do will require several iterations. There's potential to expand functionality and improve workflows further.

User-first design

Getting into the shoes of a startup founder who doesn’t know how to create a marketing campaign allowed us to create a product that users truly need.

Other works

Redesign focusing on Information Architecture

Helping physicians in detecting Prognosis

Seeing the unseen using AI

app.whiteboard.microsoft.com

Cobb, Jessica

Co-pilot

Notes

Prognosis Report

The patient is a 58-year-old male with a history of type 2 diabetes and hypertension. He presented with chest pain and was diagnosed with a non-ST elevation myocardial infarction (NSTEMI). A stent was placed successfully. Given his stable vitals post-procedure and absence of complications, the prognosis is favorable. He is expected to recover well with adherence to medication, diet, and cardiac

EHR Consistency Check

Co-Pilot Control

Risk Factor Scan

Additional checkpoints

Comorbidities

Accounted for diabetes and hypertension in recovery outlook?

Long-Term Risks

Considered heart failure or recurrent MI?

Rehab Impact

Rehab compliance flagged as a recovery risk?

BMI Factor

Have you considered how the patient’s weight (BMI 32) might influence recovery?

Adherence History

Is “expected to recover well” supported by this patient’s past adherence in the EHR?

Create Note

Ambient 1

Prog 2

Prog 3

My Note

ED Provider Name - 4/22/2025 11:25AM

ROS

History of Present Illness

Review of Systems

Objective

Physical exam

Response to interventions

www.iaspire.accenture.com

About

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WEEKLY QUEST

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Increased engagement on by 90% using gamification

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My Projects (8)

Select the projects to view the people details and team analysis respectively

Reset

Dove

Unilever

39 People

BMS

Unilever

24 People

BPP

Verizon

20 People

IOM

Verizon

19 People

Levels

All

SSE

Roles

7 roles | 26 people based on selected levels

Application/Cloud Support

Packaged Application Developement

Application/Cloud Support

Skills

43 skills based on selected levels

IT Financial Management

Information Communication
Technology(ICT)

Microsoft Azure Architecture

Microsoft Azure Devops

Microsoft Azure Iaas

Microsoft Azure Paas

Number of people

No Proficiency

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