How Can Salesforce Help Media Companies? 5 Tools for Successful Implementation

Salesforce is a platform that organizations use to manage essential activities like customer service, sales, and data management. 

This customer relationship management (CRM) system allows for high levels of customization so businesses can build their own solutions while using the core capabilities it offers. Getting the most value out of your IT investments is now more crucial than ever. 

Learn everything you need to know about how Salesforce helps media companies. 

Why Media Companies Need Salesforce

Media companies use Salesforce CRM to collect better data concerning their markets and customers while also optimizing the consumer experience at every touchpoint. It does this by providing a one-to-one personalized brand journey.

Implementing Salesforce with your enterprise architecture is pivotal to enabling sales teams, enhancing customer loyalty, and growing market capabilities. 

Seventy-one percent of organizations use a Salesforce deployment tool. They pay premium prices for Salesforce because it offers enterprise-level features competitors don’t have at half the cost. 

Some of the reasons your organization should implement Salesforce include:

  • Easy to use
  • Customizable and scalable
  • Dynamic sales pipeline management
  • Data analytics 
  • Customer lifecycle tracking
  • Quick implementation

The ways Salesforce helps media companies with social platforms, search engines like Google, and the implementation of the legacy system, call center systems, financial systems, HR, and corporate systems.

5 Tools for Successful Implementation of Salesforce 

Implementing Salesforce can be challenging, but many tools make it easier. Here are the top five Salesforce tools for the successful implementation of this leading CRM platform:

1. Marketing Cloud  

This Salesforce tool leverages AI and Google Analytics to help you get a complete view of the customer, learn how to personalize customer engagement, and gain deep insights about your organization. This includes products like: 

  • Journey Builder
  • Email Studio
  • Mobile Studio
  • Social Studio

The Marketing Cloud platform allows media companies to attract and engage better with their customers from anywhere. You can seamlessly distribute content via email, SMS, social media applications, and other advertising platforms.

2. Customer 360 Audiences

Once known as Salesforce DMP, this tool unifies all your client data. It allows you to get data from any source to build the audience share you want to target. That way, you reach the right person when it matters. Media companies can leverage this platform to ensure that every production and publication meets the client’s needs. 

3. Service Cloud 

Salesforce empowers you to build your customer support team. The software offers quick resolutions by providing agents with information and productivity tools on multiple channels, including phone and online chat platforms. It lets users automate service processes and has self-help features to assist customers in obtaining solutions themselves.

4. MuleSoft Integration 

With the Anypoint Platform from Salesforce’s MuleSoft, you can manage API connections and support monitoring along with running integrations.

You get a full library of out-of-the-box connectors or write your own custom script for almost anything you want to do. This includes moving data between on and off-premises systems quickly and securely without disrupting applications in production. 

5. Salesforce Apps

The Salesforce AppExchange has a rich collection of customizable, plug-and-play apps and solutions to further enhance your CRM’s capabilities. There are many ready-made apps available to provide quick resolutions for business needs. This tool allows media companies to personalize and customize their users’ experiences on the company’s interface.

A Look at the Salesforce Implementation Process 

There are many steps to implement Salesforce. These include gathering requirements to define the scope of your implementation project and creating an approach for executing it. 

The phases in a standard plan may differ depending on your processes, but typically they’ll look like the following:


Consultants analyze the business needs of your company and help to choose how Salesforce can best be implemented. The implementation strategy includes: 

  • Supporting existing business processes with Salesforce
  • Tailoring processes to fit within Salesforce’s functionality
  • Redesigning them for use in conjunction with a new system 

Recognizing the range of Salesforce products required, consultants may also recommend another strategy for implementation.


With point-and-click tools, you can customize a new solution to suit your business needs. If you need to customize an existing program that you cannot change with point-and-click tools alone, editing code can provide more power than simply using templates. However, it might take more time depending on how many extensive modifications you might need.

Building a Salesforce custom report type


Once you’ve implemented your new Salesforce-based solution, QA engineers test it to ensure that everything works smoothly and stays in compliance with all your requirements.


The solution is first tested to ensure that it works as expected. It’s then rolled out into production, where users can apply its full capabilities and use the new features on their own devices.


The setup guide will help you get a basic understanding of how to configure your account accurately. It also provides information on relevant terminology related to this software application. 

The administrator training manual supplies administrators and users with valuable content. This content helps an organization’s data managers or users responsible for maintaining their system configurations to stay current. They do this with advancements made by customer service cloud solution providers.


In addition to providing services for 1-3 months after launch, your Salesforce service provider can offer support that includes quick problem-solving. This assistance may involve fixing bugs and tuning processes to meet users’ evolving needs while working with Salesforce.

Rainmaker Can Help Your Media Company with Your Salesforce Implementation

At Rainmaker, we designed our Salesforce managed services to help you maximize your company’s ROI. We work closely with our clients while also allowing them the freedom they need to continue operating efficiently and effectively.

Does your media company need help with Salesforce implementation? Speak to one of our experienced Salesforce professionals

Related Resources