{"id":8905,"date":"2025-03-05T06:09:00","date_gmt":"2025-03-05T06:09:00","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=8905"},"modified":"2025-03-05T06:14:48","modified_gmt":"2025-03-05T06:14:48","slug":"marketing-problem-solving","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/ap\/blog\/marketing-problem-solving\/","title":{"rendered":"Want To Improve Your Marketing Problem Solving? Think Like an Engineer"},"content":{"rendered":"\n<p>By now marketers know they need to use AI to engage with customers in real time. However using AI is not only marketers\u2019 biggest focus \u2014\u00a0it\u2019s also their\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/resources\/research-reports\/state-of-marketing\/\" target=\"_blank\" rel=\"noreferrer noopener\">biggest headache<\/a>. This is because marketers are great creative thinkers and strategic problem solvers, but often lack the technical skills, like coding, that traditional AI requires. To improve marketing problem solving, marketers must learn to think like engineers when it comes to AI, formulating precise prompts that make it easier to bring our creative visions and solutions to life.<\/p>\n\n\n\n<p>Marketers often approach problems through an intuitive lens. Engineers, on the other hand, use an analytical, structured approach to make things work. When it comes to AI, engineers have been coding for years. This experience helps them understand how to effectively communicate with AI, including how to structure prompts and refine instructions to achieve desired outcomes. Recognising the benefits of the different mindsets at play and blending the elements can help marketers think about AI, data, and technical challenges in a new way.&nbsp;<\/p>\n\n\n\n<p>The good news is there\u2019s a new wave of AI that will make marketing problem solving easier.\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">Agentforce<\/a>\u00a0is a team of autonomous agents that work side-by-side with your employees to extend your workforce and serve your customers 24\/7. These intelligent agents can include anything from answering simple questions to resolving complex issues \u2014 even multi-tasking. Agents turn AI from a reactive tool into a <a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/what-are-ai-agents\/\" target=\"_blank\" rel=\"noreferrer noopener\">proactive assistant<\/a> that takes the tedious work out of everyday marketing tasks.\u00a0<\/p>\n\n\n\n<p>A large language model (LLM) alone relies on vast amounts of data to generate standard responses. Agents, on the other hand, require specific knowledge to address business-specific challenges. <a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">Agentforce<\/a> works by giving teams tools, services, and agents that can tap into the power of LLMs and their connected business data to identify what work needs to be done, build a plan to complete the work, and then execute the plan, autonomously. Let\u2019s take a deeper look.\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-you-ll-learn\">What you&#8217;ll learn<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#h-detailed-agentic-prompts-smarter-marketing-problem-solving\">Detailed agentic prompts, smarter marketing problem solving<\/a><\/li>\n\n\n\n<li><a href=\"#h-1-creative-problem-solving\">Creative problem-solving<\/a><\/li>\n\n\n\n<li><a href=\"#h-2-visualising\">Visualising<\/a><\/li>\n\n\n\n<li><a href=\"#h-3-improving-and-experimentation\">Improving and experimentation<\/a><\/li>\n\n\n\n<li><a href=\"#h-4-systems-thinking\">Systems thinking<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-detailed-agentic-prompts-smarter-marketing-problem-solving\">Detailed agentic prompts, smarter marketing problem solving<\/h2>\n\n\n\n<p>Just as a skilled engineer provides precise instructions to achieve the desired outcome, the quality of agent outputs depends heavily on the quality of input. Agents require well-structured information and clear guidance. Instead of simply providing vast amounts of data, marketers should focus on providing relevant information and clear instructions. This involves transforming human-readable information into a format suitable for the agent, ensuring the agent has the necessary context to effectively execute tasks.<\/p>\n\n\n\n<p>The key components of an effective prompt can include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Clear and concise objective:<\/strong>\u00a0Clearly articulate the goal of the task. For example, instead of \u201cAnalyse the data,\u201d specify \u201cAnalyse the data to identify the top 5 most profitable customer segments.\u201d<\/li>\n\n\n\n<li><strong>Contextual information:<\/strong>\u00a0Provide relevant background information, such as data sources, constraints, and any specific requirements. For example, \u201cAnalyse customer purchase history from the past year, considering customer demographics and purchase frequency.\u201d<\/li>\n\n\n\n<li><strong>Desired output format:<\/strong>\u00a0Specify the desired output format, such as a summary report, a list of recommendations, a data visualisation, or a specific action plan.<\/li>\n\n\n\n<li><strong>Constraints and limitations:<\/strong>\u00a0Define any constraints or limitations, such as budget restrictions, time constraints, or ethical considerations. For example, \u201cEnsure all recommendations comply with data privacy regulations.\u201d<\/li>\n<\/ul>\n\n\n\n<p>Let\u2019s use elements of the \u201cEngineering Habits of Mind,\u201d a taxonomy developed by the UK\u2019s\u00a0<a href=\"https:\/\/raeng.org.uk\/media\/brjjknt3\/thinking-like-an-engineer-full-report.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Royal Academy of Engineering<\/a>, to break down how marketers can better prompt agents to solve everyday marketing problems, and think about AI like an engineer.\u00a0(<a href=\"#h-what-you-ll-learn\">Back to the top<\/a>)<\/p>\n\n\n\n<div class=\"layout-one wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">State of the AI Connected Customer, 7th edition<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Discover how the growing use of AI, including generative AI and agents, is shaping customer sentiment, expectations, and behaviours.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/ap\/resources\/research-reports\/state-of-the-connected-customer\/\">Get the report<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\t\t<div class=\"wp-block-offer__graphics wp-block-offer__contour\"><\/div>\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-one.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-one.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-one.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-creative-problem-solving\">1. Creative problem solving<\/h2>\n\n\n\n<p>Engineers are trained to clearly define the problem before they solve it. Rather than jumping straight into problem-solving, marketers should first ask, \u201cWhat is the core challenge we\u2019re trying to address?\u201d<\/p>\n\n\n\n<p>With this question at the centre, marketers can think like engineers by simplifying problems into smaller, manageable parts. This might include breaking down customer journeys into stages or jobs to be done, identifying pain points in each stage, and tackling them individually.<\/p>\n\n\n\n<p>Engineering is often described as a team sport, meaning engineers often collaborate with other engineers to solve problems. Marketers can do the same by discussing problems and creative solutions with a cross-functional team of stakeholders.&nbsp;<\/p>\n\n\n\n<p><strong>Solve with agents:<\/strong>\u00a0Marketers can use Agentforce as a collaborator when solving problems by asking the agent questions about the underlying data. Marketers don\u2019t need to be able to code or write queries to explore all of the rich data they have access to. <a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/ai-agent-vs-chatbot\/\" target=\"_blank\" rel=\"noreferrer noopener\">Agents use plain, natural language to ask and answer questions. <\/a>Marketers can start by asking an agent to describe the data, to summarise what\u2019s missing, and to assess any trends in the data. Then, they can begin to explore more by asking follow up questions:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><em>What are the poorest performing campaigns for the last quarter? For each campaign, provide specific reasons for its underperformance.<\/em><\/li>\n\n\n\n<li><em>What segments saw the largest attrition in the last six months? For each segment, identify potential contributing factors to churn and quantify the impact of churn on revenue for each segment.<\/em><\/li>\n<\/ol>\n\n\n\n<p>These prompts can ultimately help marketers understand what problems to solve. (<a href=\"#h-what-you-ll-learn\">Back to the top<\/a>)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-visualising\">2. Visualising<\/h2>\n\n\n\n<p>Engineers are skilled at taking an abstract concept and bringing it to life. Many marketers may be adept at this too. They can dream of a campaign with a catchy email promotion, a witty tagline, or an engaging social media post and translate that vision into a concrete plan with measurable objectives.&nbsp;<\/p>\n\n\n\n<p>However, bringing these visions to life often involves numerous manual tasks and time-consuming processes. Agents simplify this process, helping marketers to more effectively translate their creative visions into successful realities with the right prompts.<\/p>\n\n\n\n<p><strong>Solve with agents:<\/strong>&nbsp;Agentforce helps by making campaigns incredibly easy to create, turning a vision into reality quickly and efficiently. Once marketers understand what problems to solve, they can access the agents ready-to-use skills to build an end-to-end campaign.<\/p>\n\n\n\n<p>Using a AI prompts, marketers can generate campaign briefs, target audence segments, personalised content, and customer journeys based on user-defined goals and guidelines. Here\u2019s how:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Campaign Creation:\u00a0<\/strong>By using natural language prompts to describe campaign goals, the agent will ground that prompt in data from <a href=\"https:\/\/www.salesforce.com\/ap\/data\/\" target=\"_blank\" rel=\"noreferrer noopener\">Data Cloud<\/a>, as well as the company\u2019s brand guidelines to generate a brief, target audience segment, email and SMS content, build a customer journey in Flow, and even provide a campaign summary.\u00a0<\/li>\n<\/ol>\n\n\n\n<p>Let\u2019s consider a marketer looking to build a comprehensive campaign plan for the launch of a new product. The marketer could use the prompt below to communicate to the agent exactly what they are looking for:<\/p>\n\n\n\n<p><em>\u201cGenerate a comprehensive marketing campaign for the launch of our new summer product line, including target audience segmentation, creative briefs for social media, email, and display ads, and a proposed customer journey map. Consider our brand guidelines and budget constraints.\u201d<\/em><\/p>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li><strong>Personalisation Decisioning:\u00a0<\/strong>Agentforce can help marketers scale 1:1 personalisation by autonomously delivering the right content, products, and offers for each customer based on their profile.<\/li>\n<\/ol>\n\n\n\n<p>Based on the detailed campaign the agent generated, the marketer then wants to target the identified target audience with a personalised social media messaging. This prompt to the agent could look like:<\/p>\n\n\n\n<p><em>\u201cCreate five unique social media post ideas for our target audience of millennial parents, each with personalised messaging and relevant visuals. Ensure the content aligns with our brand voice and leverages current trends in parenting and family lifestyle.\u201d<\/em>\u00a0(<a href=\"#h-what-you-ll-learn\">Back to the top<\/a>)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-improving-and-experimentation\">3. Improving and experimentation<\/h2>\n\n\n\n<p>Engineers might be known as people who make things work, but they\u2019d say they\u2019re people who make things work&nbsp;<em>better<\/em>. An engineer\u2019s work is never done; they\u2019re constantly tinkering to build a better mousetrap.&nbsp;<\/p>\n\n\n\n<p>Marketers can take this to heart by continuously improving their work. Continuous improvement can take the form of testing campaigns using A\/B content tests, trying out new webinar topics, delivering ads on a new social network, or cohort analysis on holdout and control groups. Best of all, marketers can use the data-driven insights to prove what works.&nbsp;<\/p>\n\n\n\n<p>Engineers often release an MVP, or minimally viable version of the product, to test the waters. Marketers can do this too, by launching smaller pilot campaigns before full-scale rollouts. This can save time and resources if things don\u2019t go as planned. Teams can then learn from the outcomes and rapidly improve rather than waiting to launch a \u201cperfect\u201d campaign.<\/p>\n\n\n\n<p><strong>Solve with agents:<\/strong>\u00a0One of the biggest benefits of assistive agents is freeing up a marketer\u2019s\u00a0 time by automating repetitive tasks that might involve a lot of manual work. Agents streamline workflows, making it easier to use existing marketing tools and adapt to new ones. For example, <a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">Agentforce<\/a> can help marketers test their campaigns with an agent\u2019s performance optimisation skill<strong>.\u00a0<\/strong>Post-launch, the agent can optimise paid media by autonomously identifying and pausing low-performing ads, recommending optimisations, and adjusting metrics with auto-created goals. Marketers can even write a prompt to ask the agent:\u00a0<\/p>\n\n\n\n<p><em>\u201cBased on all of the campaign data for my company, what is the best way to create an A\/B test to improve engagement?\u201d&nbsp;<\/em><\/p>\n\n\n\n<p>Agents can look at all of the customer and campaign data in the data lake, and devise an A\/B test to test the hypothesis. Best of all, agents are not just for analysing, but they can take action to execute the A\/B tests quickly and efficiently. (<a href=\"#h-what-you-ll-learn\">Back to the top<\/a>)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-systems-thinking\">4. Systems thinking<\/h2>\n\n\n\n<p>Engineers see projects as interconnected systems. A big challenge marketers face is understanding just how everything is connected. Customers want a smooth experience, no matter how they choose to connect with a business. In fact, customers\u2019\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/resources\/research-reports\/state-of-marketing\/\" target=\"_blank\" rel=\"noreferrer noopener\">number one frustration\u00a0<\/a>is a disconnected experience. Yet, only\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/resources\/research-reports\/state-of-marketing\/\" target=\"_blank\" rel=\"noreferrer noopener\">31%<\/a>\u00a0of marketers are fully satisfied with their ability to unify customer data sources.<\/p>\n\n\n\n<p>Agentforce helps marketers overcome the fragmentation that often exists between departments and systems. Breaking down data silos is arguably the most important aspect of agents, a capability that previous AI tools couldn\u2019t address. Agents serve as a central point of integration, pulling in customer data from various sources and ensuring a consistent brand experience across all touchpoints. Their skillsets allow customers to interact with a brand as one entity, rather than siloed departments lacking holistic data.&nbsp;<\/p>\n\n\n\n<p>Marketers can think like engineers by recognising the interdependencies in the entire customer lifecycle, like how the whitepaper on the website can influence the sales funnel and the marketing onboarding campaigns.&nbsp;<\/p>\n\n\n\n<p><strong>Solve with agents:<\/strong>&nbsp;Agentforce can help by following a lead from the initial lead capture through to intent, purchase, and post-sales success. Marketers can ask agents questions to analyse and summarise the lifecycles of all of their customers, to see where channels might drop off or leads fall out of the funnel. These questions could include:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><em>What is the typical customer journey across all touchpoints?\u00a0<\/em><\/li>\n\n\n\n<li><em>What are the bottlenecks or areas where customer engagement significantly declines?<\/em><\/li>\n\n\n\n<li><em>Visualise this data and provide insights into potential causes for these drop-offs.<\/em><\/li>\n<\/ol>\n\n\n\n<p>These insights can be used to test or adapt new campaigns.<\/p>\n\n\n\n<p>For example, an agent can autonomously greet visitors and offer to assist them with product or service recommendations, or suggest relevant resources to learn more. This process could include capturing the contact information needed to make the recommendations more tailored, registering the customer for a webinar, providing a relevant gated asset, or scheduling a follow up appointment with a sales rep.<\/p>\n\n\n\n<p>From the information collected, agents can then power intelligent lead nurture journeys by mapping contact information, evaluating leads based on predefined scoring models, routing qualified leads to the appropriate systems and individuals, and orchestrating tailored follow-up sequences. They can also organise flow-driven personalised experiences based on a lead\u2019s behaviour and past interactions with the brand. (<a href=\"#h-what-you-ll-learn\">Back to the top<\/a>)<\/p>\n\n\n\n<div class=\"layout-four wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Say hello to Agentforce<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Scale your workforce and handle any business use case. Build and customise autonomous agents to support your employees and customers 24\/7<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/\">Get started now<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-four.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-four.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-four.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<p>The\u00a0mindset shift to thinking like an engineer for marketers can refresh your approach to using AI and Agentforce. Once you reframe your approach, you find yourself back at the beginning, recognising that marketing problem solving will always be important. As a marketer, you can improve your agentic prompts and practice interacting with an agent using consumer tools. You\u2019ll soon start to recognise the difference between effective and poor prompts and how you can improve them with more specifics. Your work as a marketer is never done, but with Agentforce, it only gets easier.\u00a0\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Four steps to solve your everyday marketing problems with effective Agentforce prompts. <\/p>\n","protected":false},"author":534,"featured_media":8904,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"508b6090ce4a45c3ad1de108dbb0bbb3","post_meta_title":"","ai_synopsis":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[5,665],"sf_content_type":[],"coauthors":[307],"class_list":["post-8905","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-marketing","sf_topic-agentforce"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Marketing Problem Solving Made Easy with Agentforce | Salesforce<\/title>\n<meta name=\"description\" content=\"AI is marketers&#039; biggest headache \u2014 but it doesn&#039;t have to be. Learn how to solve everyday marketing problems with effective agentic prompts.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/ap\/blog\/marketing-problem-solving\/\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Want To Improve Your Marketing Problem Solving? Think Like an Engineer\" \/>\n<meta property=\"og:description\" content=\"AI is marketers&#039; biggest headache \u2014 but it doesn&#039;t have to be. 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