What is Distributed Marketing Software?

Customers expect every brand interaction to be connected and relevant, but for organizations with distributed teams - like financial advisors or franchisees - achieving this at scale remains a constant challenge. This challenge stems from a widening gap in execution. While corporate marketing produces high-fidelity content for top-of-funnel awareness, sales reps often lack the integrated tools to adapt those resources for the 'boots-on-the-ground' interactions that drive results. 

This disconnect does more than just stall sales, it creates significant regulatory risk when sales reps, lacking compliant options, resort to creating their own materials that bypass legal review. Ultimately, when marketing and sales teams aren't aligned, the organization forfeits its ability to optimize strategy - marketing loses visibility into what works in the field, and sales can't leverage the data marketing has worked so hard to capture. The result is a disjointed customer experience that inevitably undermines brand trust.

Distributed marketing software helps bridge this gap by balancing corporate consistency and compliance with the personalized, human interactions customers expect - and providing sales and marketing teams a unified view of customer engagement. In distributed marketing, a centralized marketing team provides standardized, compliant materials, such as email templates, to distributed sales teams like financial advisors or franchisees. Marketing ensures brand and regulatory compliance through consistent logo usage and messaging and locked content blocks, and facilitates performance tracking to optimize customer engagement.

Distributed marketing software is a foundational part of any marketing platform, making it easy for brands to deliver personalized, on-brand, compliant experiences across customer interactions with sales and marketing.

Next-gen Marketing Cloud has capabilities that can power your distributed marketing.

Distributed Marketing & Alerts, part of Agentforce Marketing, provides sales users a unified platform to access, personalize, and send compliant marketing-approved emails via 1-to-1, 1-to-many list, and campaign member sending. It enables intelligent, compliant, and highly personalized client engagement at scale.

With Distributed Marketing and Alerts in Agentforce Marketing, marketers can create campaigns and event-triggered flows that provide distributed sales teams with pre-approved, customizable email templates directly in their flow of work. These templates, built with the Email Template Builder, allow marketers to lock brand elements while granting sales users the flexibility to personalize specific text or images before sending.

When a sales rep logs into their Salesforce account, they want to immediately know what customers to prioritize for the day. Agentforce alerts sellers to their most engaged customers, with details about their specific interactions and Fit Scores, helping them focus on deals most likely to close.

In the contact record of an engaged customer, the seller can access the distributed marketing component to see what email templates their marketing team has created as part of a preconfigured campaign (built with Salesforce Flow). The sales rep can quickly select the relevant campaign and personalize a pre-approved email template based on recent conversations with your customer.

Salesforce’s distributed marketing software is built for scale, allowing sales reps to send 1:1 or 1:many emails via List View and Campaign Members. To ensure brand and regulatory compliance, marketers can lock specific content regions while allowing reps to personalize remaining areas and verify sender details before sending. Within the email editor experience in Sales Cloud, sales can leverage drag-and-drop components and add specific themes to their email content.

Once the sales rep sends the emails, sales and marketing teams can track engagement using the Unified Engagement History Dashboard on the lead or contact record. This allows sales reps to understand how clients are engaging so they can optimize future communications. Marketers can also monitor the Top Email Performance Dashboard for overall campaign engagement like open-rates and click-through rates to further personalize campaign and email templates to drive even higher conversions for sales.