The right way to Save Time With the Greatest Salesforce E-mail Integration

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Coffee and donuts. Sonny and Cher. Sherlock and Watson.

The most legendary teams are great individually, but really great together.

This also applies to some of the most powerful and popular business technologies in the world. Campaign monitors flexible, intuitive email marketing platform is a powerful marketing tool in itself. However, when we team up with the legendary Salesforce CRM, we together become an unstoppable, revenue-generating machine.

This is no ordinary martech pairing. The integration of Campaign Monitor + Salesforce is the ESP with the highest rating on AppExchange.

Campaign Monitor for Salesforce is easy, quick and seamless to integrate. It made it possible for us to really reach out to and get to know our customers. The customer service is brilliant; It’s responsive, helpful, and personal by people who really know their product and care about their customers.

– Paul Easto, CEO of Wilderness Scotland & Wilderness Ireland

Salesforce email integration blends seamlessly with the platforms, helping you save time, send more relevant campaigns, track success more closely, and get a higher ROI. Check out this video to see just a few ways you can get started right away.

Watch the email integration in action

If you’re already using both tools, here are some great ways to turn Salesforce integration into tangible benefits for your email strategy. If not, think of it as a list of reasons to consider two of the most trusted and effective customer loyalty tools on the planet.

Design and create email campaigns right in Salesforce

As your technology stack expands, it becomes tedious and even confusing to constantly switch between a growing list of marketing, sales, and operations platforms. The Campaign Monitor for Salesforce email integration optimizes your process and enables you to coordinate and execute your email strategy without having to leave your Salesforce instance.

You can even access our library directly from scientifically designed templates suitable for mobile devicesand change them with our intuitive drag and drop builder. All in one place, saving you time and keeping your workflow simple.

Creating emails in salesroce

Automate data management and synchronization

By integrating your customer and marketing data systems, you can spend more time being creative and analytical and less time grappling with technology and doing simple transfer tasks.

The integration ensures a high degree of seamlessness. The list of participants for our bike tour is updated every hour so I can just create a segment where everyone who has raised, say $ 100, shows that copy. It is so easy. I have more time to think about these strategic aspects as I don’t have to deal with data manually.

– Amy Mulder, communications coordinator

By connecting your accounts, you can automatically sync your contact and campaign data so you don’t miss a new contact (or switch to an old one). And because you can dynamically map data from any Salesforce object Campaign Monitor custom fields, Personalize your email becomes easier and more powerful than ever.

Import assistant for data in Salesforce

Simplify permissions and opt-in management

The world of approved email marketing is becoming more and more important – and more complex. With Salesforce email integration, your customer and subscriber preferences are aligned across systems and your target audience is in control of how and when they hear from you. That doesn’t just mean happier customers; This also makes it easier for your team to comply with opt-in laws and regulations.

Stay in control with smarter data dashboards

Synchronized data gives you deeper insights into subscriber behavior and helps you track customers from the first point of contact to the purchase funnel. Using custom reports and dashboards updated in real time with data from both platforms, you can measure the success of email campaigns to increase engagement and sales.

You can see who is and who is not in contact with your email and keep track of your subscriber lists – all in one place.

It’s great to be able to schedule the data import to run automatically a few times a week to send contacts to CM based on the SF reporting criteria. The functionality of the mapping field fields can also keep fields between the two up to date. With these two features, we can be sure of having up-to-date recipient segments when we are ready to send an email.

– Rachael Arnott, systems analyst, on the AppExchange

Wrap up

Integrating powerful business technologies is a great way to improve results and save time. But not all integrations are created equal: some, like Campaign Monitor and Salesforce, fit together like paired pieces of the puzzle.

By integrating your campaign monitor and Salesforce accounts, you save time and achieve better performance through superior data analysis and personalization capabilities.

You can test this Salesforce integration free of charge for 14 days. Check it out hereand don’t forget it Browse through our app store for other ways to connect your email marketing with your favorite business tools.

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