The Salesforce CRM integration improves Data Accessibility, Transactional Email and Insights.
The Campaign Monitor has recently announced a Salesforce CRM integration for Salesforce app, the email service provider app for Salesforce.
Available on the AppExchange, the email marketing company said its customers can now access all of their Salesforce data, create dashboards and easily trigger transactional emails within minutes and within the platform.
Working with cloud technology company Beaufort 12 Limited, the Campaign Monitor for Salesforce app gives email marketers a more complete view of their clients across both apps, and allows them to send hyper-targeted emails set up for better performance.
“With Campaign Monitor’s Salesforce integration, we’re able to have real-time data syncing which we weren’t able to do before. This is really important because we’re able to send welcome emails in a timely manner and keep our subscriber data up-to-date. The strong integration with Salesforce was one of the main reasons we decided to use Campaign Monitor,” said Alex Dobbing, Director of Fundraising and Development at Cure Brain Cancer Foundation.
“Before the Salesforce integration, our IT department had to prepare the data required for each send. The process could take a week. Now, we’ve got access to all that data in Campaign Monitor ready to go. It saves us time for every event,” said Amy Mulder, Communications Coordinator at MS Limited.
Key benefits of the new integration include:
- Accessible Data: Customers can be more agile in creating campaigns without the need for technical resources. The integration has a unique wizard, which allows customers to create reports and sync data from any field or custom object inside of Salesforce.
- Ease of Use: Users save time by seamlessly syncing data in minutes rather than hours or even months, as well as eliminating manual work like downloading and uploading, building lists and much more.
- Automation and Scale: The Salesforce email integration makes it easier for Campaign Monitor customers to get more from segmentation, multi-step automation, custom dashboards and transactional capabilities.
- Native Application: The integration is a native Salesforce application, meaning it is built on the force.com platform and has passed rigorous security and development periodic reviews. As a result, the integration is very robust and respectful of Salesforce limits, ensuring customers have a familiar and seamless Salesforce user experience.