Bi-directional integration of Campaign Monitor to Salesforce to Manage Customer data, Records, Accounts, and Opportunities
45%
Increased revenue of the business
60%
Efficiency in sending targeted email campaigns to contacts in Salesforce
100%
Efficiency in sending targeted email campaigns to contacts in Salesforce
Overview
From scattered records to a single automated flow
What You Need To Know
Effective email marketing and accurate customer data management are crucial for business growth and customer engagement. Automating these processes reduces manual work, improves data accuracy, and enhances the overall efficiency of marketing strategies.
Why It Matters
The integration of Campaign Monitor with Salesforce automates the lead capture and management process, ensuring that all customer data is accurate and up to date.
What HIC Did
HIC Global Solutions developed a bi-directional integration between Campaign Monitor and Salesforce, automating HouseLab Media’s email marketing processes and improving their data management capabilities.
Challenges Faced
Bottlenecks slowing every hand-off
Inefficient Email Campaign Management
HouseLab Media struggled to send targeted email campaigns efficiently, which led to a cumbersome process where data had to be manually transferred between systems, increasing the risk of errors and delays.
Data Accuracy and Consistency Issues
Maintaining accurate and consistent customer data was challenging. Updates made in one system were not reflected in the other, leading to data discrepancies, duplicate records, and redundant information.
Limited Segmentation and Lead Management
The inability to effectively segment leads into hot, warm, and cold categories made it difficult for HouseLab Media to prioritize and manage their leads.
About the Company
With 45 years of combined experience in print and digital media, the HouseLab team has created content and developed brands for a broad range of local and multi-national clients.
Houselab is built on a shared passion for the design and construction industry, and a belief that they can improve the process for all involved in building, renovating, and managing homes.
It’s simple dashboard allows everyone involved in the design, construction, and home management process to upload all relevant information. Their aim is to provide one simple platform that makes a home building or renovation a positive experience.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Bi-Directional Automation with Campaign Monitor and Salesforce
Developed a bi-directional integration that automates the process such that if one makes changes in Salesforce, it will be reflected in the campaign monitor and vice versa.
Campaign Monitor and Salesforce Integration
Campaign Monitor and Salesforce Integration let the client build their customized email with features like email templates, creating the campaign, lead management, and reporting.
Custom Lists in Campaign Monitor
For HouseLab Media, we prepared four lists viz. Free User, Paid User, Client & House Lab Leads. Free User, Paid User, and Client lists have the same fields like account, contact, phone number, etc. All the new leads get added in House Lab Leads and are migrated to the other three lists as per the conversion.
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UK
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