Bi-Directional Integration of data from Campaign Monitor to salesforce and from Salesforce to campaign monitor to manage all the customer data, records, accounts and opportunities
About Salesforce:
Salesforce is an integrated cloud-based business CRM that provides all the core functions your business needs to run efficiently including business accounting, e-commerce, operations, marketing, sales and more.
About Campaign Monitor:
Salesforce is an integrated cloud-based business CRM that provides all the core functions your business needs to run efficiently including business accounting, e-commerce, operations, marketing, sales and more.
Campaign Monitor and Salesforce Integration:
Salesforce is an integrated cloud-based business CRM that provides all the core functions your business needs to run efficiently including business accounting, e-commerce, operations, marketing, sales and more.
About House Lab Media:
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 make the process better for all involved in building, renovating and managing homes.
Its simple dashboard allows everyone involved in the design, construction and home management process to upload all relevant information. From warranties, manuals, plans, permits, paint colors to key contact details – all the information is stored in digital home. The platform also provides a place to manage the entire construction process if required, from draft to doorstep. Their aim is to provide one simple platform that makes a home building or renovation a positive experience.
Key Improvement for Client:
The Solutions:
Campaign Monitor and Salesforce Automation two way.
Campaign Monitor and Salesforce Integration easy to use and helps you build your business by increasing productivity. Our two-way contact integration will decrease data errors and ensure that you and your team will have access to the most up to date customer information. This bi-direction integration automates the process such that if you make changes in the Salesforce, it will be reflected in the campaign monitor and vice versa.
The Outcomes:
Each client in Campaign Monitor contains its own subscriber lists, campaigns, email templates, send history, billing options, user accounts and more. A person added to a client can only see the contents of that client, unless they are also added to other clients. For HouseLab Media, we prepared four lists.
- 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.
These leads are saved and updated in both Salesforce and Campaign Monitor
The Features:
- Easy to Use – Campaign monitor offer frag and drop email builder that helps in designing unique emailers as per your brand.
- Campaign Monitor and Salesforce Integration lets you build your customized email with features like email templates, creating the campaign, lead management and reporting.
- Monitor & Analyse – It helps in tracking and monitoring the emails from the customer perception of your marketing campaigns and prepare reports and analysis accordingly.
- One place to manage your reports- Campaign Monitor and Salesforce Integration is a two-way integration. When a record is updated in one, the other automatically gets updated letting you view the data from anywhere.
- Real-Time Data and Reports - Campaign Monitor and Salesforce Integration analysis the campaigns and view your open, send, share, bounces, clicks and tracks the subscriber lists. This behavior of the customer helps in effective email marketing.
- All email activity in Salesforce can be viewed and managed through its dashboards. This helps in measuring how these campaigns drive pipeline, influence closed opportunities and make revenues.
Result:
- Send targeted email campaigns to your contacts in Salesforce.
- Keep records up to date automatically by never missing a contact.
- Increased revenue of business by 45%.
- Bulk Emails can be done swiftly.
- Accounts are managed appropriately.
- Segregated view of hot, warm and cold leads with analysis on each list.
- The efficiency of the team has been increased by 60%.
- No more duplicate records, data redundancy or data inconsistency.
India 
USA
UK
Canada