Connect Salesforce + Marketing Automation Before Your Coffee Gets Cold
In today’s tech-driven marketing industry, more and more businesses are switching their CRM models to cloud-based platforms to easily manage prospects and leads. No more siloed lead databases, spreadsheets or address books with hand written notes on each and every lead a marketer generates. The change is inevitable, as technology has made it simple to manage contacts with the click of a mouse, or more recently, the touch of a finger. Building relationships with leads has never been easier and many businesses turn to the industry leader, Salesforce.com for their solution.
Managing integrated sales and marketing campaigns is now quicker and easier than ever, and for the small business using Salesforce, there is no easier way to integrate to a marketing automation system than our very own 366 Degrees platform. No downloads or long training process is necessary, optimized for Chrome, our platform works in your browser to connect with Salesforce CRM with a simple login.
Once you’re logged in with your Salesforce credentials in our native platform, you’re fully connected. All it takes from there is going to create a new email and selecting Salesforce as your data source. Right there, you can select a specific campaign from Salesforce or even send emails to clients by specific demographics, such as company, location, or lead source and status. If you’ve already defined audience segmentation in Salesforce, you have it in 366 as well, and our drop down menus make it extremely easy to target exactly who you want right from our platform.
From there, you enter our email editor where you can pull variables from Salesforce to personalize and tailor your emails to your client. These variables include the lead’s source, company, city, first and last name, and more. You define the variable, and 366 Degrees pulls dynamically from Salesforce to fill in the gaps. Our native editor allows for streamlined editing without any necessary knowledge of HTML or coding. It is as simple as dragging pre-designed html 5 snippets and templates over to your email and filling in text, variables, and images to tailor the perfect email for your outreach and nurture campaigns.
The true added value is the capability to see engagement activity pushed directly back into Salesforce live from 366. In Salesforce, you can track your lead’s interaction with the campaign you sent out through 366 Degrees. This makes tracking lead engagement easier than ever, as real time interactions are transferred straight to Salesforce automatically.
Most small businesses don’t have a month and a half to set aside in order to learn and set up a new marketing automation platform and learn how to transfer their engagement activity to their CRM. Thankfully, in less time it takes to drink a cup of coffee, you can connect your Salesforce account to 366 Degrees and due to the simplicity of the service, you can begin accelerating your marketing automation with live pushbacks and lead engagement in minutes. If you’re using Salesforce, the simplicity and effectiveness of our platform can’t be beat.
Skeptical? Understandable. Most systems are complicated and time-consuming, but we aim to provide an efficient solution that anyone can use with Salesforce in minutes not weeks. We invite you to see for yourself. Check us out on the Salesforce.com AppExchange here for a free trial: We know you’ll love what you find.