Campaign Monitor for Salesforce. | Or see: Emma for Salesforce
Email marketing plays a pivotal role in today’s digital landscape, and businesses are continually seeking efficient ways to manage their campaigns.
One powerful combination that has gained significant popularity is integrating Campaign Monitor with Salesforce.
The benefits of using Campaign Monitor for Salesforce:
- Enhancing Customer Engagement
- Streamlined Email Campaign Management
- Improved Sales and Marketing Alignment
- Automating Lead Generation and Nurturing
Read on to learn how it can deliver your email marketing strategies with our help of configuring this winning combination.
CampaignMonitor: Onboarding with a new email platform has never been so easy!
You signed up with Campaign Monitor via the TRIAL offer. You already got your first email drafted. So far, incredibly simple, right?!
But then you realise, your organisation needs more than CampaignMonitor alone:
You need it integrated with your Salesforce CRM!
At CloudAnalysts, we’re experts at this, and can help you take that oh-so inexpensive, simple-to-use CampaignMonitor email toolset to new heights!
Integrating CM with your Salesforce CRM
We’ll integrate your Campaign Monitor account into your Salesforce CRM via the Beaufort 12’s Campaign Monitor for Salesforce – app.
Once integrated with Salesforce, we’ll help you adopt best practices
We’ll help you extend that Campaign Monitor base functionality with Salesforce features.
We will show you how to run your communications on Salesforce & CampaignMonitor technology — applying our 20+ years of experience in digital marketing and Martech.
We’ll boost the success of your marketing and other organisational communications through effective email that build productive relationships.
Today, all customers have incredibly communication high standards. On social, web, or email.
Your customers may be called clients, customers, patients, members, partners, students, or other. Your workforce may be volunteers, and your payment comes from donors, investors or clients.
No matter who they are or what they are called: you need to establish converting digital engagement with them. That means that every email should have a purpose to delight & entertain, to build brand awareness, to educate, to communicate and strengthen your relationship, and most importantly, to solicit a reader’s action, or convert leads via your Call To Action’s (CTA).
At CloudAnalysts, we specialise in customer engagement. We help companies and non-profits successfully engage with stakeholders on desktop or mobile – wherever your target audience may be.
Implementing Campaign Monitor with Salesforce
As Campaign Monitor with Salesforce Implementation Partner, we offer 3 solutions: Base Setup, Success Setup and Roadmap Services.
Depending on your needs, budget and internal digital marketing resources available, we’ll create a solution that is perfect for you. In all cases, we’ll follow the fastest route for you to be on your way to successful email communication.
(Press the ‘+ ‘ to learn more about each package)
3 Packages to Suit Your Needs
+ BASE SETUP [Click to read more]
For all our projects, we start with an efficient requirement-gathering workshop that leverage our proprietary playbook. Once we know your specific goals and situation, we’ll undertake the base setup.
- Getting the ‘CampaignMonitor for Salesforce’ app into your Salesforce org.
- Connecting the app with your CampaignMonitor account.
- Email Sending Domain Authentication to avoid hitting spam filters: we will initiate authentication and provide code to your webmaster for change the DNS settings, after which we’ll finalise the process.
- List Preparation workshop: we’ll plan the best way forward and discuss how to clean your list, import lists and how build to your lists through forms and otherwise.
- Lead Generation/Sign-ups: we provide you the code for a simple ( < 4 std fields) form for your website (optional extra).
- Up to 1 day Q&A and Coaching: to help you on your way.
We offer low, discounted pricing to all our CampaignMonitor/Beaufort12 clients (almost 10% of our regular rates). This is to suit startups, SME’s and nonprofits alike!
We aim to keep this base setup package cost low: US$3599 * (£2799 | Euro 3249), plus VAT where applicable. For this fee, you’ll receive a generous 20 hours of consulting time, after our free Initial Consultation.
(* May be modified based on details found in the requirement-gatherings initial consultation. If desired, the base setup can be extended. See our ‘Success Setup’ package for possible additional services.
Nonprofits may also qualify for monthly payment plans. (Fee reduction depends on 1% pledge consulting time availability).
+ SUCCESS SETUP [Click to read more]
Once we understand your specific goals and situation, we follow a collaborative model, where we do the heavy lifting of configuration, while we help you become proficient in the tool (via training + you working hands-on in the tool). We’ll be there with you as you go live with your initial setup to meet your first goals. Then, if desired, we can embark on a roadmap with future developments.
- As per base package + Getting Started with Campaign Monitor digital playbook.
- Creating campaigns hierarchy in Salesforce for to group campaigns and easily see what comms works best.
- Setting up an A/B testing plan for you, as optimising is an ongoing process.
- Segmentation workshop
- Create custom report – Building out the app in Salesforce based on your lists to create an overview of your email performance.
- How to create effective engagement – audit of planned emails and tailored tip sheet.
- Helping you manage technical aspects with the Campaign Monitor for Salesforce app, or Salesforce itself.
- Segmentation: you’ll get access to our training video just for clients.
- Ongoing upgrading, as Campaign Monitor and the Salesforce app build out new features.
- Building and managing Customer Journeys
- Setting up automations.
and / or
- Transactional Salesforce-triggered email setup
- Client training to maintain setup.
+ ROADMAP SERVICES [Click to read more]
We can deliver Beaufort12 CampaignMonitor-app-related or pure Salesforce config and development via our Roadmap Services package. We can help you with configurations of flows, user setup, and other Salesforce customisation.
To suit startups, SME’s and nonprofits.
We offered our Roadmap Services package at the discounted rate of $1300/week (£1025 | Eur1188), plus VAT where applicable. This will give you a consistent 1 consulting day each week to innovate your business with Salesforce technology.
Minimum package 3 months.
We can also be available for ad hoc support via Managed Services, if arranged.
Our aim is your marketing ROI
What’s the value of 1, or 25 more customers or donors to you?
Look to get ROI and value from your Salesforce and consulting investment.
Your total CampaignMonitor-Salesforce integration investment here (Beaufort12 purchase plus implementation solution) is only about 10-15% of the cost of a Pardot install.
Your Next Step
Like to talk about your organisation’s needs?
Take advantage of our offer of a complementary 30 minute initial consultation with a Salesforce and marketing automation expert.
We look forward to helping you succeed with Salesforce Engagement.
Learn more about being successful with Salesforce
Receive a fortnightly email newsletter from our experts with tips for innovative email marketing & better performance.
Where can we send our tips?
Integrating Campaign Monitor with Salesforce provides businesses with a comprehensive email marketing solution that enhances customer engagement, streamlines campaign management, and fosters better sales and marketing alignment.
By leveraging the powerful features of both platforms, you can optimise your email marketing efforts, drive conversions, and achieve measurable results. Stay ahead of the competition by harnessing the combined power of Campaign Monitor and Salesforce for your business.
Select the panels to learn more:
+ CloudAnalysts & Beaufort 12 [Click to read more]
CloudAnalysts consultants specialise in customer engagement for sales, service and marketing. Your customers may be called clients, customers, patients, members or otherwise. In today’s society, they all have high standards for communications and engagement. On social, web, or email.
We help companies and nonprofits engage with success – with all their stakeholders on mobile and desktop.
Partnering with Beaufort 12 in Campaign Monitor For Salesforce Implementation
CloudAnalysts is proud to be an official recommended implementation partner of Beaufort12, and its Campaign Monitor for Salesforce app*.
How did the Partnership come about?
We experienced top customer support from the “Campaign Monitor for Salesforce” (Beaufort12) – service team for one of our client projects.
Equally, we were impressed with its clean, professional interface and ease of integration with Salesforce.
Furthermore, as we “love” Campaign Monitor’s free widget to make the most perfect buttons in the world, we decided that being a partner for “Campaign Monitor for Salesforce” complemented our service offering in Pardot and Marketing Cloud.
+ Campaign Monitor [Click to read more]
Campaign Monitor is a pioneer in mass email marketing, and Beaufort12’s Campaign Monitor for Salesforce App offers quite a good set of features to integrate Campaign Monitor into Salesforce, including:
- Ability to add Salesforce contacts or leads.
- Email tracking history.
- Work with any Salesforce object.
- Salesforce reports and dashboards.
- Works with Salesforce campaigns.
- Manage your opt-in settings.
- Automate subscriber process.
- Basic email support.
And this is just the Premium package. In the Enterprise packages, these features are further extended with:
- Transactional emails.
- Campaign Monitor agency model.
- Automate with Process Builder.
- Instant Import Wizard.
- Priority Support.
Both packages are incredibly inexpensive vis-a-vis other email packages in the market place. And with Campaign Monitor’s model of incremental payment based on the number of emails you’ll send, it is a good introduction tool for organisations who are beginning with email marketing in Salesforce.