Campaign Monitor for Salesforce

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.

This involves:

• 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).
• Some coaching & Q&A to help you on your way.

To suit startups, SME’s and nonprofits, we aim to keep this base setup assignment at around $2490 * (£ 1875 | Euro 2150), plus VAT where applicable (assuming an allotment of 15 hrs of work).

(* May be modified based on details found in the requirement gatherings workshop)

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.

We can deliver customisation as part of your Success Setup‘ initial assignment. Or as part of your roadmap which we’ll deliver via an Ongoing Services package.

All clients have access to a custom Ongoing Services package. Particularly for organisations who only get the Base Setup, we suggest a minimum allotment of 15 hours.

To suit startups, SME’s and nonprofits, this package is offered at the discounted rate of $2490 (£ 1875 | Eur 2150), plus VAT where applicable.

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 investment here (software purchase and implementation solution) to getting started is only about 10-15% of the cost of a Pardot install.

We’ll show you how to maximise the marketing benefits, leveraging sometimes ‘hidden’ features and axillary tools we have developed internally at CloudAnalysts.

Nonprofits may qualify for monthly payment plans. (Fee reduction depends on 1% pledge consulting time availability).

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.

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.