Campaign Monitor for Salesforce

Aug 12, 2023

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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.

Campaign Monitor for Salesforce Benefits

The benefits include:

  • 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.


Onboarding with a new email platform has never been so easy!

Campaign Monitor for Salesforce. | Official implementation partners for Beaufort12 app

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!

We’ll integrate your Campaign Monitor account into your Salesforce CRM via the Beaufort 12’s Campaign Monitor for Salesforce – app.

Campaign Monitor for Salesforce - Official Implementation Partners

Once integrated with Salesforce, we’ll help you adopt best practices

We’ll help you link Campaign Monitor’s basic functionality with Salesforce’s extensive 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.

Implementation Packages for 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.

Pick the packages that suits your needs


US$ 3599 *

£2799 | Eur 3249

For all our projects, we start with an efficient requirement-gathering workshop that leverages our proprietary playbook.

Once we know your specific goals and situation, we’ll undertake the base setup.

Plus VAT where applicable. Up to 22 consulting hours, after our free Initial Consultation. Prepaid. 1 BU.

(* May be modified/extended based on details found in the requirement-gatherings initial consultation.)

Affordably priced with a10% discount to all our CampaignMonitor/ Beaufort12 clients to suit startups, SME’s and nonprofits alike!


  • 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.


US$ Custom

Once we understand your specific goals and situation, we follow a collaborative model, where we do the heavy lifting of configuration.

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 Quickstart.
  • 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.
  • Upgrading to Campaign Monitor or Salesforce app’s latest features.
  • Building and managing Customer Journeys
  • Setting up automations.
  • Transactional Salesforce-triggered email setup.
  • Client training to maintain setup.


US$ 600-1300/wk

£ 1080 | Eur 1188

We will deliver ongoing Beaufort12 CampaignMonitor-app-related or pure Salesforce config and development.

We can help you with configurations of flows, user setup, and other Salesforce customisation.

To suit startups, SME’s and nonprofits for bespoke solutions, managed services and email creation.

Plus VAT where applicable. This will give you a consistent 0.5 – 1 consulting day each week to innovate your business with Salesforce technology. Minimum package 3 months.

Nonprofits qualify for monthly payment plans.

Fee reduction depends on consulting time allocation under our 1% pledge.

Our aim is your marketing ROI

What’s the value of 1, or 25 more customers or lifetime donors to you? Look to get ROI and value from your Salesforce consulting and invest accordingly.

CloudAnalysts are experts in marketing automation. Our upfront estimates are honest to do things professionally. We quote generous and realistic. Therefore, there will always be someone ‘cheaper’ (who doesn’t actually care if it works well for you, or even understand what’s actually involved).

Work with us, if you want to get greater customer communication and better results.

CampaignMonitor with Salesforce – it’s already an inexpensive solution:

Your total CampaignMonitor-Salesforce integration investment here (Beaufort12 purchase plus implementation solution) is only about 10-15% of the cost of a Pardot install.

Marketing Cloud for nonprofits

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.

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Further Background

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.

Interested to learn more?

We would be very happy to help you.

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