Build Your Email Marketing with 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).
• 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).

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 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.

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 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.