Emma for Salesforce

Oct 7, 2022

Emma for Salesforce

Emma for Salesforce implementation consultants

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


Signed up with Emma via the TRIAL offer, and you’ve got your first email ‘almost done’? Incredibly simple, right?!

But now you realise, your organisation needs more than the Emma standalone package has to offer.

You need it integrated with your Salesforce CRM.

We’re experts at this, and can help you take that oh-so inexpensive, simple-to-use Emma email toolset to new heights!



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

Once it’s connected, we’ll help you succeed with it too!


We’ll help you extend that Emma base functionality with Salesforce features, and then show you how to run your communications on that technology — applying our 20+ years of experience in digital marketing to your project.

We’ll boost the success of your marketing and other organisational communications through effective email that brings and build relationships with leads, customers, partners, volunteers, donors and others.


Why is that important?

In today’s society, customers have high standards for communications and engagement. On social, web, or email.

Your customers may be called students, clients, customers, patients, members or otherwise. Your workforce may be volunteers, and your payment comes from donors, investors or clients.

But no matter who they are, or what they are called: you need to create converting 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).

We help companies, higher education providers and non-profits engage with success – with all their stakeholders on mobile and desktop. In fact, CloudAnalysts specialises in engagement.



Implementing Emma with Salesforce


As Emma with Salesforce Implementation Partner, we offer a Base Setup or a Success Setup solution to get started, and then Ongoing Services for all.

Depending on your needs, budget and internal digital marketing skill set 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.


3 Packages: Suit Your Needs


Press the ‘+ ‘ to learn more about each package:

+ BASE SETUP [Click to read more]

For all our projects, we start with an efficient requirement-gathering workshop that leverage our proprietary methodology for marketing automation projects. Once we know your specific goals and situation, we’ll undertake the base setup.

This involves:

  • Setup:
    • Getting the ‘Emma for Salesforce’ app into your Salesforce org.
    • Connecting the app with your Emma 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.
  • Introduction: A training session to give you a tour around the app
  • Audience Mgt Workshop: lear how to prepare lists & segments: we’ll plan the best way forward and discuss how to clean your list, import lists and how build to lists through forms and otherwise.
  • 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).

+ 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.

What can be included

  • As per base package + Getting Started with Emma marketing automation – our methodology.
  • Lead Generation forms: we provide you the code for a simple but effective four-field- form for your website (optional extra).
  • Integration training: how to build Salesforce report, specifically for My Emma marketing automation integration.
  • Segmentation workshop
  • How to create effective engagement – audit of planned emails and tailored tip sheet.
  • Solving syncing issues
  • Helping you manage technical aspects with the Emma for Salesforce app, or Salesforce itself.
  • Ongoing upgrading, as Emma and the Salesforce app build out new features.
  • Building and managing Customer Journeys
  • Setting up automations.

Pricing will be estimated after our initial call with you where we learn more about your requirements.

+ ONGOING SERVICES   [Click to read more]

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 worth of Ongoing Services.

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




Our aim is marketing excellence

Like Beaufort 12, we’re an official Salesforce partner; and we consistently receive 5 star customer reviews from our customers.

Now, let’s get you to 5-star marketing as well. Click the “Get ROI” panel to learn more:

+ GET ROI [Click to read more]

Emma is relatively inexpensive, but the true test is: getting ROI.

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

Your total Emma investment here (software purchase and implementation solution) to getting started is likely to be 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 or axillary tools we have developed internally at CloudAnalysts.

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



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.



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Further Background

Select the panels to learn more:

Emma [Click to read more]

Emma email marketing has been a pioneer in mass emailing, particularly in the Higher Education Sector. Beaufort 12’s Emma for Salesforce App offers you quite a good set of features to integrate Emma into Salesforce, including:

  • Ability to add Salesforce contacts or leads.
  • Email tracking history.
  • Work with Salesforce objects.
  • Salesforce reports and dashboards.
  • Works with Salesforce campaigns.
  • Manage your opt-in settings.
  • Automate subscriber process.
  • Basic email support.

Emma for Salesforce is incredibly inexpensive vis-a-vis other email packages in the market place. And with Beaufort 12’s model of incremental payment based on the number of members in your audiences, it is a good introduction tool for organisations who are beginning with email marketing in Salesforce.

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 for Emma for Salesforce implementations

CloudAnalysts is proud to be the official recommended implementation partner of Beaufort 12, and its Emma for Salesforce app*.

How did the Partnership come about?

We experienced top customer support from the “Emma for Salesforce” (Beaufort 12) – service team for one of our client projects.

Equally, we were impressed with its clean, professional interface and ease of integration with Salesforce.

We decided that being an implementation partner for “Emma for Salesforce” complemented our service offering in Pardot and Marketing Cloud.


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