Salesforce Plugin

BRIDGE THE DATA GAP BETWEEN SALES AND MARKETING

Get real-time leads from your web- and online marketing activities, delivered automaticly to Salesforce CRM … while it is still hot!

Take advantage of eMarketeer’s wide range of integration options to connect your marketing and sales databases.

Developed using a set of best practices learned through hundreds of CRM integrations, eMarketeer’s lead management solution provides a quick self-deployment process that helps you determine which data should be shared between the two systems and what kind of information you want to pass over to your sales team.

CONTACT MANAGEMENT

Import and Export with a single click

With the Salesforce Plugin you can address and import your Salesforce contacts directly in eMarketeer. Update your Salesforce CRM with new leads and selections with just a few mouse-clicks… Synchronizing data has never been easier!

eMarketeer’s Contact Management makes it possible to address contacts in Salesforce campaigns directly from within eMarketeer. This means that you can let your sales folks and account managers do their thing in Salesforce just as they are used to. Assign customers and prospects to campaigns, populate lists and keep all history intact in Salesforce. When you are ready to execute your marketing campaign you simply import the contacts from Salesforce into eMarketeer with a few clicks.

As your campaign runs and gathers valuable information about your prospects’ interests and behavior you can easily sync this information back to Salesforce and into the hands of your commercial teams.

IMPORT AND ADDRESS

Import contacts or address a Salesforce campaign without ever leaving eMarketeer and without even thinking about the debacle that is manual contacts handling in Excel files and the like. Here are a few examples:

EMAIL – Address emails by selecting contacts directly from a campaign in Salesforce
SMS – Send SMSes to the contacts in a Salesforce campaign
CONTACTS LISTS – Import contacts to an eMarketeer contact list from a Salesforce campaign

EXPORT AND REPORT

Easily synchronize Salesforce with new contact- and lead information from your multi-channel marketing efforts. Segment recipient and respondent behavior in lists and feed these back to Salesforce for immediate action by your sales teams. Here are a few examples:

E-MAIL – Contacts that were addressed; that opened; clicked; unregistered and forwarded your e-mails
WEB FORM – Respondents that submitted a request, answered a form in a certain way, ordered a trial
SURVEY – Customers that answered a survey in a certain way or rated services high or low
WEB SITE – Contacts that visited your website in general or a specific page in particular, within a specific time period
LANDING PAGES – Contacts that visited your campaign landing page, clicked a specific link, downloaded a specific PDF or visited a specific offer
SMS – Contacts that were addressed in text messaging campaigns and those who clicked mobile links
CONTACTS LISTS – Export contact lists and filters to Salesforce campaigns

MARKETING FEED

Who is on your Website? Who is active in your emails, sms and forms?

Give Sales the heads-up what their customers are doing in your marketing activities. After a One Click setup the service will automaticly update Salesforce when interesting events occours, without your involvment. Here are the different channel eMarketeer monitor customer activity:

WEB ACTIVITY

Tell Salesforce Sales rep. when their customer visits the Company website. Also what pages they visited and for how long.

EMAIL ACTIVITY

Tell Salesforce Sales rep. when their customer recieve and are active (clicked links, unregistered) in your email marketing.

FORM ACTIVITY

Tell Salesforce Sales rep. when their customer submitted a web form and also how they answered.

SMS ACTIVITY

Tell Salesforce Sales rep. when their customer are active (clicked links) in SMS / Text Messages.

DESTINATION PAGE

Tell Salesforce Sales rep. when their customer are active on a eMarketeer destination page (articles, campaign sites).

MARKETING AUTOMATION

Pinpoint leads and deliver it in real-time to sales

Automate your marketing processes to free up time for your sales reps and close more deals.
With eMarketeer its easy to automate actions from any event that might occour in all supported e-marketing channels i.e. Web, E-mail, SMS/Textmessage, Web Forms and Campaign Sites. Here are some example of actions and events:

AUTOMATE THIS…

Create new Lead in Salesforce
Create new Task in Salesforce
Notify Sales-Rep in Salesforce
Add to campaign in Salesforce
Remove from campaign in Salesforce
Send an e-mail to contact
Send a SMS/Textmessage to contact
Send Notification to responsible
Add to eMarketeer contact list
Remove from eMarketeer contact list
Add to eMarketeer campaign
Remove from eMarketeer campaign
Unsubscribe contact from campaign
Push data to a web server

WHEN CONTACT DOES THIS…

Submits a web form or answers in a specific way
Visits a specific page on your web site
Click a specific link in your email
Opens a SMS/Textmessage
Reads a web article
Unregister from a send-out
Tells a friend about your company
Downloads a product sheet from your web
Requests more information from a web form
Answers “unsatisfied with service” in survey
Register for a trial version of your software
Answer a form on your company Facebook page
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