January 27, 2020 By Team HIC

Bi-directional integration of Campaign Monitor to Salesforce to Manage Customer data, Records, Accounts, and Opportunities

Bi-directional integration of Campaign Monitor to Salesforce to Manage Customer data, Records, Accounts, and Opportunities

Highlights

  • Swiftly send targeted email campaigns and bulk emails to contacts in Salesforce.
  • Effective account management.
  • Segregated view of hot, warm, and cold leads with detailed analysis.
  • Automatic updates to contact records.
  • Elimination of duplicate records, data redundancy, and data inconsistency.

Highlights

  • Swiftly send targeted email campaigns and bulk emails to contacts in Salesforce.
  • Effective account management.
  • Segregated view of hot, warm, and cold leads with detailed analysis.
  • Automatic updates to contact records.
  • Elimination of duplicate records, data redundancy, and data inconsistency.

Overview

Explore how HIC’s Salesforce integration Solution for House Lab Media allowed for targeted email campaigns and efficient management of customer records and accounts.

What You Need To Know

The integration of Campaign Monitor with Salesforce automates the lead capture and management process, ensuring that all customer data is accurate and up to date.

Why It Matters

Effective email marketing and accurate customer data management are crucial for business growth and customer engagement. Automating these processes reduces manual work, improves data accuracy, and enhances the overall efficiency of marketing strategies.

What HIC Did

HIC Global Solutions developed a bi-directional integration between Campaign Monitor and Salesforce, automating HouseLab Media’s email marketing processes and improving their data management capabilities.

Overview

Explore how HIC’s Salesforce integration Solution for House Lab Media allowed for targeted email campaigns and efficient management of customer records and accounts.

What You Need To Know

The integration of Campaign Monitor with Salesforce automates the lead capture and management process, ensuring that all customer data is accurate and up to date.

Why It Matters

Effective email marketing and accurate customer data management are crucial for business growth and customer engagement. Automating these processes reduces manual work, improves data accuracy, and enhances the overall efficiency of marketing strategies.

What HIC Did

HIC Global Solutions developed a bi-directional integration between Campaign Monitor and Salesforce, automating HouseLab Media’s email marketing processes and improving their data management capabilities.

About House Lab Media

With 45 years of combined experience in print and digital media, the HouseLab team has created content and developed brands for a broad range of local and multi-national clients.

Houselab is built on a shared passion for the design and construction industry, and a belief that they can improve the process for all involved in building, renovating, and managing homes.
It’s simple dashboard allows everyone involved in the design, construction, and home management process to upload all relevant information. Their aim is to provide one simple platform that makes a home building or renovation a positive experience.

About House Lab Media

With 45 years of combined experience in print and digital media, the HouseLab team has created content and developed brands for a broad range of local and multi-national clients.

Houselab is built on a shared passion for the design and construction industry, and a belief that they can improve the process for all involved in building, renovating, and managing homes.
It’s simple dashboard allows everyone involved in the design, construction, and home management process to upload all relevant information. Their aim is to provide one simple platform that makes a home building or renovation a positive experience.

Challenges Faced

As HouseLab Media’s business model wanted to expand reach and conversions, their lead generation and email marketing efforts went in vain due to the following challenges:

HouseLab Media struggled to send targeted email campaigns efficiently, which led to a cumbersome process where data had to be manually transferred between systems, increasing the risk of errors and delays.

Maintaining accurate and consistent customer data was challenging. Updates made in one system were not reflected in the other, leading to data discrepancies, duplicate records, and redundant information.

The inability to effectively segment leads into hot, warm, and cold categories made it difficult for HouseLab Media to prioritize and manage their leads.

Challenges Faced

As HouseLab Media’s business model wanted to expand reach and conversions, their lead generation and email marketing efforts went in vain due to the following challenges:

HouseLab Media struggled to send targeted email campaigns efficiently, which led to a cumbersome process where data had to be manually transferred between systems, increasing the risk of errors and delays.

Maintaining accurate and consistent customer data was challenging. Updates made in one system were not reflected in the other, leading to data discrepancies, duplicate records, and redundant information.

The inability to effectively segment leads into hot, warm, and cold categories made it difficult for HouseLab Media to prioritize and manage their leads.

Challenges Faced

As HouseLab Media’s business model wanted to expand reach and conversions, their lead generation and email marketing efforts went in vain due to the following challenges:

They were facing issues with
  • Inefficient Email Campaign Management
  • HouseLab Media struggled to send targeted email campaigns efficiently, which led to a cumbersome process where data had to be manually transferred between systems, increasing the risk of errors and delays.

  • Data Accuracy and Consistency Issues
  • Maintaining accurate and consistent customer data was challenging. Updates made in one system were not reflected in the other, leading to data discrepancies, duplicate records, and redundant information.

  • Limited Segmentation and Lead Management
  • The inability to effectively segment leads into hot, warm, and cold categories made it difficult for HouseLab Media to prioritize and manage their leads.

Solutions Offered

The development team at HIC Global Solutions came together to help House Lab Media optimize its email marketing strategy and offered Salesforce and Campaign Monitor integration.

Developed a bi-directional integration that automates the process such that if one makes changes in Salesforce, it will be reflected in the campaign monitor and vice versa.

Campaign Monitor and Salesforce Integration let the client build their customized email with features like email templates, creating the campaign, lead management, and reporting.

For HouseLab Media, we prepared four lists viz. Free User, Paid User, Client & House Lab Leads. Free User, Paid User, and Client lists have the same fields like account, contact, phone number, etc. All the new leads get added in House Lab Leads and are migrated to the other three lists as per the conversion.

Solutions Offered

The development team at HIC Global Solutions came together to help House Lab Media optimize its email marketing strategy and offered Salesforce and Campaign Monitor integration.

Developed a bi-directional integration that automates the process such that if one makes changes in Salesforce, it will be reflected in the campaign monitor and vice versa.

Campaign Monitor and Salesforce Integration let the client build their customized email with features like email templates, creating the campaign, lead management, and reporting.

For HouseLab Media, we prepared four lists viz. Free User, Paid User, Client & House Lab Leads. Free User, Paid User, and Client lists have the same fields like account, contact, phone number, etc. All the new leads get added in House Lab Leads and are migrated to the other three lists as per the conversion.

Solutions Offered

The development team at HIC Global Solutions came together to help House Lab Media optimize its email marketing strategy and offered Salesforce and Campaign Monitor integration.

The solutions which we offered to them
  • Bi-Directional Automation with Campaign Monitor and Salesforce
  • Developed a bi-directional integration that automates the process such that if one makes changes in Salesforce, it will be reflected in the campaign monitor and vice versa.

  • Campaign Monitor and Salesforce Integration
  • Campaign Monitor and Salesforce Integration let the client build their customized email with features like email templates, creating the campaign, lead management, and reporting.

  • Custom Lists in Campaign Monitor
  • For HouseLab Media, we prepared four lists viz. Free User, Paid User, Client & House Lab Leads. Free User, Paid User, and Client lists have the same fields like account, contact, phone number, etc. All the new leads get added in House Lab Leads and are migrated to the other three lists as per the conversion.

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