Salesforce is a cloud-based customer relationship management service, allowing companies to manage a wide range of activities including sales, service, data, marketing and analytics. CMAdvantage offers three types of integration with Salesforce which allow you to launch campaigns and make decisions based on real-time campaign results such as opens, clicks and forwards, all within Salesforce. You are also able to launch campaigns to your Salesforce reports from the CMAdvantage platform and segment your sends by including and excluding reports. Furthermore, our integration enables you to create a Salesforce Preference Form in the CMAdvantage platform which updates your contacts’ preferences across both systems in real-time.
The Salesforce Integration is the main and the most comprehensive of the three types of integration, enabling a full flow of testing and launching campaigns to your Salesforce mailing lists and analysing real-time campaign results.
The Salesforce Reports Integration brings your Salesforce Reports within the CMAdvantage platform and provides further segmentation of your data with the include/exclude reports feature before launching to report data.
The Salesforce Forms Integration allows you to create a Salesforce Preference Form and add it to your campaign, enabling your mailing list to update preferences in both systems at the same time.