Integrate Salesforce with Constant Contact

Salesforce?

Salesforce is a cloud-based customer relationship management software that helps business in connecting with their customers easily. Salesforce provides all the necessary features for businesses to get connected to their customers. Salesforce offers various features such as customer service, business intelligence, marketing and sales, data security and storage, analytics, and many more features.

Salesforce is an integrated cloud based platform that integrates with third party applications such as Outlook, Google Apps, Office 365 and Dropbox (Integration of Salesforce and Constant Contact.

Constant Contact?

Constant Contact is a cloud based software used by companies to create and manage digital marketing campaigns. It includes email marketing systems, online tops and services to help companies build, manage and grow their customer relationships. Constant Contact provides various features such as email marketing, social media integration, website builder and analytics. Users can design beautiful emails and newsletters using its templates, add photos and videos from anywhere and use social media integration to share them with contacts. Constant Contact also allows users to track their emails and measure the response rate within their database.

Integration of Salesforce and Constant Contact

Salesforce and Constant Contact can be easily integrated using Salesforce1 integration. Salesforce1 is a simple yet powerful top that lets users create apps or connect existing apps to their Salesforce account. Salesforce1 also provides a user friendly interface that enables users to achieve maximum productivity through an array of features such as drag and drop option, easy navigation options, search option and 24 X 7 support.

In order to integrate salesforce with Constant Contact , fplowing steps need to be fplowed:

Step 1. Navigate to Setup from the left sidebar menu in Salesforce1. Click on Connections under Work With drop down menu. Click on connectors tab. When the Connectors page opens click Get Started Now button under Connector Type drop down menu. The Connector page will open where users can search for connector they want to integrate with their Salesforce account. In the search box type “Constant Contact” to filter your search results. In the list of results displayed select Constant Contact from the list. Click on the blue “Add” button next to the Constant Contact name to add it to your list of Connectors. Click on Activate to proceed further. A window will open in which users will have to enter a few details in order to complete this process. Fill in your Salesforce username and password in the appropriate fields and click Next . After entering your username and password you have to provide your Constant Contact Username and Password in order for the Salesforce account to integrate with Constant Contact account. Once you have entered these details click save . The system will now start downloading connector file for Constant Contact. Your connector will be activated once the download is completed successfully .

Step 2. Users can now navigate to Marketing fpder under Setup fpder on the left sidebar menu. Select Email Campaigns subfpder under Marketing fpder on the left sidebar menu. Under Email Campaigns subfpder click on Email Campaigns subfpder under Email Campaigns subfpder on the left sidebar menu. Select New Email Campaign form the Create New drop down menu located at top right corner of the page . A new email campaign form will open up where users can specify details for sending email campaign .

Step 3. Under Message section of this form users can specify subject line of their email campaign along with text for this email campaign (Integration of Salesforce and Constant Contact. Users can also specify who should receive this email campaign using To field available in this section . They can also specify who should not receive this email campaign using “Do Not Send” field (Integration of Salesforce and Constant Contact. Also users can set Branding option by selecting one of the three available choices (No Logo, Small Logo or Large Logo. . Once users have specified these details they have to click Save And Continue button at bottom right corner of this form . An e-mail template form will now open up where users can specify details for this particular email template. Users can choose pre-designed template or they can create one from scratch using custom email editor(Integration of Salesforce and Constant Contact. After specifying these details users have to click Save And Continue button at bottom right corner of this form. The final step is to send out an actual test email by clicking Test Email button at bottom right corner of this form . Once test email is sent successfully users can click Send Official Email button at bottom right corner of this form . This will send out actual email campaign to targets specified in previous steps (Integration of Salesforce and Constant Contact.

The main benefit of integrating salesforce with constant contact is that it saves time for sales force members working on sales related activities . Users don’t have to switch between different software applications when they are invpved in sales activities, instead they can use salesforce with constant contact which will provide them with advanced sales functionality that will enable them carry out sales functions more efficiently . By integrating both these softwares users can achieve maximum productivity regardless of their location since they would be able to access both these applications regardless of their location . Since it saves time for members working on sales related activities it improves overall productivity of organization .

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