Email Marketing Automation Strategies for Salesforce Data

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jan 13th, 2025

Salesforce is the world’s leading cloud-based software. It was created to help organizations grow their customer base, increase sales, and provide the best customer service possible using advanced technology.

So, for us, it comes as no surprise that you would be using the customer relationship management (CRM) platform for all your marketing initiatives.

Today, we are going to take a look at how you can use your Salesforce data effectively in a smaller but essential task found in the marketing realm – email marketing!

Join us in the article below as we dive deeper and look at some marketing automation for Salesforce options you have to streamline your emails.

Automated Email Marketing Tasks Become a Norm

Email marketing is a process used by businesses to communicate with leads, prospects, customers, or anyone they want to share information with. However, its main goal is to engage with people and get them to become customers. Let’s take a look at some of the reasons why you might want to consider upgrading to an email marketing automation strategy.

To begin, with email automation in Salesforce for marketing teams, your employees get to save time. For example, marketers no longer need to focus on drafting and sending out personalized emails to leads and customers. By automating these tasks, marketing teams can create new strategic goals, like increasing brand awareness for a business.

The next reason why you need to automate your email marketing tasks, is that you can step away from managing the the emails that you need to deliver in the future. There are many times that marketing emails need to be scheduled, such as if you have a product launch. By automating this email marketing task, you can trigger the distribution of emails at a specific time and date to announce your important information. In this way, you can free up some time for other marketing tasks as you don’t need to monitor your communication to such a detailed level.

The last reason we provide, but there are many more, is that when you automate marketing emails, you begin to standardize the quality of your content. All you need to do is approve the design and brand that you want to display to your audience and then create templates with placeholders for dynamically changing content that you can then quickly distribute at scale. Creating a consistent business brand across all your communication channels will ensure that the tone and style of your material always matches the image you want to convey to customers.

Email Marketing Automation Tools

We can predict that you would also like to automate your email tasks so that your sales and marketing teams can pivot their attention to increasing revenue. Let’s jump into some of the top apps that can integrate with Salesforce to automate your email marketing campaigns.

HubSpot

HubSpot can help you automate the creation of your email campaigns. The platform has automation tools to support CRM workflows and email marketing tasks. It makes it onto our list since it integrates well with Salesforce, but does it have all the right tools to support your unique email marketing tasks?

Features worth mentioning:

You can use HubSpot to engage with leads through emails, landing pages for websites, and web forms.

HubSpot’s platform lets your teams work with contact and campaign details in one location.

HubSpot provides automation tools to complete more tasks without increasing work times.

You get access to reporting tools to measure the success of your marketing campaigns.

Limitations that could hold your marketing goals back:

You cannot find an app on the official Salesforce AppExchange marketplace to connect the two platforms.

Since HubSpot and Salesforce are both CRM platforms, you will be over-investing in software if all you need is an app to automate email marketing tasks.

According to online research, syncing data between Salesforce and HubSpot is not easy. If you try to integrate these two platforms, you will need to allocate time to double-check that your data is consistent in both systems.

Pardot

The next app on our list for automating email marketing in Salesforce is Pardot. This app is brought to us by Salesforce and is designed to cater to automating marketing solutions. It’s a great app if you are keen to stay within your Salesforce ecosystem, as it integrates perfectly with the CRM platform. Thousands of businesses use Salesforce for marketing solutions, but is Pardot the right solution for your team?

Features worth mentioning:

With Pardot, you gain access to Engagement Studio, which can be used to work with custom-designed campaigns.

Your teams can build programs using actions, triggers, and rules.

Researchers can view marketing data for further analysis.

Pardot allows you to build dashboards from your Salesforce data.

Limitations that could hold your marketing goals back:

Finding documentation to learn how to install Pardot into your system is tricky. For example, tutorial videos are retired, and documentation is incomplete. Customers have also mentioned that the links for installing Pardot with Salesforce fail.

Pardot is an expensive app starting at $12,000 per year.

Pardot lacks advanced features provided by other apps on the market, like delivering content via SMS. There are no options for surveys, and it is not compatible with mobile use.

Mailchimp

Mailchimp makes it onto our list as it’s a dedicated email marketing tool. It connects with Salesforce extremely well, so you can transfer your customer data between the two platforms easily. Mailchimp lets your marketing professionals create custom emails for your target audience, but do they have what it takes to solve your complete marketing requirements?

Features worth mentioning:

Mailchimp provides automation tools that are easy to use whether you are a novice or expert-level marketer.

You get to use a drag-and-drop editor to create marketing emails.

Mailchimp guarantees that your marketing emails get delivered straight to your customers’ inboxes and not any junk folders.

With Mailchimp, you get access to an omnichannel campaign manager to keep all your marketing strategies in a single location.

Limitations that could hold your marketing goals back:

Users mention that the app is not easy to work with.

Syncing data is not seamless and has to be checked for consistency across the platforms.

Mailchimp only has 2.5 stars on the AppExchange marketplace, which is not a good rating for a third-party app that you want to integrate with Salesforce.

Titan

The last app we present is Titan. It’s our absolute favorite no-code platform that integrates directly into Salesforce. With Titan, you get all the automation tools to generate leads, create targeted campaigns, and collect customer data. Our platform also lets your marketers send custom messages in bulk to a mass audience using real-time Salesforce data. Check out our Titan features that pump up your marketing game and ignite a spark in your campaigns:

Features worth mentioning:

Titan provides automation tools to help with segmenting your markets.

You can deliver personalized messages, adverts, and content based on Salesforce data to drive customer engagement.

Titan has automation tools to help you create full marketing campaigns.

Titan is the only no-code platform on the market that works with real-time Salesforce data to pull and push content into your custom marketing campaigns.

Limitations that could hold your marketing goals back:

The time it takes to implement Titan with your unique Salesforce setup will vary depending on your unique business requirements.

We hope to see you soon!

• Twitter
• Facebook
• YouTube
• LinkedIn

Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.