Email Marketing Automation Strategies for Salesforce Data
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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:
Limitations that could hold your marketing goals back:
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:
Limitations that could hold your marketing goals back:
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:
Limitations that could hold your marketing goals back:
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:
Limitations that could hold your marketing goals back:
Frequently Asked Questions
Can Salesforce send automated emails?
You can send automated emails from Salesforce. You have two options to complete this task. Try Salesforce’s built-in functionality or integrate your CRM platform with a compatible third-party app to distribute your automated emails.
How to send automated emails in Salesforce?
You need to go to your Marketing Cloud and head to Automation Studio. Click New Automation and then select Schedule. On the canvas, you can now give your new Automation a name and drag the Salesforce Email Send activity onto it.
Click Choose and select Day 1 Test before clicking on Done. Repeat this step until you have set up all your days. When you are ready, click on Done and Schedule.
Remember to choose your start date, time, and how often you want the Automation to repeat. Click Save and then Continue to confirm your setup.
It’s that simple using Salesforce for automated emails!
Titan and Salesforce for Marketing Automation
Thanks for reading our article on Salesforce email automation with Titan. If there is a topic you want to know more about or have a specific question, feel free to reach out to us. One of our Titan experts can totally assist you.
As we read in the article, you can dive deep into Salesforce using just Titan’s point-and-click software. Our platform helps you automate any business process for your marketing strategies with access to intuitive analytics and reports on your events and campaigns.
To find out more about how you can enhance and streamline your marketing strategies, contact us through one of our social media channels below.
We hope to see you soon!
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.
