Would love to hear what you mean when you say Informz works nicely with Salesforce. I'm looking for a solution for a client who is currently using MailChimp, and the integration with SF is not ideal. We are looking at MarketingCloud (the new iteration of ExactTarget) and Pardot, but Informz would be great if data can be synced in both directions with SF.
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Hi Stacy,We work with several email marketing clients including Mail Chimp and Campaign Monitor. However, I haven't worked specifically with any Salesforce integrations with those. We have transitioned personally to using SharpSpring (Marketing Automation software) for the last several years for our CRM and email marketing. SharpSpring is a direct competitior for Pardot.SharpSpring does have a native integration available for connecting with Salesforce (addon $100/mo) but it really becomes unneccesary since SharpSpring has a fully integrated CRM. Their integrated CRM might not have all the bells and whistles of Salesforce, but it is much more user friendly by far. We used to use Act-On integrated with Saleforce for a few years before moving everything to SharpSpring. It has been amazing to work in a single platform for everything eliminating any data or stats getting lost or contorted in sync between two different systems. A large part of what I love about SharpSpring is its ability to measure the ROI of each marketing campaign we launch. If you want to learn more about SharpSpring, you can check out our website What is Marketing Automation or contact me directly.I know Marketing Automation might be overkill for many organizations. However, organizations using multiple systems and trying to streamline everything they do while maintaining larger contact lists with lots of data may find SharpSpring to be a perfect fit. My business partner and I are currently working on putting together a custom SharpSpring package just for nonprofits. Unfortunately, I don't have enough details on this package yet to share more information here.However, this does lead me to another option to consider for maintaining your contacts lists between Salesforce and other platforms. Check out PieSync for an automated 2-way contact sync. https://www.piesync.com/salesforce/ They integrate specifically with Salesforce and multiple other platforms including email marketing platforms like MailChimp, Emma, or Campaign Monitor.I hope this information is useful. Please let me know if you have any qeustions, I'm happy to provide more details where necessary.Thanks~Matt
I'm not sure why you can't start a new campaign. Sorry I can't help there.
"Play nicely" is in the eye of the beholder! We are not particularly happy with the integration. We are using the MailChimp to Salesforce app. It is installed on the Salesforce account. After you pass a lead from SF to MC, changes made in SF will update the corresponding MC record when the sync is done. The issue we have with it is that it only syncs from SF to MC. So data updated in MC never syncs back to SF. The software is not designed to go in that direction. And if you delete a SF contact, it will not delete in MC.
We are looking at MarketingCloud, but it is expensive. So now I'm investigating whether Informz might be an option. That's a great product IF it will sync as desired.