If you are managing a list of prospects and clients for your business, chances are, you’re relying on some sort of CRM system to keep it all straight. And it may be even more likely that you’re using Salesforce to do so. As one of the leading CRM solutions for companies all over the world, Salesforce allows you to manage your customer base “in the cloud”, keeping track of customers (and all of your interactions with them) for big name brands like Motorola, Starbucks, and The Wall Street Journal, to name a few.
One of our most-requested features is the ability to import your Salesforce.com contacts directly into CakeMail, so part of those interactions you’re having with your customers can include well-designed and easy-to-execute campaigns and mailings that you create, on our platform. And today is the day that we make that request a reality!
Now you can easily import your Salesforce.com contacts directly into CakeMail, managing emails and tracking results like opens, click rates and conversions. To set up this new add-on, your account admin will need to activate it and you will need to have your Salesforce.com credentials and Salesforce Token ready to enter when prompted. To import your contacts, select the “Salesforce” button displayed as part of the Import/Upload a List page when you are creating or modifying a new contact list.
It’s important to note that in order for this to work, you must be an Enterprise level or higher Salesforce.com customer. Pro accounts do not have this kind of functionality enabled.