OpenMoves’ seamless integration between OM3 and Salesforce will enable your sales and marketing teams to work together like never before! Our advanced Salesforce integration will allow you to sync leads and contacts to address books, create demographic segments, send automated email campaigns based on behavior, and view their results without ever leaving the Salesforce platform!
Create Emails Within Salesforce
- Use the embedded OM3 drag & drop editor right within Salesforce to create and send beautiful emails to your lists.
- Launch automated welcome series and drip campaigns to existing customers and new leads.
- Send a series of real-time cart abandonment emails to maximize your conversions.
- Personalize 1:1 emails based on demographics and interest.
- Run A/B tests to maximize your results.
Analyze Campaign Performance Data
- Reporting dashboard within Salesforce of campaign overview.
- Detailed charts of contact/lead engagement, campaigns. sent, opens, clicks, ROI, and more, all within Salesforce.
- Analyze campaign engagement with a Heat Map view.
- Query data results based on demographics, behavior, interest, etc…
- … AND you can see reports performance data at both a campaign and a lead/contact level.
Easily Sync Contacts With Programs
- You’re used to setting up campaigns within Salesforce. Now, sync and update the address books in OM3 with just a few clicks.
- Once synced, you can segment and send emails to a more targeted audience based on engagement or data.
- Easily add contacts/leads to programs/drip campaigns based on email recipient behavior as well as web & social activity.
- All suppressions (bounces and unsubscribes) are managed automatically.
Truly Seamless Integration
- If you don’t want to, there’s no need to leave the Salesforce Platform.
- With a single click, you’ll be connected to the OM3 platform right inside Salesforce so you can manage everything in one screen!
- The combination of both Salesforce and OM3 all in one platform makes it quick and easy to deliver the right message to the right people at the right time, every time.
How Does It Work? – This is an optional feature available at an added monthly cost and works with a Salesforce account with APIs enabled, Enterprise level or higher.
Our Integration Specialists will set up your synchronization with Salesforce and train you on how to use all the features. Contact us for a more information and a detailed overview of OM3’s Salesforce Integration.