The client is an information and advisory services company that helps hospitals and medical agencies to personalize, demystify, and humanize the patient experience. Reclaiming for patients the holistic, patient-centered focus that medicine had lost. Looking at everything that touches the patient from their perspective.
Manually upload Salesforce data into Constant Contact.
Find a proper tool for Salesforce and Constant Contact bi-directional integration.
Client is able to check Salesforce Contacts/Leads in the Constant Contact and send bulk emails.
The client uses Constant Contact for Email Marketing. To send bulk emails to Clients and email subscribers. Client uses Salesforce for sales organization. They were seeking for a bi-directional connection between Salesforce and Constant Contact.
The client was facing multiple challenges like:
- Manually upload Salesforce data into Constant Contact.
- Manually upload Constant Contact Data into Salesforce.
- Not able to check specific user email responses properly.
- Data loss when manually uploading data into Salesforce or Constant Contact.
- Time consuming process.
The client engaged with Technology Mindz to perform a detailed review and analysis of their current Salesforce and Constant Contact system and recommend solutions accordingly for leveraging the Salesforce platform.
- Find a proper tool for Salesforce and Constant Contact bi-directional integration
- Integrate the tool with Salesforce and Constant Contact.
For fulfilling client’s requirements, we applied the following approach
- To integrate we suggested the Cazoomi’s Syncing system.
- We integrated the syncing system with Cazoomi syncing.
After implementing the solution client got the following benefits
- Automated bi-directional syncing between Salesforce and Constant Contact.
- Client is able to see the Constant Contact user email events into the Salesforce.
- Client is able to check Salesforce Contacts/Leads in the Constant Contact and send bulk emails,
- Client able to manage subscribers from Salesforce.
- Automatic data updation in Salesforce and Constant Contact.