Join Spotler with Salesforce to increase efficiency, acquisition and retention with our best-in-class marketing automation integration. Making Salesforce much more powerful.
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Manage all your Digital Marketing within Salesforce
Keep track of your entire prospect to customer journey. Generate, identify and nurture new leads at your fingertips
Real-time website and email data direct to your Salesforce CRM. Segment this data at an individual level
Execute dynamic driven email campaigns. View live lead activity direct from Salesforce
Support team ready to help. In-house development team. Dedicated account manager to help you along the journey
Our Salesforce CRM integration is the bridge between your sales and marketing teams. From identifying, capturing, to tracking and managing your leads through the entire sales process all from within Salesforce. See which marketing campaigns are driving the most traffic to your website, what your prospects are interested in you and when they last visited your site. Report on your entire pipeline from under one roof. Allowing sales and marketing to clearly identify what is working and what needs improving.
Once you’ve synced your Salesforce data with Spotler, you can segment and target as you wish. Create dynamic groups based on any criteria you set and segment your campaigns to create individually targeted campaign structures. With effortless integration, you can drive dynamic campaigns straight from Salesforce.
With our Salesforce CRM integration, you can create multiple dashboards that reflect the criteria and dynamic groups you want to target. You can also create multiple reports that align your sales and marketing team with the right information for the right leads. All to reinforce your sales and marketing team processes and goals together.
Identify real-time results within Salesforce, from website activity, campaign interaction and pipeline progress. Fuelling both your sales and marketing team with up to date data as it happens. From where leads go on your website to their lead score and their last website visit. Feed your lead generation directly into your CRM so you can see your most important lead information in one place. Including who holds the account.
We are advocates of practicing what we preach. As a trusted Salesforce partner we have an invested interest into the integration we offer. We have lead generation, marketing automation and CRM specialists on hand to help deliver you sales ready leads. Whatever the question or enquiry, one of our team be it sales, marketing, support or account management. We are all focused on improving our customer experience.
Top reports and email campaigns you should set up in Salesforce CRM.
Using your CRM in tandem with your email marketing platform helps to align the
process between lead recognition, nurture and conversion. And brings your
sales & marketing teams working towards the same goal.
That’s why our integration with Salesforce is so powerful and our
sales and marketing teams rely on it to get their job done.
With interaction and behaviour data from Spotler and CRM data from Salesforce you can start delivering the right message, to the right person at the right time for very personalised journeys and campaigns.
Within Salesforce, track all the details of your paid ads including search terms and the accounts who have clicked on your ad – giving you more leads, insights and a much clearer campaign ROI.
Spotler gives you a complete view on the individuals and companies who visit your website directly within Salesforce, not just the contacts that fill out a form.
This means you can start to see all the new leads for your sales team within Salesforce and what your current pipeline is interacting with on your website, over emails and social channels.
You can segment your data within an inch of its life. Whether you want to break down your data based on demographic data (location, business size, industry, job title) or you want to prioritise your sales calling time based on website or email activity.
It’s all readily available to query in Advance Find. Now you can effortlessly segment your email campaigns and increase your engagement through targeted marketing communications.
With our Salesforce integration, you can create multiple dashboards that reflect your killer values for all teams to access. From marketing funnels to sales pipelines, you make the criteria as complex as you like.
Whether it be leads from specific marketing channels, or leads based on their position in the buying journey. Ensuring your sales & marketing teams are targeting the right leads with the right information.
See website, social, paid ads, email activities in real time from your Salesforce CRM. From your leads very first interaction with your website to their entire website journey and their total lead score.
All data collected is fed directly into your CRM as it happens, creating one single view at your fingertips. That includes who owns the account and all notes collected along their buyer journey.
Sending out via Spotler means you will have your own dedicated sending domain, and you will be able to predict your deliverability before you send your email campaign.
Our AI also learns your data and measures audience reactions, which helps you create the most effective email campaigns going forward
Report on the progress and results of your marketing campaigns across all channels. Create multiple reports based on your chosen criteria to analyse your key marketing efforts and identify your performing channels.
Ensure sales are following up your leads and identify where they are in the buying process from one simple view. Manage everything around your marketing in one place.
Through a support team you can get help via phone, email and live chat. You also have access to a help site and great marketing content to push you forward.
A dedicated Account Manager will be your point of contact for the duration of your contract; helping you get the most out of not only the Spotler platform but also Salesforce!
Spotler is powered by its Ai intelligence and has great user-friendly features for all your marketing automation.
Get a comprehensive start thanks to tailored onboarding & ongoing account management and support. Start off successfully and continue to be successful with Spotler’s marketing automation.. Quick responses and resolutions time gets you sending sooner. Live chat, phone or email we're on hand to help.
Spotler has one of the best integration with Salesforce CRM allowing sales and marketing team to work form one platform and increase their marketing and output and lead generation activities
With pen tests, IP locks and two factor auth among our security, we have you covered. Also Spotler works in accordance with UK and European privacy legislation.
Spotler offers core marketing services from template design and automation builds to content production and SEO – so if you need a little extra help we’ve got the skills.