7 ways to improve your email and crm integration

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7 Ways to Improve Your Email and CRM Integration Longshore Consulting Missy Longshore Principal Salesforce Consultant [email protected] @missylongshore

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7 Ways to Improve Your Email and CRM IntegrationLongshore Consulting

Missy LongshorePrincipal Salesforce Consultant

[email protected]@missylongshore

Background: this is what I see

CRM

Email

@missylongshore www.longshoreconsulting.com

What’s Needed

Strategy

Communication

Results

@missylongshore www.longshoreconsulting.com

$$$

Engage-ment

Members

Why? Results

@missylongshore www.longshoreconsulting.com

How?A quick note on tools

@missylongshore www.longshoreconsulting.com

How?Use the tools

@missylongshore www.longshoreconsulting.com

1. Strategy

@missylongshore www.longshoreconsulting.com

2. CommunicationInternally and across teams

@missylongshore www.longshoreconsulting.com

3. Set Goals

@missylongshore www.longshoreconsulting.com

What resonates?4. Meaningful Content

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Make it Personal4. Meaningful Content

@missylongshore www.longshoreconsulting.com

5. Visually Appealing Content

@missylongshore www.longshoreconsulting.com

Themes Help5. Visually Appealing Content

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6. Track Your Results

@missylongshore www.longshoreconsulting.com

Pardot Example6. Track Your Results

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7. SegmentMarketing

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7. SegmentMarketing

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SummaryMarketing

@missylongshore www.longshoreconsulting.com

SummaryMarketing

1. Strategy2. Communication3. Set Goals4. Meaningful Content5. Visually Appealing Content6. Track Your Results7. SegmentSCSMVTS

@missylongshore www.longshoreconsulting.com

Keep Going!

Join the 7 day challenge at www.longshoreconsulting.com

Don’t forget: http://bit.ly/nposalesforce

Coming April 7, 2016: # AdminHour

@missylongshore www.longshoreconsulting.com

thank y u