Salesforce and Constant Contact
February 11, 2020 from 2:00 PM to 3:45 PM EST
Please note: we can not provide refunds with less than 8 calendar days written notice to firstname.lastname@example.org. Pre-conference prep materials are sent out one week prior to event to allow participants adequate prep time. Thank you for understanding.
Stoneham Public Library
431 Main Street
Stoneham, MA 02180
As a certified Constant Contact Solution Provider, we host a number of workshops each year to provide low-cost training for you and/or your marketing staff. You'll leave our workshops with plenty of information and the technical know-how to implement these strategies for your business right away.
Get your Salesforce database ready to make the most out of Constant Contact's new lead pages, automated email series, and more.
In this small group training session, you'll also get to work directly with Silver Tiger Consulting's CTO John Pontius, who is Constant Contact certified, Pardot Certified, and Salesforce certified.
We'll help you solve specific database cleanup issues that are preventing you from setting up automatic sync or exporting your Salesforce contacts in a meaningful way to kick off an autoresponder series. You'll also receive a complimentary Piesync trial and advanced tech support options to set up Piesync, which allows for an automated two-way sync of your Salesforce database and Constant Contact account.
If you don’t already have a Constant Contact account, you’ll also receive a free Constant Contact trial. Please bring your laptop and make sure you are able to login into Salesforce as the majority of the session will be working through specific issues for each of your Salesforce challenges.
In the first portion of the workshop, we’ll be specifically covering:
1. how to integrate Salesforce and Constant Contact - both automatically and using manual imports/exports
2. set up of the Salesforce database to maximize use of Constant Contact's automated email and lead capture features
3. how to clean up fields in Salesforce to ensure you are segmenting and capturing the right data.
4. how to identify and properly merge duplicates in Salesforce
The second portion of the workshop will be entirely hands-on, addresses specific challenges in your databases, so please make sure you can log into Salesforce and Constant Contact!
Cost is $59/session.