Send Email Using CRM Data
Marketing Cloud has tools to build beautiful and highly personalised emails. With Marketing Cloud Connect, you combine the power of Email Studio with access to Salesforce reports and campaigns. That connection lets you easily target customers and personalise messages to them using all your CRM data directly in Marketing Cloud.
Likewise, sales and service reps can send individual or bulk emails from Marketing Cloud, but within the app they’re most familiar with—Sales, Service, or Community Cloud.
Marketing Cloud Connect also exposes all of the email tracking history on each recipient’s contact record in Sales or Service Cloud. This capability enhances each customer’s profile in Salesforce CRM and improves your single, 360-view of that customer.
Automatically Synchronise Data from CRM to Marketing Cloud
Marketers can easily integrate record data from CRM to build out highly targeted audiences for email sends. For example, a marketer can compile a target audience based on a combination of attributes from data in Marketing Cloud, such as “Visited website in last 2 weeks,” and CRM data, such as a checkbox on the contact record that indicates the person is a key decision maker.
And there’s no need to import CRM data or schedule automatons. With Synchronised Data Sources, you simply point and click. All your CRM standard and custom object data is available in Marketing Cloud, synchronised automatically, so you can personalise your messages based on your most current customer information.
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