SALESFORCE INTEGRATION

Business solutions providers, copier/printer dealers, managed service providers, and IT VARs can utilize this integration to better manage customer marketing initiatives to drive sales.

This new integration allows office equipment dealers to access Evolved Office’s ready-to-go marketing campaigns from within their own Salesforce account.

Our Salesforce integration enables Evolved Office users to:

  • Create a marketing campaign in Salesforce
  • Add members
  • Browse and edit Evolved Office’s ready-to-go content
  • Deploy marketing campaigns
  • Track your results through analytics… all with just a few clicks of your mouse without ever having to leave Salesforce.
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HOW IT WORKS

1. CREATE A CAMPAIGN

Create your campaign in Salesforce.

2. ADD MEMBERS

Add members to a campaign from Salesforce and send contacts to EO.

3. BROWSE, EDIT, SEND

Browse ready-to-go campaigns in Evolved Office within Salesforce, edit and click Send.

4. TRACK & FOLLOW UP

Track your prospects’ engagement & set the system to automatic create a follow up task (ex: user clicked on a link).

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