StoneShot has integrated with Salesforce since 2007 and we have been making improvements over the years. In May/June we are releasing an all-new integration with a number of key features.

Environment

Deploying the whole StoneShot application within the Salesforce environment means that clients won’t need to log into the StoneShot web app, they (Marketing and Sales users) can use it within Salesforce instead. This includes:

  • using the StoneShot email builder to create and update email templates
  • sending emails
  • managing all aspects of events including scheduling automated emails
  • viewing detailed reporting on StoneShot campaigns at both a campaign and contact level

home-dashboard

Sales emails

All of our marketing clients have access to StoneShot, which allows them to create and manage email and event campaigns, view and analyse metrics.

The new integration gives Sales the tools to be able to create and send emails themselves from within Salesforce, using Marketing-created, tracked templates.

Effective list management

Sales and Marketing will have the ability to create dynamic lists within Salesforce and send targeted mailings. These can be generated using a number of methods including using Salesforce campaign members and reports or picking up target groups based on their criteria, email or event behaviours.

dynamic-lists

Lead scoring

Raw email metrics are useful to Marketing, but what Sales really want to know is which contacts are most engaged. Lead scoring provides a way to accurately measure, analyse and report back on key contacts who have been warmed up by Marketing activities and are ripe for more Sales engagement. Expected Summer 2015.

For more information on StoneShot’s CRM integrations please contact us at support@stoneshot.com