Email Marketing Software Salesforce Download

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Your customers love your products, but they also love you—they love your story and the way you tell it. And that’s where we come in! We help you tell your story in the most compelling way possible—through email marketing. Our software helps you build trust with your clients by making it easy for them to stay up-to-date on everything happening in your world.

You can use our software to create newsletters, manage campaigns, and track results. Our advanced analytics will show you how much traffic your website gets from email campaigns and even which links people click on the most.

Email Marketing Software Customised Solutions - Salesforce

Email Marketing Software Salesforce Download

In 2022, marketers have more channels than ever before to reach customers. Savvy marketers use every combination of social media, direct mail, chat, display ads, SMS, web landing pages, and even the metaverse to get their messages in front of consumers. But it may surprise you to learn just how central email is to many successful digital campaigns.

According to recent research from HubSpot, one of our Editors’ Choice winners for email marketing tools, fully 64% of small businesses use email to reach customers—a higher rate than for any other digital channels save social media and websites. And whether it was due to isolation during the global pandemic or for some other reason, 77% of marketers saw increased customer engagement with email in 2021 versus 2020. It’s little surprise, then, that four out of five survey respondents said they’d rather give up on social media than on email.

To succeed at email marketing, however, takes more than a spreadsheet full of email addresses. You’ll need tools to help you compose, send, and track your emails, and even to integrate data from your email campaigns with your other backend systems. Fortunately, plenty of help is available. In this roundup, we tested 11 of the top email marketing platforms and rank the best ones. But what makes them the best? Here are some topics to consider.

What Is Email Marketing Software?
Email marketing software can manage your contact lists, help you design and send compelling emails, and track whether these were opened and read. Options range from text-based template solutions that marketers can quickly make their own to more complex HTML or JavaScript templates. The good news is that it doesn’t cost much to get started, nor is it an arduous undertaking. Many of the solutions in this roundup have affordable starter plans, and some even offer onboarding services for new customers.

Email marketing can take several forms. For example, some businesses might decide their most effective marketing tactic is a value-add newsletter delivered to a gated subscriber community. Others might want to tie their emails directly to their product and sales engines, so they can provide special offers and deals to recipients.

Each approach requires different tools for creating the source email and sending it to recipients. Email marketing tools can also help you segment your subscribers by demographic slices and engagement levels. And you’ll probably want to integrate with other back-end systems, such as the accounting system, the customer relationship management (CRM) system, and the inventory management system.

The Best Email Marketing Practices in 2022
Marketers have many more channel tools available to them these days than they did even just a few years ago. Social media, mobile and text marketing (see below), and even video campaigns compete for marketers’ budget dollars. With all those options available to them, many wonder if it’s time to give email the boot.

Statista global market valuation forecast for email marketing through 2027
(Image courtesy of Statista)
As we’ve said, email remains the most pervasively used communications channel in the world outside of verbal communication. According to market research firm Statista, the number of global email users will grow to about 4.5 billion in 2022, up from around 4 billion in 2021. That trend is reflected in Statista’s forecast of email marketing’s global market valuation through 2027. That forecast projects email marketing to grow to almost $18 billion by 2027. So let’s put thoughts of email’s demise behind us.

However, one important change for email marketing has been the increase in engagement on mobile devices, rather than PCs. Mobile users access emails throughout the day and wherever they are. Thanks to Apple Pay and Google Pay services, smartphones have also evolved as mobile payment solutions. This can make mobile email a one-stop shop allowing customers to go from marketing to purchase in a single session.

The increasing importance of mobile means you should pay special attention to the email designer and analytics sections of any email marketing service. The designer should provide at least a preview of how your email will look on a typical mobile device, and better yet, on several screens of varying sizes. Even better, the designer should also automatically render your email in a responsive format, meaning the HTML will correctly size images and other elements depending on the device used to view them.

You should also be able to segment your audience based on mobile device data. Some tools may force you to create custom reports to see this data, which means you may need to export it to a third-party business intelligence (BI) tool.

That leads us to another modern trend in email marketing tools, which is integration with other systems, most notably CRM. Some of the more advanced email marketing services have even begun to resemble CRM systems. It makes sense, because both types of software deal with managing and communicating with customers. Other email marketing systems will be able to plug directly into your existing CRM.

There is also a rising trend towards third-party e-commerce integration. You’ll find this in several of our contenders, including Editors’ Choice winner Mailchimp. These email marketing services generally offer several different but compatible services. You can create a store, process payments, and move it along with dedicated marketing and sales tools when you combine them.

Getting Creative: Email Plus More
So far, it might sound as though email marketing means the same staid, static messaging that everyone is used to, but this isn’t the case. Today’s marketers are finding innovative ways to combine traditional email marketing with other channels, including mobile and social media.

For example, SMS marketing is increasingly popular because it exploits an even more personal line of contact with customers. According to recent research, SMS has a 90% open rate compared to straight email marketing, hovering between 20-25%. That’s a clear difference, and it’s making marketers flock to platforms that support it. Email marketing vendors that have it right now include the likes of GetResponse and Mailchimp, among others.

But it’s risky for marketers to approach customers up through a channel they trust but is used mainly by friends and family. Some customers will react badly no matter what, but almost all of them will want to unsubscribe if they suddenly start getting ongoing SMS messages from people or organizations they don’t even know. That’s why savvy marketers don’t simply jump on new channels like mobile or SMS. They carefully consider the form those portions of their campaigns should take and the rules around creating compelling content, especially if it’s headed for smaller screens.

One way marketers can build more trust in their email messages is by incorporating user-generated content (UGC) into them. One popular example of UGC is a customer review of a product, like those you’d find on e-commerce sites like Amazon. However, UGC can also draw from other channels, including social media posts and comments in online forums, including your own support forums. According to a study by digital marketing tools vendor Tint, 62% of consumers say they are more likely to click on an image in an email when it’s a customer photo, rather than an image generated by the brand.

Still, other innovative ideas are being introduced to the realm of email marketing all the time. Take GetResponse, for example. It’s built a one-button live chat feature you can incorporate directly into your emails, which allows customers to go from reading an email to having direct interaction with sales or support people in a single experience.

AI and Email Marketing
Artificial intelligence (AI) has become a big part of many digital marketing efforts, especially email. AI improves email marketing mechanics such as A/B testing and more intelligent audience segmentation. This can help you almost immediately since it quickly improves efficiency and lets you make better strategic decisions around building the right campaign for different customers.

AI can also help personalize email content right down to the individual customer level, depending on how much information you can feed it from your CRM and sales systems. With the correct data, AI can choose different content, modify customer experiences on the fly, and even interact directly with customers via an AI-enabled natural-language chatbot. If any of that sounds attractive, you need to look very closely at how a prospective email marketing service has implemented AI and what kinds of features it offers.

Another area where AI can help is with the marketing automation capabilities that most of these email suites offer to some degree. Automation technology is best suited for prolonged, email-based interactions or drip campaigns. But an important aspect here is tracking the customer journey and the various touchpoints customers face from initial contact to closing the sale. AI excels in these scenarios since it can drill down to an individual customer and process the exact data for the vast customer volumes that top global retailers might get.

Getting Started at the Right Price
For most businesses, the good news is that the cost to reach prospective customers via email is generally low, while the potential for profit is high. Estimates of the typical return on investment (ROI) for email campaigns vary, but most suggest it is somewhere around $40 per dollar spent. That’s one of the highest rates of return of any digital marketing category.

The email marketing contenders we review here have a vast price range. They start at about $3 per month to send out 500 emails per month in Zoho Campaigns, and they range to as much as $1,250 per month for up to 10,000 contacts in Salesforce Pardot.

Many email marketing plans include unlimited emails each month and bill you based on subscribers. If you have a small list, then look for a company that offers a free plan, a low-cost plan for several hundred subscribers, or even a pay-as-you-go plan. On the flip side, many of these services also offer high-volume plans with up to 100,000 or more contacts. Sometimes this requires a custom plan that has to be arranged directly with a sales rep. If you’re willing to commit, look for the companies that offer discounts if you pay yearly rather than monthly. A few also offer money-back guarantees.

Getting started shouldn’t be daunting. Generally, you’ll know right away whether you like a user interface (UI) or not, and most of the contenders we reviewed offer free trials so you can poke around before dropping any cash. Luckily, most of these services have modern-looking graphics and uncluttered layouts. These are not the complex business software UIs of yesterday.

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Be sure to look at the tech support details, too, since several vendors don’t make support as available as we would have liked. You’ll find that some offer 24/7 phone support, live chat, and email help, while others leave you to rely on online documentation and limited live support hours. The best services offer a combination of self-serve help resources—where you can search FAQs and articles to find your answers—as well as live support via chat or phone when you can’t solve an issue yourself. We cover all of these concerns in our reviews, plus you can get an overview in the feature chart.

The Secret Sauce: Email and Automation
Beyond sending newsletters, the best email marketing services offer custom autoresponders. These help you stay in touch with your contacts with automatically generated emails based on special occasions (such as their birthday or anniversary), welcome emails for new subscribers, or thank-you emails for recent purchases, to give some examples.

The most advanced email marketing services offer custom workflows to specify triggers based on actions (such as opening an email or making a purchase) or on inaction (such as ignoring emails). With these services, you can also set up a series of emails (such as tutorials) to send to segments of users, and you can pause or stop a campaign at any time. You can also move contacts into new segments once they’ve completed their tutorials.

This kind of email marketing automation trick is mapping out what marketers call “the customer journey.” That journey amounts to the sequence and conditions your email marketing app must consider before sending out an automatic email. Depending on the app, this can be as easy or as complex as you’d like, but planning is critical.

A small retail business, for example, might want to send an automatic blanket email to all its customers before every holiday sale. They might also extend that to specific brands too. Suppose a customer bought an item from Vendor X, for example. In that case, the business might want to automatically send that customer an email if there’s a new product from the same vendor, especially if it’s on sale.

Those are basic examples. More complex possibilities include crafting several emails with the same message but optimized for specific subsets of your customer list. These optimizations could be around the products they’ve purchased, their location, or whether they’ve ever called your product support line, to name just a few. Whatever information you’ve collected about them can be relevant.

This level of customization can get very complex, so it’s important not to get overwhelmed at the start. Building a map to help automate your email marketing starts with what you want to tell customers, when you want to say to it, and why. Follow that plan, and you’ll quickly build a journey that might start with a welcome email post-purchase and gradually drill down to ever more targeted offers as your relationship with that customer grows.

As you’re planning that journey, you’ll come across all the details you need as you go, like which customer segments should be on different journeys, what those journeys need to look like, and mainly how to track your automated campaigns.

Tracking Your Performance
Launching email campaigns isn’t much help unless you can track your successes and failures to make adjustments quickly. All of the services covered here offer some level of tracking, whether it’s simple open and click rate data, color-coded charts and statistics, or even integration with Google Analytics. Once you’ve got some data on your campaign, you can tweak your content to see what works using features like A/B testing, where one part of your audience receives an email built one way and another set of people get the same email built differently.

In addition to A/B testing, many services now offer multivariate testing, which involves using multiple variations of an entire campaign to test which one performed best. Services that offer this feature include Campaigner and Mailchimp. Search engine optimization (SEO) is another important factor for content and landing pages. The right keywords can directly lead your subscribers from their email platform onto your website.

(Editors’ Note: Campaigner is owned by Ziff Davis, PCMag’s parent company.)

Whether you’re looking for a simple email marketing solution or one with full automation and advanced capabilities, there’s a wide range of solutions out there, and one of the contenders we’ve reviewed here should be a solid fit. You’ll see vendors focused on expanding their internal features while others develop significant partner and integration ecosystems. What’s the constant? Email marketing remains the foundation and the starting point, making it a great place to start your digital marketing journey.

salesforce email marketing integration

As marketing automation continues to grow and evolve, more and more solutions are being developed worldwide. No matter the size of your business or the industry you operate in, it’s highly likely your company is using marketing automation, at least to some degree. Still, marketing automation on its own is not enough to guarantee the success of any business.

Many organizations have turned to Salesforce, a large and well-known provider of many different types of enterprise technology. When you’ve already dedicated yourself to a particular vendor, finding other solutions or tools that integrate with your chosen vendor, such as Salesforce, can be challenging. Luckily, many marketing automation companies have developed integrations and connectors to work with Salesforce and continue the growth of your business.

The editors at Solutions Review have developed this resource to assist buyers in search of the best marketing automation solutions for Salesforce. Choosing the right vendor and solution can be a complicated process—one that requires in-depth research and often comes down to more than just the solution and its technical capabilities. To make your search a little easier, we’ve profiled the best marketing automation solutions for Salesforce and put them all in one place. This list isn’t static, and vendors may be changed as the market evolves.

Marketing Automation Buyer’s Guide

The Best Marketing Automation Integrations for Salesforce
Keap

Description: Keap, previously Infusionsoft, offers small businesses access to a marketing automation platform and CRM. The small business approach is emphasized as it only includes one user account in the base product. Keap offers collaboration with an onboarding expert to initiate setup for clients new to marketing tools. The platform provides a centralized view of customer data that enhances campaign automation and reporting. Keap helps users understand how audiences respond to campaigns and help them make modifications when necessary. They also provide hundreds of business apps, so you can craft the platform that fits your needs.

ActiveCampaign

Description: ActiveCampaign offers email marketing, marketing automation, CRM, and Sales Automation. Users have complete control over their email campaigns and have access to solid data collection and automation capabilities. Precision targeting takes the stress out of planning, as contacts are segmented into unique groups based on behavior and other important demographics. Its user-friendly interface and simple visual overlay allow quick onboarding and a shallow learning curve. ActiveCampaign also offers social media analysis and deep site tracking.

GetResponse
GetResponse – logo

Description: GetResponse offers a suite of simple and robust solutions that can be scaled and customized for small and large organizations. The company’s marketing solutions include automation, CRM, webinar software, email design, and more. Marketers can easily use the automation tool to create complex workflows, and the software allows for hundreds of customer journey scenarios with real-time updates. Meanwhile, the customer profiles features include tagging and scoring to build detailed segments.

Constant Contact
Constant Contact – logo

Description: Constant Contact works with small businesses, nonprofits, and individuals across various industries by providing them with the marketing tools they need to build their brand, attract customers, and improve their online business. For Salesforce users, Constant Contact offers an integration that allows companies to sync contacts, accounts, leads, and more, all of which can be automatically synced bi-directionally between the two platforms. Constant Contact’s marketing automation features focus on email marketing and help Salesforce users improve prospect, client, and partner engagement.

SharpSpring

Description: SharpSpring, from Constant Contact, offers a marketing automation platform for businesses and agencies. Its behavioral-based tracking tool helps users understand what motivates each click. It also enhances email automation, as customers are tracked after the click for increased personalization. SharpSpring’s visual workflow builder includes branching logic to engage leads correctly. Users can customize buyer personas to improve segmentation. The detailed data collection allows critical marketing decisions to be made with logic and efficiency.

Act-On

Description: Act-On offers a platform that eliminates many of the monotonous tasks marketers deal with. Various analytics and insights allow users to collect a large amount of data to inform and improve marketing techniques. With the collected data, Act-On then automates nurturing based on user preference. It even segments customers and leads into various categories. Act-On offers integrations with several CRM solutions, and the vendor also provides professional services to clients that need help building an effective marketing strategy.

Maropost

Description: Maropost Marketing Cloud provides tools for building complex customer journeys. The platform gives marketers the ability to connect with customers across email, web, mobile, and social media channels. Users can create and automate workflows from a simple dashboard on every channel and lifecycle stage. Event-driven workflows nurture visitors on a path that reflects their behavior. Machine learning tools utilize data to make personalized recommendations on your website. The Maropost dashboard includes a single customer view that combines all available data on a customer. This creates deep segmentation functionality based on both manual and automatic data.

Pardot
Salesforce Pardot – logo

Description: Pardot is the B2B marketing automation solution from Salesforce. It directly integrates with Salesforce’s CRM to harness all available data. This helps align marketing and sales to generate leads and keep them engaged. Since Pardot focuses exclusively on B2B, users can prioritize valuable leads through scoring and grading. It captures prospect activity and provides real-time alerts telling salespeople when to contact leads. The solution also gives marketers the ability to build and segment email marketing campaigns.

Autopilot

Description: Autopilot offers a marketing platform with a focus on integration. The platform connects customer information from a variety of tools and systems. Users get a single view of all their customer data to make automating the marketing journey easier. These insights also create deep personal journeys that change based on customer behavior. Individualized messages will be sent to new customers based on their site behavior and engagement, like signing up for a webinar.

Marketo

Description: Marketo offers marketing automation as an application. All of Marketo’s applications can integrate with their Engagement Marketing Hub. The marketing hub also includes LaunchPoint partner applications so that users can build an optimal marketing platform for their needs. The automated marketing application lets users create and scale automated marketing campaigns across channels. It also provides nurturing options that can be as persistent as needed. Each customer journey can be customized based on collected data, and each campaign is tracked for efficiency. Adobe acquired Marketo in September of 2018.

dotdigital
dotdigital – logo

Description: dotdigital offers a platform with simple drag-and-drop functionality for communicating with customers. It has multichannel capabilities to target customers efficiently. Users can harness analytics to send messages at the right time, in the right place, and on the right channel. Collected data includes customer identification and tracking. Lead scoring can be customized to focus on relevant data sets like purchase history, email opens, clicks, page views, and more. dotdigital can also work directly with users through managed and creative services.

LeadSquared
LeadSquared – logo

Description: LeadSquared brings marketing automation to key time-consuming areas, so marketers and salespeople have time to focus on substantial projects. This is accomplished through automating engagement with leads and customers. The software easily captures lead and activity data across channels, making each engagement meaningful and targeted. LeadSquared helps more than just marketers, as salespeople can easily access critical data to find sales-ready leads to target. The platform uses machine learning to forge a deeper understanding of conversion attributes. LeadSquared also integrations with popular CRMs like Salesforce and Microsoft Dynamics.

iContact

Description: iContact began as an email marketing company for SMBs before becoming a larger marketing automation and consulting entity. They offer detailed email marketing tools to help marketers deliver personalized messages. Delivery of messages is further enhanced by advanced tracking and reporting. Users can learn what’s driving a campaign’s success or failure. Depending on your team’s skills, iContact offers access to a strategic advisor to help build personalized campaigns with ease. Advisors have a detailed understanding of the platform and help make your email marketing goals a reality.

Conclusion

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