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, in addition to certified Constant Contact certified solution provider and Silver Tiger CEO Cori DiDonato, you'll also get to work directly with Silver Tiger Consulting's CTO John Pontius. Mr. Pontius is both Pardot 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, 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. The second portion of the workshop will be hands-on, so please make sure you can log into Salesforce!