“Making sales work the way YOU want to work”
Easily add Leads & Accounts of any Salesforce Object to a Sales Campaign
Salesforce works really well with continuous sales processes, and now, with ‘Easy Sales Campaign’ it’s just as easy to run sales campaigns.
Add to a sales campaign using demographics and buying history and then exclude using demographics and buying history, to target the sales campaign at just the right people. With a super simple interface you can use Accounts, Contacts, Opportunities, Leads and even custom objects to build your sales campaign.
Easy Sales Campaign enables you to simply add Account, Contacts, Opportunities, Leads or custom objects to a Sales Campaign from a List View, but excluding records based on buying history or demographics.
Don’t be constrained by Salesforce, sell the way that works best for you.
Easy Sales Campaign includes Action Buttons to make it easy to email and log calls to the ‘Primary Contact’
BUT you can only install Action Buttons in a Sandbox if you first set Email->Deliverability to ‘All email’
This is why we have provided the Action Buttons as a separate, unmanaged app. It has not passed the security review, but you can see from the components list that is ONLY contains 8 Action Buttons which you can configure.
Because EMail Actions do not install correctly, after downloading the Unmanaged App you have to update two of the Opportunity Actions: ‘Email’ (Send_Email_Sales_Campaign_Contact) and ‘Email Lead’ (Send_Email_Sales_Campaign_Lead):
- Add a new ‘Predefined Field Value’
- Choose ‘Field Name’ of ‘To Recipients’
- With ‘Formula Value of ‘Opportunity.aiec__Sales_Campaign_Contact__c’ for the ‘Email’ Action and ‘Opportunity.aiec__Sales_Campaign_Lead__c’ for the ‘Email Lead’ Action
If you want help setting this up, please reach out by clicking on the ‘Find out more’ button below: