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    Marcus Roskill

    Hi Spencer,

    We're about to go down this route with a client, since your post have you gone ahead with this? I'd be interested in some specific areas:

    Granular unsubscribes and syncing with SF

    How to manage part-sync (we don't want to have all the SF data in SS)

     

    Marcus

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    Stephanie Faughnan

    Hi there,

    Our agency is also about to help a client integrate with Salesforce. Any feedback if you went through with this would be very helpful. Thank you!

    -Stephanie

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    Harryson

    Hi Stephanie and Marcus! Are you in contact with your account manager? They should be able to help point you in the right direction as well :).

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    Marcus Roskill

    Hi Stephanie,

    The elephant in the room that nobody told me about is that SS doesn't have a way of limiting the number of contacts in the sync, it's all or nothing. So if your client has 21K prospects in SF (even if 19500 are unengaged) then you will need the 20K+ package from SS as opposed to the 1500 package, you will need to warn your client about this and get their approval, otherwise, you will end up paying the difference. Our client started with SS, as many companies do, by loading 700 contacts to do a test mail-shot, and they were so impressed that they decided to go with the SF sync but were a bit disappointed by the hike in SS fees because I didn't know to warn them.

    Also make sure your client is absolutely clear about the differences in definition of 'Contact' in SS (basically an employee/agency staff) and a 'Contact' in SF (someone who is in regular contact with the sales team, as opposed to a prospect) Our client goes through their SS instance innocently changing people to 'Contacts' which removes them from outbound, and (if they knew) would allow them access to SS!

    Lead score is a great feature in SS but SF doesn't really replicate it, there is a fancy looking bar-icon with red/orange/green stages in SF but to get that to show properly requires some over-complicated coding using SF widgets.

    After sync, the Pipeline/Opportunites tabs are disabled in SS, because it is assumed that this will all be done in SF, but that makes reporting Leads/Opportunities/ROI very difficult - too many discrepancies between the two systems, and no simple report to run to show ROI for the month, and how much is down to the brilliant job the agency is doing ;)

    Hope this helps!

    Marcus

     

     

     

     

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