Video Tutorial: Using InfoTransfer for Salesforce

A good sales person remembers names. A great sales person remembers names, interests, and history with your company. Here's a tool that will do the memorizing for you. Salesforce for Constant Contact will make your email marketing campaigns more efficient by saving and tracking all sales data. In this demo you will learn how to:

• Setup a Salesforce for Constant Contact account
• Import Salesforce contacts and leads
• Upload selected contacts or lists
• Manage and sync email opt outs
• Map your upload settings so you have immediate access to the fields you prefer
• Select how you want contact to be displayed and saved
• Separate Salesforce lists from new contact lists
• View campaign history, opens, forwards, and clicks
• Schedule regular syncs from Salesforce and Constant Contact
• Manage email opt-outs
• View all email marketing history and engagement for each client