Salesforce

Salesforce connects your sales records to the content your marketing team plans. Collabre syncs leads and accounts from your Salesforce org, so the people and companies your sales team is working are in view when you decide who a Campaign should reach. Content work and pipeline sit side by side, rather than in two tools that never meet.

The point is targeting. A Campaign starts with a brief that names its target audience and key messages, and the leads and accounts in Salesforce are the most concrete description of that audience your company has. With the connection in place, planners write briefs from the accounts sales actually cares about. Like every integration, the Salesforce connection syncs on a schedule, refreshes its own credentials and reports its health, so you can see a broken connection before planning depends on it.

Say your team is planning an account based Campaign for a new product line. Before you open the Campaign wizard, connect Salesforce so the leads and accounts sales is pursuing are synced. In the Brief and Goals panel, write the target audience and key messages around those accounts rather than a generic persona. When you reach Deliverables Definition, plan the content items each channel needs for that audience. The Campaign now starts from the same list of accounts sales is working, and both teams can read the result against the same records.