Synergy!LEAD Update: Enhanced Automation on Salesforce AppExchange

Introduction

Synergy Marketing Corporation has made a significant update to its Salesforce-native application, Synergy!LEAD, available on Salesforce AppExchange. This enhancement allows customers to seamlessly integrate with Salesforce’s standard "Flow" feature. With this, users can automate email deliveries based on customer data triggers, leading to a more streamlined email marketing approach.

The Automation Capabilities

The new "Flow Trigger Mail" function empowers B2B companies struggling to fully leverage their accumulated data for marketing activities. It addresses the need for timely information sharing and follow-up based on customer actions—such as web browsing, email opens, and sales progress. Previously, manual email distribution methods led to inefficiencies and missed opportunities to utilize valuable customer data accumulated in Salesforce effectively.

Now, with the Flow Trigger Mail, users of Synergy!LEAD can build automated email rules based on customer actions directly within the familiar Flow Builder interface, which doesn’t require any programming skills. Users can set up customized scenarios such as sending an email when a link is clicked or specific web pages are viewed, enabling complex conditional branching to tailor email deliveries precisely to business processes.

Use Cases

Lead Nurturing

For example, if a lead requests information, an automatic thank-you email is sent out. Following this, if the lead hasn’t opened the thank-you email within a few days, a case-study email is dispatched. Conversely, if the email is opened, an invitation to a webinar is sent. This systematic approach aids in nurturing leads effectively through automated processes.

Retargeting Based on Web Behavior

Additionally, if existing customers visit specific pages on the company’s website, like pricing pages, they can receive timely emails featuring campaign information or special offers, ensuring that marketing efforts are aligned with customer interests.

Discovering Synergy!LEAD

Synergy!LEAD is easily manageable from Salesforce’s interface, offering a user-friendly application for marketing and operational efficiency. This application boasts essential features such as forms, email distribution, and web tracking, making it intuitive and stress-free to operate. Users can select individual functions based on their needs, with a pay-per-use option, ensuring optimal utilization without unnecessary costs.

With over a decade of experience, our dedicated staff offers support in Synergy!LEAD implementation and operation, along with ongoing advice for Salesforce-related activities.

Synergy!LEAD can be downloaded from AppExchange here.

Comments from Salesforce

Atsushi Urano, Executive Officer of Salesforce Japan, expressed his support for the new feature addition to the AppExchange. He highlighted that the ability to automate email deliveries through Flow and visualize delivery effectiveness will accelerate customer business transformation.

About Salesforce AppExchange

Launched in 2006, AppExchange stands as the premier enterprise cloud marketplace, enabling businesses, developers, and entrepreneurs to create, sell, and grow like never before. It features over 8,000 partner applications and 13 million customer installations, providing customizable solutions for various business challenges.

Company Overview

Synergy Marketing Corporation aims to foster better relationships between individuals and companies through advanced digital marketing experiences. We support continuous growth for our clients through cloud system provision, consulting, operational support, and personnel development services. Our comprehensive approach addresses essential issues organizations face, from strategic design to internal structure and training, leveraging over 20 years of CRM market leadership to propose effective marketing solutions that lead to tangible results.

Company Name: Synergy Marketing Corp.
CEO: Hiroshi Okudaira
Founded: September 2000
Headquarters (Osaka): 21F, Dojima Avanza, 1-6-20 Dojima, Kitaku, Osaka 530-0003
Headquarters (Tokyo): 5F, Banchou Kojimachi Building, 6-6-2 Kojimachi, Chiyoda-ku, Tokyo 102-0083
Business: Providing cloud systems, consulting, operational support, and personnel training services in the digital marketing field.
Website: Synergy Marketing