Re-engage Customers with Salesforce Automation

Entertainment service provider partners with Rithom to create a Salesforce email template campaign routing process. 

Challenge
  • Sales & Marketing Manager wants Sales Reps to re-engage with targeted Contacts in hopes of increasing sales.
  • Sales Reps are to send Account Engagement (Pardot) Email templates to identified Contacts using the Activity widget on the Contact Page Layout.
  • Sales & Marketing Manager needs targeted Contact who has been sent the Account Engagement Email automatically added to a Sales Re-engagement Campaign for Opportunity tracking.
Solution
  • Utilizing Salesforce Automations through Custom Metadata Types, Rithom developers automated this process for the customer.
  • The solution allows for the customer to control the assignment of Contacts over time using Email Template Campaign Routing Metadata.
Result
  • Rithom’s approach puts the power in the customer’s hands versus having them dependent on developers for future needs.
  • This solutions reduces manual entry for the customer and gives them back valuable time that can be spent bringing in new business.
  • By automatically adding the identified Contacts to the targeted Campaign, the customer gains insight into enhanced Opportunity reporting.
Learn more with our Blog Post!

“This is fantastic for us because as we do more of this kind of stuff in the future, now it is already built and we can just edit the metadata.”

Puts Power in Customer’s Hands

Increased Visibility for Reporting

Scalable Tool

About Rithom

Established in 2013, RITHOM creates, educates, and optimizes IT and Marketing solutions to help our customers reach their full potential. We provide value through affordable growth strategies for your business. Rithom is committed to sustaining the highest quality standards from end to end Technology implementations to serving as an extension of your team or tackling all of your IT and marketing needs. We can conquer it all!

300+
sales cloud implementations
41+
salesforce certifications
45,000+
project hours

Salesforce Certifications

  • Sales Cloud CRM
  • CPQ
  • Service Cloud
  • Field Service
  • Pardot
  • Marketing Cloud

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