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Marketing automation

Make an impact with Marketing Automation

Making an impact also means really connecting with the people you care about. That is why it is also necessary to understand the Return on Investment of your marketing efforts.

This solution gives you insight into donor behaviour. You can connect with them in a personalised way and create content depending on the relationship you have with them. Dynamically, based on their response to your expressions.

Marketing automation allows online marketing professionals to learn more about the stories of donors and supporters. They then learn to harness this information at every stage by delivering relevant messages and personalised content through Salesforce's tooling.

Salesforce offers several tools for marketing automation: Account Engagement and Marketing Cloud. Both have their specific features, benefits and limitations. Based on our extensive experience with both toolings, we can advise you on which way your organisation can make the most impact.

"I like working with Account Engagement because the interface is to-the-point, intuitive and organised. There is a lot of emphasis on the internal consistency of the different elements in the toolkit. If you're digitally savvy, you'll have the first donor-driven automation ready in no time. And you immediately start thinking about the next one!"

The advantages of this solution

Tell a personal story

Get in touch with donors: personalised, at the right time, through the right channel and relevant to them.

Get to know your donors or customers

Find out all you can about your donors and people you care about by monitoring and recording their behaviour and interactions.

Create insight into your ROI

Gain insight into what your marketing efforts are getting you.

Follow one of our training courses

For admins, we offer training courses, teaching both novice and experienced Salesforce all about the ins & outs of Salesforce. 

Salesforce Admin Training

This solution uses

GoMeddo

Fully native Salesforce app for scheduling and appointment management, from course management to educational pathways.

Salesforce Net Zero Cloud

Net Zero Cloud allows you to monitor and improve your footprint, providing a complete solution to manage sustainability goals.

Amp Impact

Discover Amp Impact, a comprehensive impact management platform for Salesforce.

PDF Butler

Automatic document generation with data from Salesforce.

Our working method

Find out more about the steps, requirements, deliveries and audience and decide if this solution is right for your organisation.

Target

Organisations of any size, including non-profit organisations.

Steps

TwoPurpose will help define the scope of your project and draw up a phased approach. Activities may include:

  • Assessment session
  • Technical configuration of Salesforce Account Engagement
  • Integration with Salesforce
  • First import of prospects
  • On-site training sessions
  • Customer processes
  • Event management
  • Lead scoring and assessment

Requirements

  • Your organisation needs to understand the benefits of having all its data in one place.
  • One must have basic knowledge of marketing (automation)
  • Your organisation currently works with Salesforce or will soon start working with Salesforce.
  • The marketing team has the ambition and resources to automate marketing.

Deliverables

  • Seamless integration with Salesforce CRM
  • Gain insights into the behaviour of your donors or customers
  • Spend less time on repetitive tasks
  • Free up more resources to focus on mission and impact, or simply increase the number of deals or sales
  • Relevant and personal communication with your donors, prospects and/or customers

Customer story

How Platform Zero Incidents together with Salesforce and TwoPurpose Make Inland Navigation Safer

vfonds streamlines fundraising with Salesforce - teamwork, hands down

Customer story

vfonds streamlines donations with Salesforce

Customer story

Leprazending: fighting leprosy with Salesforce implementation

COC Netherlands Pride flag

Customer story

COC Netherlands: LGBT nonprofit automates processes with Salesforce

Ronald McDonald Children's Fund children hug each other

Customer story

Ronald McDonald Children's Fund revamps CRM platform with Salesforce

Fighting poverty with Salesforce - elderly woman receives care

Customer story

ParkinsonNet: Salesforce in the fight against Parkinson's

Wondering how we can help your organisation?

Contact our account manager Lex

Events

Agent vs. Agentforce with Jeroen Houwen

6

NOV

Nonprofit Cloud (NPC)

12

NOV

NGO 3.0

18

NOV

Roundtable: International Faith-based NGOs

20

NOV

Roundtable: International NGOs

20

NOV

PMEL: How do you translate wishes into clear requirements?

27

NOV

vfonds streamlines fundraising with Salesforce - teamwork, hands down

Marketing Cloud Next + Data Cloud, Segmentation via Unified Profiles

11

DEC