Amplify Customer Value and Engagement with native MoEngage Salesforce integration

Reading Time: 4 minutes

Salesforce CRM, one of the world’s leading customer relationship management platforms, plays a vital role for many businesses across the world. Brands  rely on it to store valuable customer data, including lifecycle stages, tiers, and contact details.

However, activating this customer data for deeper engagement through a modern CEP such as MoEngage has traditionally been a challenge due to integration gaps.

A missing bidirectional data sync makes it difficult for marketers to transfer and update key customer data, hindering timely and relevant customer engagement.

While some marketers rely on external tools like Zapier and Tray.io to connect Salesforce with MoEngage, it adds unnecessary costs and complexity to their operations.

Many businesses try to build their own integration in-house or through SIs but are bogged down by-

• High Cost and effort
• Continual tech dependency
• Need for SIs/in house tech team
• Longer time to market

Introducing MoEngage’s Native Salesforce Integration

MoEngage is the first cross-channel customer engagement platform (CEP) to launch a native Salesforce CRM integration, certified and listed on the Salesforce AppExchange.

This integration provides a seamless bidirectional data sync, empowering marketers to:

• Send contacts, activities, lead status, and custom events from Salesforce to MoEngage

• And Push campaign engagement data from MoEngage back to Salesforce

With this native integration, MoEngage enables businesses to unlock the full potential of their Salesforce CRM data.

Key benefits to customers

• Enhanced Personalization: Leverage rich customer data from Salesforce in omnichannel campaigns to deliver a more tailored customer experience.
• Real-Time Campaign Triggers: Automatically activate campaigns based on changes in customer data (e.g., purchase behavior, tier upgrades, contact info updates), ensuring that engagement is always relevant and timely.
• Improved Data Sync for Business Insights: Beyond marketing, bidirectional data sync ensures that MoEngage’s campaign data is pushed back into Salesforce, enhancing CRM records and facilitating better business analysis.
• Cost Effective: By eliminating the need for third-party tools, customers enjoy a more cost-effective and streamlined process to manage their marketing efforts.

Key Use Cases That This Integration Solves across Industries

Financial Services

1. Personalized Loan and Credit Card Offers: Salesforce CRM stores customer financial data, including income, spending habits, and credit scores. Syncing this data with MoEngage allows financial institutions to send personalized offers for loans or credit cards that match the customer’s financial profile.
2. Automatic Premium Payment Reminders: For insurance providers, Salesforce stores details on premium due dates and policy information. By integrating with MoEngage, financial services can automatically send premium payment reminders before due dates, ensuring customers remain covered.
3. Upselling Wealth Management Services: Financial institutions can use Salesforce CRM data to identify high-net-worth customers. By passing this information to MoEngage, personalized upsell offers for wealth management or investment services can be delivered through the customer’s preferred channels.
4. Timely Mortgage or Loan Renewal Campaigns: Use Case: Salesforce captures mortgage and loan details, including renewal dates. MoEngage can use this data to trigger renewal offers or refinancing campaigns well in advance, ensuring customers are aware of their options for better interest rates or terms.
5. Customer Retention Campaigns for Expiring Policies: Salesforce CRM stores information on expiring insurance policies or financial plans. MoEngage can trigger customer retention campaigns that offer incentives to renew policies, thereby improving customer retention rates.

Real Estate

1. Personalized Property Recommendations: Salesforce CRM stores data on customer preferences such as property type, location, and budget. Syncing this data with MoEngage allows real estate companies to send personalized property recommendations based on each customer’s preferences.
2. Automated Follow-Ups for Property Viewings: After a potential buyer views a property, their details are logged in Salesforce. By syncing this data with MoEngage, real estate companies can automatically send personalized follow-up messages, nudging customers to the next stage of the buying process.
3. Nurture Leads for Pre-Launch Properties: Salesforce captures lead data for upcoming property launches. MoEngage can send out regular, automated communications to keep leads engaged and informed about the project, leading up to the launch or booking window.
4. Customer Journey for Home Loan Assistance: Many real estate buyers need home loan assistance. Salesforce stores customer eligibility data, and MoEngage can trigger targeted campaigns that offer home loan assistance and guide them through the application process.

Automotive

1. Personalized Vehicle Maintenance Reminders: Salesforce CRM stores customer vehicle data, including purchase date, model, and last service. By syncing this information with MoEngage, automotive brands can trigger personalized service reminders at the right time, helping customers keep their vehicles in top condition.
2. Upselling Vehicle Add-ons and Services: Automotive companies can use Salesforce CRM data to identify customers who purchased specific vehicles and offer personalized add-ons such as extended warranties, insurance, or new accessories. MoEngage can trigger these upsell offers across multiple channels based on the customer’s purchase history.
3. Lead Nurturing for Test Drive Bookings: Salesforce captures lead data from customers expressing interest in specific car models. Syncing this lead data with MoEngage enables automotive brands to send targeted follow-ups, including test drive booking reminders and offers, across channels, guiding leads through the sales funnel.
4. Omnichannel Engagement for Lease or Finance Renewals: Salesforce stores customer lease or finance information, including renewal dates. Syncing this data with MoEngage allows automotive brands to trigger renewal reminders or special finance offers ahead of contract expiration, helping customers renew smoothly.

Summary 

With MoEngage’s native Salesforce CRM integration, businesses across industries can now turn customer data into meaningful engagement without the need for expensive third-party tools. This streamlined, efficient solution not only saves time and cost but also opens up a world of opportunities for better, data-driven marketing.

If you’re an existing MoEngage customer and want to get started with the Salesforce Integration, reach out to your favorite account manager. If you’re new to MoEngage, you can schedule a demo here.