Mastering Marketing: How to Use Evolved Office and SalesChain Integration

Introduction

Experience the convenience of the Evolved suite directly within SalesChain. Forget juggling multiple platforms; everything you need is right here. The integration of Evolved Office and SalesChain revolutionizes how marketing and sales teams collaborate. With advanced audience segmentation, automated workflows, and real-time engagement tracking, this integration simplifies your processes while delivering impactful results.

What You'll Achieve:

• Segment your audience to create highly targeted campaigns.
• Automate workflows to nurture leads efficiently.
• Track engagement to turn interactions into actionable tasks and opportunities.

Say goodbye to platform-switching and hello to seamless marketing and sales coordination. Let’s explore how to maximize this powerful integration!

Features and Capabilities

1. Unified Marketing and Sales Platform

• Access the full power of the Evolved suite directly within SalesChain.
• Eliminate the need to switch between platforms for campaign management and engagement tracking.

2. Targeted Marketing

• Use advanced filters to segment your audience.
• Focus on key opportunities like expiring leases or upselling.

3. Automated Engagement

• Assign follow-up tasks and nurture leads automatically based on engagement.
• Use workflows and Journeys for multi-step communication.

4. Actionable Insights

• Monitor performance and engagement metrics in real time.
• Use detailed tracking to optimize future campaigns.

Step-by-Step Guide

1. Segment Your Audience in SalesChain

Effective marketing starts with defining your audience. Use SalesChain’s Advanced Search feature to create highly targeted contact lists.

Steps to Segment Your Audience:

• Log in to SalesChain and navigate to the Advanced Search section.
• Apply filters to refine your audience:
  • Activity: Focus on lifecycle stages or recent interactions.
  • Account Info: Target specific industries like Education or Real Estate.
  • Geography: Narrow your audience by location (e.g., city, state, or zip code).
  • Rep Assignment: Segment accounts by their assigned sales reps.
  • Asset/Contract/Lease: Identify accounts with expiring leases.

Combining these filters helps you create a refined list tailored to your marketing goals.

2. Create and Sync Campaigns

Once you’ve segmented your audience, the next step is to create a campaign in SalesChain.

Steps to Create a Campaign:

1. Select the desired accounts from your filtered list.
2. Click the Actions dropdown and choose Create Evolved Campaign.
   
    
3. Define campaign roles, such as "Lease" contacts, or include all roles.
   
    
4. Choose Campaign Type:
   • Select an Existing Campaign: Use the dropdown to pick a previously created campaign.
     
      
   • Create a New Campaign:
     • Click the New button.
       
        
     • Enter the campaign name and click Create Campaign.
       

Your campaign will sync automatically with Evolved Office, ready for management and tracking.

3. Manage Campaigns in Evolved Office

After syncing, head to Evolved Office to refine and manage your campaign.

How to Manage Your Campaign:

• Navigate to the Evolved Office icon in SalesChain.
  
   
• In Evolved Office:
  • Go to the Contacts section.
  • Select the Lists tab to view synced campaigns.
  • Use the Keyword Search or scroll to find your campaign.
    
     

Campaign details include the owner, active contacts, pending validations, and last edit date.

4. Automate Engagement with Workflows

Workflow automation ensures that every interaction is acted upon efficiently, converting engagement into actionable tasks.

How It Works:

1. Navigate to the Menu tab in SalesChain.
2. Select Administrative Tools > Evolved Office > EO Workflow Profile.
   
    
3. Click the plus sign to add a new workflow. Options include:
   
   
   • Default: Apply the workflow to all campaigns.
   • Custom: Assign workflows to specific campaigns (e.g., "180-Day Lease Expiration").
     
      
4. Define workflow triggers, such as:
   • Number of email opens or clicks.
   • Or engagement points accrued over time.
5. Once set, the workflow:
   • Assigns follow-up tasks to sales reps.
   • Elevates leads to sales managers when engagement thresholds are met.
     

Workflows ensure consistent follow-ups, nurturing leads efficiently.

5. Creating a Journey: Turning Targets into Engagement

Journeys take engagement to the next level by automating personalized communication workflows.

Why Use a Journey or Drip Campaign?

• Automate Follow-Ups: Send emails or assign tasks based on audience actions.
• Enhance Personalization: Tailor each step to individual behaviors and preferences.
• Drive Consistent Engagement: Ensure timely communication at every stage.
• Save Time: Automate repetitive tasks while maintaining flexibility.

Journeys integrate seamlessly with your campaigns, guiding leads through a structured funnel to maximize conversions.

For detailed steps, check out the Comprehensive Guide: Creating a Journey and Multi-Rep Journey with Multi-Assign Feature.

6. Track Campaigns and Engagement Points

Once your campaign is live, monitor performance in Evolved Office.

Track Performance Metrics:

1. Navigate to the Reports section in Evolved Office.
2. Review campaign details, including:
   • Message Name and Subject Line.
   • Engagement points and total contacts reached.
   • Delivery rates, opens, clicks, and unsubscribes.

Use the Actions dropdown to access detailed stats.

 

Drill-Down Statistics:

1. Navigate to the Drill Down Stats tab.
2. Analyze individual subscriber data, including:
   • Points earned for opens, clicks, and form submissions.
   • Actions like bounces and unsubscribed.

Points Breakdown:

• Open = 1 Point
• Click = 5 Points
• Form Submission = 20 Points
• Download = 10 Points
• Unsubscribe = -20 Points

These insights help refine future campaigns and target the most engaged audience.

 

Benefits of Integration

• Simplified Campaign Management: Combine marketing and sales workflows in one system.
• Targeted Outreach: Create highly personalized campaigns with detailed segmentation.
• Actionable Insights: Use engagement data to optimize marketing strategies.

Conclusion

With the Evolved Office and SalesChain integration, sending your marketing campaigns becomes effortless and impactful. From audience segmentation to automated workflows and detailed engagement tracking, this system helps you turn interactions into conversions and drive better results.

Take the next step—leverage the power of this integration to supercharge your marketing strategy today!