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ISV Customer Success Story: Campaign Monitor Invests in Dynamics 365 Integration

Today’s blog post was written by Kayla Silverstein, Marketing Specialist at Sonoma Partners.

Campaign Monitor is the email marketing and automation platform used by some of today’s fastest growing businesses. Their technology provides their 200,000+ customers, including Chandon, Rip Curl, Topshop, Huffpost, and Virgin, with powerful tools to help drive business results through email.

CRM plays a large role in the Campaign Monitor platform. When real-time customer data from CRM is integrated with Campaign Monitor, email marketers leverage that data to send more targeted campaigns that in turn drive engagement. Campaign Monitor recognized that one of the top CRM platforms their customers use is Microsoft Dynamics 365. To ensure these customers had a seamless way of bringing CRM data into Campaign Monitor, their team decided to build an integration between the two platforms.

Campaign Monitor hired Sonoma Partners to help build an integration between Dynamics 365 and their email marketing platform.

The result of this partnership was a scalable and robust integration between Campaign Monitor and Dynamics 365 that provided their joint customers with the functionality they needed to bring the right customer data into their email marketing campaigns.

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We sat down with Vibhor Chhabra, Head of Product Management at Campaign Monitor, to ask him about the project, investing in Dynamics, and his thoughts on integrating his solution with a a market-leading CRM platform.

Why did you decide to invest in Dynamics 365?

Chhabra: Our goal at Campaign Monitor is, and has always been, to build a platform for more sophisticated email marketing, while maintaining the simplicity of our product, and expanding globally. More and more of our customers want all of their subscriber data in Campaign Monitor. To bring in customer data the moment they interact with your brand is a powerful thing. You can use this data to engage in real-time interactions and market according to their behavior. By sending targeted emails based on user activity in CRM, you can ensure your messages are personalized and therefore more effective.

Beyond fulfilling a customer need, we also believe in investing in partnerships. We found the investment in Dynamics 365 to be a great opportunity to grow our partnership with Microsoft. Microsoft is a leader in CRM, and we are a leader in email marketing – it seemed fitting to join forces to better serve our joint customer base.

Why did you choose Sonoma Partners, and what was your experience in working with us?

Chhabra: I had heard great things in the market about Sonoma Partners and their advanced expertise with CRM and Dynamics 365. It became an obvious choice and one that truly served us well.

I enjoyed my experience in working with Sonoma Partners. I thought they had a very clear and professional process. Sonoma Partners came in with a plan and executed accordingly. With quite a few customers already requesting the integration, we had to significantly push up our development timeline. Sonoma Partners readily accepted the challenge and delivered. We’ve already received great feedback on the integration, and I’m very pleased with the result.

What were some of the tough decisions you had to make throughout the course of the project?

Chhabra: Balancing the functionality we needed in this integration with the delivery timeline was bound to be challenging. Is it better to get your customers something early that’s a bit simpler, or to make them wait for something more feature rich? Ultimately, we released an initial version that had a one-way sync between the platforms to get our customers up and running immediately/quickly. Shortly thereafter, we released a second version that operated with a two-way sync between the platforms. This allowed us to balance the desired functionality and delivery time.

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What’s next for Campaign Monitor?

Chhabra: There is a lot on the horizon for Campaign Monitor as we continue to invest in our platform and to serve our customers above and beyond their expectations. I think this Dynamics 365 integration is just one example of how we continue – and will continue – to invest in meeting the needs of our users.

Our thanks to Vibhor for sitting down with us to discuss the project! If you’re looking to build an integration between your application and a market-leading CRM platform or to learn more about our ISV Enablement practice, contact us.

Topics: ISV for CRM Microsoft Dynamics 365