Selection Hub
The intelligent selection tool for Salesforce
Given the size of the datasets and large amounts of data, the selection and reporting options in Salesforce can seem limited. With our Selection Hub, you can combine and select all of your data, arrange it into categories of your choice and harness it for more targeted and effective marketing.
Select and combine data in Salesforce in more complex ways
The more you know about your customers, the more precisely you can select addressees for your communications, making them more personal and individualised. The ability to select and combine existing CRM data gives you a great competitive advantage. In an age when product and brand communications are ubiquitous, delivering personalised marketing that is relevant to your customers is critical.
Although you may have a large volume of customer data in Salesforce, the options for fully leveraging that valuable data are limited. Our Selection Hub has been specifically designed by us to address this limitation so that data from several different sources can be selected and evaluated. This allows your company to send each of your customers content suited to their current needs.
Set filter criteria
Define the required criteria for the object. For example, you can filter all customer contacts with addresses by a specific status (such as donor status) that are managed by a specific department (such as key account management).
Selection logic configuration
Configure your selection logic by using different operators to define sets and combine individual objects. For example, you can select all active contacts with addresses based in Southwest Germany that have a sales value of over €10,000 in the previous year who participated in the last marketing campaign.
Using templates for filter criteria and selection logic configurations
If you need to use certain object filters or selection logic configurations frequently, you can save them as templates and use them again for new selections.
Test the selection
Test the selection you have created and check the results to ensure your selection logic has captured the intended addresses
Create campaign participants automatically
After the selection has been tested and executed, the selected datasets can be created in Salesforce as, for example, campaign participants or as a user-defined object.
Customisable export of your selection data
Configure your export. For example, you can define certain column sequences. The datasets can be exported as a CSV or XML file so that you can share them with a lettershop or import them into another system.
Unrestricted selection of data from different objects
Select all data from different objects (contacts, leads, accounts, opportunities, etc.) with the help of (SQL) operators.
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