Unified Contact Management

# Unified Contact Management ## What It Does Unified Contact Management automates the syncing of contacts, consent, and segments between KlickTipp and Salesforce, ensuring data consistency and saving marketing teams valuable time. By streamlining data management, marketing managers can focus on creating effective campaigns rather than manual data entry. The automation agent accurately updates contact information, consent status, and segment assignments in both systems. This results in a unified view of customer data, enabling more targeted and personalized marketing efforts. ## Who Needs This Marketing managers who struggle with manual data syncing between KlickTipp and Salesforce will benefit greatly from Unified Contact Management. Currently, they spend hours each week ensuring data consistency across both platforms, taking away from time that could be spent on campaign strategy and execution. By automating this process, marketing managers can redirect their efforts towards high-value tasks. ## How It Works — Step by Step 1. You connect your KlickTipp and Salesforce accounts to the Unified Contact Management agent. 2. The agent retrieves contact data from KlickTipp, including consent status and segment assignments. 3. It then checks Salesforce for matching contacts and updates their information accordingly. 4. If a contact exists in KlickTipp but not in Salesforce, the agent creates a new contact in Salesforce with the relevant details. 5. The agent also updates consent status and segment assignments in Salesforce to match the data in KlickTipp. 6. Conversely, it retrieves contact data from Salesforce and updates KlickTipp to ensure both systems are in sync. 7. The agent continuously monitors both systems for changes and updates them in real-time. 8. You can review the sync history and logs to ensure data consistency and troubleshoot any issues. ## What You Get * Accurate and up-to-date contact data in both KlickTipp and Salesforce * Consistent consent status and segment assignments across both platforms * Reduced manual data entry and minimized data inconsistencies * Increased productivity for marketing teams, allowing them to focus on campaign execution * Real-time syncing of contact data between KlickTipp and Salesforce ## Setup Requirements * KlickTipp account credentials * Salesforce account credentials * API keys for both KlickTipp and Salesforce ## Pricing $39 one-time *No subscription. Yours to keep and run as many times as you want.*