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Fitness SF
  • November 30, 2020|
  • 5 minute read

Fitness SF is a health and wellness company in the Bay Area. They have eight locations in and around San Francisco. You’d think that’s not too many, right? Here’s what’s interesting, though: the owners of Fitness SF used to be part of a much bigger fitness chain. Until they gave up and started from scratch, with a new, community-driven approach.

Background

Fitness SF is a health and wellness company in the Bay Area. They have eight locations in and around San Francisco. You’d think that’s not too many, right? Here’s what’s interesting, though: the owners of Fitness SF used to be part of a much bigger fitness chain. Until they gave up and started from scratch, with a new, community-driven approach.

Downsizing isn’t always a bad thing. When you do it because you want to offer superior services, you may end up growing in ways that wouldn’t have been possible if you stayed a giant in your industry.

Opportunity

Fitness SF works in a cutthroat industry, health, and wellness. As if that wasn’t enough, we all know what the 2020 pandemic meant for gyms — lockdowns and uncertainty.

Moreover, since they serve the Bay Area, their customer service has to be top-notch. Not only is Fitness SF focusing on becoming the community’s go-to gyms, but the said community is one of the most demanding in the world.

Quite a tall order, right?

It leaves very little room for errors, especially when it comes to marketing and communication.

In 2021 and beyond, the health and wellness industry is set to grow exponentially. People are already paying more attention to their health and with gyms re-opening, it’s crucial to be your customers’ first choice. Fitness SF knows this, which is why they have started investing in software that sets them up for growth and has excellent ROI early on.

Challenges

Fitness SF has chosen two very powerful tools to manage their communication with leads and customers: Constant Contact and Salesforce. The only problem?

Segmentation across solutions is pain that, unlike fitness, brings no gain. For instance, Fitness SF needs to be able to target customers that belong to one of their locations. Why send class reminders to someone who frequents the gym across town

But segmentation and subscribe/unsubscribe management from Constant Contact to Salesforce and vice versa cannot (and should not!) be done manually. It’s time-consuming and extremely error-prone.

Solution

Fitness SF has chosen the SyncApps by Cazoomi Constant Contact for Salesforce integration. If you’re wondering why we are the preferred integration solutions provider for the health and wellness industry, check out just a few of the highlights:

  • Automate your gym or studio’s appointments, bookings, products, and services to the software you use while saving hours on manual data entry.
  • Segment clients, appointments/services, and categories to better market.
  • Accurately integrate bookkeeping records on your Crossfit, gym, or yoga members with ease.
  • Deliver integrated targeted marketing across multi-channels, be it in-stores, mobile, or web.

Now that we got that out of the way, let’s take a closer look at how Fitness SF uses our Constant Contact for Salesforce integration:

Fitness sf Constant Contact for Salesforce

SyncApps made it easier for Fitness SF to manage its Salesforce processes through a few powerful features:

  • Filter and sync only those records that meet specific criteria from SalesforceCRM or vice-versa.
  • Bring back only records with opens or clicks activity to allow lead nurturing in CRM as well as what they clicked on in your drip marketing campaigns.
  • Retrieve Email Campaigns in Constant Contact and create an activity for each Campaign Response.

Key Outcomes

  • Sending campaigns to their target market just got much easier for Fitness SF. Using Constant Contact, they can segment data from Salesforce and send messages directly to their target audience:

Constant Contact segment data from Salesforce

  • They can now easily sync the results of their marketing campaigns, for better insights into their sales report.

Curious how to get compound insights across solutions? It’s quite easy: by enabling this feature, SyncApps will automatically create a Salesforce Campaign with the same name as the Constant Contact Campaign together with the metrics such as opens, clicks, and bounces.

Salesforce Campaign

When syncing back the campaign analytics into Salesforce, just make sure that the recipients of your Constant Contact campaigns are any of these segments that were synced in Step 5 the Filtering and Segmentation of the Sync Profile setup:

Filtering and Segmentation

  • No more wasted time on manual, error-prone data migration.
  • Key insights obtained with a single tap from your dashboard.
  • The ability to truly serve a community and the insights Fitness SF needs to dig deeper into the customers’ behavior and needs.

Need more inspiration on leveraging Salesforce integrations? Check out our 100% FREE Salesforce guide — it’s a marketing and sales powerhouse, chock-full of example and how-tos. More than a decade of experience in the integration industry condensed in a single guide.

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