Ideas to put to work
Client email that reaches the right people and stays out of spam folders.
Lists matched to your CRM
Sofia reads Salesforce contacts and accounts and, with your approval, adds and updates SendGrid contacts and lists to match.
Opt-outs honored everywhere
Sofia reads SendGrid unsubscribes and, with your approval, logs a note on the matching HubSpot contact so nobody emails them by hand.
Client notice from approved wording
Sofia reads the approved notice in Word and sends it to the right list, with your approval.
Delivery and engagement review
Sofia reads email statistics and bounces and builds an Excel report of what reached inboxes and what didn't.
What Sofia can do with SendGrid
Sofia reads and keeps current
- Contacts
- Contact lists
- Segments
- Email templates
- Sender identities
- Bounces
- Unsubscribes and suppressions
- Email statistics
Sofia does, with your approval where you want it
- Send an email
- Add or update contacts
- Add contacts to a list
- Create a contact list
- Create a segment
- Unsubscribe an address
- Search contacts
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- SalesforceCRM for accounts, contacts and sales pipeline
- HubSpotCRM and marketing platform for growing businesses
- Microsoft WordWord processor for letters, reports and contracts
- Microsoft ExcelSpreadsheets for numbers, models and trackers
MailchimpEmail marketing and newsletters- ActiveCampaignEmail marketing, automation and sales CRM
- Constant ContactEmail marketing for small businesses
LinkedInProfessional network for posts and outreach
Let Sofia manage your SendGrid lists
Score your firm in three minutes, or talk to our team.