SyncApps by Cazoomi
61 Case Studies
A SyncApps by Cazoomi Case Study
The National Association of Corporate Directors (NACD), a large nonprofit supporting board directors and governance leaders, needed a better way to manage and sync data across more than 22 Constant Contact accounts connected to a single Salesforce CRM. NACD worked with SyncApps by Cazoomi to address the challenge of keeping member data accurate while managing complex filtering, segmentation, and opt-out requirements.
SyncApps by Cazoomi’s 24/7 Premier Support helped NACD configure Filtering and Segmentation so contacts could be properly managed between Salesforce and Constant Contact, including removing opted-out records across all accounts. As a result, NACD eliminated the need to manually update 22+ Constant Contact instances, saving hundreds of man-hours each year and enabling smoother, more efficient email outreach to members across multiple time zones.