Using Salesforce To Optimize Political Campaign Canvassing Strategies

Political canvassing is an essential part of a campaign's success. It involves contacting voters by going door-to-door in a given area to promote a campaign's candidate. It is also an information-gathering strategy that helps campaigns understand the district's political leanings and the issues they care about. Salesforce, the world's #1 CRM system, has now integrated with Ecanvasser, the world's best face-to-face canvassing app, to revolutionize political canvassing. This integration allows users to capture data from face-to-face conversations and pull them into their Salesforce database in real-time. This data includes surveys, contact information, and other important data points. With Ecanvasser, campaigns can also cut turfs and assign efficient walk lists, sync route maps, store and manage data, and encourage friendly competition among canvassers.

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Integrating Salesforce with Ecanvasser

Political canvassing is essential for campaign success. Door-knocking, phone calls, and peer-to-peer text messages are the three primary channels used in political campaigns for canvassing. Political organizations, advocacy groups, NGOs, and companies all place a high value on the data they obtain from face-to-face interactions. However, this data was often recorded after the fact in notes or not at all.

Salesforce, the world's #1 CRM system, has addressed this issue by integrating with Ecanvasser, the world's best face-to-face canvassing app. This integration allows organizations to capture data from face-to-face conversations, including surveys, contact information, or any other data points, and seamlessly integrate them into their Salesforce database in real time.

The Salesforce and Ecanvasser integration provide a robust solution for sales teams that prioritize face-to-face engagement. It enables them to capture essential in-person data directly into Salesforce, transforming grassroots input into actionable insights and facilitating informed decision-making.

To set up the integration, you can map any field from your Ecanvasser database to any field on your Salesforce Contacts, including custom fields. This can be done by accessing the setup page and clicking on the object manager under the objects and field section. From there, you can select the fields you want to include in the canvass form and set field-level security to control access.

By connecting Salesforce and Ecanvasser through API integration, organizations can make more informed and impactful policy decisions. This integration empowers teams to track, monitor, and manage field data instantly, resulting in more data-driven outreach strategies.

Capturing and storing data

Salesforce, the world's number one CRM system, is now integrated with Ecanvasser, the world's best face-to-face canvassing app. This integration allows you to capture data from face-to-face conversations, including surveys, contact information, and any other data points. Political organizations often place a high value on data obtained through face-to-face conversations, but this data was previously captured after the fact in notes or not at all. With the Salesforce and Ecanvasser integration, you can ensure that your database is updated in real time.

To capture and store data effectively, you can utilize the following features of Salesforce and Ecanvasser:

• Importing data: You can quickly import data into your dashboard using .csv or .xls files or sync it from integrated accounts such as Salesforce or HubSpot.
• Data synchronization: Sync route maps instantly to your canvassers' mobile devices so they know exactly where to go and the fastest way to get there. This helps in storing and managing data from all your campaigns in one central place.
• Custom fields: Salesforce allows you to map any field from your Ecanvasser database to custom fields in your Salesforce Contacts. You can select the fields you need to see in the canvass form and set field-level security to control access to sensitive information.
• Canvass activity tracking: By adding the canvass tab to the main navigation, you can view all grassroots activity across the campaign. This helps you monitor the performance and outcomes of your canvassers, allowing you to optimize your campaigns on the go.
• Data security: Ensure that the data captured during face-to-face conversations is secure and compliant with relevant regulations, such as those regarding political phone calls and text messages.

By leveraging these features, you can efficiently capture, store, and manage data during your political campaign canvassing efforts, enabling better decision-making and strategy optimization.

Using Salesforce to optimise canvassing routes

Political canvassing is essential for campaign success. It involves contacting voters by going door-to-door in a given area to promote a campaign's candidate. It is also an information-gathering strategy that helps campaigns gain a stronger understanding of a district's political leanings and the issues they care about.

Salesforce, the world's #1 CRM system, can now be integrated with Ecanvasser, the world's best face-to-face canvassing app. This integration allows political organizations to capture data from face-to-face conversations, including surveys, contact information, and other data points, and pull them into their Salesforce database.

To use Salesforce to optimize canvassing routes, you can follow these steps:

• Create a targeted list of voters: Identify the geographic areas you want to target and create a list of voters within those areas.
• Cut the turf: Divide the geographic areas into smaller sections or "turfs" with a set number of voters in each.
• Sync route maps: Use Ecanvasser to sync route maps to your canvassers' mobile devices, so they know exactly where to go and the fastest way to get there.
• Assign walk lists: Assign efficient walk lists to each canvasser, so they know which houses to visit and in what order.
• Monitor and optimize: Use Ecanvasser to monitor canvassers' performance and outcomes in real time. Make adjustments as needed to optimize your canvassing routes and improve efficiency.

By using Salesforce and Ecanvasser together, political organizations can streamline their canvassing efforts, capture valuable data, and optimize their canvassing routes to maximize their impact on voters.

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Using Salesforce to monitor canvasser performance

Salesforce is integrated with Ecanvasser, the world's best face-to-face canvassing app. This integration allows political organizations to capture data from face-to-face conversations, including surveys, contact information, and other data points, in real time. This data can be mapped to any field in the Salesforce Contacts, including custom fields.

To monitor canvasser performance, Salesforce and Ecanvasser offer several features:

• The ability to track and monitor everything that happens in the field, providing real-time data and performance insights.
• The option to view all canvass activity through the canvass view on page layouts, where fields of interest can be dragged and dropped into the canvass detail area.
• The capability to add a canvass tab to the main navigation to watch all grassroots activity across the campaign.
• Features to optimize and assign routes more efficiently while increasing the team's performance and accountability with real-time data and performance insights.

By utilizing these features, campaign managers can effectively monitor the performance of canvassers, track their activities, and make data-driven decisions to optimize their political campaign canvassing efforts.

Using Salesforce to target voters

Political canvassing is essential for campaign success. Salesforce, the world's #1 CRM system, can be used to target voters and drive election campaign outreach. Salesforce is now integrated with Ecanvasser, the world's best face-to-face canvassing app. This integration allows users to capture data from face-to-face conversations, including surveys, contact information, and any other data points, and pull them into the Salesforce database.

To use Salesforce for targeting voters, you can start by creating a supporter list with social and voter data from third-party platforms like L2, FullContact, i360, and DataTrust. You can also import contacts from Google Contacts, Excel, and website forms. With Salesforce, you can track your supporters' actions and gain social insights. Additionally, you can use phone calls, peer-to-peer texting, mass texting, and voice broadcasts to engage with your supporters.

Another way to target voters is by utilizing door-to-door canvassing. You can assign call lists to volunteers who live in the neighborhoods, making the outreach more personal. It is important to ensure that your canvassing efforts comply with any relevant regulations, such as respecting homeowners' preferences and avoiding putting campaign literature in voters' mailboxes.

By integrating Salesforce with CallHub, you can enforce 2-way sync of data, configure import settings, and record interactions with your contacts. This integration allows you to engage supporters through text messages and calling campaigns, utilizing the data available on Salesforce. You can also import contact information, campaigns, and tags into CallHub as contact lists.

Overall, by leveraging the capabilities of Salesforce, you can effectively target voters, capture valuable data, and optimize communication with your supporters, ultimately enhancing your political campaign's success.

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