Can I work with a partner
📋 Summary of the Problem
While Mailchimp for Salesforce is designed as a self-service solution, some customers need additional hands-on support for setup, configuration, custom automation, or Salesforce customization beyond what our product documentation and email support provide. Understanding when to use self-service resources versus engaging a partner can help ensure successful implementation.
💡 The Solution
Beaufort 12 offers multiple support options to fit different needs:
Self-Service Resources:
Our products are designed as self-service solutions to keep costs low while providing comprehensive support materials. We offer an extensive support site at beaufort12.com/support with installation guides, configuration instructions, FAQs, troubleshooting articles, and videos. This approach allows you to install from AppExchange, configure settings, connect your Mailchimp account, and run initial syncs at your own pace.
If you have product-related questions, our email support team provides guidance on integration functionality, configuration options, and troubleshooting. However, email support does not include hands-on configuration inside your Salesforce org or customization work.
Working with a Partner:
If you prefer hands-on support or need assistance with complex configurations, we highly recommend collaborating with one of our certified Salesforce partners. Partners charge their own consulting fees separate from Beaufort 12 product licensing, but they can provide personalized support tailored to your unique needs.
Partners can help with:
- Advanced Salesforce configuration and customization
- Custom sync requirements and automation setup
- Data preparation, cleanup, and migration
- Integration with broader marketing automation strategies
- Training for your internal teams
- Ongoing optimization and support
Finding a partner:
Visit our partner directory at beaufort12.com/partners to find certified partners who specialize in Beaufort 12 integrations. Partners have experience with our products and can provide affordable, hands-on support for implementation and configuration.
