Marketing Automation > CRM Integration

CRM Integration

You know your sales team – if you don't put the prospect data your marketing automation tool captures right in front of them, are they going to look for it? Integration between marketing automation and CRM platforms is critical to delivering sales intelligence your reps will use to improve their conversations and follow up. With the deepest functionality in the industry, Sales Engine International provides Custom Connectors to integrate natively with Salesforce.com and Microsoft Dynamics. What does this mean for you?

  • Improved marketing and sales alignment through bi-directional synchronization of lead and contact data

  • Sales reps have the ability to view leads and contacts' website visits, form registrations, and email responses all within the CRM record

  • CRM users can view and report on marketing campaign responses and performance

  • Your sales team can better prioritize and pursue the most sales-ready leads using advanced lead scoring and filtering

  • Improved lead management by giving lead owners the ability to insert non sales-ready leads into lead nurturing processes directly within the CRM

  • A highly efficient lead routing process achieved through our configurable integration parameters

Salesforce.com

Key integration points with salesforce.com include:

  • Executive Marketing Dashboards – Gain insight into campaign performance and pipeline contribution to make decisions and allocate budget to programs that deliver results
     
  • Marketing Activity Object – Provide sales with invaluable insight for prospect's website, form, and email behavior. Data segmentation from the sales activity history ensures reporting accuracy
     
  • Campaign Integration – Outbound marketing and lead nurturing campaigns are automatically created in salesforce.com ensuring accurate reporting and synchronization
     
  • Lead Scoring – Multiple lead scoring models synchronize directly into custom fields, enabling the full workflow and capabilities
     
  • Promotion Code Tracking – Harness the Manticore Platform's promotion codes to track PPC programs and online advertising
     
  • Single Sign-on – Access the Manticore Platform's award winning marketing automation solution within salesforce.com, increasing department collaboration

Microsoft Dynamics

Key integration points with Dynamics CRM include:

  • Bi-Directional Synchronization – Improves marketing and sales alignment automatically syncing lead and contact data
     
  • Detailed Lead Activity Tracking – Enables Sales to view leads and contacts' website visits, form registrations, and email responses within Dynamics CRM
     
  • Campaign Integration – Provides CRM users visibility into marketing campaign responses and performance
     
  • Advanced Lead Scoring and Filtering – Boosts closing ratios by helping Sales prioritize and pursue the most sales-ready leads
     
  • Sales-Driven Nurturing – Improves lead management by enabling Sales to insert non sales-ready leads into lead nurturing processes directly from Dynamics CRM