Supercharge nocrm.io - Accelerate your Sales
ActiveDEMAND adds some killer features to nocrm.io:
- Automating Deal progressions
- Automatic lead insertion
- Contact insertions
- Click to call
- Deal closed won posting to ActiveDEMAND
- Scheduled contact sync
- Lead scoring
- etc
If you are interested in trying this out, get your FREE trial account here: Click For Free Trial
Before getting started, consider reviewing this article on CRM Integration Strategies.
The Basics
ActiveDEMAND is used to market to prospects, nurture leads, and report on marketing/sales results. Not all data from ActiveDEMAND should go to nocrm.io ... there are many very early stage actions that a prospect may take that are not yet ready for sales engagement. Using Automation, you can determine which prospect activities are ready for nocrm.io and which are not. The base case: Data flowing to nocrm.io from ActiveDEMAND happens when a prospect does something that ActiveDEMAND is tracking. For example, a prospect fills out a form, this could create a new deal in nocrm.io.
Note: The flow of data FROM ActiveDEMAND to nocrm.io is controlled in the Lead Processing workflows (Automation->Lead Processing).
If we can make the assumption that marketing 'assumes' a lot of things about a prospect, and that the sales people 'know' what is going on with a prospect, then we can assume that the data in nocrm.io is 'more accurate' than that in ActiveDEMAND. Thus when a contact updates in nocrm.io, we should tell ActiveDEMAND about the contact.
Note:Data flowing FROM nocrm.io to ActiveDEMAND is handled automatically using the Import Scheduler (Contacts->CRM Contact Updates).
The CRM Contact Update system sets up the connection between nocrm.io to AD. It is not a scheduler ... there is a real-time update from nocrm.io to AD whenever a contact is updated in nocrm.io.
Setting Up nocrm.io and ActiveDEMAND Communication
In nocrm.io
Step 2:
Create an API key
Step 3:
Copy the API Key
In ActiveDEMAND
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Step 1:
In ActiveDEMAND Administration->Account Settings->Integrations->Third Party Applications, click 'Add Application'
Step 2:
Choose nocrm.io
Step 3:
Whenever a contact is pushed to nocrm.io from ActiveDEMAND, the standard and custom fields in ActiveDEMAND can be mapped to the standard/custom fields in nocrm.io. You must set this mapping up for ActiveDEMAND to know which fields to update in nocrm.io. In the Account Settings (Administration->Account Settings), scroll down to the Integrations Tab.
There should be a button called nocrm.io Field Mapping. Click this.
You can map ActiveDEMAND fields to nocrm.io Fields:
Lead Processing
In ActiveDEMAND
In ActiveDEMAND, under Automation->Lead Processing you can customize your lead distribution and lead management. If you have access to the Sales Lead Notifications or Phone Call Sales Notification workflows, you now will see a new workflow item in the Workflow Actions.
This action will give you the ability to post/update a contact/task in nocrm.io
you will be able to choose who the lead gets posted under (i.e. sales person) or to the assigned sales person
When this action is posted, the field mapping in the account settings will be invoked to post the AD contact to nocrm.io.
In ActiveDEMAND
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Importing Contacts From nocrm.io -> ActiveDEMAND
After nocrm.io has been linked to your account, importing contacts is easy. In ActiveDEMAND, browse to Contacts->Import Contacts. You should see an option for pulling contacts from nocrm.io:
You will be given full control over what to do if contacts exist, what fields map to what, etc.
Automatically update contacts in ActiveDEMAND from nocrm.io
One of the more powerful features of the ActiveDEMAND-nocrm.io integration is the ability to update contacts in ActiveDEMAND automatically. To automatically push changes from nocrm.io to ActiveDEMAND, use the contact import scheduler (Contacts->CRM Contact Updates ). nocrm.io will update ActiveDEMAND whenever a contact is changed in nocrm.io. The import scheduler filter system allows you to have full control over what gets data and which contacts are automatically updated in ActiveDEMAND.
Note: as with any import, ActiveDEMAND will never delete data as a result of an import. Most fields will 'update' as a result of an import with the exception of phone numbers and email addresses. As a contact can have more than one email address, an import will add email addresses and phone numbers to the existing list.
As ActiveDEMAND is a call tracking platform, you can do outbound call tracking from within nocrm.io.
Using the Chrome Extension
In ActiveDEMAND
Step 1:
Buy at least on call tracking number. (Assets->Call Tracking Numbers).
In nocrm.io:
You do not have to do a thing!! You are set. No magic. Purchase a call tracking number in ActiveDEMAND and you are set.
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