Connecting your CRM with ActiveDEMAND Marketing Automation should be a priority because it closes the loop between sales, who typically work within a CRM, and marketing, who do work within a Marketing Automation Platform (MAP.) Rather than sales and marketing being disconnected, they help each other succeed.
*The ActiveDEMAND Corporate Marketer package is required for Salesforce and Microsoft Dynamics Integration
Ways of Connecting your CRM with ActiveDEMAND
We’ve got a direct connection possible with the CRM. This is usually the tightest form of integration with the most features available.
Integration instructions for natively supported CRM's
Zapier opens up a very wide range of automation possibilities by integrating ActiveDEMAND with Zapier’s over 500 different platforms.
Contact synchronization is the most important. Most CRM connections support bi-directional contact synchronization. This refers to updating ActiveDEMAND based on a contact change in the CRM and updating the CRM when ActiveDEMAND detects that the user did something interesting.
Creating Deals or opportunities directly in the CRM saves the salespeople from duplicating a bunch of data entry.
Adding Timeline/Activity notes in the CRM adds details from ActiveDEMAND to the CRM contact that the salespeople might find helpful in knowing about their prospects/clients.
Schedule Activity enables ActiveDEMAND to schedule a future task for the salesperson. This is helpful if you want to automate more of your sales process, or if you want ActiveDEMAND to enable appointment scheduling.
Lead Insights Chrome Plugin integration enables VOIP calling from within your CRM as well as automatically posting a call transcript into the CRM so you don’t need to type notes during the call! It also notifies you when your prospect is on your website and delivers better account visibility in your CRM. A lot of salespeople find it handy to check out what a prospect or client has been up to before calling or meeting with them.
CRM Integration Detail Table
|Sync Deals to AD||Timeline/Activity
|Microsoft Dynamics||Native||Bidirectional||Yes||In Progress||Yes||Yes||Yes|