WHAT'S THE CHALLENGE?
CRM not integrated yet, or not syncing properly?
Chances are that problems have already been making themselves known. Problems such as…
- Your Marketo instance has heaps of lead information, but SFDC doesn’t sync and your sales team isn’t getting updates.
- You have a custom CRM and you, your team, and your CRM admin have no idea how to troubleshoot leads not appearing.
- You’re using a lot of spreadsheets to transfer information. This isn’t just prone to errors – it’s a data protection issue, too.
- You’ve no idea if the leads sent to Sales are being followed up – and from looking at lead quality to closed-loop feedback, you’re not sure where to optimize first.
- You don’t have a full view of a customer’s journey. That lead already had a demo, so why are they still receiving follow-ups?
No matter which of these is your reality, whether you’re using Microsoft Dynamics, a Salesforce.com CRM, or a custom CRM, we’ve got an integration solution for you.