Marketo and MS Dynamics sync

What’s in the health check?

Our skilled team of email designers and email coding experts will audit your existing templates and perform a thorough analysis on its:

Layout and template structure
Compatibility and Deliverability
Code analysis
ESP integration i.e. ESP-specific syntax review

We will deliver:

A presentation of findings which highlights priority areas.
An actionable audit report including best practice recommendations
A technical session to provide discussion opportunity.

SKILLED and experienced EXPERTS

Tap into the invaluable expert knowledge of our experienced email coders and UX designers.

INSIGHTFUL ANALYSIS

Receive a detailed audit report with actionable recommendations on how to improve your template set up.

Improved performance

Optimize templates with a better user experience that improves conversions and increases campaign results.

LEVERAGE YOUR ESP’s FEATURES

Improve the efficiency of email build with a more user friendly and intuitive experience.

Reap the benefits

Real-time data*

Make timely decisions with 2-way lead and customer data between Marketo and Dynamics syncing in real-time*.

*Every 5 minutes

Identify your most valuable customers

Share actionable key marketing insights with your sales team that will help them spot opportunities, target and engage with high-value accounts.

Insightful analysis

Understand your customer journey and make data-driven decisions on channels with the most revenue and positive ROI to focus investment on.

Sales ready leads

Leverage Marketo’s capabilities to nurture leads and send them to sales (CRM) only when they are ready.

What we do

Our deliverables include:

• Getting to know your use cases for CRM and how that fits with your marketing automation goals
• Working with your marketing and CRM teams to carefully plan out and execute the sync process
• Operationalising your Marketo and Dynamics for ongoing synchronisation
• Educating your marketing CRM teams and arm them with the knowledge to reap the benefits of this integration.

Layout and template structure

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Compatibility and Deliverability

Code analysis

ESP integration i.e. ESP-specific syntax review

Our master templates are set up inside your Marketo instance, giving your Marketing team total control over digital asset creation and eliminating the need for a third-party platform.

CERTIFIED SOLUTION ARCHITECTS

Your BPX consultant will become your strategic partner, and the expert you can call on to help you accomplish your goals. Meet some of the most experienced Marketo consultants in our team:

Suzanne Wink

CRM & Marketing Automation Expert

MCSA & MCE, Salesforce Certified Sales Cloud Consultant, Salesforce Administrator. Teacher of dozens of Marketo's own Core Concepts courses. Veteran of many dozens of Marketo implementations & launchpacks.

Nora Slattery

M.A.D Wizard

MCSA, MCE. The "original" Australian Marketo Certified Solution Architect in the Southern hemisphere. The longest serving, most experienced (200+ MKTO systems implemented) and most highly sought-after Marketo consultant in ANZ. Joined BPX in 2007. Co-author and executor of hundreds of Marketo training courses throughout 2014-2021.

Mina Saleeb

Marketing Automation Technologist

MCSA and MCE certified. A hugely experienced Marketing Automation Expert [Marketo] and CRM with demonstrated history in media & advertising (most recently at News Corp.); and on enterprise level Marketo & Salesforce instances such as UberEats and Ricoh. Skilled in Sales activation and CRM, Mina gets most passionate about data segmentation. A proven track record of managing complex systems instances alone.

Graham Porter

CEO & MarTech evangelist

A respected marketing mentor and technologist, Graham is founder and CEO of BluprintX APAC. A trusted authority on what it takes to harness modern marketing techniques and drive revenue, he develops high level strategies and takes these through to execution with platform selection, system integrations, data and reporting. Graham is skilled at driving sustainable growth for his clients and great at nurturing talent that aligns sales and marketing.

Veronica Holmes

Principal Consultant

MCSA & MCE certified - V is a subject matter expert in marketing automation and CRM, with specific expertise in platform selection, implementations, process and workflow. Delivering complex technical and business solutions for B2B businesses, Veronica supports clients in going beyond the technology to pinpoint exactly what business outcomes are needed to achieve real growth, and fast.

Solutions

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PRO

Short Description goes here

+ What's included?

1 x PRO EMAIL TEMPLATE

Set up as 1x Master Asset
9x Modules
Fully Customised Design
30min Handover session
Documentation*

1 x PRO LP TEMPLATE

Set up as 1x Master Asset
6x Modules
1 Col form for LP
Fully Customised Design
30min Handover session
Documentation*

Order Now

PRO +

Short Description goes here

+ What's included?

1 x PRO+ EMAIL TEMPLATE

Set up as 4x Master Assets
20x Modules
Fully Customised Design
1h Handover session
Documentation*

1 x PRO+ LP TEMPLATE

Set up as 3x Master Assets
10x Modules
2 Col form for LP
1 Col form for LP
1 form replacement for your website**
Fully Customised Design
1h Handover session
Documentation*

Order Now

ENTERPRISE

Short Description goes here

+ What's included?

FULLY-CUSTOMISED MASTER EMAIL TEMPLATE(S)

Set up as (up to 10) Master Assets
Unlimited Modules
Fully Customised Design
1h Handover session
Documentation*

FULLY-CUSTOMISED MASTER LP TEMPLATE(S)

Set up as (up to 5) Master Assets
Unlimited Modules (max of 10 per asset)
Unlimited 1-Col forms for LP
Unlimited 2-Col form for LP
Unlimited pop-up form for LP
Unlimited form replacement for your website***
Fully Customised Design
1h Handover session
Documentation*

Order Now

Marketo and Microsoft Dynamics Sync

Increase revenue and create the best customer experience.

Layout and template structure

Compatibility and Deliverability

Code analysis

ESP integration i.e. ESP-specific syntax review