Marketo and Microsoft Dynamics Sync
Increase revenue and create the best customer experience.
Get more value from your Dynamics CRM by leveraging its native integration with Marketo.
Close the loop between Marketing & Sales to give your customers and prospects the most optimal experience by streamlining, automating your business processes, and giving Marketing and Sales access to powerful data and insights.
Close the loop between Marketing & Sales to give your customers and prospects the most optimal experience by streamlining, automating your business processes, and giving Marketing and Sales access to powerful data and insights.
Salesforce Sales Cloud Einstein
Accelerate decision making and productivity with artificial intelligence and automation.
Add your own personal AI to your Salesforce Instance. Sales Cloud Einstein comes with a fleet of features to make your data work for you.
Consists of Einstein Lead Scoring, Einstein Opportunity and Account Insights, Einstein Activity Capture, Automatic Contacts, AI Forecasting and CRM Analytics dashboard.
WHAT WE DO
Our deliverables include:
• Work with your Sales and marketing team to establish Sales Cloud Einstein features suited to your business
• Activate and configure agreed components in your Salesforce instance
• Educate your sales and marketing teams on advanced AI feature usage
• Document setup for ease of future enhancements.
• Work with your Sales and marketing team to establish Sales Cloud Einstein features suited to your business
• Activate and configure agreed components in your Salesforce instance
• Educate your sales and marketing teams on advanced AI feature usage
• Document setup for ease of future enhancements.
Close the loop between Marketing & Sales to give your customers and prospects the most optimal experience by streamlining, automating your business processes, and giving Marketing and Sales access to powerful data and insights.
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.
• 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.
Build richer relationships with Einstein Account Insights (USA only sites)
See the key business developments touching your accounts, including M&A activity and company expansion updates, all in one place with Einstein Account Insights in the Lightning Sales Console.
WHAT'S IN THE HEALTH CHECK?
Our deliverables include:
• A discovery session to get a better understanding of your current use cases and targeted platforms
• A presentation of findings which highlights priority areas
• An actionable audit report with best practice recommendations
Our skilled team of email designers and email coding experts will audit your existing templates and perform a thorough analysis of your current set up including:
• Code analysis and template structure
• Compatibility and Deliverability
• ESP integration
• A discovery session to get a better understanding of your current use cases and targeted platforms
• A presentation of findings which highlights priority areas
• An actionable audit report with best practice recommendations
Our skilled team of email designers and email coding experts will audit your existing templates and perform a thorough analysis of your current set up including:
• Code analysis and template structure
• Compatibility and Deliverability
• ESP integration
WHICH TYPE TO USE
Help in understanding when is best to use a trigger, batch, recurring, or even a combination of all to get desired results.
WHICH TYPE TO USE
Help in understanding when is best to use a trigger, batch, recurring, or even a combination of all to get desired results.
WHICH TYPE TO USE
Help in understanding when is best to use a trigger, batch, recurring, or even a combination of all to get desired results.
WHICH TYPE TO USE
Help in understanding when is best to use a trigger, batch, recurring, or even a combination of all to get desired results.
WHICH TYPE TO USE
Help in understanding when is best to use a trigger, batch, recurring, or even a combination of all to get desired results.
WHICH TYPE TO USE
Help in understanding when is best to use a trigger, batch, recurring, or even a combination of all to get desired results.
WHICH TYPE TO USE
Help in understanding when is best to use a trigger, batch, recurring, or even a combination of all to get desired results.
WHICH TYPE TO USE
Help in understanding when is best to use a trigger, batch, recurring, or even a combination of all to get desired results.
WHICH TYPE TO USE
Help in understanding when is best to use a trigger, batch, recurring, or even a combination of all to get desired results.
WHICH TYPE TO USE
Help in understanding when is best to use a trigger, batch, recurring, or even a combination of all to get desired results.
WHICH TYPE TO USE
Help in understanding when is best to use a trigger, batch, recurring, or even a combination of all to get desired results.
WHICH TYPE TO USE
Help in understanding when is best to use a trigger, batch, recurring, or even a combination of all to get desired results.
MORE PIPELINE AND FASTER
Build more pipeline faster with Einstein Lead Scoring. Tackle your best leads first with Einstein Lead Scoring. Based on your past deals, Einstein automatically prioritises the leads most likely to convert and close.
PICK THE BIG WINS
Pick the biggest winners with Einstein Opportunity Insights. How likely is your deal to close? Get real answers instantly — and explore customer sentiment, competitor involvement, and overall prospect engagement — all with Einstein Opportunity Insights.
ACTIVITY CAPTURE
Give reps more time to sell by connecting your email and calendar to Salesforce. All relevant emails and meetings attach to the right Salesforce record, adding to everyone's productivity by eliminating data entry.
AUTOMATED CONTACTS
Spend even less time on data entry. Einstein Automated Contacts uses email and event activity to find new contacts and opportunity contact roles to add to Salesforce. Depending on how your Salesforce admin set up the feature, Einstein suggests the new data or adds it for you.
BUILD SMARTER PIPELINES
Take the guesswork out of forecasting. Einstein Forecasting uses artificial intelligence (AI) technology to bring more certainty and visibility to your forecasts. Improve forecasting accuracy, get forecast predictions, and track how sales teams are doing.
CRM ANALYTICS
Access more advanced analytics dashboards built on CRM Analytics. SF admins can evaluate the effectiveness of Einstein feats; such as, Einstein Lead Scoring and Einstein Automated Contacts. Sales leaders, managers, and reps use Sales Analytics to get deeper insights into their sales data.
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