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 Territory Management and Collaborative Forecasting
Drive predictable revenue with comprehensive forecasting
Keep a comprehensive view of your entire pipeline and business — without ever leaving your CRM. Get real-time visibility into your forecasts and make adjustments on the fly. Use data insights and predictive AI to clarify business decisions that drive revenue.
WHAT WE DO
Deliverables:
• Work with your sales lead to design and implement custom territories and forecasts to suit your business
• Configure forecast types to allow reporting on multiple facets of business.
• Provide training on quota setting and configuration to forecast managers..
WHAT'S INCLUDED?
GO FURTHER WITH EINSTEIN PREDICTIONS
WHAT'S IN THE HEALTH CHECK?
Our deliverables include an actionable report with suggested automations including their approximate cost and more:
• Salesforce flow (No-code automation)
• Custom approval processes
• Assignment rules
Salesforce flow is more powerful than ever and can solve most of the common automation requirements. Declarative automation without the need for code or developers.
• Custom approval processes
Customised approval processes will be recommended if required, a robust approval process guarantees that your data (particularly that provided to customers) is accurate and approved.
• Assignment rules
Assigning records based on criteria guarantees the correct user receives the record at the correct time in the Sales or Support process.
No code automation
Salesforce flow is more powerful than ever and can solve most of the common automation requirements. Declarative automation without the need for code or developers.
Custom Approval Process
Customised approval processes will be recommended if required, a robust approval process guarantees that your data (particularly that provided to customers) is accurate and approved.
Assignment Rules
Assigning records based on criteria guarantees the correct user receives the record at the correct time in the Sales or Support process.
End Manual Processing
Pulling from the range of automation capabilities that can be declaratively configured within sales (clicks not code) we will suggest the correct tool for the process.
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.
NO CODE
By focusing on no code solutions future changes and improvements can be quickly implemented by your Salesforce Administrator.
INCREASE EFFICIENCY
Reduce time spent on manual, administrative tasks which leaves more time for your team to focus high-value work.
ENHANCE DATA QULAITY
Automating processes improves data quality by eliminating the possibility of human error, which gives your teams reliable information at the tip of their fingers.
MAXIMISE PROFITS
Lost time amounts to losses in profit. Automating processes allows your organisation to achieve more by increasing employee efficiency, and better customer experience produces happier customers.
DRIVE PIPELINE ACCURACY
Easily maintain the health of your pipeline on a single pane of glass. Hone in on the most promising deals with quick filters and out-of-the-box KPIs. Turn your 1-on-1 status updates into coaching sessions with real-time changes in customer data. And guide reps on which deals to focus on first with the help of AI.
FORECAST FLEXIBILITY
Sales processes tend to change. And your forecasts must be flexible enough to keep up. Ensure accuracy and consistency by creating forecasts based on KPIs that match your unique business model. Uncover sales insights to get a clearer picture of trends in your forecast, and then make real-time adjustments to scale best practices. WATCH DEMO
RULE SET UP
Define an assignment rule once, use it in multiple territories. If you start from a territory record, you can also apply the rule to the territory’s descendants.
Run territory rules directly from the territory hierarchy. Run Rules option for each territory in the hierarchy means you can run rules for individual territories without leaving the context of the hierarchy.
DRIVE PERFORMANCE
With Territory modelling! Copy a territory model so you can safely explore alternative modelling options. Use the new model to see what will perform best: new hierarchies, assignment rules, or territory assignments.
TERRITORY MANAGEMENT
Model your sales territories into a logical and flexible structure that maps the right sales reps to the right customers to maximise revenue.
IDENTIFYING TERRITORY USERS
Territory roles can help assigned users identify colleagues, collaborators, and other key resources to help close deals. Territory users can even have different roles in different territories.
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