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 Marketing Cloud Connect
Integrate Salesforce CRM and Salesforce Marketing Cloud
Looking to create personalised customer relationships using data-driven conversations and the ability to automate the customer journey?
When you connect Salesforce CRM with Marketing Cloud you'll combine the powerful marketing capabilities of Marketing Cloud with the data management, segmentation, and campaign tools of Salesforce CRM.
Send Marketing Cloud emails through Sales or Service Cloud or choose to send single emails to leads, contacts, and person account records via Marketing Cloud through Salesforce campaigns and reports.
WHAT WE DO
Certified in Salesforce and Marketing Cloud, BPX Consultants will set you up for success to leverage the powerful combination of customer data and marketing automation.
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 Salesforce CRM and Marketing Cloud for ongoing synchronisation
• Educating your 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 Salesforce CRM and Marketing Cloud for ongoing synchronisation
• Educating your teams and arm them with the knowledge to reap the benefits of this integration
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.
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.
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'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.
Install the Marketing Cloud Connect Managed Package
.
Set up Salesforce System User & Marketing Cloud API User
Set up new Page Layouts
Connect Marketing Cloud API User
Assign Business Units
Sync CRM data into Marketing Cloud
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