CRM Integration with Market Automation – An Intelligent Synchronization

A CRM system provides operational processing for sales, service and marketing interactions across the entire customer lifecycle. Seamless communication between sales and marketing ensures that sales ready leads convert to buyers.

When you combine the powerful capabilities of your CRM system, (like Salesforce.com, NetSuite, SugarCRM, Zoho ) with on-demand marketing-automation solutions, you align your sales and marketing goals, get an insight into your leads at each stage of the sales cycle and accurately measure your marketing campaign's ROI.

CRM Integration

LeadFormix - Give your Sales and Marketing Team the Competitive Edge

LeadFormix provides integration of CRM solutions offering a common platform with a consolidated view of the prospects. Our integration with Salesforce.com co-ordinates the leads generated, real-time information of the prospects identified and their overall account management between the two systems and makes the information available to both Marketing and Sales.

Key features of CRM integration

  • A basic integration for those not having API access and an advanced integration for those having API access
  • Seamless Bidirectional integration to ensure that the information captured by LeadFormix can be updated in Salesforce
  • Highly customizable option to synchronize objects into Salesforce based on Profile or behavioural attributes of prospects captured by LeadFormix
  • Synchronize Salesforce with either Anonymous Prospect behaviour (Web analytics data) or touchpoints like Email
  • Reduce your costs for API with the use of intelligent batching techniques to synchronize all the information using less API calls
  • Reduce the need to login to separate environment by allowing one click access to LeadFormix from within Salesforce

Use LeadFormix's integration with leading CRM systems to align your Sales and Marketing efforts.