CRM systems are widely used by sales teams to track individual sales group activities and assign hot leads to sales reps, while Marketing Automation systems are used by marketing teams to track website visitors and leads and nurture them to the sales-ready stage. For these two groups to synergize and effectively address leads that get rejected by sales (because they were not yet -ready) for further nurturing by marketing, or push marketing qualified leads into the sales funnel (because they are now hot enough to be pursued), an integrated setup is imperative. It is therefore important that Marketing Automation platforms are integrated with CRM systems so that flow of information and data is tracked and synchronized in both systems in real time.

The on-demand marketing automation solution LeadFormix can effectively integrate with your company’s CRM system to effectively enhance your lead management experience.

The LeadFormix MA platform can be seamlessly integrated with the top 4 CRM systems available in the market today– NetSuite, Salesforce, SugarCRM and Zoho. The push-pull integration capability that LeadFormix provides enables marketing and sales teams to have a common understanding on leads and the appropriate action that needs to be taken on them.

        

The LeadFormix Advantage

Integrating your CRM system with LeadFormix Marketing Automation platform takes the marketing automation user experience to the next level.

  • Maintain a clean CRM – no duplicate leads and account creation in your CRM system.
  • Enable demand generation programs that create leads, update fields, and convert leads directly within your CRM system.
  • Automate and measure lead nurturing campaigns and set-up advanced lead scoring activities.
  • Track sales follow-up and reassign/recycle leads automatically.
  • Enable reps to understand, prioritize, and interact with the hottest leads and opportunities.
  • Dashboards detailing your marketing funnel, including; lead velocity, volume and quality.

Hassle-free Set-up and Integration in Minutes

Implement the LeadFormix integration in simple sequential steps with easy to follow user guides. The LeadFormix Customer Success team will work with your team in planning, testing, staging and productionizing the integrated set-up.

  • Plan data field mapping and data sync frequency
  • Roll-out the integration in a the staging environment
  • Build test case scenarios and extensively test the data
  • Production roll-out with a 2 day monitoring plan

Are you interested in integrating your CRM system with the LeadFormix platform? Call us now.