Streamline your sales and marketing efforts with Adobe Marketo Engage CRM Sync
How Marketo Engage CRM Sync works
Marketo Engage CRM Sync provides a bi-directional bridge between your marketing automation platform and your CRM system. This enables real-time synchronisation of critical data, so marketing and sales teams are both working with the most up to date information. Marketo Engage CRM Sync provides:
- Improved lead qualification: Leads who meet specific criteria can be automatically transferred to your CRM for sales follow-up, so sales teams focus on the most promising prospects.
- Enhanced collaboration: Real-time updates on lead activities and sales progress help marketing and sales teams work together more effectively.
- Enhanced data visibility: A unified view of lead and account data across both systems gives everyone a comprehensive understanding of customer interactions.
- Improved reporting: Closed-loop reporting allows you to track the effectiveness of your marketing campaigns from lead generation to conversion.
Key benefits of Marketo Engage CRM Sync
A closed-loop connection between Marketo Engage and the most popular CRMs means marketing can provide sales with the most promising leads. Marketo Engage’s native integrations with Salesforce, Microsoft and Veeva CRMs empower revenue teams with the automation, flexibility, granularity and scalability that pave the way for success — all with minimum dependency on IT support.
- CRM neutrality: You can use any CRM with Marketo Engage. It has native integrations to the most popular CRMs and can connect to virtually any CRM.
- Simple set-up with full control: Out-of-the-box CRM objects such as account, lead, contact and opportunity are built into Marketo Engage so that data is automatically synchronised with your CRM, along with any customised objects related to these records. But you are always in control of what data is shared between systems.
- Scalable, two-way data synchronisation: Seamlessly transfer lead data, contact information, account details, opportunities and more between Marketo Engage and your CRM. Sync up to 200,000 records per hour and 2 million records per day.
- Lead scoring integration: Automatically sync lead scores to your CRM to help sales teams prioritise their efforts.
- Automated maintenance: Updates and changes made in one system are automatically reflected in the other system. No need for manual intervention when new fields are added.
- Closed-loop reporting: Align marketing campaigns with CRM activities for better tracking and measurement. Gain insights into the effectiveness of your marketing programmes by tracking leads through the sales funnel.
Adobe Marketo Engage CRM Sync is a powerful tool that can significantly improve your sales and marketing efficiency. By streamlining data sharing and enhancing collaboration, you can drive better results and experiences for your customers.
For more information, explore our CRM Sync documentation.
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