Integrate the Apteco Marketing Suite™ with Salesforce.com and Microsoft Dynamics
Sales + marketing = ROI
- Your sales team gets a better picture of each new prospect, helping them tailor their messaging.
- Your marketing team receives additional information about the later stages of the sales cycle, which can be used to target future campaigns.
Better data sharing and communication between the marketing and sales teams helps improve the handover of leads and prospects, reducing missed opportunities.
How does the Salesforce.com integration work?
A simple CRM integration wizard allows users to export data directly from the Apteco Marketing Suite™ into a Salesforce.com account in just four simple steps. All you need is a Salesforce.com logon and a security token so that the wizard can be made available in the Apteco Marketing Suite™.
FastStats Designer™, the application used to build and design Apteco FastStats® systems, can download data directly from your Salesforce.com account. By performing a simple refresh, your Apteco FastStats® system will automatically import the latest CRM information ready for data mining and analysis.
How does the Microsoft Dynamics integration work?
Upload data to Microsoft Dynamics CRM. Microsoft Dynamics is a flexible, powerful business solution for customer relationship management (CRM).
You can upload, update and insert any selection of data from Apteco FastStats® to Microsoft Dynamics CRM using the Microsoft Dynamics wizard within the Apteco Marketing Suite™.
The wizard supports both Microsoft Dynamics CRM in the Cloud and Microsoft Dynamics CRM on premise.
Looking for more information? Our demos and case studies could inspire you with ideas for using the Apteco Marketing Suite™ in your business. Or perhaps you’re ready to choose a partner? If you have any questions, or just want to chat, please get in touch by phone or email. Our experienced team will offer advice tailored to your challenges.