CRM Native Integration

Account-Based Marketing (ABM) Package for Salesforce

251 views March 15, 2017 January 23, 2018 developer 0

Integrate Azalead with your CRM and see amazing results.

Your sales reps will see website visits and marketing engagement activity at an account level in their CRM. Your marketing team will be able to measure their impact on the sales pipeline and identify key accounts that need more nurturing.

Feature sets

Leads

Export target account from Azalead to CRM

Accounts

See account marketing engagement activities and summary in CRM

Contacts

See CRM contacts in Azalead account page

Opportunities

Fill Azalead ABM Dashboard, Sales Pipeline and Account Page with CRM opportunities
Automatically convert CRM open opportunities into target accounts in Azalead
See Sales pipeline impact in Salesforce reports

Notes

Azalead integrates with Salesforce Professional, Enterprise and Unlimited Editions.

Here is how to check your Salesforce edition: https://help.salesforce.com/articleView?id=000199268&type=1

Azalead Salesforce integration is available for business and enterprise plans.
If you want to change your plan, please contact your CSM.

Attached Files
# File Type File Size Download
1 .pdf 1.55 MB Azalead-ABM-Salesforce-installation-guide-en
2 .pdf 1.49 MB Azalead-ABM-Salesforce-installation-guide-fr

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