CRM Native Integration

Account-Based Marketing (ABM) Solution for Microsoft Dynamics

155 views March 15, 2017 April 13, 2017 developer 1

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 Microsoft Dynamics CRM 2015 online, 2016 online and Dynamics 365.

Microsoft Dynamics integration with Azalead 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 994.94 KB Azalead-ABM-Dynamics-CRM-installation-guide-en
2 .pdf 1.00 MB Azalead-ABM-Dynamics-CRM-installation-guide-fr

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