Salesforce.com Basic Integration
Marketing View is tightly integrated with Salesforce CRM. The basic integration gives you the ability to immediately create leads or contacts in Salesforce CRM based on responses to campaigns. Marketing View also enables you to distribute qualified, sales-ready leads to internal or external sales teams in real-time in salesforce.com. This powerful integration is easy to set up and includes closed-loop, hard-dollar reporting so you can see the exact success of every campaign you launch.
Information sent from Marketing View forms and landing pages can be mapped to individual Salesforce CRM fields, regardless of whether they are standard or custom. You also have the unique ability to specify whether the data overwrites what is in the field or not. This can be important in many cases where your sales team has collected things like a direct telephone number that they do not want overwritten.
Marketing View's Salesforce.com Basic Integration Gives You:
- Fast and easy setup you can do yourself
- Dynamic creation of leads and contacts based on landing page triggers or actions
- Mapping of landing page data to the exact fields you want with selective overwrite
- Automatic de-duplication of lead and contact data
- Closed-loop ROI reporting for campaigns regardless of sales model (B2B, B2C, Channel)
Salesforce.com Advanced Integration
TreeHouse now offers Salesforce.com Advanced integration in Marketing View for even more power. It goes far beyond what is found in the basic integration, enabling real-time, bi-directional synchronization of lead and contact data between Marketing View and Salesforce CRM. This enables sales and marketing teams to launch nurturing campaigns directly from salesforce.com based on changes to lead or contact fields. The Salesforce.com Advanced Integration from TreeHouse also enables search term and search engine integration to better track, target and nurture prospects based on any search terms used to find your site. The integration helps you better understand the effectiveness of search engine and landing page efforts, as well as related ROI. Marketing View can also integrate with the Opportunity object in Salesforce CRM, allowing for sophisticated nurturing and marketing automation using values from Opportunity object fields such as Sales Stage, Vertical Market and Product Purchased.
Marketing View's Salesforce.com Advanced Integration Gives You:
- Bi-direction flow of data for advanced and immediate targeting
- Nurturing using Opportunity objects such as Sales Stage, Vertical Market and Product Purchased
- Visibility to organic and paid search term usage
- Supported process alerts based on changes in the Salesforce record
- Passive nurturing based on single/multiple field changes in Salesforce
- Sales-initiated nurturing and communication explicitly chosen by salesperson in Salesforce
For a better view of how Marketing View can help your business:
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