AutoSync CRM and Marketing Data

Marketing automation platforms help businesses to automate marketing processes. But businesses which aim at taking marketing automation experience to the next level need to integrate marketing automation with CRM. This integration will enable them to transfer customer information seamlessly between sales, marketing, and support while ensuring that right messages are delivered at the right time.

Plumb5 Platform allows businesses to integrate their CRM data with connectors with two-way synchronization. With this, you can feed your CRM systems with behavior data and manage customer communication or targeted campaigns in real-time.

Enable your CRM systems with seamless marketing automation.

Plumb5 CRM Connectors allows you to plug your CRM Systems with 2-way seamless synchronization, without having to go through time-consuming engineer-dependent processes. Integrating Microsoft Dynamics, SalesForce or SugarCRM to Plumb5 can be done easily in 3 steps using built-in connectors.

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CRM Integration in 3 easy steps

Configuring the CRM system would involve configuring the service URL with your CRM account username and password. In the case of configuring SalesForce account, you will need to enter the  security token along with the password. With this, you are ready to fetch records or post records to the CRM system. Your next task would be to map the fields of your CRM system to the fields on Plumb5 and hit the sync button. You are all done.

In case of any errors encountered during synchronization, you can click the error log and troubleshoot it yourself or forward the errors to Plumb5 team for quick resolution.

Creating a unified customer view for all customer facing team members

The CRM Integration to Plumb5 Platform not only ensures better alignment of Sales and Marketing and in-time delivery of contextual messages but also creates a unified view of the customer/prospect with deeper behavioral insights.crmimg

After mapping your CRM fields to the Plumb5 platform, you are good to visualize single view of a customer with a wide range of insights spanning web/mobile interactions, integrated e-store transactions, multichannel behavior covering website, mobile, email, SMS, push, store or other integrated channels, social and demographic data and other spend calculations.

Built-in Connectors
Plumb5 has ready connectors for integrating Microsoft Dynamics, SalesForce or SugarCRM. An easy intuitive 3 step process can get your job done in 30 minutes. For other CRM applications with web services, you can talk to our connector team to get a similar auto sync setup for your CRM system.

CRM Connectors

 

Conversion Automation

Integrating Plumb5 to your store enables automation on your store. You can setup workflows to automate lead generation, lead conversion and retention campaigns, by using rules and scores. This enables constant communication with the audience on both web and email touch-points 

Lead Conversion Example

Illustrated above is an example of lead conversion workflow (first purchase), where automation is implied from the first communication using a qualified mailing list, till the stage where the goals are met. The automation can be configured to escalate after a set number of attempts to minimize drifting prospects

Lead Conversion Automation

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Hiring a marketing robot

If you are looking for a marketing assistant to monitor and engage your online visitors, this marketing robot can stand by you.

Plumb5’s Marketing Robot is an automation script, which automates online visitor engagement and conversions by combining web analytics, page personalization and email follow-ups

The automation uses a scoring model to segment visitors based on page depth, session count, time spend and page weights. Based on the segment, content is personalized to move visitors to the desired conversion paths.  This continuous automation is propagated till the conversion is achieved.

The Robot’s Appeal

Plumb5 Marketing Robot

 

RobotKnow more about other automation work-flows on Plumb5

If you interested in testing the robot on your site or would want to understand the scoring pattern, enter your details and we will loop in ASAP