CRM Synchronization Services

Align your marketing and sales technology

Get better results, faster

Integrating your marketing automation platform with Salesforce or Microsoft Dynamics requires you to consider underlying processes including data sync, data integration, and architecture. 

But what if it could be easier?

With our MAP CRM Services you can leverage our team’s combined decades of experience to provide you with a unique plan for success. You’ll decrease the pressure on your internal marketing, sales and IT teams while reaching your goals faster. 

If your marketing automation platform isn’t syncing reliably or not aligned with Sales’ processes, you’re leaving money on the table. 

Stop wasting your marketing efforts by letting leads slip out between your marketing automation platform and CRM system.

Our MAP CRM Services improve visibility into success and opportunities, so you can gain confidence in your data.

A custom Marketo Engage configuration and Salesforce integration produced the first reliable MQLs and SQLs for Resolve.

Is your lead funnel leaking?

Marketing and Sales alignment must include integrated technology

Improve the ROI of your CRM investment

Careful integration for care-free results

Dirty data, timing issues, API limits, manual processes, sync errors…there’s a lot of ways your MAP CRM integration can go sideways.

We’ll help you get back on track, address issues, and make sure you see most value from your investment. 

Get the alignment you need to drive revenue.

Build Sales alignment with improved visibility

Create a 1-1 sync between your MAP and CRM so Sales has a complete, instantaneous view of Marketing activities and lead details.

Standardize your insights, supercharge your data

Leverage each platform’s strengths to enrich leads for reporting, analysis, and system management. Configure your MAP CRM sync to share data for reliable reporting across platforms.

Troubleshoot without bothering IT

Salesforce and Microsoft Dynamics CRM serve similar functions, but there are key differences and nuances that can be tricky to navigate when syncing with a Marketo Engage or Pardot instance. Lean on our team for expert advice and assistance troubleshooting. 

Expert Services Resources

Videos

More than MOPS: Wall-to-Wall Automations

Join Workato’s marketing automation expert, David Kreitter, to learn how integrating teams and tools both within marketing and cross-functionally can increase your team’s impact and earn visibility across your business.

Videos

Take the Stress Out of Marketo Email Template Design

As a Marketo practitioner, you know the drill: clone an email or landing page and plug and play the new content in. But, maybe this week you are featuring 3 speakers instead of 2 in your webinar or sending out an ebook instead of a newsletter, and your plug-and-play idea just went out the window.

Videos

Marketo Frameworks: A Cheat Sheet to Building a Killer Instance

Whether you’re beginning your journey with a MAP from scratch, migrating from another platform, or optimizing an existing one, the word framework is probably something you are familiar with. But why is it so important to build your system based on someone else’s best practices?

Blog

10 Data Hygiene Habits to Optimize Your Data Orchestration

Even if you’re not at the advanced stage of real data orchestration, you need to do your best to keep data clean and reliable. The things you do every day are what make a difference in your overall data hygiene. Here are 10 straightforward tactics that you should make a habit of if you want to make an impact on data quality.

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