CRM Integration When it comes to

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nishat957
Posts: 8
Joined: Sun Dec 22, 2024 8:07 am

CRM Integration When it comes to

Post by nishat957 »

Marketo
Marketo integrates with most CRM systems and also has native integrations with Salesforce and Microsoft Dynamics.

There are some limitations, such as the sales team having no control over Marketo lists and generally limited access to the marketing side of things.

HubSpot
HubSpot also ticks the box when it comes to CRM integration phone number in cambodia possibilities. Like Marketo, it has a native Salesforce CRM integration which means you don’t need to build this via API.

Based on our experience of the HubSpot to Salesforce data transfer, there can be a mismatch in naming conventions and limits in the type of data exchange, including being unable to carry HubSpot lists over to Salesforce.

Pardot
Like the others, Pardot has deep CRM integration with Salesforce and other CRM's. However, it's most powerful when used with the #1 CRM in the world, Salesforce.

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When the two systems are used together, sales are able to see Pardot data directly within the CRM, they can add to Pardot Lists, and send marketing emails using Pardot templates built by the marketing team.

With new releases and enhancements, Pardot now exists seamlessly inside Salesforce CRM and it's never been easier to quickly create lists, show data in Pardot and Salesforce, create clear reports and automate important marketing messages and processes.

Summary
Marketo
Integrates with most CRM's
Native connection to Salesforce and Microsoft Dynamics
HubSpot
Integrates with most CRM's
Native connection to Salesforce and Microsoft Dynamics
Potential mismatch in naming coventions which can cause problems when integrating with Salesforce if setup incorrectly
Pardot
Seamless connection to Salesforce
Pardot in Lightning app for an integrated experience
Regular synchronisation and incredibly easy to create and connect new fields and datapoints
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Lead Nurturing
Lead nurturing is about more than being able to send triggered and automated comms, which all three of our comparison software make possible.

For marketers, having access to great lead scoring and grading within an automation tool is a huge advantage that can really take lead nurturing to the next level.

Marketo
Marketo has lead scoring capabilities but no option for grading. This means you need to design your lead scoring model to take into account demographic data you have about the prospect, not just behavioural.

This isn’t a deal breaker, it could just mean a bit of extra work on your end to consider how you separate primary buyers from others who may not be relevant.

HubSpot
The situation for lead scoring and grading in HubSpot is much the same as with Marketo. The automation software has good lead scoring capabilities and it has predictive lead scoring which is the next step in scoring sophistication.

However, HubSpot does lack lead grading, which again simply puts the ball in your court in terms of setting up the right scoring model to identify your target audience vs. irrelevant or less important prospects in the system.
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