Act-On's bi-directional integration with Zendesk Sell CRM keeps sales and marketing working off the same data - lead handoff, nurturing, funnel visibility, and reporting all stay in sync between the two systems, helping your organization accelerate and cultivate strong sales, product, and marketing alignment. This update adds a set of features that make that connection more useful day to day.
What's Changing
Rapid Lead Transfer
The Act-On/Zendesk Sell integration enables marketers to provide sales-qualified leads in a timely manner. This connection allows for:
- Immediate lead creation from form submissions
- Immediate lead creation from webinar registrations
Holistic Nurturing
Get Sales and Marketing on the same page and tailor your lead-nurturing campaigns.
- Add leads to your CRM campaigns from individual Automated Journey Builder steps across multi-channel and multi-touch outreach programs
- Update contact information with each new form submission or activity
- Personalize email recipient data using CRM-specific fields, such as:
- Lead Object
- Contact
- Organizations
- Deals
- Owners
- Users
- Personalize email sender information using an automatic "Sales Owner" signature
- Deliver purchase-ready and informed buyers to your sales team
Funnel Optimization
Understand where all of your contacts are in their buyer journeys and deliver based on their actual needs.
- Import specific customer groups
- Ensure up-to-date data and records
- Segment by basic or advanced profiles and behaviors
Reporting
Combine marketing and sales data for accurate reporting.
- Funnel Report - Bring sales data directly from the CRM in real-time to see where your customers are at each stage of their buying journey
- Revenue Impact Report - Identify all the marketing channels that have the most impact on your sales funnel
- Revenue Attribution - Identify all the marketing tactics that have the most impact on sales to inform improvements to your buyer's journey
Sales Insights and Outreach
Gain a crystal clear understanding of contact outreach and behaviors without leaving Zendesk Sell.
- The Hot Prospect dashboard details your most valuable and promising leads
- Rapid contact reporting for near real-time outreach
- Email prospects directly through Zendesk Sell using:
- Act-On templates
- Act-On signatures
- Activity tracking
- Lead scoring influence
Review the Integration Guide to get started.
When
April 2022.
What's Next
Review the Zendesk Sell Integration Guide to get started.
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