Microsoft Dynamics CRM and Marketing Automation Integration

Connect Microsoft Dynamics with Act-On to orchestrate and optimize the customer journey from awareness to advocacy.

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Integrate and Consolidate Your MarTech Stack With Microsoft Dynamics CRM and Act-On Marketing Automation

Manage Prospects and Nurture Leads Into Customers

Lead management and nurturing are multichannel efforts that should be managed by both Marketing and Sales, so it’s important that these departments work together to make the most of every lead. By integrating Microsoft Dynamics CRM and Act-On marketing automation, you can identify the right prospects at the right time to begin guiding them along an immersive customer journey. Analyze and segment your leads for more customized and personalized outreach programs. And score your leads according to demographics, firmographics, and behavior to determine their intent, readiness, and the opportune moment for an authentic sales discussion.

Collect and Gather Actionable Data

The seamless native integration between Act-On marketing automation and Microsoft Dynamics CRM creates two-way communication that results in comprehensive data at your fingerprints. This information empowers you to make more informed decisions about when and how to engage with your prospects and customers and how to shape the customer experience across the entire lifecycle. You can also attribute revenue to campaigns and channels (even social media) to measure ROI more accurately.

Optimize Sales and Marketing Campaigns

Connecting Act-On marketing automation with Microsoft Dynamics CRM creates a central command center for creating, managing, and tracking campaigns across multiple channels throughout the customer lifecycle — from lead capture to nurturing to revenue booked across multiple deals. This connection yields actionable intelligence that enables the entire organization to make smarter investment decisions while validating the sales and marketing activities that raise your bottom line.

The big selling point was the easy and effective integration with Microsoft Dynamics… HubSpot wasn’t able to do that at all.

Mary Martinez (Director of Marketing, Horizon Distributors)

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