Improve sales and marketing productivity by connecting Plezi & Microsoft Dynamics 365
Help your sales team prioritize actions, save time, and build more meaningful relationships by synchronizing your Microsoft Dynamics 365 CRM and Plezi marketing automation software.
Dynamics 365 offers a portfolio of 9 intelligent business applications that enable each business area (sales, marketing, finance, HR … ) to create new development opportunities.
Get better results across the enterprise by combining your Plezi data with Dynamics 365 AI for more targeted insights.
Functionalities
- Integration with your Office 365
- Track daily activity via a dashboard
- Track your contacts throughout their lifecycle
- Synchronization of contacts and leads
- Transaction and opportunity tracking
- Descriptions and predictions of data reports
Advantages
- Data exchange with your business applications
- Integrated modules for sales, marketing, project management and customer service
- Centralize information to better collaborate, target prospects and increase sales
- Align your sales and marketing teams
Why connect Plezi and Microsoft Dynamics 365?
Thanks to our bi-directional integration, changes made in either tool are automatically synchronized in the other. In real time, your sales and marketing teams have access to fully updated lead profiles.
Adopt a data-driven approach
Unify your data and combine it with Microsoft artificial intelligence to deliver information and actions tailored to each of your customer opportunities.
Control your ROI in real time
React quickly to changes in your marketing performance and optimize the return on investment of your campaigns thanks to real-time feedback from your sales teams.
Align your sales and marketing teams
Help your sales teams reach their prospects at the right time, with relevant messages. By synchronizing Plezi and Dynamics 365, your sales and marketing teams will benefit from seamless communication.
Want to integrate Plezi with your Microsoft Dynamics 365 CRM?
Examples of possible optimizations
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- Identify the right mature prospects to start guiding them through an immersive customer journey.
- Evaluate your prospects based on their characteristics to determine their intent and the right time for effective contact.
- Access and share real-time, connected information to facilitate collaboration between roles, teams and departments.
- Attribute revenues to campaigns and channels (SEO, advertising, social media…) to accurately measure your ROI.
