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Beyond Basic Integration: Advanced Lead Lifecycle Workflows and Integration with MS Dynamics CRM

Dan Stevens
Sr. Director, Digital Platforms and Channels
Avanade Inc

April 24th at 11:30am

Location: Room 2005/2007
Champion

Designing and producing a complex, account-centric lead lifecycle in Marketo that aligns to your business is not an easy task. Integrating all of this with a CRM platform other than SFDC, presents additional challenges. In this session, learn how Avanade has built a complex, integrated lead lifecycle with MS Dynamics CRM; which enables them to effectively identify, assign, route and qualify leads; and measure Marketing's contribution to the business. In particular, the session will provide you with the following insight:

  • Challenges faced and how to overcome those challenges and issues
  • Enhanced workflows that leverage the new custom-sync filter of the Marketo CRM solution
  • Real-time alerts: tips on how to create detailed alerts that your sales teams will love
  • Scaling this framework in an environment that consists of 23 workspaces and lead partitions