Salesfusion natively integrates with all major CRMs including Microsoft Dynamics. By offering full-service Marketing Automation, we partner with you to help amplify your marketing and ensure your success.
While on the hunt for a true MAP solution that integrated with our CRM, Dynamics 365, we came across Salesfusion. When we saw the tight integration between the programmes as well as the easy email and nurture programme builders – transitioning to this new MAP was a clear choice. – Kirsten Palmer-Jeffery, Marketing Manager, Jaga
The Salesfusion Difference
All Marketing Automation Modules Included
Unlimited Email Sends
Native CRM Integrations to All Major Providers
Live Phone Support
Comprehensive Lead Management
Services to Supplement Your Team
While ClickDimensions has basic functionality specific to Microsoft Dynamics CRM users, marketers who are ready to graduate to a more comprehensive, yet still affordable solution are checking out Salesfusion. Whether you want to create event-based trigger campaigns, build custom landing pages or simply automate your campaigns at a fair cost without investing in additional middleware to natively integrate with your CRM, Salesfusion would be a good alternative. We have done hundreds of MAP transitions and have a program in place to assist you every step of the way.
Making the Switch - ClickDimensions to Salesfusion4 Steps to Easily Migrate Your Marketing Automation Platform
Kickoff & Discovery
Discuss your integration goals, timeframe and process with the Salesfusion team. Together, we will prepare a plan for a smooth marketing automation transition.
Technical Set-Up & Integration
Before defining your marketing automation strategy, we will work with you to execute a technical setup and synchronization with your CRM.
We’ll work together to prepare all the materials you will need for transition including – forms, email templates, landing pages, lead scoring, list segmentations and nurture campaigns.
Ready to Roll!
Now that you have everything set up including integration, templates and campaigns, you’re ready to execute. Whether you’re a DIY’er or a ‘Do it For Me’ client, you will have everything in place to start executing campaigns.
We recommend that companies begin the transition process at least 2 months prior to the current MAP contract expiring. This provides ample time to ensure proper technical setup and the replication of needed templates and campaigns. While MAPs can be transitioned faster if necessary, the 2-month overlap allows customers to ensure no down time.
Will Salesfusion natively integrate with my current CRM?
Salesfusion’s marketing automation platform natively integrates with several major CRM platforms including: Bullhorn, Infor, Netsuite, Microsoft Dynamics, Sage, Salesforce and SugarCRM. Visit our CRM integration page to learn more.
Since I’m not new to the concept of marketing automation, how much training will I need once we make the switch?
If you are managing the Salesfusion platform on your own, you will receive 30-45 days of training that will begin during the transition phase.
What are my options if I don’t have time to learn a new marketing automation platform?
For marketers wanting to take a ‘Do It For Me’ approach to their new marketing automation platform, Salesfusion’s Software WITH a Service allows our marketing operations experts to handle the tactical campaign execution and reporting, while the client focuses on program and content creation. Visit our Software With a Service page to learn more.