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Advanced CRM Mapping for Salesforce, SugarCRM, and Microsoft Dynamics CRM | Bring Custom Object Data

Released on March 21st, 2017

Each company is unique in the data that’s collected, from which sources, and how that data is organized and used in their CRM. With Act-On's new Advanced CRM Mapping for Salesforce, SugarCRM, and Microsoft Dynamics CRM, data stored in nearly any object can be utilized to deliver more personalized engagements, as well as better align with sales.

Here are some key benefits of Advanced CRM Mapping:

  • Segmentation - Using the enhanced segment editor in Act-On, create tightly targeted lists that are segmented by any object data
  • Personalization - Act-On messages can be easily personalized using custom object data related to the recipient
  • Create records in CRM - Create new records of nearly any type in Salesforce based on conditions like lead score, segment membership and more (Note - this is currently only available in Salesforce)
  • View and validate - Custom object data can now be browsed on the CRM Admin page and/or Account and Contact Report (Account Based Marketing add-on required to view in an Account or Contact Reports)

Contact your account representative to learn more about how to get Advanced CRM Mapping and start leveraging the full breadth of your CRM data.

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