AXPulse team recently worked on integrating Act-On, a marketing automation platform with Microsoft Dynamics CRM On-Premises for one of our customers in North America.

With this bi-directional, real time native integration, the customer in Professional Education sector is now able to get the prospect data from their website to Act-On and then to the CRM system as converted leads. Sales teams accesses CRM to get real-time information, including prioritized leads and activity history for leads and contacts.

We also developed a round robin lead distribution solution in CRM that assigns the leads (one-by-one) to respective team members of the team(s). Appropriate filters were also applied to segment the data based on customer specific criteria. A notification was set for the team lead about the newly generated lead record and to whom it is assigned.

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