Checkpoint Marketing for Payroll Service Bureaus and PEOs
CRM Connectors

CRM Connectors

Manage Leads For More Business:
Integrate Your Marketing Data With Your CRM System

Our marketing solutions consistently keep you in front of your clients, prospects and referral sources with timely, relevant and professionally-written articles. CRM Connectors allow you to track vital data from your email communications through your Customer Relationship Management (CRM) program.

Our email marketing platform seamlessly integrates with NetSuite CRMSalesForce and Microsoft Dynamics.

Facilitate lead generation by monitoring and assigning click activity to your business development personnel directly through your CRM, as you do with other prospects and leads. Integration occurs seamlessly and automatically in three ways:

  • Records are sent from your CRM and updated in your Checkpoint Marketing database
  • Click activity is transferred from the database for follow-up through your CRM
  • Unsubscribe requests are collected, flagged and processed through both programs

The databases are synced on a daily basis, so changes to prospect or client records in your CRM are updated in your marketing database, and vice versa. Similarly, prospects you add to your CRM are added to your marketing database nightly (and vice versa).

 

CONTACT US
Call us at 866.240.8477 ext. 2 to discuss all of your lead nurturing, email marketing and business development needs or contact us for an online demonstration.