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Truly coordinating your sales and marketing

Operationalize person-based insights through your existing workflows

Enhance your existing Account-Based Marketing activities and workflows with actionable person-based insights, and focus on the key decision-makers within your target accounts.

Customer Relationship Management (CRMs)

Your CRM is one of the most important tools fueling your marketing and sales workflow. Influ2 connects to your CRM, enabling you to target pre-built lists in your CRM and engage with these key contacts through various digital and social media advertising channels. The returned person-based insights can then be synced directly into your CRM to help drive actionable sales activity and outcomes.

Marketing Automation Platforms (MAPs)

Your Marketing Automation Platform (MAP) is a key tool in creating a great experience for your targets to go from an ad campaign to your active sales pipeline. Person-based Advertising engagements will trigger events in your MAP to automate your workflows. These engagements are also tracked in your MAP at the contact level for you to build reports, drive sales activity, and execute workflows.

Sales Engagement

Sales engagement platforms provide a single space for your sales reps to manage and track their activities, reference data, and create flows. Influ2 connects to your sales engagement platform, empowering you to sync person-based engagement data, automate flows, and add new prospects for your sales team to target. With person-based engagement data, trigger automations, sync events to custom fields, and create new leads for new unmatched contacts.

How Salesforce enables your teams

Send automatic notifications based on set ad engagement thresholds and create events for leads, contacts, and accounts. Select any default or custom Salesforce field to sync person-based engagement metrics such as impressions, clicks, and visits. Create target campaign lists in Salesforce and run Influ2 ad campaigns against these dynamic lists.

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