Connect your Dynamics CRM to Apsis One. Create better customer journeys based on valuable insights.
Show your sales force how each customer engages across your owned digital touchpoints. Allow Marketing to create better customer journeys based on valuable insights from Microsoft Dynamics CRM.
Apsis One for Dynamics 365
Managing customer interactions between sales and marketing is a challenge for any B2B company. Particularly when customer data is scattered across multiple platforms. Sync customer data between Microsoft Dynamics CRM and Apsis One, and you can expect:
- Sync your lists with Apsis One to use for any marketing campaign
- Quick and seamless integration between Dynamics 365 and Apsis One
- Choice to trigger marketing communication from your CRM or Apsis One or a combination of both.
- View customer interactions (Events) from Apsis One on the Contact Card in Dynamics 365
Why integrate Apsis One and Microsoft Dynamics?
Fuel your segmentation with data from Microsoft Dynamics
Add a layer of valuable CRM data to your Apsis One segments. Let your best insights from Dynamics CRM be the foundation for your next large-scale email campaign in Apsis One.
Understand how contacts engage on your website
See how your customers interact on your website directly on the contact card. Add behavioural website data to your lead management process to kick up your relevance and close more deals.
Start automated flows based on data from Dynamics
Use data from your CRM contacts to initiate cross-channel campaigns in Apsis One. Create automated flows based on data from Dynamics and let your sales team know when your leads are ready to convert.
Add a personal touch
Personalisation is a great little addition that can go a long way in making a customer feel valued and important. Increase customer loyalty, make a strong ROI, increase brand awareness and drive revenue, and more when you sync your Dynamics 365 CRM with Apsis One.
- Personalise based on gathered CRM data or customisable Apsis One Segments.
- Use account or contact info, onsite behaviours, and historical or purchase data to personalise your marketing.
- Create highly targeted campaigns based on data from Dynamics 365 and Apsis One.
- Greater range of customisable customer interactions across email and SMS touchpoints.
- Quick and customisable integration of customer data between Dynamics 365 and Apsis One.
How to get started?
Say no to never-ending implementations and complicated setups. With our native Apsis One integrations, it’s easy to synchronise your data. Check out our step-by-step guide to find out how to get up-and-running quickly with our Microsoft Dynamics integration.
Ready to talk to us about Dynamics 365?