Marketing directors who wish to sync data from System A to System B also want to enable the key use cases between those SaaS applications.

For example, when syncing data between a marketing automation and CRM system, such key use cases include:

  • Populating a consistent profile of customers & accounts across systems.
  • Delivering qualified leads from marketing systems to CRMs.
  • Illuminating marketing data in CRM contact/lead records.
  • Syncing account/contact data from CRMs to marketing systems for segmentation.
  • Syncing opportunity data from CRM to marketing systems for closed-loop reporting.

To this end, Bedrock Data includes an on-boarding service with the purchase of our Sync software, to help customers achieve key data sync use cases.