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.