Keeping your sales and marketing teams in sync can be challenging, especially when working in different systems. If your sales team uses Dynamics 365 while the marketing team relies on HubSpot Marketing Hub, you're likely feeling the disconnect. While HubSpot's marketing automation tools excel at managing campaigns, generating leads, and nurturing relationships, and Dynamics 365 offers powerful CRM features for managing the sales pipeline, the real power of these platforms comes from being able to integrate each platform's data. After all, what's the point of using such robust tools if you can't track your marketing efforts in the sales pipeline or if sales insights aren't feeding back to marketing to refine and improve future campaigns?
The Sales-Marketing Disconnect Solution
That's where SymphonySync™ comes in. SymphonySync™ is a data integration tool that solves the sales-marketing disconnect between HubSpot and Dynamics 365. With this integration tool, you can automatically sync marketing data from HubSpot into Dynamics 365, giving sales complete visibility into hot leads and providing insights into which campaigns are driving ROI. In turn, sales updates flow back to HubSpot, ensuring that both teams are always working from the same data.
Feeling Sales-Marketing Disconnect? You Are Not Alone.
If your sales and marketing teams feel disconnected because you are not working off the same data and metrics, you're not alone. One of our customers shared how they used to struggle with tracking ROI on marketing campaigns leading to frustration on both sides. Sales had little faith in the leads; some even fell through the cracks because of slow handoffs, and marketing couldn't figure out what was driving conversions. After implementing SymphonySync™ with the support of the experienced developers who created it, that all changed.
SymphonySync™ connects the data in both systems and solves the sales-marketing disconnect by giving both teams the insights they need to work together and close more deals. Our customer shared that with SymphonySync™ their sales team could see detailed insights on every marketing-qualified lead (MQL) directly in their CRM. This powerful integration boosted sales confidence in the leads and led to more conversions. Plus, sales could now update the status of leads right in Dynamics 365, feeding valuable information back to marketing to refine future campaigns. And most importantly, they were finally able to measure the ROI based on marketing efforts, something that was impossible before SymphonySync™.
Your Problem, Our Solution
SymphonySync™ is the solution to the everyday challenges that arise when sales and marketing teams are disconnected while using HubSpot Marketing Hub and Dynamics 365 independently. Here's how it solves those problems:
- Automatic Access to Hot Leads: If your sales team is frustrated by delayed follow-ups or missed opportunities, SymphonySync™ automatically brings in HubSpot form submissions into Dynamics 365. Your sales team is alerted to all new leads faster, significantly reducing follow-up delays and improving conversion rates.
- Complete Visibility into Lead Engagement: Often, sales teams struggle to get the full picture of a lead's journey. SymphonySync™ solves this by providing detailed insights into every lead interaction with marketing, allowing sales to personalize their outreach based on real data, not guesswork.
- Enhanced Marketing Segmentation: If your marketing team can't improve campaigns based on accurate sales data, SymphonySync™ helps by syncing lead updates from Dynamics 365 back into HubSpot. This allows marketing teams to build more targeted audience segments to improve campaign performance.
- Accurate ROI Tracking: Measuring the ROI of marketing efforts can be a headache. SymphonySync™ fixes this with pre-built custom dashboards that track how specific marketing initiatives like email campaigns and forms lead to sales opportunities, giving both teams clarity on what is driving revenue.
How to Start Connecting Your Teams
If you’re dealing with the same sales-marketing disconnect and experience inaccurate data, missed insights, and difficulty tracking campaign ROI, SymphonySync™ can be the solution that finally brings your teams together. Start by contacting us today at symphonysync@toplineresults.com!
About SymphonySync™
SymphonySync™ is a family of integration products that currently includes integrations for Dynamics 365 Sales + HubSpot, as well as Dynamics 365 Sales + Constant Contact. These integrations work to streamline data synchronization between platforms, ensuring that contacts, leads, and marketing data are always up-to-date. Whether you use HubSpot for marketing or Constant Contact for email campaigns, SymphonySync™ effectively ensures seamless data flow to and from Dynamics 365. As a result, this allows your sales and marketing teams to collaborate more effectively.