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Customer experience | Sales, Customer Insights,...
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Integrating marketing automation platforms with Sales Enterprise

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Posted on by JR-30041311-0 12
We're currently reviewing our marketing automation platform as we've migrated our CRM to Sales Enterprise. We're mainly looking at Dynamics Customer Insights or HubSpot and potentially a few others (e.g. Active Campaign). 
 
A key factor in our decision making is the need for a simple and stable integation the CRM. We're a sales-led B2B business and we don't have tonnes of resource to throw at maintaining the integration. Does anyone have first-hand experience of integrating HubSpot or other marketing platforms with Dynamics that they can share? I'm looking for positive and negative!
 
Many thanks.
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan 4,466 Super User 2025 Season 1 on at
    Integrating marketing automation platforms with Sales Enterprise
    Hi There, 
     
    Go with Dynamics 365 Customer Insights - Journeys.
     
    Refer this link, it will provide you detailed information on integrating both sales and customer insights:
     
     
    Thanks
    Affan
    If my suggested answer has helped, please mark it as verified.
  • Suggested answer
    Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 1,331 Super User 2025 Season 1 on at
    Integrating marketing automation platforms with Sales Enterprise
    Hello JR-30041311-0,
     
    A lot of tools available in market for Marketing Automation. If you are looking for reducing the efforts on integration with Dynamics 365 Sales, you can look for D365 Customer Insights - Journey.
     
    Dynamics 365 Customer Insights - Journey is a powerful tool that helps organizations gain a deeper understanding of their customers and personalize their interactions. Here are some of its key advantages:
     
    1. Customer Journey Mapping
    Visualize customer interactions: Creates visual representations of customer journeys, highlighting touchpoints and interactions across different channels.
    Identify pain points: Helps identify areas where customers may experience friction or dissatisfaction.
    Optimize customer experiences: Provides insights into how to improve customer experiences and increase customer satisfaction.
    2. Predictive Analytics
    Forecasting customer behavior: Uses predictive analytics to forecast customer behavior and identify potential opportunities or risks.
    Personalized recommendations: Offers personalized recommendations based on customer preferences and past behavior.
    Proactive engagement: Enables proactive engagement with customers to address their needs before they become issues.
    3. Customer Segmentation
    Identify customer segments: Divides customers into distinct segments based on shared characteristics or behaviors.
    Tailored marketing campaigns: Develops targeted marketing campaigns that resonate with specific customer segments.
    Improved customer satisfaction: Delivers more relevant and personalized experiences to customers.
    4. Integration with Dynamics 365 Ecosystem
    Seamless integration: Integrates seamlessly with other Dynamics 365 applications, such as Sales, Marketing, and Service.
    Unified view of customer data: Provides a unified view of customer data across different departments.
    Enhanced collaboration: Improves collaboration and communication among teams.
    5. Real-time Insights
    Up-to-date data: Delivers real-time insights based on the latest customer data.
    Agile decision-making: Enables organizations to make data-driven decisions quickly and efficiently.
    Improved customer responsiveness: Responds to customer needs and preferences in a timely manner.
    6. Scalability and Flexibility
    Handles large datasets: Can handle large datasets and scale to meet the needs of growing businesses.
    Customizable dashboards: Offers customizable dashboards to visualize data in a way that is most relevant to the organization.
    Adaptable to changing needs: Can adapt to changing business needs and customer preferences.
    By leveraging these advantages, organizations can gain a competitive edge, improve customer satisfaction, and drive business growth.
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me.
     
    Best Regards,
    Daivat Vartak
  • Suggested answer
    Yogesh Mulay Profile Picture
    Yogesh Mulay 54 on at
    Integrating marketing automation platforms with Sales Enterprise

    Integrating Marketing Platforms with Dynamics CRM: Key Considerations and Solutions

    Understanding Your Needs:

    As a sales-led B2B company with limited resources for integration maintenance, you need a marketing automation platform that offers:

    • Simple and Stable Integration: A native or well-supported connector to Dynamics 365 Sales Enterprise, with minimal custom development or ongoing maintenance.
    • Sales Enablement: Alignment with sales processes, lead scoring, and tools to help sales reps prioritize and engage with prospects.
    • Data Visibility: Clear visibility into marketing campaign performance and impact on sales pipeline.
    • Scalability: The ability to grow with your business, supporting more complex marketing automation workflows and lead nurturing strategies.

    Evaluating HubSpot and Alternatives:

    1. HubSpot:
    • Integration: Offers a native, bi-directional integration with Dynamics 365. This provides real-time syncing of contacts, leads, accounts, and other critical data.
    • Sales Enablement: Features lead scoring, sales notifications, and tools to track email opens and clicks within Dynamics 365.
    • Data Visibility: Robust reporting dashboards to track marketing campaign performance and ROI.
    • Scalability: Can handle complex automation workflows and lead nurturing as your business grows.
    • Pros: User-friendly interface, extensive app ecosystem, strong community support.
    • Cons: Can be expensive at higher tiers, may require additional configuration for optimal sales alignment.
    1. Dynamics 365 Customer Insights:
    • Integration: Seamless integration with other Dynamics 365 applications.
    • Sales Enablement: Provides insights on customer behavior and preferences to help sales reps personalize their outreach.
    • Data Visibility: Centralizes customer data for a 360-degree view.
    • Scalability: Scales well for large enterprises.
    • Pros: Deep integration with the Microsoft ecosystem, powerful AI capabilities.
    • Cons: Steeper learning curve, might require more technical expertise for setup and ongoing maintenance.
    1. ActiveCampaign:
    • Integration: Offers a connector to Dynamics 365, but it may require more setup and maintenance compared to native integrations.
    • Sales Enablement: Lead scoring, automation workflows, and deal tracking.
    • Data Visibility: Reporting dashboards and analytics.
    • Scalability: Can support various marketing automation needs.
    • Pros: Affordable, powerful automation capabilities.
    • Cons: Less seamless integration with Dynamics 365, might require additional resources for maintenance.
     
    Please mark my answer verified if this is helpful!
  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,014 Super User 2025 Season 1 on at
    Integrating marketing automation platforms with Sales Enterprise
    Hi MarketingPM,
    I recommend that you select Dynamics 365 Customer Insights.

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