Marketing Solution

CRM Integrations

Your Business, Connected Your Way

Whether you have Salesforce, Microsoft Dynamics, NetSuite, Zoho, SAP CRM, or SugarCRM; third-party applications, or cross-application business processes on the premises or in the cloud, CallidusCloud provides an open and flexible approach to integration that offers many technology choices while reducing risk and implementation time.

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The CallidusCloud Marketing Solution’s integration with leading CRM systems coordinates the leads generated, the real-time information of the prospects identified, and the overall account management between the two systems. It then makes the information available to both marketing and sales teams. Key features of the CRM integration include:

  • Seamless bidirectional integration to ensure that the information captured by the CallidusCloud Marketing Solution can be updated to your CRM system.
  • A basic integration for those who do not have application programming interface (API) access and an advanced integration for those who do have API access.
  • A highly configurable option to synchronize objects into your CRM system based on the profile or behavioral attributes of prospects captured by the CallidusCloud Marketing Solution.
  • The ability to synchronize your CRM system with either anonymous prospect behavior (web analytics data) or touch points such as email.
  • One-click access to the CallidusCloud Marketing Solution from within Salesforce, reducing the need to log in to separate environments.

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CallidusCloud Marketing Solution for Salesforce

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