How do you make sure your teams are aligned as customers engage across different touchpoints with your business?

Keeping track of all your customers—and providing each with a unique experience—while ensuring sales and marketing are on the same page becomes difficult as your business grows. Sometimes you need more ways to track all those details and keep your teams aligned.

That’s why we’ve partnered with Microsoft and released our direct integration with Microsoft Dynamics 365–now available on Professional and Enterprise ActiveCampaign plans.

Are you already using Microsoft Dynamics 365? You can easily integrate ActiveCampaign with your Dynamics account and use customer experience automation to grow your business—just visit the Microsoft AppSource!

What can you do with the integration?

Close more deals and grow your existing customer base by aligning your teams.

What does it mean to deliver a great customer experience for each customer and prospect? It means understanding their needs as individuals and delivering information that speaks directly to those needs through the most relevant touchpoints.

With the Microsoft Dynamics 365 integration you can ensure sales and marketing have the same understanding of your customers and prospects. Easily send contacts and leads between the two systems and give sales and marketing the full context of who your contacts are. 

Having this understanding will help you build better relationships, deliver amazing customer experiences, and fuel business growth from both prospects and existing customers. 

Identify prospects and qualify leads—automatically.

How do you know what leads should get your team’s attention? Qualifying leads can be challenging and a barrier to growing your business. With ActiveCampaign, you can…

  • Capture and qualify leads
  • Score leads based on their actions
  • Automate what happens next

With this connection to Microsoft Dynamics 365, it’s easy to send qualified leads to your sales team while nurturing others so your team can spend their time on the most important leads in their funnel.

Extend your valuable CRM data across channels.

You already have information about your customers in your CRM. Use the power of customer experience automation in ActiveCampaign to leverage that information and drive 1:1 automated experiences for every customer.

Whether your customers engage with you through email, SMS, landing pages on your website, or social media, they are telling you what they want through those interactions. Use those behaviors, combined with the information in your CRM, to serve customers in a personalized way, across their preferred channels. 

There are many tools to help your business. We want it to be easy to use the tools that align your teams and help you drive business growth. Whether you prefer the ActiveCampaign CRM or Microsoft Dynamics 365, connect your tools and create amazing customer experiences.