Aplicaciones



SM24 - SalesMANAGO - BItrix24 sync plugin

desde Atteli Sp. z o.o.
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  • Publicado: 08.02.2018
  • Instalaciones:123
  • Versión: 1
  • Descripción
  • Versiones
  • Soporte
  • Instalar
  • Easily connect Bitrix24 with SalesMANGO

    Seamless Integration Bitrix24 with Microsoft SalesMANGO. Synchronize your contacts and it attributes, tags, opt-in and opt-out status etc.

    Use great Bitrix24 CRM and enjoy the interactive marketing automation of SalesManago.

    Bitrix24 is a widely recognized business platform. Among other tools Bitix allow to create a contact database along with the history of each customer. Sales Manago is a Marketing Automotion class system, which is used by more than 2000 companies in Europe and offers tools to identify people entering a website and monitor their online behavior. According to Datanyze, it is the 12th largest platform in the world.

    SM24 Plug-In Features

     

    Sm24 Plugin allow to sync contact database - data collected in Bitrix24 are automatically sent to SALESmanago, while customer behavior data collected in SALESmanago is integrated with Bitrix24 client profile.

    Main benefits

    What are the business benefits of integrating both systems?

    One and consistent database - a single database for both systems, no need to import data from CRM to SalesMANAGO or vice versa. All of the information collected in Bitrix24 is automatically added to SalesMANAGO, all data collected through SalesMANAGO on customer activity are automatically integrated into Bitrix24.

    Exchange of information between systems - all information collected eg from a mailing campaign and its effects can be tracked directly via Bitrix24. It is possible to generate campaign reports directly from the CRM system. This increases data availability and streamlines your day-to-day work. Connecting this data to automatic Rules in Bitrix you can manage any business case you can imagine

    A clear customer profile - information about the customer is collected both from the data entered by the sales department and from the information obtained from the campaigns. This gives a more accurate picture of the customer, making it possible to target more effectively future campaigns.

    Information

    Plugin was developed by Atteli.com and is free of charge. You may have paid account of SalesMANGO to use this plugin. Check for pricing policy on http://salesmanago.com/info/pricing.htm

  • Versión 1

    Easily connect Bitrix24 with SalesMANGO

    Seamless Integration Bitrix24 with Microsoft SalesMANGO. Synchronize your contacts and it attributes, tags, opt-in and opt-out status etc.

    Use great Bitrix24 CRM and enjoy the interactive marketing automation of SalesManago.

    Bitrix24 is a widely recognized business platform. Among other tools Bitix allows to create a contact database along with the history of each customer. Sales Manago is a Marketing Automotion class system, which is used by more than 2000 companies in Europe and offers tools to identify people entering a website and monitor their online behavior. According to Datanyze, it is the 12th largest platform in the world.

    SM24 Plug-In Features

    Sm24 Plugin allows to sync contact database - data collected in Bitrix24 are automatically sent to SALESmanago, while customer behavior data collected in SALESmanago is integrated with Bitrix24 client profile.

    Main benefits

    What are the business benefits of integrating both systems?

    One and consistent database - a single database for both systems, no need to import data from CRM to SalesMANAGO or vice versa. All of the information collected in Bitrix24 is automatically added to SalesMANAGO, all data collected through SalesMANAGO on customer activity are automatically integrated into Bitrix24.

    Exchange of information between systems - all information collected eg from a mailing campaign and its effects can be tracked directly via Bitrix24. It is possible to generate campaign reports directly from the CRM system. This increases data availability and streamlines your day-to-day work. Connecting this data to automatic Rules in Bitrix you can manage any business case you can imagine

    A clear customer profile - information about the customer is collected both from the data entered by the sales department and from the information obtained from the campaigns. This gives a more accurate picture of the customer, making it possible to target more effectively future campaigns.

    Information

    Plugin was developed by Atteli.com and is free of charge. You may have paid account of SalesMANGO to use this plugin. Check for pricing policy on http://salesmanago.com/info/pricing.htm

  • Flow table

    Bitrix24 <> SALESmanago

    Contact emails >> Contact emails

    Specific attribute of contact >> tag in SalesMANAGO

    Opt in, opt out  >><< Opt in, opt out

  • How it works

    Step 1

    You have to log in SalesMANAGO to your Bitrix account.

    Go to salesmanago.com and register trial account. You can use use your regular account as well.

    Please use your SalesManago „Integration data (Settings->Integration->API Access) to set up integration and authorize them in SM24 app below PROPERTIES tab (fillout 4 first fields)

    Remember to click SAVE on each line!

     

    Step 2

    Transfere data between Bitrix and SalesMANAGO.

    SalesMANAGO allows to build automatic tags for clients or customers base on their behaviours on WWW. This tag can be collected back in Bitrix for farther analysis. All you need to do is to create custom fields for such tags in Bitrix which will be synced from SalesMANAGO. You can ADD new fields in Bitrix to store thosa tags in your CRM as well

     

    You have to click SELECT buton after each step

    Also information about campaigns and newsletter agrreement can be transfered between Bitrix and SalesMANAGO

    On same page (PROPERTIES tab) define which attribiutes from CONTACT section should be synced to SalesMANAGO.

    You can export to SalesMANAGO all client attribiutes gathered in Bitrix CRM like interest, language, position and any other fields and its content.

    Those informations will be stored in SalesMANAGO as tags of this contact.

    Those data will be exported to SalesMANAGOby by default:

    ·         First Name,

    ·         Last Name,

    ·         email address,

    ·         Company

    In future you will be able to use tags in SalesManago to drill data base for a specific type of mailing or marketing automation action. You can be sure that the data will always be up to date

     
    Step 3

    Authorisation test

    Switch  to 'MANAGEMENT' tab of our app and click 'check SM connection' - result should be "Success"

    Step 4
    Click 'Full sync' button.

    After a while Contacts with Email Addresses and its attribiutes should be transferred to SalesManago

    You can choose "delete tags" button if You want to delete Tags from SalesManago first and create them from the scratch

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