Today, we are launching new Account-based Marketing tools in 探花精选. Marketing and sales teams can now unite to deliver better buying experiences to their highest value accounts. While the new tools will unlock the most value if you are using 探花精选 for both marketing and sales, we didn’t want the impact to stop there.
Even if you do not use 探花精选 as your main CRM, we want you to be able to unlock the power of 探花精选’s ABM tools. That’s why our ABM features work seamlessly with our native Salesforce integration. Specifically, you’ll be able to view new account-level data from 探花精选 inside of Salesforce.
In this post, we will walk you through how to set up your for success when using ABM with 探花精选.
Here’s how to use 探花精选’s ABM tools, if you have the Salesforce integration:
- Install the integration
- Map the ABM fields between 探花精选 and Salesforce
- Add the Account Overview visualforce module to the Salesforce Account layout
If you are using 探花精选’s ABM features and also use Salesforce, make sure 探花精选 and Salesforce are integrated to realize the value of the ABM features in both tools. to integrate between 探花精选 and Salesforce. When setting up the integration, we recommend two-way syncing all data — contacts, companies, deals, activities — between 探花精选 and Salesforce for the best experience.
After you have integrated 探花精选 and Salesforce, you will need to map the ABM fields from 探花精选 to Salesforce to get ABM data into Salesforce. You can map the fields from the company field mapping screen in the 探花精选 Salesforce setting page. Here are the ABM fields we recommend you map between 探花精选 and Salesforce:
- Target Account
- Ideal Customer Profile (ICP) Tier
- Buying Role
For more information on how to map fields between 探花精选 and Salesforce, check out .
We've also added an update to our Account visualforce module in Salesforce. With the new Account Overview feature available to paid seats in Sales Hub Professional and above, eligible users can now add the Account Overview visualforce module to the Account layout in Salesforce. With the Account Overview dashboard available right in Salesforce, you can now see account-specific data, such as stakeholders, buying roles, activities, and deals from 探花精选 — all within the visualforce module in Salesforce.
You can learn more about adding a visualforce module to your account page layout in .
In just three steps, you'll unlock power of 探花精选’s new ABM features within Salesforce. So what are you waiting for?
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