STRATEGIC PARTNERS
CONTACT
Mailing Address
539 West Commerce Street, #249
Dallas, TX 75208
Office Address
6210 North Belt Line Road, Suite 150
Irving, TX 75063
Phone
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CRM System Integration with Marketing Lead Systems
Solution Description:
OnTarget Partners are B2B growth experts offering intelligence for business to improve processes across sales and marketing. In phase four of this partnership, they enlisted TAP Innovations to automate Salesforce processes between their business systems, Zoominfo, LinkedIn Sales Navigator and Salesforce. TAP Innovations is a premier system integrator and solved their automation gap quickly and affordably! Watch TAP Innovations Solution in action!Watch TAP Innovation Solutions in action!
Challenge:
Working with three separate systems, OnTarget employees had to pull client requests from Salesforce manually, then extract data from both ZoomInfo and LinkedIn Sales Navigator. Once all of the raw data was collected, it had to be validated with existing information in Salesforce, filtered as new or existing and reentered into Salesforce in the appropriate fields. Manual efforts became extremely time-consuming, so this long-time partner and client enlisted TAP Innovations to reduce efforts and errors. “The Salesforce training was awesome. It seems you're viewing programs the same as we are and approaching them exactly the way I would.”
Accounts: OnTarget Partners
Website: www.ontargetpartners.com
Number of Locations: 4
Number of Employees: 46
Industries: Advertising, Marketing
Solution
TAP Innovations is a premier system integrator and transforms data and lead management systems, processes, and workflows. The OnTarget Partners database is now free of duplicates and incorrect information. TAP Innovations eliminates manual work through: * Enhanced SalesForce.com CRM functionality * Automated information capturing from external systems to save time and reduce errors * New data fields due to business system integration * Customized technical settings to control the functionality of the integration * Extended feature for file uploads Rigorous data testing and verification * TAP Innovations solutions improve workplace efficiency, customer interactions and lead management analytics.
Integrated Systems
Categories: CRM, Marketing Lead Websites
Brands: SalesForce.com, ZoomInfo, LinkedIn Sales Navigator
Digital Tools:
APIs, SSIS, C#, Python, Selinium, SQL Server, Web Services, App Service, Azure Functions, RPA, SFTP Servers/Clients, SalesForce.com