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Integrate your CRM platform and Go-to-Market programs

Your CRM platform is a critical business tool through which you track and report your sales and marketing activities. But if your Go-to-Market programs are not integrated with CRM, your sales and marketing teams lack visibility – having to “toggle” between multiple systems to take action.

Extend CRM to manage and report on your Go-to-Market activities

The Vistex services team can help integrate Go-to-Market programs with your CRM platform to enable a 360-degree view of your business and simplification of your systems environment. We provide a clear roadmap to bridge technology gaps, streamline integration, and manage Go-to-Market programs with ease.

Three Go-to-Market -CRM Vistex Services Options

Go-to-Market/CRM Health Check and Roadmap

The Go-to-Market /CRM Health Check is an assessment of your CRM environment’s readiness to support your Go-to-Market program strategy compared to best practices. The Health Check is further augmented by a roadmap that defines actionable initiatives required to bridge the gap between current and future states of your CRM environment.

CRM Infrastructure Solutions

Our team designs solutions that offer you a 360-degree view of your customers and partners – supported by accurate and complete data, portals that deliver comprehensive program information to participants, and an integration framework that enables you to plug in tools from a variety of providers with ease.

Go-to-Market Program Infrastructure Solutions

  • Program Design: We design Go-to-Market program frameworks that deliver tiered benefits to the customers and partners based on the value they provide.
  • Program Audits: We audit current programs and tools and identify how to streamline and consolidate, improve capabilities, efficiencies and flexibility – oftentimes with massive bottom line impact.
  • Program Globalization: We define a Go-to-Market infrastructure with systems, processes and content that enable both global consistency and regional adaptation.

Learn more about CRM Integration

Simplified CRM systems infrastructure reduces integration points by more than 50%

Achieved global standardization of partner tiering and segmentation model across 8 technology platforms

Defined 76 discreet technology initiatives and created 2-year roadmap to guide CRM initiatives