CRM Integration

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.