Data Flows presentation hubspot crm.pptx

crm

1. Applications and Scope (1/2) Job Book Opportunities , Contacts, Accounts, Products , Currencies iQuote Quoting for the proposals Azure Directory/Microsoft Users authentification Marketo Global Contact DataBase and Marketing Automation Synthesio Platform Software sold by Synthesio Pendo Software to measure user adoption of Synthesio platform CRM MANAGEMENT OF THE CLIENT RELATIONSHIP Excel Leads Ipsos.com Corporate Websites Legend : Synthesio only Cognism Database of leads Traction Compete Software to build worflows Groove Software to send automatic emails manual

2. Applications and Scope (2/2) Job Book ERP entry point to our Financial system and project management iQuote Quoting for the proposals Azure Directory/Microsoft Users authentification Marketo Global Contact DataBase and Marketing Automation Synthesio Platform Software sold by Synthesio Pendo Software to measure user adoption of Synthesio platform CRM MANAGEMENT OF THE CLIENT RELATIONSHIP Excel Leads Ipsos.com Corporate Websites Legend : Synthesio only Cognism Database of leads Traction Compete Software to build worflows Groove Software to send automatic emails United States Focus

3. Data and processing Job Book Azure Directory/Microsoft Users authentification CRM MANAGEMENT OF THE CLIENT RELATIONSHIP Excel New Leads Ipsos.com New Leads New Billing Account ( with Parent Account ) Marketo New Lead and lead activity Accounts Email sent to local Finance to validate If true new Billing Account and Credit Check Done Client Billing Adress number assigned to existing Parent ID or to new Parent ID Billing Account ID Contact Opportunity& New contact, new opportunity & updates Contact, opportunity ID & updates iQuote numbers iQuote number validated iQuote Quoting Legal entities , Products , Employees ….