CRM integration roadmap
Why integrate?
Integrating your CRM with Sopro enables real-time synchronization of prospects from your campaigns, ensuring that all interactions are automatically reflected in your CRM. This seamless integration provides accurate, up-to-date visibility, streamlining tracking and enabling comprehensive analysis.
With enhanced insights, you can effectively evaluate campaign performance, make informed, data-driven decisions, and prioritize high-value prospects, ultimately driving more targeted and efficient business outcomes.
Key pre-integration considerations
1. Import of prospects
Prospects can be imported as follows:
- All engaged prospects
- Only prospects who have shown intent (Sopro recommendation)
Importing only prospects who have responded to the message ensures more efficient lead management within your CRM system, enabling a more focused and streamlined approach, increasing the likelihood of successful conversions.
2. Create Source Field
Creating a Source Field will allow prospects that came from the campaign to be tagged accordingly that will help with segmentation of Sopro leads within the CRM system.
A Sopro Source FIeld / Value should be created in CRM.
3. Access Requirements
The individual/s on whose behalf the activity will run, and will perform the integration, must have editable access to the CRM account (they may already have this). This ensures that the integration can sync all relevant information seamlessly on their behalf, allowing for accurate and up-to-date data management
4. Understand the Sopro Imported Intent event categories
Learn about the different Sopro Intent Event Categories and how they help identify and track prospects’ engagement and interest in your service/product. During the integration, you will need to select which categories to import into your CRM.
Below you can find the full list with detailed explanations.
5. Review compatibility with Sopro Fields
Compatibility is crucial for successful sync of information between Sopro and your CRM.
You can find below a list of how Sopro transfers Company/Account and Contact/Lead properties on your CRM.
Imported Intent Event Categories
The integration allows you to import one of the following Intent Event Categories:
| Intent category | What Sopro will transfer |
|---|---|
| Positive Response | All prospects that have expressed interest in discussing the service/product offered. |
| Referral | All prospects that referred someone else within their organisation who might be interested in the service/product offered. |
| Deferred Interest | All prospects that showed interest in discussing the product/service offered at a future time. |
| Active Dialogue | All prospects that replied and have started an active conversation, where a further follow up is needed. |
| Webchat Lead | All prospects who have engaged with and shown intent by using your online webchat. |
| SDR – Direct Sign Up | All prospects who have engaged with your product/service by completing your online web form, showing intent by seeking further information. |
| SDR Call – Positive | All prospects who have expressed interest via phone call and have been marked in the Sopro Portal as “SDR Call – Positive.” |
| Polite Decline | All prospects that did not show interest in the product/service offered. |
| Repeat Site Visits | All prospects who have visited your website multiple times and have fulfilled your intent goal. |
| Returning Interest | All prospects who have returned to your website within your set timeframe and have fulfilled your intent goal. |
| Goal URL | All prospects who clicked on a URL within your Intent Tracker settings and fulfilled your intent goal. |
| Gift Redeemed | All prospects who have been sent a gift via your outreach strategy and have shown intent by redeeming the gift. |
| Website Visit | All prospects who have visited your website. |
| Webchat Session | All prospects who have engaged with your product/service by using your online webchat. |
Company/Account properties transfer
Sopro will transfer the following Company/Account properties:
| Sopro fields | What Sopro will transfer |
|---|---|
| Name | The name of the prospected company i.e. Sopro |
| Industry | The industry of the company. Sopro recognises 150 different industries that need to be matched with your CRM industries. You can find the list of the industries here |
| Website | The website from the prospected company |
| Location | The location of the company. Sopro recognises 216 different locations that need to be matched with your CRM industries. You can find the list of the locations here |
| Company size | The size of the prospected company. Sopro has 8 company sizes in its nomenclature that need to be matched to your CRM company sizes. You can find the list of the company sizes here |
| Source | The source from where the company was delivered in your CRM, in this case – Sopro |
***Highlighted fields should be reviewed and considered prior the integration with Sopro, to ensure compatibility and success.
Contact/Lead properties transfer
Sopro will transfer the following Company/Account properties:
| Sopro fields | What Sopro will transfer |
|---|---|
| First Name | First Name of the prospect |
| Last Name | Last Name of the prospect |
| Prospect’s email | |
| Job Title | Prospect’s Job Title |
| Industry | The industry of the prospect. Sopro recognises 150 different industries that need to be matched with your CRM industries. You can find the list of the industries here |
| Prospect’s LinkedIn profile URL | |
| Lifecycle Stage | In which lifecycle stage is the prospect going to be put in |
| Lead Source | The source from where the prospect/lead was delivered in your CRM, in this case – Sopro |
| Location | The location of the prospect. Sopro recognises 216 different locations that need to be matched with your CRM industries. You can find the list of the locations here |
| Lead Status | In which lifecycle stage should the prospect be classified |
| Company Size | The size of the company where the prospect works. Sopro has 8 company sizes in it’s nomenclature that need to be matched with your CRM company sizes. You can find the list of the company sizes here |
| Website | The website from the prospected company |
| Phone Number | Company’s phone number |
| Approach | From which approach in the Sopro campaign was the prospect engaged |
***Highlighted fields should be reviewed and considered prior the integration with Sopro, to ensure compatibility and success.
Our suggestion is to sync most of the properties in the lists above as it will increase the value of the integration..
Integration manuals
Based on your CRM additional specific properties might appear. You can find these in the respective CRM manuals in below.
Please choose which of the following CRMs you have:
Please review the integration manuals to ensure all required fields are supported. If you identify any unsupported fields, reach out to your account manager for further assistance.
Strategies for effective field syncing tips
1. Integrate Sopro values into Drop-Down CRM Fields
Unlock enhanced precision and consistency in your CRM by integrating Sopro values into your drop-down fields. For your convenience, we’ve provided the current values used for Industry, Company Size, and Location fields here.
2. Use simple workflows to connect Sopro values in your CRM
When a specific Sopro value is not available in your system, create a workflow to match it with an existing field value in your CRM
3. Convert Fields to Open Text for Seamless Syncing
When the first two options fall short, an Open Text field as a connector would enable flawless information synchronization across your CRM.
Useful information
Understanding CRM field types:
Text Field:
Pros:
Any value can be inserted in free form
Cons:
Not ideal for structuring information
Drop-down
Pros:
Only pre-defined info can be inserted – ideal for structuring data. Sopro drop-down fields can be found here.
Cons:
If Sopro values are not equal to your CRM predefined list, then it won’t by synced. Contact your account managers for additional assistance.