Integration

Understanding that no system lives in a vacuum, we also offer several options for integrating into your existing sales and marketing environments.

Import & Export Spreadsheets

Easily import and export prospect, profile, lead and historical information.

Chances are you are going to need to import and export prospect information. It could be daily feeds to/from an internal system or a one-time list purchases.  Whatever the case, we can create automated processes that allow these files to flow into (or out of) your prospect database in an automated fashion.

  • Import Data – define file layouts and the rules used to clean, dedupe and merge incoming data.
  • Export Data – define file layouts and criteria for exporting prospect, profile, lead and historical information.
  • Scheduling – configure import/export to run at predetermined times.
  • FTP Sites – automatically drop files to or pick files up from your FTP site.

SalesForce.com Bridge

Seamless real-time integration with the industry’s leading sales system.

We’ve been asked time-and-time again if we integrate with SalesForce.com. The simple answer is “yes, of course we do”. In fact we’ve created a seamless real-time integration that allows leads to be dropped into to your SalesForce.com application and then for sales feedback to be extracted from these leads for reporting within your marketing application.

  • Push New Leads – write qualified leads directly to your SalesForce.com application real-time.
  • Pull Lead Status – extract lead info from SalesForce for reporting within your lead generation system.
  • Pull Sales Info – when you close a deal, track campaign ROI by extracting sales info.
  • Pull Contacts – automatically pull new and updated contacts into your prospecting database.

Custom Integration

We offer custom built integration to any of your existing systems.

Your marketing automation system will likely become part of a larger group of sales and marketing processes. At COSMO we have extensive experience integrating into our customers existing environments.

  • Import/Export Processes – integration using COSMO import/export tools.
  • Custom Web Services – integration using your existing web services.
  • HTTP Post – integration with an existing HTTP processing engine.