{"id":25994426,"date":"2024-10-14T09:15:36","date_gmt":"2024-10-14T07:15:36","guid":{"rendered":"https:\/\/marketingautomation.it\/project\/marketing-automation-infinity-crm\/"},"modified":"2025-01-31T08:51:54","modified_gmt":"2025-01-31T07:51:54","slug":"marketing-automation-infinity-crm","status":"publish","type":"project","link":"https:\/\/marketingautomation.it\/en\/project\/marketing-automation-infinity-crm\/","title":{"rendered":"Marketing Automation &amp; Infinity CRM"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">About Infinity CRM Zucchetti<\/h2>\n\n<p><strong>Infinity CRM<\/strong> is the <strong>Infinity Zucchetti module<\/strong> designed for complete and efficient management of relationships with your company&#8217;s current and potential customers.<\/p>\n\n<p>Thanks to the CRM platform, the company can effectively manage <strong>Pre-sales, Sales and Post-sales<\/strong> activities, automating the processes.<\/p>\n\n<p>In general, with Infinity CRM you can:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Manage <strong>Sales<\/strong> <strong>Opportunities<\/strong>: by classifying information and monitoring activities;<\/li>\n\n\n\n<li>Gestire <strong>Contatti interessati<\/strong> per cogliere ogni opportunit\u00e0 commerciale, grazie a strumenti di analisi, pianificazione, quotazione e reporting;<\/li>\n\n\n\n<li>Offer <strong>Support to your current customers<\/strong>: filter, log and track support requests, maintenance activities, contracts and FAQs;<\/li>\n<\/ul>\n\n<p>Infinity CRM is composed of modules and different functions that allow you to manage the process by following each phase in a complete and detailed manner.<\/p>\n\n<p>In particular, <strong>assignment and control rules are available within the platform to automate the operational flow<\/strong>.<\/p>\n\n<h2 class=\"wp-block-heading\">Infinity CRM and Marketing Automation Integration<\/h2>\n\n<p>For the purposes of <strong>Infinity CRM and Marketing automation integration<\/strong>, the following data exchange methods are available:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>message creation on Infinity <strong>of Marketing Automation type<\/strong> with association of <strong>lists of names extracted<\/strong> based on the filters available within the CRM. The message and the lists will be sent to Marketing Automation using its advanced functions. Infinity will then have the possibility of <strong>querying the statistics generated on Marketing Automation<\/strong> &#8211; importing them as possible new distribution lists;<\/li>\n\n\n\n<li><strong>recupero di qualsiasi segmento<\/strong> (insieme di contatti estratti liberamente sulla base di filtri o flussi di Marketing Automation) grazie al profilo \/ impostazione di import &#8220;Marketing Automation&#8221;. Opzione che permette di recuperare anche <strong>i nuovi contatti nati esclusivamente su MA <\/strong>come ad esempio potenziali che hanno navigato un sito o manifestato un interesse da una campagna di Lead Generation sui Social, o compilato una Landing Page di MA;<\/li>\n\n\n\n<li><strong>manual or scheduled synchronization of personal data<\/strong>(including consents to data processing) between the two applications in order to have aligned (as far as possible) the information processed by the two applications;<\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading\">Use cases:<\/h2>\n\n<h4 class=\"wp-block-heading\">a. Creating a personalized marketing campaign<\/h4>\n\n<p><strong>SCENARIO: <\/strong>A company wants to send a targeted email campaign to a specific group of contacts selected in the Infinity CRM.<\/p>\n\n<p><strong>Selection of primary data and assets on Infinity CRM:<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>The company uses Infinity&#8217;s advanced filters to create a mailing list based on detailed criteria (for example, customers who have purchased a specific product in the last six months);<\/li>\n\n\n\n<li>The list is verified to ensure the uniqueness of emails and phone numbers using the name replacement feature, avoiding duplicates not accepted by Marketing Automation;<\/li>\n<\/ul>\n\n<p><strong>Creazione della campagna su Marketing Automation:<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>The contact list is sent to Marketing Automation with the automatic creation of a campaign in the &#8220;Creating&#8221; state.<\/li>\n\n\n\n<li>In Marketing Automation, the company selects a custom HTML template, plans the sending flow (for example, &#8220;Email Sending&#8221;), and sets up A\/B testing rules to improve the email open rate;<\/li>\n<\/ul>\n\n<p><strong>Monitoring and Analysis:<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>Infinity collects return statistics from Marketing Automation, such as open rate, link clicks and bounce rate. This data is used to create new sublists of interested contacts;<\/li>\n\n\n\n<li>The sublists are transferred to the sales force to generate commercial negotiations or to launch targeted telephone campaigns;<\/li>\n<\/ul>\n\n<h4 class=\"wp-block-heading\">b. Recovery of Contacts born on Marketing Automation<\/h4>\n\n<p><strong>SCENARIO:<\/strong> The company wants to collect new contacts generated through landing pages and lead generation campaigns on social media integrated with Marketing Automation.<\/p>\n\n<p><strong>Contact Collection:<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>Marketing Automation creates dynamic segments based on interactions such as signing up for a newsletter or completing a questionnaire. These segments are accessible from Infinity via the &#8220;Marketing Automation&#8221; import profile\u200b;<\/li>\n<\/ul>\n\n<p><strong>Data integration, cleaning and validation:<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>Through a wizard, Infinity imports the segments and associates the contacts with existing names according to priority rules (for example, names linked to customers or company records).<\/li>\n\n\n\n<li>The uniqueness of contacts is guaranteed by avoiding duplicates based on email or telephone number, according to GDPR rules.<\/li>\n<\/ul>\n\n<p><strong>Operational use:<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>Imported contacts are integrated into existing Infinity lists or used to create new campaigns;<\/li>\n\n\n\n<li>Any contacts with errors or duplicates are reported and managed through the replacement procedure;<\/li>\n<\/ul>\n\n<p>These use cases highlight how the integration between Infinity CRM and Marketing Automation improves the effectiveness of marketing activities, optimizing contact management and campaign tracking.<\/p>\n\n<h2 class=\"wp-block-heading\">Useful links and contacts<\/h2>\n\n<p>If you are not yet a customer of Infinity Zucchetti, here are some useful contents to request a commercial contact:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Here the <a href=\"https:\/\/www.zucchetti.it\/it\/cms\/soluzioni\/marketing-e-vendite\/crm\/infinity-crm\/software-crm-descrive.html\" target=\"_blank\" rel=\"noreferrer noopener\">page dedicated to Infinity CRM<\/a>;<\/li>\n\n\n\n<li>If you want to know more about <a href=\"https:\/\/marketingautomation.it\/infinity-crm-e-ma-marketing-automation\/\" target=\"_blank\" rel=\"noreferrer noopener\">&#8216;<strong>Infinity CRM and Marketing automation integration<\/strong>: request a demo<\/a>;<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>About Infinity CRM Zucchetti Infinity CRM is the Infinity Zucchetti module designed for complete and efficient management of relationships with your company&#8217;s current and potential customers. Thanks to the CRM platform, the company can effectively manage Pre-sales, Sales and Post-sales activities, automating the processes. In general, with Infinity CRM you can: Infinity CRM is composed [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":25992463,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"project_category":[45],"project_tag":[],"class_list":["post-25994426","project","type-project","status-publish","has-post-thumbnail","hentry","project_category-crm-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Marketing Automation &amp; Infinity CRM - MA<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/marketingautomation.it\/en\/project\/marketing-automation-infinity-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Marketing Automation &amp; Infinity CRM - MA\" \/>\n<meta property=\"og:description\" content=\"About Infinity CRM Zucchetti Infinity CRM is the Infinity Zucchetti module designed for complete and efficient management of relationships with your company&#8217;s current and potential customers. Thanks to the CRM platform, the company can effectively manage Pre-sales, Sales and Post-sales activities, automating the processes. 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