Automated barcodes
The integration between Exact and Spotler
With our Spotler Mail+ Connector, data is automatically synchronized between Spotler Mail+, your email marketing automation software, and Exact Synergy. This integration makes it easy to share relevant content and boost engagement with your (prospective) customers, suppliers, and other business contacts. A user-friendly solution for your marketing automation.
Who are our customers?
We work for the following clients, among others. Here is a selection of organizations that rely on our expertise.
How does the Spotler Connector work?
The Spotler Connector handles the automatic exchange of data between Exact Synergy and Spotler Mail+. Depending on the configuration, contact information and company data are synchronized periodically—for example, every 5 to 15 minutes.
New leads from Spotler can be automatically created as prospects in Exact Synergy. Conversely, companies and contacts can be exported from Exact Synergy to Spotler for marketing purposes. During this process, data is validated and mapped to the appropriate fields to ensure that information is processed correctly.
The connector supports both updating existing data and adding new data. This ensures that marketing and sales departments always have access to up-to-date information without the need for manual import or export steps.
The Benefits of the Spotler Mail+ Connector
Keep Track of Sales Opportunities in Exact Synergy
With the Spotler Connector, contact information is shared between Exact Synergy and Spotler Mail+, you'll enjoy seamless integration. Contact information, preferences, and other data are automatically synchronized, so you no longer need to import or export separate lists.
Leads and Workflows
A click in an email, a webinar registration, or a download is more than just an action taken by a person. It reveals something about the reader’s interests and offers opportunities for follow-up actions. You can automatically forward these actions to Exact. When you link the workflows to the right employee, you can capitalize on sales opportunities or optimize your service operations.
Data Enrichment
Using this integration creates a comprehensive customer profile and provides a clear picture of the customer in Exact Synergy. The data being enriched includes, for example, changes to permissions, personal characteristics, downloads of product sheets, webinar registrations, or product preferences.
Data Always Up to Date
An email address that cannot be reached is logged as a bounce in Spotler. The connector automatically creates a task to follow up on such a bounce. The appropriate employee receives a request to verify the information and take action. This keeps your databases up to date and provides opportunities to (re)establish contact with the person or organization.
Curious to find out what this solution can do for your organization?
With the right solution, you’ll work more efficiently, save time, and get more value out of your business software. Our consultants are happy to help you find the best approach.
Request a demonstration or contact us for personalized advice.
Tim Kraan
A Familiar Challenge and Its Solution
Many organizations use Exact Synergy as their central source for customer and contact data, while email marketing is handled through Spotler Mail+. Without an integration, data often has to be updated manually across multiple systems. This takes time and increases the risk of errors, outdated data, and missed business opportunities.
With the Spotler Connector, data is automatically synchronized between Exact Synergy and Spotler Mail+. This ensures that contacts, company information, and relevant CRM data remain up to date in both systems. The setup is flexible and can be tailored to your organization. This allows you to decide which accounts, contacts, and fields are synchronized. The result is a single, reliable source of information for both CRM and marketing, without the need for manual work or custom development.
How does this benefit your organization?
With the Spotler Connector, marketing and sales staff always have access to up-to-date and consistent customer data. Because data is automatically synchronized, duplicate entries are prevented and the risk of errors is reduced.
Marketing campaigns can be carried out using up-to-date target groups and the correct contact information, while new leads become available more quickly within Exact Synergy for follow-up by the sales team. This allows sales opportunities to be seized more quickly and ensures that valuable customer information remains centrally managed.
In addition, automating data exchange saves employees time, allowing them to focus on activities that truly contribute to customer relationships, lead follow-up, and revenue growth. In this way, the Spotler Connector not only supports data quality but also a more efficient and effective sales process.
Work More Efficiently with Spotler Mail+ and Exact Synergy
Real-time synchronization
Data that you create or edit in Mail+ or Exact Synergy are automatically made available in the other package.
Expansion of functionality
The integration is built on the Multi Connector platform. This allows it to be expanded with new features.
Trigger tasks and requests in CRM
A trigger based on changes, such as a click, bounce, or modification, a task, or a request in Exact Synergy.
Would you like to learn more about the Spotler Connector?
Request the fact sheet with no obligation, share it with your colleagues, or schedule a personal demo of the Spotler Connector right away.
Alistar
Frequently Asked Questions
Are you curious about how this solution can enhance your Exact environment? Check out the answers below to frequently asked questions about the integration, features, and capabilities within Exact.
Does the Spotler Connector integrate Exact Synergy with Spotler Mail+?
Yes. The Spotler Connector synchronizes data between Exact Synergy and Spotler Mail+, so that contact information and other relevant data are available in both systems.
Are changes automatically synchronized?
Yes. Changes made in Exact Synergy or Spotler Mail+ can be synchronized automatically. Synchronization runs periodically and can be scheduled to occur every 5 or 15 minutes, for example.
Do I have to export and import contact information manually?
No. The connector automates the exchange of data between Exact Synergy and Spotler Mail+, eliminating the need for manual import and export.
Can I choose which contacts are synced?
Yes. The connector can be configured flexibly. For example, you can synchronize only primary contacts, or you can select contacts based on custom fields or other criteria in Exact Synergy.
Can I decide for myself which fields are exchanged?
Yes. During setup, you determine which data will and will not be synchronized between Exact Synergy and Spotler Mail+.
Can new leads from Spotler be automatically created in Exact Synergy?
Yes. Contacts in Spotler who meet the specified criteria can be automatically created as prospects in Exact Synergy.
What data can be imported from Spotler into Exact Synergy?
Information such as name, company name, email address, phone number, address, job title, and website can be imported.
Is customization required to use the Spotler Connector?
No. The Spotler Connector is a standard solution that can be flexibly configured to fit your processes. As a result, customization is often unnecessary.
Are duplicate email addresses automatically allowed in Spotler?
No. An email address must be unique in Spotler. If the same email address already exists, the connector will display a validation message so that this can be checked manually.
Can the Spotler Connector be used for lead follow-up from marketing campaigns?
Yes. Leads that come in through Spotler can be automatically created as prospects in Exact Synergy, so that the sales team can follow up on them quickly and record any further actions.
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