Marketron Opportunity Integration

Beasley Digital

6 months ago

Transcript

00:00hi in this video we are going to go over the basics of the marketron integration that we

00:08have in place for you within salesforce so just to give you a quick recap or context for how this

00:17works is that whenever you win or closed one an opportunity in salesforce you go into marketron

00:25and create the order using more details from marketron so when you were creating the order

00:32from salesforce we just used high level projection amounts however in marketron you have to enter some

00:38additional details in order to arrive at a more accurate number so once you create that order

00:44from marketron we have a system automatically basically sends any new marketron records into

00:52salesforce that night or the next morning and as soon as it arrives into salesforce it automatically

00:59gets matched with the opportunity that you created in salesforce as well as updating that salesforce

01:06opportunity with the more accurate numbers coming in from marketron so this all happens automatically

01:15in terms of the matching however once you once you create the opportunity in salesforce and take

01:21it to closed one you do as before have to go into marketron and create that order with a little bit

01:26more detail so with that uh let's get started and try to get an idea of how this whole process works

01:35so if you jump into my screen on salesforce we can see uh i've just created this opportunity now and

01:43it's just got into closed one uh i can see uh that if i go into the projections tab i have a couple of

01:52projections associated and again as before uh if i go to the projected revenue i can see a breakdown of

02:00that amount uh with uh the period of months that it's running over as well as a further breakdown

02:08uh of any other member that's associated with me on this opportunity uh just to get a sense for

02:16the revenue breakdown between the opportunity team members as well so all this we've covered before

02:23now if we go back to the details tab we'll we'll you'll notice that there's a section called marketron

02:30in information and within it you'll find a field called synced with marketron now this is important

02:38for you to keep an eye out for because this is sort of what indicates if this proposal or deal has been

02:46synced with the records coming in from marketron now for this one we can see that the checkbox is

02:53not checked meaning that it's not been synced yet and has not been updated to reflect the more accurate

03:01marketron numbers coming in so with that uh let's take a deeper look into how records coming into

03:09salesforce look and what are some of those matching criterias that we use in order to match marketron

03:16records uh to the corresponding opportunities in salesforce so now you'll notice i am on a marketron

03:26record uh marketron record record page so within this uh and this is just to give you an idea under the

03:36hood a very high level idea of how it works so you don't feel like you have to know everything but it

03:42helps to have that knowledge to the back of your mind so now that i'm within a marketron record uh

03:48this is basically what it's going to look like in salesforce when it comes in

03:53now you'll notice it has some of the same information in terms of an advertiser

03:58advertiser marketron id has other information such as agency brand name brand id the market

04:07uh the contract number the inventory type inventory id etc but what really causes uh the matching uh

04:18within salesforce is these three fields that you see here so meaning using the information within the

04:26marketron record salesforce is gonna try and identify a match against a corresponding opportunity

04:33within salesforce a corresponding product within salesforce and a corresponding brand within

04:39salesforce so as soon as we find uh three of those matches and all of these happen automatically again

04:47you'll notice that this record for example has successfully been synced with the salesforce records

04:54so now i'm within the opportunity record uh for the marketron record where i will just demonstrated that

05:08a corresponding opportunity match has been found and the marketron record has been synced with this

05:14opportunity first thing you'll notice within this opportunity is that this time within the marketron

05:21information section the checkbox is in fact checked to indicate that it has been synced with the marketron

05:28record moving further along the tabs if i click into the projections you'll get this notice saying

05:36projections cannot be added because there's marketron records that have already been synced with it so

05:42this projections tab will now be locked as soon as marketron records have been synced if i go to the

05:48projected revenue tab i see the same note saying that since there are associated marketron records we cannot

05:56view projected revenue anymore so what's happening here is that we are basically locking the projections

06:04and the projected revenue since we now have more accurate numbers uh coming in from narcotron

06:11so as soon as you see those that's also another indication that the projections have been locked or

06:17the projected revenue tab has been locked uh that the records have that the opportunity rather has been

06:24synced with the marketron records however this time when i go to the marketron revenue tab i'll see that

06:31the projected revenue figures have just moved into this marketron revenue tab and now it had the numbers from the

06:40projections have been updated to accurately portray the numbers coming in from marketron so all your

06:47numbers have been updated everything still looks the same but it's just now within a new tab called

06:55marketron revenue so if the opportunity has been synced with a marketron record then it your revenue

07:03split and your revenue will appear on this tab and the other two tabs will be locked now going back to

07:11the first earlier opportunity that i showed you where it has not been synced with a marketron record you'll

07:17still notice i can see the projections the projected revenue however if it's not been synced with the

07:23marketron records if i go into the marketron revenue tab i'll get a notice similar to what we were

07:28seeing in the sense that we can see any marketron revenue uh details here because it's just not been

07:36synced so that is basically at a snapshot of the things to keep in mind when you're trying to identify

07:43records that have been synced and how the syncing actually works in the background hope that was helpful

07:50thank you

Marketron Opportunity Integration

Category

Transcript

Be the first to comment

Recommended