We understand that not all Marketing teams want (or have access) to run marketing reporting out of the CRM, whether it’s because of limited access, CRM ownership, longer time to value, or legal implications. Going down the path of Bizible Quick Start gives you the ability to effectively implement and run Bizible with as little reliance on the CRM as possible.
Through the standard Bizible installation, you’re required to install a Salesforce Package or a Microsoft Dynamics Managed Solution. The installation includes custom objects/entities and custom fields that are added to the CRM that Bizible can then write data to. This ultimately leads to a longer onboarding time due to tracking down the appropriate owner/administrator, creating new users and profiles, and getting through security clearances to install to a production instance—and sometimes creating a separate workstream to test out the installation in a sandbox instance.
Although having a package presents Bizible data in its full capacity inside the CRM, we find it’s not always necessary given the various use cases. If reporting can be conducted outside of the CRM (such as within Bizible Discover or an external Data Warehouse), Bizible Quick Start is a fast and easy way to get set up with Bizible without having to install the Bizible package.
Customization in apps.bizible.com
Customize configuration in apps.bizible.com instead of in the CRM
CRM Campaign Sync
Reporting in Discover & Data Warehouse
Report where you want:
Bizible requires access to standard Salesforce objects such as Leads and Contacts. We strongly recommend having an integration user or a dedicated Bizible Administrator Salesforce user serve as the connected user, as they will have the proper data access privileges.
In order to ensure that all data is properly pulling from Salesforce, we require the following security and accessibility settings: View All Data for the Profile of the dedicated user. This permission set gives Bizible the access needed to download data from standard objects. This permission set is at profile level.
The guides below outline the steps to set up your Adobe Admin Console, configure your Identity Provider, and connect your CRM and Ad Accounts.
Salesforce customers, click here.
Microsoft Dynamics customers, click here.
Once you complete all of the above steps, you’re good to go. If you run into any issues along the way, please don’t hesitate to reach out to your Bizible representative or email@example.com.
If you go through Bizible Quick Start then later decide to install the package into your CRM, that won’t be an issue.