Remove Aggregators Remove Co-Registration Remove Differentiation Remove Lead Management
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8 Challenges and 4 Benefits of Having 2+ Marketing Automation Platforms

Capstone Insights

When you use multiple applications to send emails out, managing the frequency to an individual contact becomes more difficult as does your organization’s ability to report on it. Reporting/Insight : Aggregate marketing reporting on number of emails sent, number of contacts engaged, average response rates, etc. Co-Founder and Editor.

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Don’t Use Leads (Only Use Contacts and Accounts) in Your CRM

Capstone Insights

The primary benefits of diminishing the use of leads and promoting the use of accounts and contacts in your CRM system are: Better segmentation and personalization. Yes, there are ways to hack it so you can do account scoring while still using the leads object, but there are drawbacks to doing so like in any workaround. Jay Famico.