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Pro Tips: 5 Considerations To Implement Marketing Automation Platforms

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When marketing automation integrates easily (we’re looking at you, CRM!), A few to consider include your CRM, of course, but also things like analytics and data platforms, your CMS, webinar platforms, and any other functional tools such as survey apps, chatbots, and sales tools. Feel stuck in the 90s?

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Marketing Automation for Financial Services Marketers

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They also use data and analytics tools to more effectively understand member behavior and run reports. Use cases abound. You can use automation to enroll new leads in nurture campaigns that send educational content over time. The credit union is experiencing a 300% increase in open rates and follow-up emails.