Remove multi-touch crm-project-management-software
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Part 2 – Easy tips for marketing automation implementation.

Jackie Walts

Map out what you want to do, what kind of reporting you want and the kind of data and CRM sync you’re looking for. Get sales and executive management to agree on the specs before you start. Just because they’ve worked with the software before doesn’t mean they understand your specific strategy (and they may come with some bad habits).