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CRM and marketing automation: The challenges and benefits of integration

Martech

They also automate workflows, using data and engagements as triggers to send relevant messages. This includes the initial outreach, which might simply be an auto-responder after the form fill that thanks the prospect for the inquiry. In an ideal world, this is orchestration at its finest.

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CRM AND THE CUSTOMER EXPERIENCE: 5 WAYS THE TWO ARE CONNECTED

GreenRope

Surveys are also a great way to offer customers additional value based on their responses. You can automate specific follow actions to trigger based on how the client responded to questions in the survey. Auto-responders - Auto-responders are a sequence of scheduled emails triggered when a contact fills out a signup form.

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