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Challenges in Not Using Leads in Your CRM: Data and Process

Capstone Insights

Last week I professed my love for only using contacts and accounts in CRM (and my disdain for using leads). Data is focused on how an organization manages and structures its CRM data and process is focused on how people use and interact with a CRM. Do you still use only one account in the CRM or is it reflected as two?

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Ready for Takeoff: Vidyard Announces Lineup for 2015 Space Camp Video Marketing Summit

Vidyard

Astronaut Chris Hadfield to join marketing innovators from Salesforce, Cisco, Marketo, LinkedIn and more Oct. Sometimes you have to get out of your regular routine and surround yourself with inspirational people, companies and ideas to achieve greatness,” said Vidyard CEO and co-founder Michael Litt. 6-7 in San Francisco.

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Lead Management Methods: Point of Interest, Hybrid, and Unique

Capstone Insights

It comes down to defining what a lead is and how it is represented and processed within an organization’s CRM. For example, let’s assume you have both a CRM and marketing automation. When a person goes to your website and submits an online registration form, that lead goes into your marketing automation platform.

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Lead thresholding: Don’t do it

Capstone Insights

Lead thresholding is the practice of holding leads back (in a marketing automation platform) and only sending leads to a company’s CRM that meet a specified criteria, typically a lead scoring threshold. Thus, when more contacts/leads are entered into the CRM the total license cost increases. At a minimum, agree on the criteria (e.g.

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Ready for Takeoff: Vidyard Announces Lineup for 2015 Space Camp Video Marketing Summit

Vidyard

Astronaut Chris Hadfield to join marketing innovators from Salesforce, Cisco, Marketo, LinkedIn and more Oct. Sometimes you have to get out of your regular routine and surround yourself with inspirational people, companies and ideas to achieve greatness,” said Vidyard CEO and co-founder Michael Litt. 6-7 in San Francisco.

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Ready for Takeoff: Vidyard Announces Lineup for 2015 Space Camp Video Marketing Summit

Vidyard

Astronaut Chris Hadfield to join marketing innovators from Salesforce, Cisco, Marketo, LinkedIn and more Oct. “Sometimes you have to get out of your regular routine and surround yourself with inspirational people, companies and ideas to achieve greatness,” said Vidyard CEO and co-founder Michael Litt.

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Not Tracking Social Media ROI is Your Fault

Convince & Convert

B2B companies in particular should have multiple lead-generation opportunities on their website, including contact forms, content downloads, email subscriptions, Webinar registrations, etc. Instead, we want to know how to justify the cost of Facebook ads and Twitter contests. Not enough. Responsible party for setting it up right?