Capstone Insights

SEPTEMBER 26, 2017

This is likely one of the most inane, boring topics in B2B marketing, so please bear with me. That said, it’s foundational in lead management and everything from data management, measurement, and reporting, to scoring and routing leads is based on this one boring decision that no one talks about.

Lead Management 40

Lead Management Work Management Marketing Management Co-Registration 40

Sprout Social

NOVEMBER 11, 2021

Marketing teams depend on an ecosystem of tools everyday. The social media market is saturated with different integrations, which is why Sprout is thoughtful about our approach. We heard many of our customers’ challenges around integrating with social media management tools and took notes. Lead management & CRM.

Digital Asset Management 120

Digital Asset Management Social Media Work Management Marketing Management 120

Capstone Insights

NOVEMBER 23, 2017

Data: Accounts Duplicates and errant accounts: When you stop using leads and just use contacts and accounts, more accounts are created in the CRM. Duplicate and errant accounts impact marketing and sales reporting, and make it more difficult to actually work within the CRM (e.g. That just makes sense. How does that make you feel?

CRM 45

CRM Process Work Management Co-Registration 45

Capstone Insights

SEPTEMBER 25, 2017

A surprising number of companies in B2B SaaS have two or more marketing automation platforms. In fact, I’ve personally worked with several companies which have more than a dozen marketing automation platforms, and one that’s using seventeen! Challenges. The key challenges I’ve noted include. becomes more difficult to create.

Marketing Automation Services 45

Marketing Automation Services Marketing Automation Allocation Work Management 45

Capstone Insights

SEPTEMBER 28, 2017

It’s the same with lead thresholding: it’s common in B2B SaaS, but it’s a bad practice which negatively impacts an organization’s growth. 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.

Lead Scoring 58

Lead Scoring Lead Ranking Leads Lead 58

Adobe Experience Cloud Blog

NOVEMBER 15, 2012

by Jon Miller A common question I hear from marketers is “I already have a CRM system (e.g. salesforce.com, Microsoft Dynamics CRM), so why do I need marketing automation ”? Many CRM systems have a module for marketing. Architecture of Marketing Automation versus CRM. Marketing Automation. Marketing Automation.

Marketing Automation Services 48

Marketing Automation Services Enterprise Management Work Management Marketing Management 48

Adobe Experience Cloud Blog

JUNE 24, 2009

Yesterday’s BtoB Leading Edge, Demand Generation in the Digital Age was a great way to make sure your organization’s demand generation programs are best-in-class.   With almost 5,000 registrants, it is clear that B2B marketers are concerned about getting the most out of their demand generation and lead management programs.

Demand Generation Agencies 48

Demand Generation Agencies BtoB Demand Generation Demand 48