Capstone Insights

OCTOBER 1, 2017

In my last post , I framed out the three main lead management approaches in B2B SaaS. In this post, we focus on why Marketing Converts recommends the “unique” model to the vast majority of clients. and CRM your sales team has (Salesforce, Dynamics, Oracle Sales Cloud, GoldMine, etc.).

De-duplication 40

De-duplication Lead Ranking Lead Management Work Management 40

Capstone Insights

OCTOBER 1, 2017

In my last post , I framed out the three main lead management approaches in B2B SaaS. In this post, we focus on why Marketing Converts recommends the “unique” model to the vast majority of clients. and CRM your sales team has (Salesforce, Dynamics, Oracle Sales Cloud, GoldMine, etc.).

Lead Management 40

Lead Management De-duplication Lead Ranking Lead Scoring 40

LeadSquared

JULY 20, 2022

“In a short span of time, LeadSquared has helped us automate and transform our lead management process. The CRM has also played a critical role in our decision-making with its advanced reports and analytics.” . Venkat Teja Project Manager, Commitbiz. 15 % Increase in Leads. Contextual Lead Engagement.

Efficiency 52

Efficiency Enterprise Management Work Management Marketing Management 52

ClickZ

JULY 22, 2020

30-second summary: Data paralysis is a natural consequence of the marketing technology businesses use daily, but there are tools that can help manage the proliferation of data so that it can be used efficiently and effectively. The tools listed here are examples of the technology that exists to help manage and leverage data.

Budget Programs 113

Budget Programs Enterprise Management Tools De-duping 113

SalesIntel

FEBRUARY 8, 2023

Alignment among go-to-market teams has always been difficult. Marketing and sales departments frequently work with their own data sets, knowledge, and procedures, while customer service teams create distinct customer experiences from marketing and sales. Data that is duplicated, erroneous, and harmful to your success.

Ideal Customer Profiles 52

Ideal Customer Profiles De-duplication De-duping B2B 52

DealSignal

MARCH 11, 2019

A few years back, I attended a three-hour “vendor shoot out” between two CRM vendors hosted by an IT services firm. The consultants ran through a series of standard CRM processes including lead management, dashboards, record customization by the site admin, and Outlook integration.

Enterprise Management 78

Enterprise Management Marketing Automation Services Data Hygiene De-duplication 78

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Cleaning Software.

CRM 40

CRM De-duplication Marketing Management Training 40

SmartBug Media

MAY 11, 2020

Migrating from another marketing automation tool into Marketo is no different. Rearticulate which data actually informs your marketing strategy. Here’s a short list of folks who should know their roles in advance: Project manager: Lead the implementation plan; communicate honestly. Deep Clean Your CRM.

Marketo 66

Marketo De-duplication Marketing Automation Services Landing Pages 66

Hubspot

JULY 27, 2023

Gain access to insights from the market and/or internal resources. Many sales leaders leverage automation to help teams reach their revenue and lead generation targets. Prospect and Lead Management A steady stream of leads keeps businesses afloat. Additionally, it helps with lead scoring.

Marketing AI 52

Marketing AI Lead Ranking Budget Programs Work Management 52

LeanData

APRIL 17, 2017

Ask anyone who works with a CRM system or marketing automation platform about their No. Duplicate records. They are the bane of marketing and sales teams alike. It’s why the desire to eliminate duplicates is a constant topic of conversation. De-dupe is not the solution. often through gritted teeth.

De-duping 53

De-duping De-duplication Enterprise Management Work Management 53