Remove field trigger
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ICON16: How Infusionsoft Plans To Dominate Small Business Marketing (and Make Life Better For Small Businesses Everywhere)

Customer Experience Matrix

The company made a few announcements, most notably a vastly improved email builder and tighter integration with online accounting software from Quickbooks Online and Xero. Infusionsoft’s goal is to bake as much as possible of the methodology into the software, its partner ecosystem, and prebuilt assets such as campaign plans.

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Hubspot Offers Small Business Marketers a Big Bundle of Features

Customer Experience Matrix

Summary: Hubspot offers a bundle of Web traffic generation and lead management features in one low-cost package. The current version also hosts landing pages and Web sites, manages a lead database with profiles and Web activity history, generates lead scores, sends alerts to sales people, and synchronizes data with Salesforce.com.

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Net-Results Simplifies Demand Generation for Small Business

Customer Experience Matrix

Summary: Net-Results is simpler to use than comparable demand generation systems because it applies the same features to many tasks. The demonstration was short because the system uses only a few features to deliver them. The actions themselves can send an email, adjust a lead score, or send the lead to Salesforce.com.

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Segmentation, Social Media Drive Lead Nurturing Success for iDirect

The Point

First, the company invested in Marketo , a leading marketing automation platform that integrated well with the company’s CRM system, Salesforce.com. At the meeting, attended by the iDirect marketing team and representatives from both insides sales and the field sales organization, priorities shifted.

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ClickDimensions Offers Marketing Automation as a Microsoft CRM Add-on

Customer Experience Matrix

Small business systems like Infusionsoft and OfficeAutoPilot solve this problem by bundling their own CRM features. This has freed ClickDimensions to concentrate on the building features that are absent (at least for now) in Dynamics and other CRM systems: advanced email campaigns and Web activity tracking.

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True Influence Opens a Window into Future Demand Generation

Customer Experience Matrix

In fact, he said he has actually removed features from the system because customers weren’t using them. These are not yet standard features on most demand generation products. The lead record allows only four user-defined fields. However, event-based triggers are limited to submission of a Web form.

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THE HACKIES: A CMO’s guide to integrating marketing technologies

chiefmartech

We have consulted with clients that use Salesforce.com (SFDC) for their CRM, and we were tasked with integrating their newly-purchased marketing automation platform (MAP) with it. Automated integrations can also store field mappings, transform data and allow the transfer of data at scale, eliminating the risk of human error.