Capstone Insights

OCTOBER 1, 2017

Please view this as a general list; some of these points will be more or less pronounced depending on the marketing automation platform you’re using (Marketo, Eloqua, HubSpot, Act-on, Autopilot, etc.) Also, the majority of marketing automation platforms take the approach that a person only exists once in the platform.

Lead Management 40

Lead Management De-duplication Lead Ranking Lead Scoring 40

Capstone Insights

OCTOBER 1, 2017

Please view this as a general list; some of these points will be more or less pronounced depending on the marketing automation platform you’re using (Marketo, Eloqua, HubSpot, Act-on, Autopilot, etc.) Also, the majority of marketing automation platforms take the approach that a person only exists once in the platform.

De-duplication 40

De-duplication Lead Ranking Lead Management Work Management 40

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

Martech Advisor

DECEMBER 27, 2019

Data governance helps organizations define policies and processes to manage data. Not managing the data properly can cause process inefficiencies, data duplications, and can incur penalties for non-adherence to data regulatory compliances. Data-related processes pertaining to data governance will be auditable.

De-duplication 63

De-duplication Work Management Privacy Transparency 63

SmartBug Media

MAY 11, 2020

Migrating from another marketing automation tool into Marketo is no different. Plus, it chooses from duplicate records at random when logging activity history. As you clean out, be sure to: De-duplicate your CRM leads and contacts as much as you can pre-migration. We’ve made it as thorough as possible.

Marketo 66

Marketo De-duplication Marketing Automation Services Landing Pages 66

DealSignal

MARCH 11, 2019

The consultants ran through a series of standard CRM processes including lead management, dashboards, record customization by the site admin, and Outlook integration. Except for a short discussion on de-duplication of records, you would think that data was miraculously keyed into CRMs perfectly and wasn’t subject to decay.

Enterprise Management 78

Enterprise Management Marketing Automation Services Data Hygiene De-duplication 78

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 40

De-duping De-duplication Enterprise Management Work Management 40

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 40

De-duping De-duplication Enterprise Management Work Management 40

chiefmartech

AUGUST 28, 2018

Automation vs. Humanization. One of the main responsibilities of marketing operations and technology management is to centralize processes, data, and tools that span the marketing organization as much as possible. Eliminate redundant or duplicate tools in the global marketing stack. Automate vs. Humanize.

Peer-to-peer 102

Peer-to-peer Work Management De-duplication Marketing Management 102

Adobe Experience Cloud Blog

FEBRUARY 26, 2016

At the recent SiriusDecisions Technology Exchange Conference, one of the major themes from the analyst presentations highlighted the need for marketing to beware of the temptations of “shiny new objects,” and the majority of these shiny objects are unitaskers that fill missing functions in the core MarTech stack. De-duplication.

De-duplication 48

De-duplication Work Management Marketing Management Marketing Automation Services 48

ANNUITAS

SEPTEMBER 7, 2010

Several years ago I was on-site with a client discussing their desire to develop and implement a lead management process.    These technologies included a marketing automation platform and a CRM system.    With marketing automation and CRM, it’s not any different. 

Work Management 100

Work Management Marketing Automation Services Marketing Management De-duplication 100

Hubspot

SEPTEMBER 4, 2019

Data cleaning and de-duplication. Direct mail automation. With hundreds of app partners to choose from and rising customer appetite for integrations, the marketplace will be a powerful tool to help our customers optimize their processes and improve their customer experiences. Zapier -- integrations automation.

Marketing Automation Services 74

Marketing Automation Services Work Management Marketing Management Advertising Agencies 74

Pam Didner

SEPTEMBER 16, 2020

That’s not an easy feat as it requires to focus on the back-end and front-end, automation/workflows of customer journeys, and user-interface and creative design as a whole. In essence, digital marketing is a lot of work, as is demand generation and working with sales. Event Marketing.

Sales Management 103

Sales Management Paid Search Agency Top of Funnel Account Based Marketing 103

6sense

AUGUST 27, 2021

From my time as a seller, and then revenue leader, CEO, and company advisor, I’ve seen first-hand again and again the poor communication, broken and flawed processes, and lack of a common set of metrics and measures that have plagued revenue teams. The misalignment problem seems simple enough to solve. And yet, the problem remains unsolved.

Marketing Automation Services 48

Marketing Automation Services De-duplication Advertising Agencies Lead Ranking 48

Martech

MAY 22, 2024

In the context of martech tools like CRMs, CDPs and marketing automation platforms, data quality means the data in these systems is: Accurate: Information like contact details, purchase history and preferences are correct and up-to-date. Clean: Duplicates and irrelevant information should be identified and removed.

De-duplication 89

De-duplication Marketing Automation Services Lead Ranking Work Management 89

LeanData

MARCH 25, 2014

LeanData simplifies the B2B sales process, enables sales and marketing to close deals faster. Before I started LeanData, I was building a sales and marketing team and was appalled by the poor quality of the data in our CRM and marketing automation system. Sunnyvale, CA, March 25, 2014 : LeanData, Inc.

Enterprise Management 40

Enterprise Management De-duplication Work Management Marketing Management 40

LeanData

MARCH 25, 2014

LeanData simplifies the B2B sales process, enables sales and marketing to close deals faster. Before I started LeanData, I was building a sales and marketing team and was appalled by the poor quality of the data in our CRM and marketing automation system. Sunnyvale, CA, March 25, 2014 : LeanData, Inc.

Enterprise Management 40

Enterprise Management De-duplication Work Management Marketing Management 40

LeanData

JUNE 24, 2014

Marketing is now tasked with running multi-channel, multi-audience, multi-touch lead gen and nurturing campaigns focused on key accounts and the individual contacts within that account, and being objectively managed by sourced revenue. However, a duplicate merge represents a repeat action or engagement with marketing material.

De-duping 40

De-duping De-duplication Multi-Channel Top of Funnel 40

LeanData

JUNE 24, 2014

Marketing is now tasked with running multi-channel, multi-audience, multi-touch lead gen and nurturing campaigns focused on key accounts and the individual contacts within that account, and being objectively managed by sourced revenue. However, a duplicate merge represents a repeat action or engagement with marketing material.

De-duping 40

De-duping De-duplication Multi-Channel Top of Funnel 40

Zoominfo

APRIL 27, 2022

Delete outdated and unusable records Merge duplicates to prevent fragmented profiles Automate lead-to-account linking Consolidate your stack as much as possible With a clean, organized and updated database, complying with data privacy regulations becomes far more straightforward. How do duplicates happen?

Ideal Customer Profiles 100

Ideal Customer Profiles De-duplication Data Hygiene Zoominfo 100

Hubspot

DECEMBER 21, 2011

If you're not doing all of these things, start incorporating them into your lead management processes for greater success. SMarketing is the adorable and talented lovechild of sales and marketing, and you need it for lead management success. 14 Kick-Ass Tips for Better Lead Management. Set up SMarketing. Consistently scrub lead data.

Lead Management 28

Lead Management Lead Scoring Lead Ranking Sales Qualified Leads 28

Zoominfo

APRIL 23, 2020

It’s the genesis of thousands of downstream processes and millions of actions. Uniqueness : Are there duplicate records? How many contacts, notes, and valuable pieces of information are in your CRM or marketing automation tool? (If Automating these functions ensures a clean, quality baseline and saves a lot of time.

Ideal Customer Profiles 189

Ideal Customer Profiles Enterprise Management Marketing Automation Services Work Management 189

Zoominfo

MAY 18, 2022

Revenue operations (RevOps) is the strategic and tactical alignment of the people, processes, tools, and resources businesses use to generate revenue. Effective RevOps can break down the divisions between sales, marketing, and customer success to create a frictionless experience through each stage of the customer journey.

Marketing Automation Services 130

Marketing Automation Services Work Management Cost per Acquisition Marketing Management 130

Convince & Convert

APRIL 22, 2016

Large companies live or die based on their data, so you’d think that marketing data would be strictly controlled and carefully recorded and maintained. In fact, in non-tech companies, where marketing automation adoption rates were only 3% in 2014, this is almost never the case. Avoid Duplicate Leads.

De-duplication 100

De-duplication Lead Scoring Lead Ranking Leads 100

DiscoverOrg

MAY 7, 2019

It’s the genesis of thousands of downstream processes and millions of actions. Uniqueness : Are there duplicate records? How many contacts, notes, and valuable pieces of information are in your CRM or Marketing Automation tool? (If Automating these functions ensures a clean, quality baseline and saves a lot of time.

Ideal Customer Profiles 153

Ideal Customer Profiles Marketing Automation Services Enterprise Management Work Management 153

TrustRadius Marketing

SEPTEMBER 8, 2022

Many have automation features so you don’t have to be bogged down by manual tasks. The software may also offer marketing automation like email marketing functionality that could expedite your growth and outreach campaigns. CRM solutions sound pretty amazing, but they can make you wonder if they’re really that great.

Enterprise Management 52

Enterprise Management Work Management Marketing Management Marketing Automation Services 52

Televerde

NOVEMBER 4, 2019

We’ve come to rescue you from the unforgiving floodwaters of uncertainty with steps to make sure your sales and marketing departments are working seamlessly to drive quality leads that enable accurate sales forecasts. Sales and marketing departments are forever intertwined, and their livelihoods are hugely dependent upon one another.

Forecasting 40

Forecasting De-duplication Lead Management Lead Ranking 40

Adobe Experience Cloud Blog

OCTOBER 9, 2015

It contains duplicate records, incomplete addresses, and limited segmentation. This poor data makes it difficult to create targeted campaigns and engage your users, which ultimately limits what you can achieve with your marketing automation tool. De-duplicate records. Fix bad emails. Normalize geographical data.

De-duplication 48

De-duplication Marketing Management Marketing Automation Services Lead Scoring 48

LeanData

MAY 15, 2014

Lead2Account View – Lead2Account is a view that will enable sales to see revenue more quickly by finding revenue in target accounts, accelerating new opportunities, and reducing the time to process leads, allowing sales to make better use of the data. This is useful in Account based sales & marketing.

Lead Ranking 40

Lead Ranking Marketing Qualified Leads Sales Qualified Leads Lead Management 40

LeanData

MAY 15, 2014

Lead2Account View – Lead2Account is a view that will enable sales to see revenue more quickly by finding revenue in target accounts, accelerating new opportunities, and reducing the time to process leads, allowing sales to make better use of the data. This is useful in Account based sales & marketing.

Lead Ranking 40

Lead Ranking Marketing Qualified Leads Sales Qualified Leads Lead Management 40

Adobe Experience Cloud Blog

MARCH 26, 2015

OK, so maybe I am putting this at number one because I am a content marketer and love content, but , having a streamlined way to create, organize, and track your content is critical for today’s modern business. I know first hand how difficult it can be to project manage your content marketing. I know, a lot to think about!

Marketing Automation Services 48

Marketing Automation Services De-duping Marketing Management De-duplication 48