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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). Here are the challenges in standardizing on contacts and accounts (and kicking the use of leads to the curb). Do you still use only one account in the CRM or is it reflected as two? That just makes sense.

CRM 45
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Mega-List of Features in Marketing Automation (That You Won’t Find in CRM)

Adobe Experience Cloud Blog

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.

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Vidyard to offer non-profits access to video marketing platform

Vidyard

Whether using videos to explain the cause or showcase real people touched by their programs, many non-profits are finding online video to be a powerful tool for connecting with members and donors and for expanding awareness of their charitable programs.

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Vidyard to offer non-profits access to video marketing platform

Vidyard

Whether using videos to explain the cause or showcase real people touched by their programs, many non-profits are finding online video to be a powerful tool for connecting with members and donors and for expanding awareness of their charitable programs. With Vidyard, we have the tools and data we need to get the most out of our video content.

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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.

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

Vidyard

After hosting the successful 2014 video marketing summit, Ignite, Vidyard is expanding the 2015 event to two days featuring more than 30 sessions and workshops along with a blockbuster lineup of speakers. Space Camp is where marketers go to discover the depths and possibilities of modern video marketing. About Vidyard.