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Zoominfo
FEBRUARY 12, 2019
In order to convert leads into paying customers, you must have a comprehensive lead management process in place. But, the process of lead management is every bit as multilayered and complex as the modern buyer’s journey. What is lead management? Think of lead management like a house of cards.
Zoominfo
FEBRUARY 12, 2019
In order to convert leads into paying customers, you must have a comprehensive lead management process in place. But, the process of lead management is every bit as multilayered and complex as the modern buyer’s journey. What is lead management? Think of lead management like a house of cards.
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Capstone Insights
OCTOBER 1, 2017
In my last post , I framed out the three main lead management approaches in B2B SaaS. and CRM your sales team has ( Salesforce , Dynamics , Oracle Sales Cloud , GoldMine , etc.). Data management. Marketing automation platforms also write back to the CRM when there are data changes (e.g. Interaction management.
Capstone Insights
OCTOBER 1, 2017
In my last post , I framed out the three main lead management approaches in B2B SaaS. and CRM your sales team has (Salesforce, Dynamics, Oracle Sales Cloud, GoldMine, etc.). As such, when two or more leads or contacts are pulled back from the CRM for the same person (think same email address) they are merged.
Capstone Insights
OCTOBER 1, 2017
In my last post , I framed out the three main lead management approaches in B2B SaaS. and CRM your sales team has (Salesforce, Dynamics, Oracle Sales Cloud, GoldMine, etc.). As such, when two or more leads or contacts are pulled back from the CRM for the same person (think same email address) they are merged.
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. The math behind data decay.
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.
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