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.

Lead Management 40

Lead Management De-duplication Lead Ranking Lead Scoring 40

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.

De-duplication 40

De-duplication Lead Ranking Lead Management Work Management 40

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. Predictive lead scoring.

De-duplication 48

De-duplication Work Management Marketing Management Marketing Automation Services 48