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.) and CRM your sales team has ( Salesforce , Dynamics , Oracle Sales Cloud , GoldMine , etc.). Data management.

Lead Management 40

Lead Management Lead Ranking De-duplication 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.) and CRM your sales team has (Salesforce, Dynamics, Oracle Sales Cloud, GoldMine, etc.). This impacts productivity.

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.) and CRM your sales team has (Salesforce, Dynamics, Oracle Sales Cloud, GoldMine, etc.). This impacts productivity.

De-duplication 40

De-duplication Lead Ranking Lead Management Work Management 40

Zoominfo

FEBRUARY 12, 2019

For more information, check out our recent post on conversational marketing. Test different form fields, CTAs, and more to optimize your landing pages for higher conversion rates and improved lead management. Combat this problem by scrubbing your lead database and removing duplicates.

Lead Ranking 100

Lead Ranking Work Management Lead Management Marketing Management 100

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.

Enterprise Management 78

Enterprise Management Marketing Automation Services Data Hygiene De-duplication 78

Adobe Experience Cloud Blog

MAY 8, 2015

So, to get the most out of your data and have an effective and efficient marketing automation platform and marketing team, beef up your data checklist with these four action items: 1. Remove any data without an email address: Just think—how much use is a contact without an email address going to be in an automation platform?

De-duplication 48

De-duplication Sales Qualified Leads Marketing Automation Services Leads 48

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

Content Standard

APRIL 22, 2015

If you’re using a marketing automation platform, there are several ways you can acquire information and attribute action to various marketing assets. Consider adding a field to your forms to ask, “How did you hear about us?” Duplicate leads. Duplicates can seriously throw off your numbers.

Marketing Attribution 40

Marketing Attribution ROI De-duplication De-duping 40

TrustRadius Marketing

SEPTEMBER 8, 2022

Customer relationship management ( CRM ) may be the most common business software on the market. We go into the pros and cons of this powerful business software and offer up good CRM options for beginners. . We go into the pros and cons of this powerful business software and offer up good CRM options for beginners. .

Enterprise Management 52

Enterprise Management Work Management Marketing Management Marketing Automation Services 52

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

Adjust form fields to better qualify and distribute leads. We definitely recommend de-duplicating leads based on email address at the very least, but you should also verify information such as zip code, phone number, and email address when possible to keep lead records up to date, and thus, functional.

Lead Management 28

Lead Management Lead Scoring Lead Ranking Sales Qualified Leads 28

Zoominfo

APRIL 23, 2020

Uniqueness : Are there duplicate records? How many contacts, notes, and valuable pieces of information are in your CRM or marketing automation tool? (If If you’re not sure, just check your bill: Most CRM companies charge by the record.). See if we integrate with your marketing automation or sales tracking system.

Ideal Customer Profiles 189

Ideal Customer Profiles Enterprise Management Marketing Automation Services Work Management 189

Zoominfo

MAY 18, 2022

The field of revenue operations has become critical for today’s insight-driven sales and marketing teams, responsible for everything from technology strategy and data quality to project management and KPIs. ZoomInfo’s OperationsOS suite automatically cleans, enriches, normalizes, de-duplicates, and unifies data sources.

Marketing Automation Services 130

Marketing Automation Services Work Management Cost per Acquisition Marketing Management 130

DiscoverOrg

MAY 7, 2019

Uniqueness : Are there duplicate records? How many contacts, notes, and valuable pieces of information are in your CRM or Marketing Automation tool? (If If you’re not sure, just check your bill: Most CRM companies charge by the record.). See if we integrate with your marketing automation or sales tracking system.

Ideal Customer Profiles 153

Ideal Customer Profiles Marketing Automation Services Enterprise Management Work Management 153