Remove CRM Remove De-duplication Remove Field Remove Marketing Automation

Leveraging Integration Projects: How to Keep Your CRM Data Clean

SmartBug Media

Before diving into a customer relationship management (CRM) platform integration project , one step to take is the always important but somewhat dreaded task of data cleaning. This could mean removing incomplete data, data that is not formatted correctly, or data that is duplicated.

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5 Pro Tips for Successful Marketing Automation Implementation

Televerde

So, you’ve decided to take part in the renaissance and implement marketing automation technology into your organization. As I’m sure you’ve heard, organizations all over the world are finding massive success automating and streamlining their marketing tasks and workflows. Marketing automation is not only your key to streamlining the consumer experience, it’s also an extremely worthwhile investment for your organization. Have a clear marketing strategy.

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#AskTeleverde – Retro in Redondo Beach

Televerde

As experts in all things sales and marketing, our clients look to us for guidance. Stumped by a sales or marketing situation? Dear Televerde, I’m well overdue when it comes to digital transformation, and I need some marketing technology advice.

Why We Hate POI, Dislike Hybrid, and Recommend “Unique” Lead Management

Capstone Insights

In this post, we focus on why Marketing Converts recommends the “unique” model to the vast majority of clients. 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.). lead score change, status value change, or any field value change).

Why Marketing Converts Hates POI, Dislikes Hybrid, and Recommends The “Unique” Lead Management Approach

Capstone Insights

In this post, we focus on why Marketing Converts recommends the “unique” model to the vast majority of clients. 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.). lead score change, status value change, or any field value change).

Why We Recommend “Unique” Lead Management

Capstone Insights

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.). Point of interest introduces a ton of duplicate records in a CRM and, though hybrid introduces substantially fewer, it still creates a large number of duplicates.

Your Complete Marketo Migration Checklist

SmartBug Media

Migrating from another marketing automation tool into Marketo is no different. Rearticulate which data actually informs your marketing strategy. CRM administrator: Plan the order of your sync; lead any special integration needs. Deep Clean Your CRM.

Did Somebody Ask About Data Quality?

DealSignal

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. Yet, at no point did I hear a discussion of data quality, data hygiene, contact verification, field standardization, or company and contact enrichment.

3 Ways to Keep Your MarTech Stack Tidy

Marketo

If so, think about what that means for your data as a B2B marketer. So what’s this got to do with marketing? My realization reminded me of recent conversations with many of our customers whose marketing technology (MarTech) stack is starting to look like my kitchen drawer—full of unitaskers, acquired through a variety of circumstances, without any real thought about how they fit into a well-functioning kitchen. De-duplication. Marketing automation.

14 Quick Tips for Kick-Ass Lead Management

Hubspot

Marketing wants sales to call all of the leads they're delivering. How do you improve lead management so leads aren't wasted or contacted before they're ready, and both sales and marketing can live together in harmony? SMarketing is the adorable and talented lovechild of sales and marketing, and you need it for lead management success. Adjust form fields to better qualify and distribute leads. Sales wants more, better leads.