CRM De-duplication Lead Management Marketing Automation 
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. 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.) Data management.
Capstone Insights
OCTOBER 1, 2017
In my last post , I framed out the three main lead management approaches in B2B SaaS. In this post, we focus on why Marketing Converts recommends the “unique” model to the vast majority of clients. and CRM your sales team has (Salesforce, Dynamics, Oracle Sales Cloud, GoldMine, etc.).
Capstone Insights
OCTOBER 1, 2017
In my last post , I framed out the three main lead management approaches in B2B SaaS. In this post, we focus on why Marketing Converts recommends the “unique” model to the vast majority of clients. and CRM your sales team has (Salesforce, Dynamics, Oracle Sales Cloud, GoldMine, etc.).
LeanData
APRIL 17, 2017
Ask anyone who works with a CRM system or marketing automation platform about their No. Duplicate records. They are the bane of marketing and sales teams alike. It’s why the desire to eliminate duplicates is a constant topic of conversation. De-dupe is not the solution. often through gritted teeth.
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.
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