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. Interaction management.

Lead Management 40

Lead Management Lead Ranking De-duplication Lead Scoring 40

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.).

De-duplication 40

De-duplication Lead Ranking Lead Management Work Management 40

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.).

Lead Management 40

Lead Management De-duplication Lead Ranking Lead Scoring 40

LeadSquared

JULY 20, 2022

“In a short span of time, LeadSquared has helped us automate and transform our lead management process. The CRM has also played a critical role in our decision-making with its advanced reports and analytics.” . 15 % Increase in Leads. Contextual Lead Engagement. Lead Enrichment & De-duplication .

Efficiency 52

Efficiency Enterprise Management Work Management Marketing Management 52

SmartBug Media

MAY 11, 2020

Migrating from another marketing automation tool into Marketo is no different. Rearticulate which data actually informs your marketing strategy. Here’s a short list of folks who should know their roles in advance: Project manager: Lead the implementation plan; communicate honestly. Deep Clean Your CRM. Which data matters?

Marketo 66

Marketo De-duplication Marketing Automation Services Landing Pages 66

Biznology

JANUARY 30, 2015

Business-to-business marketers are plagued by data problems. How do I match and de-duplicate customer records effectively? Then you can add a score to each appended element, based on its source, to manage the risk of relying on any particular element. As a marketer, your concern is delivery. Any ideas? .

De-duplication 80

De-duplication Work Management Marketing Management Marketing Attribution 80

Hubspot

JULY 27, 2023

Gain access to insights from the market and/or internal resources. Many sales leaders leverage automation to help teams reach their revenue and lead generation targets. Prospect and Lead Management A steady stream of leads keeps businesses afloat. No wonder so many salespeople turn to AI to manage their lead pipeline.

Marketing AI 51

Marketing AI Lead Ranking Budget Programs Work Management 51

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. Another gap occurs in lead scoring.

Enterprise Management 78

Enterprise Management Marketing Automation Services Data Hygiene De-duplication 78

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

GreenRope

MARCH 5, 2018

4 Ways to Clean Your CRM Data. Every company operating in the 21st century should have a Customer Relationship Management (CRM) database of current, former, and future customers. If your data isn't accurate, it can lead to problems in sales, marketing, and customer service. Your business is only as good as its data.

CRM 40

CRM De-duplication Marketing Management Training 40

Biznology

AUGUST 26, 2013

Your most important tool in B2B is, arguably, the marketing database. In fact, your database is the roadmap for your B2B marketing; it’s the “recorded history of the customer relationship.” So what goes into a marketing database? Credit score. from market research). Sales and marketing contacts.

De-duplication 80

De-duplication B2B Marketing SIC Planning 80