Remove CRM Remove De-duplication Remove Lead Scoring Remove Spam

Your Complete Marketo Migration Checklist

SmartBug Media

Here’s a short list of folks who should know their roles in advance: Project manager: Lead the implementation plan; communicate honestly. CRM administrator: Plan the order of your sync; lead any special integration needs. Deep Clean Your CRM. Assess disengaged leads.

#AskTeleverde – Retro in Redondo Beach

Televerde

Otherwise, you’ll only be using your fancy new tools to aimlessly spam your entire email list. Roles and responsibilities must be clearly defined and there must be agreement on exactly what constitutes a qualified lead, so work with sales to establish agreed-upon lead scoring thresholds.

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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. Except for a short discussion on de-duplication of records, you would think that data was miraculously keyed into CRMs perfectly and wasn’t subject to decay.

5 Pro Tips for Successful Marketing Automation Implementation

Televerde

Otherwise, you’ll only be using your fancy new tools to aimlessly spam your entire email list. Roles and responsibilities must be clearly defined and there must be agreement on exactly what constitutes a qualified lead, so work with sales to establish agreed-upon lead scoring thresholds. A successful data strategy consists of de-duplication, cleansing, and appending. Be sure to integrate the contacts in your CRM into your shiny new technology.