SmartBug Media

JUNE 2, 2021

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. Remove Duplicate Information.

De-duplication 94

De-duplication CRM Data Hygiene Analysis 94

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

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.” . Lead Enrichment & De-duplication . Venkat Teja Project Manager, Commitbiz. Previous Next. Challenges.

Efficiency 52

Efficiency Enterprise Management Work Management Marketing Management 52

Biznology

JANUARY 30, 2015

Then, develop a very simple process by which reps pass their data to this group. How do I match and de-duplicate customer records effectively? Be careful not to build targeting or segmentation processes that are primarily dependent on appended data. This can be an expensive, but very helpful, tool.

De-duplication 80

De-duplication Work Management Marketing Management Marketing Attribution 80

Hubspot

JULY 27, 2023

Among others, solutions like ChatSpot allow sales reps to automatically set up new CRM profiles, create new lead segments, generate data from reports, and even send follow-up messages on their behalf. This further complicates the training process and makes it hard for sales managers to build rapport with their staff.

Marketing AI 52

Marketing AI Lead Ranking Budget Programs Work Management 52

ANNUITAS

SEPTEMBER 7, 2010

Several years ago I was on-site with a client discussing their desire to develop and implement a lead management process.    These technologies included a marketing automation platform and a CRM system.    With marketing automation and CRM, it’s not any different.  Markets by the Numbers.

Work Management 100

Work Management Marketing Automation Services Marketing Management De-duplication 100

ANNUITAS

OCTOBER 6, 2010

Yet time and time again, these conversations arrive at the same end point: marketers get stuck when it comes to the actual implementing of a proper lead nurturing process. As just mentioned, it’s imperative to ensure the content you are delivering is relevant to where the buyer is in the buying process.

Lead Ranking 100

Lead Ranking De-duping Work Management Lead Qualification 100