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Your Complete Marketo Migration Checklist

SmartBug Media

Migrating from another marketing automation tool into Marketo is no different. CRM administrator: Plan the order of your sync; lead any special integration needs. Deep Clean Your CRM. Sweeping out the dusty corners of your CRM should be priority No. KonMari Your Current Marketing Platform.

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5 Reasons Why Marketing and Sales Technology Just Won’t Work

ANNUITAS

  These technologies included a marketing automation platform and a CRM system.    Somewhere in the course of the conversation, one of the marketing folks in the room made the statement, “We have marketing automation, but it just doesn’t work.”  Understanding of Role of Technology.

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14 Quick Tips for Kick-Ass Lead Management

Hubspot

SMarketing is the adorable and talented lovechild of sales and marketing, and you need it for lead management success. Meet on a weekly basis to ensure you’re both speaking the same language, have aligned and reasonable goals (do you have a service level agreement in place?), and are meeting those goals you've agreed upon.

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What is Revenue Operations and How Does it Fit in Modern Business?

Zoominfo

Roles include sales and marketing operations and project management. Initiatives include content development, coaching, and training. The results can include unclear hand-offs of leads between marketing and sales, a lack of trust between teams, and missed opportunities to deliver remarkable customer service.