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The Real Cost of Duplicates in Your CRM/Marketing Automation Platform

Adobe Experience Cloud Blog

The other day I was talking to yet another marketing operations manager who has “a duplicate problem*” and “just needs a one-time dedupe job.” (“*Duplicates”—multiple records for the same person and/or company in CRM/Marketing Automation platforms.) Now you have two Anns in your CRM! This is also a problem and a very serious one.

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The (marketing) funnel isn’t dead

MKT1

But, it’s best to use the names of stages you use in your CRM and marketing automation tool, like lead (interest), qualified lead (desire), opportunity (action in the form of a meeting or product activity) when mapping your funnel. Use them as a reference to build out your marketing automation and CRM flows. Update accordingly.

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CRM Series: 3 Ways CRM Integration Creates Alignment and Drives Sales

Adobe Experience Cloud Blog

Rex just identified marketing qualified leads (MQLs), passed them off to sales, and wiped his hands. If you think MQL is enough, you might want to stop reading now. But in an age of marketing automation and CRM, it’s downright negligent. MQL does not end the journey. Clean up your CRM data and optimize your lead scoring.

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10 Challenges Threatening Sales Teams and How to Fix Them

SalesIntel

Use accurate data to ensure that your SDRs are spending their time nurturing the right prospects that meet your SQL and MQL criteria. Additionally, you can integrate SaleIntel with your CRM , allowing you to download prospect data straight to your CRM. . Solution: Train Your Sales Team.

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Lead Tracking: 5 Best Practices for Marketing Operations

Adobe Experience Cloud Blog

Marketing operations must deal with challenges including time management , expectation management, system limitations, training, and enablement. 2) Define Fields in Your CRM Systems. Other best practices include: Make sure the lead generating campaign is synced to your CRM. The best place to start is with a data directory.

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Why RevOps Automation is your path to business success!

Envy

Then it’s important to align the definition of ‘MQL’ and ‘SQL’ across the entire organization, and train all relevant teams to enter leads correctly so that they are categorized properly in the database. Once there’s a system in place, you can breathe a sigh of relief!

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How Sales and Marketing Can Collaborate (+Expert Tips)

Hubspot

Training webinars. Sales teams, needing up-to-date product knowledge, benefit from training sessions from marketing. Post-training, sales provides feedback, ensuring subsequent webinars are even more tailored and effective. Both teams should address questions like: What actions or engagement levels make a lead an MQL?