Remove De-duplication Remove Field Remove Lead Scoring Remove Spam

#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.

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. Assess disengaged leads. Add any leads not in your CRM.

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Did Somebody Ask About Data Quality?

DealSignal

The consultants ran through a series of standard CRM processes including lead management, dashboards, record customization by the site admin, and Outlook integration. Yet, at no point did I hear a discussion of data quality, data hygiene, contact verification, field standardization, or company and contact enrichment. 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.