Capstone Insights

OCTOBER 1, 2017

In my last post , I framed out the three main lead management approaches in B2B SaaS. Please view this as a general list; some of these points will be more or less pronounced depending on the marketing automation platform you’re using ( Marketo , Eloqua , HubSpot , Act-on , Autopilot , etc.) Data management.

Lead Management 40

Lead Management Lead Ranking De-duplication Lead Scoring 40

Capstone Insights

OCTOBER 1, 2017

In my last post , I framed out the three main lead management approaches in B2B SaaS. In this post, we focus on why Marketing Converts recommends the “unique” model to the vast majority of clients. Also, the majority of marketing automation platforms take the approach that a person only exists once in the platform.

Lead Management 40

Lead Management De-duplication Lead Ranking Lead Scoring 40

Capstone Insights

OCTOBER 1, 2017

In my last post , I framed out the three main lead management approaches in B2B SaaS. In this post, we focus on why Marketing Converts recommends the “unique” model to the vast majority of clients. Also, the majority of marketing automation platforms take the approach that a person only exists once in the platform.

De-duplication 40

De-duplication Lead Ranking Lead Management Work Management 40

Adobe Experience Cloud Blog

DECEMBER 10, 2013

Author: Frank Passantino Bad data infiltrates every database, in the form of duplicate contacts, irregularly formatted leads, and junk records. 1) Identify Duplicates. Once you start to get some traction in building out your database, duplicates are inevitable. Lead Management' 2) Set Up Alerts.

De-duplication 48

De-duplication Thought Leadership Marketing Automation Services Contact Marketing 48

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. 

Work Management 100

Work Management Marketing Automation Services Marketing Management De-duplication 100

LeanData

MAY 15, 2014

Typically this involves updating it, standardizing it, and de-duplicating records to create a single view of the data, even if it is stored in multiple disparate systems. De-Duplication – The process of identifying, verifying, and merging duplicate records from a database or list.

Lead Ranking 40

Lead Ranking Marketing Qualified Leads Sales Qualified Leads Lead Management 40

LeanData

MAY 15, 2014

Typically this involves updating it, standardizing it, and de-duplicating records to create a single view of the data, even if it is stored in multiple disparate systems. De-Duplication – The process of identifying, verifying, and merging duplicate records from a database or list.

Lead Ranking 40

Lead Ranking Marketing Qualified Leads Sales Qualified Leads Lead Management 40