5 Pro Tips for Successful Marketing Automation Implementation

Televerde

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.

Infer Releases Profile Management Platform to General Availability; Adds Net-New Profile Builder

Ignite Tech

a leading predictive sales and marketing platform that helps companies win more customers, today announced new predictive demand generation capabilities that help businesses grow up-market by targeting high-quality profiles of net-new prospects.

Why We Recommend “Unique” Lead Management

Capstone Insights

In my last post , I framed out the three main lead management approaches in B2B SaaS. Point of interest introduces a ton of duplicate records in a CRM and, though hybrid introduces substantially fewer, it still creates a large number of duplicates.

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. Another gap occurs in lead scoring.

Why We Hate POI, Dislike Hybrid, and Recommend “Unique” Lead Management

Capstone Insights

In my last post , I framed out the three main lead management approaches in B2B SaaS. Data management: Point of interest introduces a ton of duplicate records in a CRM and, though hybrid introduces substantially fewer, it still creates a large number of duplicates. As such, when two or more leads or contacts are pulled back from the CRM for the same person (think same email address) they are merged. lead score change, status value change, or any field value change).

Why Marketing Converts Hates POI, Dislikes Hybrid, and Recommends The “Unique” Lead Management Approach

Capstone Insights

In my last post , I framed out the three main lead management approaches in B2B SaaS. Data management: Point of interest introduces a ton of duplicate records in a CRM and, though hybrid introduces substantially fewer, it still creates a large number of duplicates. As such, when two or more leads or contacts are pulled back from the CRM for the same person (think same email address) they are merged. lead score change, status value change, or any field value change).