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Pro Tips: 5 Considerations To Implement Marketing Automation Platforms

Act-On

Yep, it’s time to switch. But switching can seem like a daunting task. The good news is that switching marketing automation platforms doesn’t need to be overwhelming, especially when you have tips on what features to look for and what to avoid. We’ve compiled our favorites to support you during the process of making a switch.

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The Best Training Resources to Get You Started With Marketo

SmartBug Media

Or maybe you’ve already decided to either switch to Marketo or implement Marketo as your marketing automation solution. Best Free Marketo Training Resources. Here are our top free training resources to help you learn the ins and outs of the Marketo platform: 1. Customer Relationship Management (CRM) Sync.

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5 Things Your Financial Services CRM Needs to Have

Salesforce Marketing Cloud

Rated as a leader by The Forrester Wave Report™: Financial Services CRM , Salesforce knows service — of any kind. Financial services CRMs are changing and so are the needs of customers. We weed through the noise to bring you exactly what features you need in a financial services CRM. Get the report 2. Level up with Trailhead 4.

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Breaking Down Silos: Integrating Sales and Marketing Data for SMB Success

ClickDimensions

This not only wastes valuable resources but also slows down processes, while increasing tensions between teams. Did you know that 61% of customers report switching to a competitor after a bad experience – Source 4. Inefficient Operations Data silos breed inefficiency. Find out more about the Marketing Services team here.

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Top Ten Productivity Hacks For B2B Sales Teams

Lead Forensics

1) Optimize your CRM A CRM is something you’re likely to be using on a daily basis, so the more streamlined your processes can be the more you’ll benefit. Also make sure your emails are automatically passed into your CRM, if that doesn’t already happen. Don’t make a big switch instantly and jump over to your follow-up calls.

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What Is an Omnichannel Contact Center? Everything You Need to Know

Salesforce Marketing Cloud

Your agents have immediate access to the same centralized view of the customer they’re going to help — no matter how they contact you — in your customer relationship management system (CRM). The best omnichannel contact center software platforms connect all your data – whether it’s in your CRM apps or external data lakes.

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B2B Marketing Tools for Working Remotely

SendX

Businesses have switched to work from home mode and are expected to maintain the same level of productivity and efficiency. Customer success tools Zoho A powerful customer relationship management tool, Zoho is a wonderful resource of creating and defining lead management and CRM.