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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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CRM Implementations Cost An Estimated $4.6 billion Annually, New Analysis Says

Zoominfo

Maybe this situation sounds familiar: A company with a sales team of 50 reps decides its data is stale and its customer relationship management (CRM) features don’t meet business needs. So the company begins defining requirements for new CRM software, and two months later selects a vendor. Source: ZoomInfo. Source: ZoomInfo.

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Report: Data Capabilities Encouraging More Marketers to Switch Tools

KoMarketing Associates

This is followed by email distribution (23%), CRM (23%), and attribution/business intelligence (19%). Data capabilities appeared to lead in terms of the reasons behind switches in marketing tools. Most respondents (51%) cited data centralization/data capabilities as their primary reason for switching.

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THE HACKIES: How to hack your CRM for ABM, switching from leads to contacts and accounts

chiefmartech

Our team at Bizible recently made a complete switch from lead-based reporting to an ABM measurement structure based on accounts and contacts. Technical “Hacks” when Switching your CRM to ABM. Strategic “Hacks” when Switching your CRM to ABM. Technical: Planning.

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CRM Implementations Cost An Estimated $4.6 Billion Annually, New Analysis Says

Zoominfo

Maybe this situation sounds familiar: A company with a sales team of 50 reps decides its data is stale and its customer relationship management (CRM) features don’t meet business needs. So the company begins defining requirements for new CRM software, and two months later selects a vendor. Source: ZoomInfo. Source: ZoomInfo.

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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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Lead Scoring Model: Building a Framework to Drive Conversion

Act-On

Marketing Automation Migration: Switching Platforms Made Easy Migrating your marketing automation platform doesn’t have to be difficult. Marketing Automation Migration: Switching Platforms Made Easy Migrating your marketing automation platform doesn’t have to be difficult.