Getting the most out of your CRM and marketing automation platform integration isn’t easy. As marketers, we’re up against the challenges of data entry, understanding integration points, and defining sales triggers. Without a plan, the data you’re collecting in both platforms is meaningless.
This presentation is designed to help marketers transform their CRM/marketing automation platform integration into a valuable source of campaign opportunities. Starting with an understanding of how to gather useful data, we’ll examine strategies for building nurture funnels, cross-sell and upsell campaigns, and customer retention communications