Home Uncategorized Automation Day 2021 – How to Sync Your CRM and Marketing systems into a Unified SMarketing Machine

Automation Day 2021 – How to Sync Your CRM and Marketing systems into a Unified SMarketing Machine

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Automation Day 2021 – How to Sync Your CRM and Marketing systems into a Unified SMarketing Machine

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In this presentation, we summarize all the main learnings we’ve had about how to integrate a marketing automation system with a CRM, which includes:
– Is it better with an all-in-one system or best-in-class systems that integrate? (The answer might surprise you!)
– What is the overall lead flow?
– What kind of reports can you get with an integrated system? (With examples!)
– Surprising pitfalls and things to think through! (Otherwise, you will regret it later!)
– How do you actually manage a project where you develop sync? (And the single most important lesson we’ve gained!)

If you are considering either getting a CRM or Marketing Automation tool and syncing them, you need to watch this video. It will save you a lot of time and get you higher quality sync.

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