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How to sync your CRM and Marketing systems into a unified SMarketing machine

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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 a 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 a higher quality sync.

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