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!)