The purpose of a marketing automation system is to generate and feed as many qualified leads to your sales team as possible. But a marketer’s job doesn’t end there. If you’re not mining the sales data being generated by those leads, then you risk leaving additional sales opportunities on the table. To truly benefit from the effort and expense of your marketing efforts, you need to leverage the sales data already available to you in your CRM system. Whether you use Salesforce, Microsoft Dynamics or any number of other CRM […]
It probably won’t surprise you to learn that customer relationship management (CRM) software and marketing automation software are VERY different from one another. Yet, it seems that many marketers still ask the question: can I use one of these to do the job of the other? On the surface, each one can appear to be somewhat similar, but a closer look shows that each platform serves a very different purpose. Since it’s so important that sales and marketing teams understand the differences between the two systems, let’s examine the […]
You’ve just launched your inbound campaign and high-quality leads are beginning to flow into your CRM system. Your work here is done, right? Of course not! This is only the beginning. Once your inbound campaigns are launched, you have to make sure your new leads remain high-quality by developing them into sales-ready opportunities. This is where the art of sales nurturing comes into play—depending on your line of business, the sales cycle can last months or years. It’s not always easy to nurture these leads in an efficient, timely […]
You’ll may have noticed that the suppressed and held flags got a bit of a makeover to better match the current Platform. The new colors are: The darker flag (red) means the Contact is Suppressed. The lighter flag (yellow) means it’s Held, or bounced.
It’s back! Add/Remove/Delete Individual Contacts with a Click We also heard from many of you after our recent “Group Assignments” update, that you missed the ability to select and add/remove Contacts individually, so that feature is back! Check out the Actions menu back at the top of your Contacts results lists.