Start the Year Off with a Well-Organized CRM

Have you set your 2023 company goals yet? If you’re like many others out there, a new year signifies the time to reset, collect all of your thoughts from the previous year, and run full speed ahead towards your goals for this year. Before you get too far along though, we have a suggestion.  A well-organized CRM allows you to maximize the impact of your stored data and leverage it to take your strategies to the next level. If you’re really looking to kick off the year right, make it […]

CRM Marketing: Meet The People Behind Your Data

How well do you know your clients? Sure, you might have created those detailed customer personas to build your marketing campaigns around. You’ve probably then gone to great lengths to imagine how your organization can help these imaginary customers overcome their most pressing pain points. But how well do you know the real people behind the data that pours into your various MarTech systems every day?   Too many marketers still view marketing success in terms of lead volume or subscriber numbers rather than by the quality of the relationships they […]

Lead Scoring and CRM — A Match Made in Heaven

Lead scoring and CRM work so in sync that you’d think one was designed specifically for the other and vice versa. To really tackle any marketing campaign, you’ll need to equip yourselves with the tools to help you succeed. Lead scoring models in conjunction with your CRM can help you piece together the puzzling process that is the customer sales journey.   What is Lead Scoring? Lead scoring is the best strategy for measuring how your leads are moving down the sales funnel.   It gives you an indication of how ready […]

How to Better Utilize Your CRM

A carefully managed CRM system is a beautiful thing. Acting as a central repository where individuals across your business can analyze various customer touchpoints to gauge the health of your sales and marketing operation, it’s both the brain and the beating heart of your organization.   Your CRM system should sit at the very top of your MarTech stack and govern every decision your sales, marketing, and customer service teams make. It should also be a vital resource for your finance department and provide the detailed information your senior leadership team […]

Setting Your Company (and CRM) Up for Success this Holiday Season

For us marketers, the holiday season is like an endurance sporting event. From the dog days of summer, through Halloween and Black Friday, and all the way to Hanukkah, Christmas, and the New Year, it’s definitely a marathon, not a sprint.  If you are to be successful in your efforts to push harder and further than ever before this holiday season, you need to be prepared to put in the preparation and hard work before, during, and even after the big event.  So how do you prepare for the busiest […]


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