THE POWEROF MARKETINGAUTOMATIONA BrandErgonomics® resource from Quarry Integrated Communications.
MARKETING AUTOMATIONPLATFORM MIND MAPToday, Marketing Automation Platforms are quickly becoming must-haves for marketing s...
CONTACT RECORDS                                                                                              DATA INTEGRAT...
CONTACT RECORDS                                                                                                           ...
EMAILS                                                                                                                    ...
CONTACT RECORDS                                                                                           DATA INTEGRATION...
Marketing Automation Mind Map
Marketing Automation Mind Map
Upcoming SlideShare
Loading in...5
×

Marketing Automation Mind Map

1,454

Published on

Marketing Automation Platforms are complex, with many features and functionality. We've created this Mind Map, which breaks down the four main components of the platforms - Managing Contacts, Managing Campaigns, Managing Leads and Measuring Impact.

Published in: Technology, Business
0 Comments
2 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
1,454
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
45
Comments
0
Likes
2
Embeds 0
No embeds

No notes for slide

Marketing Automation Mind Map

  1. 1. THE POWEROF MARKETINGAUTOMATIONA BrandErgonomics® resource from Quarry Integrated Communications.
  2. 2. MARKETING AUTOMATIONPLATFORM MIND MAPToday, Marketing Automation Platforms are quickly becoming must-haves for marketing success. These platforms offer broad featuresand deep functionality and, at first glance, can appear complex andoverwhelming. In an effort to fast-track your journey of discovery,we’ve taken our years of Marketing Automation experience andinsight and distilled our knowledge into this Mind Map.There are four main components to a Marketing AutomationPlatform. They are the ability for marketers to: Manage Contacts,Manage Campaigns, Manage Leads and Measure Impact. Each ofthese components contains up to three subcomponents, and ofteneach subcomponent groups several related parts.
  3. 3. CONTACT RECORDS DATA INTEGRATION EMAILS 250 fields, multiple field types (text, single select, List upload; Form integration; Open API integration Email development; Template library; HTML and plain text; checkbox, multi-select). for data import/export (CRM, custom connectors); Activity driven content; Email deliverability optimization; WEB PAGES Automated data import engine (secure FTP). A/B testing; Competitor domain excludes; Bounceback Platform created/hosted pages; Template library; External website TECHNICAL PROFILESCONTACT PROFILES Understand web visitors technical profile (browser used, capture and management; List management; Deployment tracking integration; Personal URL (PURLs); Embedded forms;Track “Digital Body Language” history: web page click-stream, (one-off, batch or campaign/form triggered). Content substitution; Content hosting. IP address, Country/State/ZIP/Longitude and Latitude DATA QUALITY PROGRAMSform submissions, email interactions (opens, clicks), referring from IP). De-duplication; Normalization; Cleansing. MULTI-CHANNEL CAPABILITIESURL source, search engine/search phrase used, and high-value PERSONALIZATION Integrated, multi-channel marketing: email, web,content/asset interactions. In emails (field merge, activity driven content, sales direct mail, fax, RSS feeds, SMS, trigger outbound SEGMENTATION signature rules); In web pages (field merges, content calls (live or automated voice messaging). Contact groups; Filters (field-based, activity-based substitution) and page alternates (URL redirects based and inactivity based). on data lookup); In forms (field pre-population). EVENT MANAGEMENT Manage event waitlists, session registration and cancellation processes; Automated pre-defined reminders and follow-up action steps; Manage multiple session events from a single registration form, including multiple locations or time slots.PREFERENCE MANAGEMENTEmail opt-in subscription management; Email opt-out Manage Contacts Manage Campaigns FORM PROCESSINGcompliance (global or campaign level); Web tracking Platform created/hosted forms; Template library;consent compliance. External form integration; Field validation; Automated field processing steps (send email to submitter, send notification email, add to automated campaign/ THE POWER OF CAMPAIGN AUTOMATION program, redirect to website, refer-a-friend etc); Design, build and maintain automated Progressive profiling; Form field pre-population. MARKETING rules-based marketing campaigns. Visualize CAMPAIGN ANALYTICS Report on the performance of campaigns. Drill-down the campaign workflow, build segments, NURTURINGWEB ANALYTICS incorporate campaign assets, define decision Coordinate and automate multi-step, multi-trackUnderstand web visitor activity on to explore and compare individual asset performance, rules and trigger resulting actions based on campaigns that drip out staged communications like effectiveness by email and groups of emails (opens AUTOMATIONplatform hosted pages and externally activity or inactivity. over time. Common triggers: browsing behavior,hosted pages. Out-of-the-box reports: and CTRs, bouncebacks, unsubscribes), form conversions, high-value content views. Further break down data form-submission, event attendance, segment-# of website visitors; Most popular by other views (i.e. by region, by industry, by role). membership, product/region/role/industry,pages and time spent; Page navigations; calendar date, buying-cycle or lead qualificationTop entry/exit pages; Leading referrers stage, triggered by external system (i.e. CRM).(i.e. social media, blogs), search enginesand keywords used; Unknown visitorsby company. Manage Leads Measure Impact CRM INTEGRATION Bi-directional synchronization – real-time data push to LEAD SCORING DATABASE HEALTH CRM and scheduled automated data pulls; Real-time Score leads based on 2 factors: 1. Ideal customer fit (explicit contact Diagnose the health of your marketing database (i.e. push of behavioral activity into CRM system’s lead and LEAD ASSIGNMENT data) and 2. Engagement level (implicit behavioral data); Assess % growth) and understand distribution across key fields DASHBOARDS & DRILL-DOWNS contact record; CRM Campaign association; Trigger Assign leads to salespeople based on geography, recency of activity and frequency of activity to inflate or degrade and values (i.e. lead source, region, lead stage, role). Access quick insight into all of your marketing CRM assignment rule routing and notifications. industry, product interest, or other business rules. score; Apply lead score thresholds to send sales-ready leads to CRM; activities through visual dashboards. Instantly Use lead assignment to further customize marketing Trigger actions based on lead score (i.e. add to program). drill down to the details. SALES ENABLEMENT communications using sales signature rules. Access to full behavioral activity history (from the CRM lead REPORT DELIVERY and contact records and from add-on tools like Eloqua’s Schedule regular delivery of important LEAD SOURCE TRACKING Prospect Profiler and Eloqua Discover); Ability to trigger marketing STANDARD & CUSTOM REPORTS reports and dashboards right to Track multiple lead sources – (i.e. both Original Lead programs from within CRM system; Real-time web activity alerts Choose from pre-built reports and dashboards or marketing and sales team’s inboxes. Source and Most Recent Lead Source); Track referring to assigned salesperson; Outlook plug-ins leverage email templates custom build your own with the data you need. source; Use query strings to track marketing channels. and tracking capabilities.To download a PDF version of the Mind Mapplease visit http://bit.ly/SJZhyh
  4. 4. CONTACT RECORDS DATA INTEGRATION 250 fields, multiple field types (text, single select, List upload; Form integration; Open API integration checkbox, multi-select). for data import/export (CRM, custom connectors); Automated data import engine (secure FTP). TECHNICAL PROFILES CONTACT PROFILES Understand web visitors technical profile (browser used, Track “Digital Body Language” history: web page click-stream, IP address, Country/State/ZIP/Longitude and Latitude DATA QUALITY PROGRAMS form submissions, email interactions (opens, clicks), referring from IP). De-duplication; Normalization; Cleansing. URL source, search engine/search phrase used, and high-value CONTACT RECORDS DATA INTEGRATION EMAILS content/asset interactions. field types (text, single select, 250 fields, multiple List upload; Form integration; Open API integration Email development; Template library; HTML and plain text; WEB PAGES checkbox, multi-select). SEGMENTATION for data import/export (CRM, custom connectors); Automated data import engine (secure FTP). Activity driven content; Email deliverability optimization; A/B testing; Competitor domain excludes; Bounceback Platform created/hosted pages; Template library; External website TECHNICAL PROFILES Understand web visitors technical profile (browser used, Filters (field-based, activity-based Contact groups;CONTACT PROFILES capture and management; List management; Deployment tracking integration; Personal URL (PURLs); Embedded forms;Track “Digital Body Language” history: web page click-stream, (one-off, batch or campaign/form triggered). Content substitution; Content hosting. and inactivity based). IP address, Country/State/ZIP/Longitude and Latitude DATA QUALITY PROGRAMSform submissions, email interactions (opens, clicks), referring from IP). De-duplication; Normalization; Cleansing. MULTI-CHANNEL CAPABILITIESURL source, search engine/search phrase used, and high-value PERSONALIZATION Integrated, multi-channel marketing: email, web,content/asset interactions. In emails (field merge, activity driven content, sales direct mail, fax, RSS feeds, SMS, trigger outbound SEGMENTATION signature rules); In web pages (field merges, content calls (live or automated voice messaging). Contact groups; Filters (field-based, activity-based substitution) and page alternates (URL redirects based and inactivity based). on data lookup); In forms (field pre-population). EVENT MANAGEMENT PREFERENCE MANAGEMENT Manage event waitlists, session registration and cancellation processes; Automated Email opt-in subscription management; Email opt-outPREFERENCE MANAGEMENT Manage Contacts pre-defined reminders and follow-up action steps; Manage multiple session events from a single registration form, including multiple locations or time slots. Manage Contacts compliance (global or campaign level); Web trackingEmail opt-in subscription management; Email opt-out Manage Campaigns FORM PROCESSINGcompliance (global or campaign level); Web tracking Platform created/hosted forms; Template library; consent compliance.consent compliance. External form integration; Field validation; Automated field processing steps (send email to submitter, send notification email, add to automated campaign/ THE POWER OF CAMPAIGN AUTOMATION program, redirect to website, refer-a-friend etc); Design, build and maintain automated Progressive profiling; Form field pre-population. MARKETING rules-based marketing campaigns. Visualize CAMPAIGN ANALYTICS Report on the performance of campaigns. Drill-down the campaign workflow, build segments, NURTURINGWEB ANALYTICS incorporate campaign assets, define decision Coordinate and automate multi-step, multi-trackUnderstand web visitor activity on to explore and compare individual asset performance, rules and trigger resulting actions based on campaigns that drip out staged communications like effectiveness by email and groups of emails (opens AUTOMATIONplatform hosted pages and externally activity or inactivity. over time. Common triggers: browsing behavior,hosted pages. Out-of-the-box reports: and CTRs, bouncebacks, unsubscribes), form conversions, high-value content views. Further break down data form-submission, event attendance, segment-# of website visitors; Most popular by other views (i.e. by region, by industry, by role). membership, product/region/role/industry,pages and time spent; Page navigations; calendar date, buying-cycle or lead qualificationTop entry/exit pages; Leading referrers stage, triggered by external system (i.e. CRM).(i.e. social media, blogs), search enginesand keywords used; Unknown visitorsby company. Manage Leads Measure Impact CRM INTEGRATION Bi-directional synchronization – real-time data push to LEAD SCORING DATABASE HEALTH CRM and scheduled automated data pulls; Real-time Score leads based on 2 factors: 1. Ideal customer fit (explicit contact Diagnose the health of your marketing database (i.e. push of behavioral activity into CRM system’s lead and LEAD ASSIGNMENT data) and 2. Engagement level (implicit behavioral data); Assess % growth) and understand distribution across key fields DASHBOARDS & DRILL-DOWNS contact record; CRM Campaign association; Trigger Assign leads to salespeople based on geography, recency of activity and frequency of activity to inflate or degrade and values (i.e. lead source, region, lead stage, role). Access quick insight into all of your marketing CRM assignment rule routing and notifications. industry, product interest, or other business rules. score; Apply lead score thresholds to send sales-ready leads to CRM; activities through visual dashboards. Instantly Use lead assignment to further customize marketing Trigger actions based on lead score (i.e. add to program). drill down to the details. SALES ENABLEMENT communications using sales signature rules. Access to full behavioral activity history (from the CRM lead REPORT DELIVERY and contact records and from add-on tools like Eloqua’s Schedule regular delivery of important LEAD SOURCE TRACKING Prospect Profiler and Eloqua Discover); Ability to trigger marketing STANDARD & CUSTOM REPORTS reports and dashboards right to Track multiple lead sources – (i.e. both Original Lead programs from within CRM system; Real-time web activity alerts Choose from pre-built reports and dashboards or marketing and sales team’s inboxes. Source and Most Recent Lead Source); Track referring to assigned salesperson; Outlook plug-ins leverage email templates custom build your own with the data you need. source; Use query strings to track marketing channels. and tracking capabilities. QUARRY.COM
  5. 5. EMAILS Email development; Template library; HTML and plain text; Activity driven content; Email deliverability optimization; WEB PAGES A/B testing; Competitor domain excludes; Bounceback Platform created/hosted pages; Template library; External website capture and management; List management; Deployment tracking integration; Personal URL (PURLs); Embedded forms; (one-off, batch or campaign/form triggered). Content substitution; Content hosting. MULTI-CHANNEL CAPABILITIES CONTACT RECORDS DATA INTEGRATION PERSONALIZATION EMAILS Integrated, multi-channel marketing: email, web, 250 fields, multiple field types (text, single select, List upload; Form integration; Open API integration Email development; Template library; HTML and plain text; checkbox, multi-select). In emails (field merge, activity driven content, sales deliverability optimization; for data import/export (CRM, custom connectors); Activity driven content; Email direct mail, fax, RSS feeds, SMS, trigger outbound WEB PAGES TECHNICAL PROFILES signature rules); In web pages (fieldtesting; Competitor domain excludes; Bounceback (live Platform created/hosted pages; Template library; External website Automated data import engine (secure FTP). A/B merges, content calls or automated voice messaging).CONTACT PROFILES Understand web visitors technical profile (browser used, capture and management; List management; Deployment tracking integration; Personal URL (PURLs); Embedded forms;Track “Digital Body Language” history: web page click-stream, IP address, Country/State/ZIP/Longitude and Latitude DATA QUALITY PROGRAMS substitution) and page alternates(one-off, batch or campaign/form triggered). (URL redirects based Content substitution; Content hosting.form submissions, email interactions (opens, clicks), referring from IP). on data lookup); In forms (field pre-population). De-duplication; Normalization; Cleansing. MULTI-CHANNEL CAPABILITIESURL source, search engine/search phrase used, and high-value PERSONALIZATION EVENT MANAGEMENTcontent/asset interactions. In emails (field merge, activity driven content, sales Integrated, multi-channel marketing: email, web, direct mail, fax, RSS feeds, SMS, trigger outbound SEGMENTATION Manage event waitlists, session registration and cancellation processes; Automated Contact groups; Filters (field-based, activity-based signature rules); In web pages (field merges, content calls (live or automated voice messaging). substitution) and page alternates (URL redirects based pre-defined reminders and follow-up action steps; Manage multiple session events and inactivity based). on data lookup); In forms (field pre-population). from a single registration form, including multiple locations or time slots. EVENT MANAGEMENT Manage event waitlists, session registration and cancellation processes; AutomatedPREFERENCE MANAGEMENT Manage Campaigns pre-defined reminders and follow-up action steps; Manage multiple session events from a single registration form, including multiple locations or time slots. FORM PROCESSINGEmail opt-in subscription management; Email opt-out Manage Contacts Manage Campaigns Platform created/hosted forms; Template library; FORM PROCESSINGcompliance (global or campaign level); Web tracking Platform created/hosted forms; Template library;consent compliance. External form integration; Field validation; AutomatedAutomated External form integration; Field validation; field processing steps (send email to steps (send email to submitter, field processing submitter, send notification email, add to automated campaign/ CAMPAIGN AUTOMATION email, add to automated campaign/ etc); send notification THE POWER OF AUTOMATION program, redirect to website, refer-a-friend Progressive profiling; Form field pre-population. CAMPAIGN program, redirect to website, refer-a-friend etc); Design, build and maintain automated MARKETING rules-based marketing campaigns. Visualize CAMPAIGN ANALYTICS Design, build and maintain automated the campaign workflow, build segments, Form field pre-population. Progressive profiling; NURTURINGWEB ANALYTICS Report on the performance of campaigns. Drill-down incorporate campaign assets, define decision Coordinate and automate multi-step, multi-track to explore and compare individual asset performance,Understand web visitor activity on like effectiveness by email and groups of emails (opens rules-based marketing campaigns. Visualize rules and trigger resulting actions based on campaigns that drip out staged communications AUTOMATIONplatform hosted pages and externally activity or inactivity.hosted pages. Out-of-the-box reports: and CTRs, bouncebacks, unsubscribes), form conversions, high-value content views. Further break down data the campaign workflow, build segments, NURTURING over time. Common triggers: browsing behavior, form-submission, event attendance, segment-# of website visitors; Most popular by other views (i.e. by region, by industry, by role). incorporate campaign assets, define decision Coordinate and automate multi-step, multi-track membership, product/region/role/industry,pages and time spent; Page navigations; calendar date, buying-cycle or lead qualificationTop entry/exit pages; Leading referrers rules and trigger resulting actions based on campaigns that drip out staged communications (i.e. CRM). stage, triggered by external system(i.e. social media, blogs), search enginesand keywords used; Unknown visitors activity or inactivity. over time. Common triggers: browsing behavior,by company. Manage Leads form-submission, event attendance, segment- Measure Impact membership, product/region/role/industry, CRM INTEGRATION calendar date, buying-cycle or lead qualification Bi-directional synchronization – real-time data push to LEAD SCORING DATABASE HEALTH CRM and scheduled automated data pulls; Real-time stage, triggered byleads based onsystem1. (i.e.customer fit (explicit contact Score external 2 factors: Ideal CRM). Diagnose the health of your marketing database (i.e. push of behavioral activity into CRM system’s lead and LEAD ASSIGNMENT data) and 2. Engagement level (implicit behavioral data); Assess % growth) and understand distribution across key fields DASHBOARDS & DRILL-DOWNS contact record; CRM Campaign association; Trigger Assign leads to salespeople based on geography, recency of activity and frequency of activity to inflate or degrade and values (i.e. lead source, region, lead stage, role). Access quick insight into all of your marketing CRM assignment rule routing and notifications. industry, product interest, or other business rules. score; Apply lead score thresholds to send sales-ready leads to CRM; activities through visual dashboards. Instantly Use lead assignment to further customize marketing Trigger actions based on lead score (i.e. add to program). drill down to the details. SALES ENABLEMENT communications using sales signature rules. Access to full behavioral activity history (from the CRM lead REPORT DELIVERY and contact records and from add-on tools like Eloqua’s Schedule regular delivery of important LEAD SOURCE TRACKING Prospect Profiler and Eloqua Discover); Ability to trigger marketing STANDARD & CUSTOM REPORTS reports and dashboards right to Track multiple lead sources – (i.e. both Original Lead programs from within CRM system; Real-time web activity alerts Choose from pre-built reports and dashboards or marketing and sales team’s inboxes. Source and Most Recent Lead Source); Track referring to assigned salesperson; Outlook plug-ins leverage email templates custom build your own with the data you need. source; Use query strings to track marketing channels. and tracking capabilities. QUARRY.COM
  6. 6. CONTACT RECORDS DATA INTEGRATION EMAILS 250 fields, multiple field types (text, single select, List upload; Form integration; Open API integration Email development; Template library; HTML and plain text; checkbox, multi-select). for data import/export (CRM, custom connectors); Activity driven content; Email deliverability optimization; WEB PAGES Automated data import engine (secure FTP). A/B testing; Competitor domain excludes; Bounceback Platform created/hosted pages; Template library; External website TECHNICAL PROFILESCONTACT PROFILES Understand web visitors technical profile (browser used, capture and management; List management; Deployment tracking integration; Personal URL (PURLs); Embedded forms;Track “Digital Body Language” history: web page click-stream, (one-off, batch or campaign/form triggered). Content substitution; Content hosting. IP address, Country/State/ZIP/Longitude and Latitude DATA QUALITY PROGRAMSform submissions, email interactions (opens, clicks), referring from IP). De-duplication; Normalization; Cleansing. MULTI-CHANNEL CAPABILITIESURL source, search engine/search phrase used, and high-value PERSONALIZATION Integrated, multi-channel marketing: email, web,content/asset interactions. In emails (field merge, activity driven content, sales direct mail, fax, RSS feeds, SMS, trigger outbound SEGMENTATION signature rules); In web pages (field merges, content calls (live or automated voice messaging). Contact groups; Filters (field-based, activity-based substitution) and page alternates (URL redirects based and inactivity based). on data lookup); In forms (field pre-population). EVENT MANAGEMENT Manage event waitlists, session registration and cancellation processes; Automated pre-defined reminders and follow-up action steps; Manage multiple session events from a single registration form, including multiple locations or time slots.PREFERENCE MANAGEMENTEmail opt-in subscription management; Email opt-out Manage Contacts Manage Campaigns FORM PROCESSINGcompliance (global or campaign level); Web tracking Platform created/hosted forms; Template library;consent compliance. External form integration; Field validation; Automated field processing steps (send email to submitter, send notification email, add to automated campaign/ THE POWER OF CAMPAIGN AUTOMATION program, redirect to website, refer-a-friend etc); Design, build and maintain automated Progressive profiling; Form field pre-population. MARKETING rules-based marketing campaigns. Visualize CAMPAIGN ANALYTICS Report on the performance of campaigns. Drill-down the campaign workflow, build segments, NURTURINGWEB ANALYTICS incorporate campaign assets, define decision Coordinate and automate multi-step, multi-trackUnderstand web visitor activity on to explore and compare individual asset performance, rules and trigger resulting actions based on campaigns that drip out staged communications like effectiveness by email and groups of emails (opens AUTOMATIONplatform hosted pages and externally activity or inactivity. over time. Common triggers: browsing behavior,hosted pages. Out-of-the-box reports: and CTRs, bouncebacks, unsubscribes), form conversions, high-value content views. Further break down data form-submission, event attendance, segment-# of website visitors; Most popular by other views (i.e. by region, by industry, by role). membership, product/region/role/industry,pages and time spent; Page navigations; calendar date, buying-cycle or lead qualificationTop entry/exit pages; Leading referrers stage, triggered by external system (i.e. CRM).(i.e. social media, blogs), search enginesand keywords used; Unknown visitorsby company. Manage Leads Measure Impact Manage Leads CRM INTEGRATION Bi-directional synchronization – real-time data push to LEAD SCORING DATABASE HEALTH CRM and scheduled automated data pulls; Real-time Score leads based on 2 factors: 1. Ideal customer fit (explicit contact Diagnose the health of your marketing database (i.e. push of behavioral activity into CRM system’s lead and LEAD ASSIGNMENT data) and 2. Engagement level (implicit behavioral data); Assess CRM INTEGRATION DASHBOARDS & DRILL-DOWNS % growth) and understand distribution across key fields contact record; CRM Campaign association; Trigger CRM assignment rule routing and notifications. Assign leads to salespeople based on geography, recency of activity and frequency of activity to inflate or degrade and values (i.e. lead source, region, lead stage, role). Access quick insight into all of your marketing industry, product interest, or other business rules. score; Apply lead score thresholds to send sales-ready leads to CRM; Bi-directional synchronization – visual dashboards. Instantly activities through real-time data push to LEAD SCORING Use lead assignment to further customize marketing Trigger actions based on lead score (i.e. add to program). drill down to the details. SALES ENABLEMENT communications using sales signature rules. CRM and scheduled automated data pulls; Real-time Score leads based on 2 factors: 1. Ideal customer fit (explicit contact Access to full behavioral activity history (from the CRM lead REPORT DELIVERY push of behavioral activity into CRM system’s deliveryand Schedule regular lead of important LEAD ASSIGNMENT and contact records and from add-on tools like Eloqua’s Prospect Profiler and Eloqua Discover); Ability to trigger marketing data) and 2. LEAD SOURCE TRACKING Engagement level (implicit behavioral data); Assess STANDARD & CUSTOM REPORTS contact record; CRM Campaign association; Trigger to reports and dashboards right Track multiple lead sources – (i.e. both Original Lead Choose from pre-built reports and dashboards or Assign leads to salespeople based on geography, programs from within CRM system; Real-time web activity alerts recency of activity and Recent Lead Source); activity to inflate or degrade Source and Most frequency of Track referring marketing and sales team’s inboxes. CRM assignment rule routing and notifications. custom build your own with the data you need. to assigned salesperson; Outlook plug-ins leverage email templates industry, product interest, or other business rules. score; Applysource; Use query strings to track marketing channels. lead score thresholds to send sales-ready leads to CRM; and tracking capabilities. Use lead assignment to further customize marketing Trigger actions based on lead score (i.e. add to program). QUARRY.COM SALES ENABLEMENT communications using sales signature rules. Access to full behavioral activity history (from the CRM lead and contact records and from add-on tools like Eloqua’s LEAD SOURCE TRACKING Prospect Profiler and Eloqua Discover); Ability to trigger marketing Track multiple lead sources – (i.e. both Original Lead programs from within CRM system; Real-time web activity alerts Source and Most Recent Lead Source); Track referring to assigned salesperson; Outlook plug-ins leverage email templates source; Use query strings to track marketing channels. and tracking capabilities.
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×