1) The document discusses implementing a new cloud-based social CRM and marketing automation system to improve efficiencies, accelerate deals, and provide a 360-degree view of clients and opportunities. 2) It outlines 3 steps marketing will take: industrializing their go-to-market process to unify silos; implementing a closed-loop lead development process; and managing content through various stages of the customer lifecycle. 3) A key focus is improving data collection and sharing across departments to expand relationships within client accounts and families.