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Closed-Loop Reporting: How to Close the Loop in Your Sales and Marketing Data
Closed-loop reporting: the unicorn every marketing director and CFO wants, but few companies are actually able to achieve. Given that most businesses have both a marketing automation platform and a CRM, why is it still so unbelievably difficult to close the loop between the data our marketing and sales teams are collecting? In this presentation, Element Three product manager Halie Vining shares what closed-loop reporting should look like, why most companies fail to pull off it successfully, and how you can rise above the rest to give your marketing and sales teams a complete picture of your customer lifecycle. This isn’t your basic introduction to closed-loop reporting, which generally leave you with more questions than you have answer — you’ll walk away with an actionable plan for closing the loop for your organization, regardless of what marketing automation platform and CRM you use.
