Crm + Marketing in the cloud
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CRM and marketing automation go hand-in-hand and should always be integrated. Sales and marketing can no longer afford to be separated. In order for sales to gain valuable insights into their customers and their needs, they can't ignore how their leads/customers are reacting to marketing messages. When the two are integrated, marketing can then see whether their marketing communications are effective or not.
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• Multi-lingual Support
Erpisto POS ( ChecPOS )
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- 7. Automation Add to Group or Tag Download Whitepaper Start Drip Campaign Send Thank-You Email Create Conversion Purchase Product Schedule CRM Followup Send Survey Email Attend Event Record Preferences in CRM Send Followup SMS with Discount Send Email with link to Video
- 8. Success Principle #3 Help stakeholders figure out their reporting requirements
- 10. Success Principle #4 Don’t forget your place at the table
- 11. Success Principle #5 Pick the right vehicle to get you where you want to go
- 12. Home-Built Integration Roll Your Own • Legacy compatibility • Pick best of breed • Needs core integrator (Zapier) • Manage multiple APIs Enterprise Core SF / Oracle • Large infrastructure • Pick best of breed • Expensive integrators • Manage multiple APIs • Costs/limits on API All-In-One Integrated • Faster to implement • Broad insights • Big vision needed • May not have vertical specialization Decisions, Decisions
- 13. Don’t Be A Statistic Success Fail 63% of CRM Implementations Fail (80% of Sales Automations Fail)