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Marketing Automation + CRM
Integration Guide
Implement marketing automation and CRM integration to streamline processes and boost revenue growth.
Companies using marketing automation see 451% increase in qualified leads and 34% increase in sales revenue.
Integration Benefits
- 1
360-degree customer view and history
- 2
Seamless handoffs between marketing and sales
- 3
Personalized experiences from complete data
- 4
Improved conversion through better timing
Lead Scoring
Demographic: Title, company size, industry
Behavioral: Page visits, downloads, emails
Platform Selection
- ✓
Contact management and segmentation
- ✓
Email automation and drip campaigns
- ✓
Lead scoring and qualification
- ✓
Integration with existing tools
Progressive Profiling
Start with minimal friction capture. Collect data gradually through interactions. Use behavioral tracking to understand intent.
Implementation Phases
Phase 1: Foundation setup and data audit. Phase 2: Advanced configuration and workflows. Phase 3: Optimization and scaling.
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