April 2014
Intermediate to advanced
312 pages
7h 26m
English
Content preview from Marketing Automation For Dummies
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.
Chapter 5
CRM Integration
In This Chapter
Planning your CRM integration
Connecting data and database fields
Troubleshooting common issues with CRM
Connecting your customer relationship management system (CRM) and your marketing automation tool unlocks many of the powerful features that improve your communication between marketing and sales and allow you to move to more advanced marketing programs. It also enables closed-loop return-on-investment (ROI) reporting on marketing campaigns (you can see ROI contributions from sales and marketing in one report).
Connecting a CRM system and a marketing automation system is not a simple task. Of all of the problems typically seen with failed implementations, a bad CRM connection is in the top three reasons for failure. The issue is complicated by the fact that every company uses a CRM system in a different way, and not always in the way that CRM systems were intended to be used. In this chapter, I prepare you to look at your CRM system usage and take a flexible approach to make your integration work better.
I show you how to plan your integration between your marketing automation tool and your CRM system. I also cover how to go over your ...
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Read now
Unlock full access
More than 5,000 organizations count on O’Reilly
O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.