Martech

NOVEMBER 19, 2024

Linking your CRM with LinkedIn is a powerful way for sales and marketing teams to get more out of both platforms. When your CRM (in this case we’re using HubSpot as the CRM platform) and LinkedIn are working together, you’ll achieve those outcomes. Processing.

CRM 127

CRM Marketers Marketing Place 127

Marketing Insider Group

DECEMBER 10, 2024

CRM email marketing is a powerful tool that combines relationship management with targeted outreach, enabling your brand to reach customers more effectively. By integrating email marketing with your CRM, you gain a strong approach to audience segmentation, personalized messaging, and campaign tracking – all of which improve engagement.

CRM 109

CRM Email Marketing Analytics Marketers 109

Martech

JUNE 6, 2025

The post 5 simple ways to boost CRM adoption appeared first on MarTech. Thankfully, there are some simple ways to blend platform features with a behavioral nudges to improve adoption, understanding, and ultimately, performance.

CRM 104

CRM Management Customer Marketing 104

Martech

JUNE 17, 2025

Large Language Model (LLM) agents aren’t very good at key parts of CRM, according to a study led by Salesforce AI scientist Kung-Hsiang Huang. The post Study shows AI agents struggle with CRM and confidentiality appeared first on MarTech. That dropped to 35% when a task required multiple steps. Email: See terms.

CRM 109

CRM Place Branding Customer 109

The LeadG2 Blog

OCTOBER 31, 2024

When people think of HubSpot, they often associate it solely with customer relationship management (CRM). While it's true that HubSpot offers a powerful CRM tool, that’s just scratching the surface. For those focusing on marketing without needing HubSpot’s CRM, there’s still a world of functionality to unlock.

CRM 111

CRM Marketers Marketing Management 111

Marketing Insider Group

NOVEMBER 21, 2024

Social media management has evolved from a platform-specific activity to a critical part of customer relationship management (CRM). As businesses interact with customers through social platforms more, CRM systems have had to adapt. As CRM systems grow, adapting to changes in platform algorithms and user behavior will be essential.

CRM 105

CRM Management Thought Leadership Market Trends 105

Marketing Insider Group

OCTOBER 1, 2024

Customer relationship management (CRM) systems are everywhere, as the industry could be worth about $55 billion by the end of 2024. Most modern CRM systems have reporting and analytics features that help businesses extract meaningful insights from their data. What is CRM Reporting? What is CRM Analytics?

CRM 113

CRM Analytics Key Performance Indicator Transform 113

Marketing Insider Group

MAY 19, 2025

Thats where CRM and community management start to overlap. While most people think of CRMs (Customer Relationship Management systems) as tools for sales, theyve quietly become a powerhouse for growing and managing thriving brand communities. Quick Takeaways: CRM tools help you understand whos in your community and how they interact.

CRM 89

CRM Management Analytics Place 89

Marketing Insider Group

DECEMBER 17, 2024

Customer relationship management (CRM) strategies and systems are excellent tools for modern businesses. By using CRM growth strategies in your business, you can take advantage of the potential of customer data, refine workflows, and create targeted strategies for meaningful interactions.

CRM 98

CRM Management Customer Analytics 98

Martech

MAY 6, 2025

Heres the catch, though: if your CRM is cluttered with stale contacts, duplicate records and mismatched account info, all that data may be doing more harm than good. So before your next campaign underperforms or your next sales call goes sideways, its worth asking: Is your CRM quietly sabotaging your go-to-market strategy?

CRM 101

CRM Performance Marketing Marketing Strategy Product 101

Martech

MAY 7, 2025

By connecting CRM and CDP systems to media platforms through APIs and audience data sharing, you are optimizing not just for conversions but also for the quality and long-term value of every customer acquired. Below are five key drivers to unlock full-funnel success through CRM and CDP data.

CRM 75

CRM Customer Acquisition Transform User-Generated 75

MarketingOps

FEBRUARY 12, 2025

The Marketing Data Challenge The MAP/CRM, often hailed as the backbone of customer data, frequently falls short when it comes to supporting segmentation and targeting efforts. For example, high-potential leads are either poorly targeted or overlooked altogether due to unstructured MAP/CRM data.

CRM 147

CRM Whitepaper Health Analytics 147

Martech

DECEMBER 6, 2024

While structured data has long been the foundation of CRM, unstructured datalike conversationsholds the key to deeper insights into customer sentiment, behavior, and intent, said HubSpot CEO Yamini Rangan in a company release. With Frame AI, we can bring these insights into the customer platform to help businesses grow smarter and faster.

CRM 117

CRM Communications Customer Product 117

Martech

JANUARY 27, 2025

At the heart of this frustration is a structural problem rooted in CRM systems. I personally think Salesforce, the most widely used CRM in B2B, is to blame for this disconnect. So why do so many organizations still treat their CRM systems like theyre selling to individuals? Heres how you can start winning as one team.

CRM 117

CRM Communications Marketers Marketing 117

Martech

OCTOBER 14, 2024

Familiarize yourself with tools such as CRM systems, marketing automation platforms (like Marketo or HubSpot), and analytics tools. Tools: Customer relationship management (CRM) software (e.g., CRM manager: To oversee the CRM system and ensure data integrity. Salesforce, HubSpot). Data analytics tools (e.g.,

Key Performance Indicator 114

Key Performance Indicator CRM Marketing Automation Platform Customer Acquisition 114

Marketing Insider Group

AUGUST 26, 2024

Salesforce: Known for its robust CRM capabilities and AI-powered Einstein 1 features. Use APIs and other integration tools to connect AI platforms with your CRM, email marketing, and other marketing tools. Marketing Insider Group can put your marketing work on autopilot with our CRM and Marketing Management solution.

CRM 121

CRM Transform Marketers Marketing 121

Martech

JULY 25, 2024

With your sales and CRM teams Before you align your tech targeting processes to different buyers, ask your selling teams who they tend to see at meetings. Are these contacts in your CRM system? Does your CRM system capture key contacts on opportunities? Here are a few examples.

CRM 132

CRM User-Generated CMO Traditional Marketing 132

Martech

NOVEMBER 11, 2024

Central to this is the execution team — a skilled group that includes UX designers, web experts, email marketers, social media strategists, CRM managers, campaign analysts and operational strategists. It uses CRM platforms, data-driven insights and automation to enhance customer engagement, improve lead quality and boost conversions.

CRM 114

CRM Customer Journey Customer loyalty Management 114

Martech

AUGUST 29, 2024

Your sales team can also pull LinkedIn insights straight into HubSpot , keep CRM records up to date in real-time and log activities without breaking a sweat. Keep your CRM clean for better outreach and reporting Before heading to a conference, the last thing you need is a CRM bogged down with messy data.

CRM 124

CRM User-Generated Event Marketing Branding 124

Martech

JULY 26, 2024

Take CRM as an example. CRM plays a very different role across industries. For example, many reports show high failure rates for CRM implementations. Take CRM as an example: The CRM Value Matrix Reflecting on the reasons for CRM implementation to fail, the CRM Value Matrix adds some nuanced insights.

Pharmaceutical 115

Pharmaceutical CRM B2C eCommerce 115

Hootsuite

MAY 28, 2025

3 influencer relationship management (CRM) tools A good influencer CRM helps you develop and maintain long-term creator relationships. That means it includes a robust creator CRM. BuzzStream Source: BuzzStream BuzzStream is an outreach-oriented CRM. Theres also a free Chrome extension for influencer analysis.

Influencer Marketing 109

Influencer Marketing Affiliate Marketing CRM Marketers 109

MarketingOps

APRIL 3, 2025

5 Automation Plays to Supercharge Your Salesforce Data To harness the treasure trove of insights hidden in your CRM, your data must be accurate, consistent, and actionable. And your CRM is no different. Lets say your CRM has multiple entries for the same customer, each with slightly different details, like John Doe and John.

CRM 130

CRM User-Generated Marketing Automation Platform Management 130

Martech

NOVEMBER 8, 2024

Your CRM likely holds more valuable insights than you realize. It can help address three key challenges: Data tied to your business: If properly recorded, your CRM tracks all interactions with your business — whether won, lost or disqualified — making it easy to identify trends and patterns.

Gen Z 126

Gen Z CRM Millennials B2C 126

Martech

JUNE 19, 2025

LinkedIn Analytics, X Analytics, Facebook Business Suite), Google Analytics (using proper UTM tagging for social campaigns), CRM systems (integrating social lead forms). Where to find it: CRM systems (e.g., Where to find them: Your CRM system is essential for tracking the progression of leads through the sales pipeline.

CRM 78

CRM User-Generated Analytics Customer Acquisition 78

The Marketing Operations Leader

APRIL 1, 2025

1️⃣ HUMAN AGENT ONLY A human manages the entire conversation—responding via SMS, email, or chat—and manually updates CRM fields. 2️⃣ AI AGENT ONLY A single AI agent handles inbound questions and updates the CRM. For a deeper dive, check out Justin Norris 's latest LinkedIn article.

CRM 130

CRM Communications Promotion Personalized Marketing 130

Martech

NOVEMBER 6, 2024

Updated CRM object merge behavior to be aware of. This early-stage feature signals the future of AI-enhanced workflows integrated with your CRM, setting the stage to easily call up CRM info to get valuable information and context during live calls. Step up live call productivity with AI-powered Copilot assistance.

CRM 116

CRM Transform User-Generated Management 116

The Marketing Operations Leader

JANUARY 2, 2025

Tangible Steps: Enroll in Online Courses: Platforms like Coursera, LinkedIn Learning, HubSpot Academy, marketingops.com, and Maven offer free and paid courses on marketing automation, CRM tools, campaign management, and project management. Understand integration points between CRM, automation, and reporting platforms.

Non-Profit 130

Non-Profit CRM Thought Leadership Marketers 130

Martech

NOVEMBER 7, 2024

The promise here is simple: use a combination of intent data (such as keyword searches, third-party signals and industry-specific trends), CRM data and website visitation behavior to prioritize accounts most likely to convert. Predictive analytics This is the first and arguably most critical function of an ABM platform. Sounds great, right?

Transform 129

Transform CRM Analytics Management 129

Martech

JULY 24, 2024

Also, you should aim to eliminate spreadsheets, especially if you have a great CRM. In this case, we’re going to get Zapier to create a contact in our CRM (SharpSpring) whenever anyone registers for a webinar on the WebinarGeek platform. Using spreadsheets for reporting and call lists no longer makes sense.

CRM 119

CRM Marketing Automation Platform Analytics Place 119

Hubspot Marketing

JULY 12, 2024

The second coolest feature is the integration that automatically adds new members to your HubSpot CRM when someone joins your community. In other words, your users can see results from your knowledge base, crowdsourced answers, your CRM, and Google, all in one place. But I may be slightly biased!) Though I swear that’s a coincidence.)

Management 96

Management CRM Price Analytics 96

Martech

OCTOBER 1, 2024

The problem statement: A marketing team is limited by its inability to cross-match customer contact profiles (typically user roles and personas in the CRM ) with the specific product modules licensed by the account (stored in the companies ERP). The first file had CRM contacts in the following format: Sample data set generated from ChatGPT.

CRM 120

CRM User-Generated Marketing Automation Platform Marketers 120

Martech

JANUARY 8, 2025

The fix Automate lead assignment in your CRM (think HubSpot, Salesforce or whatever youre using). From there, use your CRM to send recap emails or next steps within two hours of the meeting. Also, work with sales to ensure your CRM integrates perfectly with tools that make this process efficient.

CRM 124

CRM Customer Acquisition Analytics Communications 124

Search Engine Land

SEPTEMBER 26, 2024

Your CRM system. Data ingestion Advertisers upload their first-party data to ADH, including customer interactions, website analytics and CRM information. Tracking new CRM signups from ad exposure Identify incremental users who signed up for your CRM after being exposed to your YouTube or Google Ads campaigns.

CRM 94

CRM Transform Customer Acquisition Advertisers 94

Martech

JANUARY 9, 2025

CRM, MAP, CDP) by asking: Can this platform reduce dependency on external vendors? Clean data is easier to process and unify across platforms (CDP, CRM, data warehouse), reducing the need for extensive ops/IT involvement and enabling faster use. Enhance customer data collection Since marketers are closest to both data collection (e.g.,

CMO 121

CMO CRM Communications Marketing Strategy 121