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Top 5 Marketing Must-Haves for Asset Managers and More

Adobe Experience Cloud Blog

Author: Joe Paone One of the first interviews I had in college was with a local money manager who was looking for a new recruit to make calls and drive business. I thought about the people I knew and the money they had, and then politely declined his offer to live off of Ramen noodles for the foreseeable future.

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What Qualities Should You Look for in a Marketing Automation Manager?

Adobe Experience Cloud Blog

That means you need the right team to manage your marketing automation platform. He/she will work with key stakeholders, such as product marketing and sales, and may manage a team of vast talents–marketers, content creators, and designers. Marketing organizations in this digital age need a new blend of talent.

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Continually Improving the Customer Experience: The Evolution of Automated Marketing Tools

Adobe Experience Cloud Blog

Automated marketing first emerged with the development of customer relationship management (CRM) platforms in the late ‘80s. But they taught us how new technology can be leveraged to improve how we interact with customers. No longer will your sales team have key contacts sitting in their inbox that are not in your CRM.

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Building Your MarTech Stack Into an Ecosystem

Adobe Experience Cloud Blog

What I will say is that this is only manageable if you are dealing with a very short list of vendors. I once downloaded a report about the CRM landscape without realizing that all 40 vendors listed in the report had sponsored it. They provide the backbone of the marketing technology infrastructure. So what should you do?

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3 Ways to Keep Your MarTech Stack Tidy

Adobe Experience Cloud Blog

While most unitasker solutions provide seamless integration with CRM and marketing automation systems, each still introduces a new set of data unique to the solution. And as a result, the number of custom data fields in the CRM and marketing automation system can become unmanageable, sometimes even exceeding a thousand.

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Financial Advisors Need to Get Personal or It’ll Cost Them

Adobe Experience Cloud Blog

Advisors who were once paid on transactions are now be paid a percentage of all the money that they manage. By tying compensation to assets under management (AUM), advisors are now highly incentivized to retain existing customers (unless they want a pay cut). You may also be using a CRM system to help with your lead scoring.

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How to do an AI implementation for your marketing team

Martech

That’s the question we asked Carrie Mahon, CMO for Unanet, which provides ERP and CRM solutions for government contractors, architecture, engineering, construction, and professional services. We have all this great thought leadership and content. We review new technologies when they come out.

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