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5 Questions To Answer Before Choosing A CRM - Mastermind Discussion | Alex Glenn
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We've all been in CRM hell. Whether it's:
Trying to determine if you even need a dedicated CRM,
Navigating the numerous options to choose the right CRM for you,
Dealing with integrations,
Or are having to rip out your current CRM after making the wrong choice.
You hated it and wish you had help avoiding it.
Here at Automated, it's our job to connect the teams with the experts to help get the right information across.
Two of these experts are joining me today to answer the 5 Questions our B2B colleagues voted on from a list of 9 provided in a recent poll.
What Questions should I be asking myself before picking a CRM?
What is the difference between CRM and Marketing Automation? Should I have them both in one app? And, should I have separate CRM and Marketing Automation?
What is the simplest way to add attribution data into lightweight CRMs?
Not every B2B org can integrate chat (Drift/Intercom…) effectively. So at what point is it good to integrate chat on the frontend?
When is a dedicated CRM (Hubspot, Copper, Salesforce) necessary?
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm
71 episodes
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on August 12, 2024 14:30 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 230419472 series 1532812
We've all been in CRM hell. Whether it's:
Trying to determine if you even need a dedicated CRM,
Navigating the numerous options to choose the right CRM for you,
Dealing with integrations,
Or are having to rip out your current CRM after making the wrong choice.
You hated it and wish you had help avoiding it.
Here at Automated, it's our job to connect the teams with the experts to help get the right information across.
Two of these experts are joining me today to answer the 5 Questions our B2B colleagues voted on from a list of 9 provided in a recent poll.
What Questions should I be asking myself before picking a CRM?
What is the difference between CRM and Marketing Automation? Should I have them both in one app? And, should I have separate CRM and Marketing Automation?
What is the simplest way to add attribution data into lightweight CRMs?
Not every B2B org can integrate chat (Drift/Intercom…) effectively. So at what point is it good to integrate chat on the frontend?
When is a dedicated CRM (Hubspot, Copper, Salesforce) necessary?
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit marketingautomation.fm
71 episodes
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