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To cross the different views of sales and marketing teams, we also recommend synchronizing your CRM and marketing automation software. A marketing automation tool like Plezi can synchronize with most CRMs like Salesforce, Zoho, HubSpot or Pipedrive. According to a study by Focus Research, three quarters of companies that have integrated their marketing automation software with their CRM see a return on investment within 12 months.
This synchronization allows you to : Automatically transfer qualified Phone Number Data leads from marketing to sales teams. Easily track the impact of marketing actions on sales results: number of visitors to the website, conversion rate of visitors into leads, cost per lead, number of appointments scheduled and number of sales closed, etc.
With shared dashboards and a good synchronization of tools, success is guaranteed: your different teams have access to the same information, to optimize the lead management strategy jointly. Without leads, there is nothing. In business, these qualified contacts are the lifeblood of the company. But it is not enough to generate a large number of them! After lead generation (the first step in the conversion funnel), the objective is to effectively manage their entire life cycle.
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