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The Secrets Behind Marketo and Salesforce’s Complicated Relationship

Perficient

It is no secret that the key to marketing and sales alignment is a solid technical foundation and internal understanding of how your systems will communicate. So, when you are integrating your marketing automation tool with your CRM, make sure you fully understand their relationship.

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Pillow Talk: Secrets Behind Marketo and Salesforce’s Complicated Relationship

Perficient

It is no secret that the key to marketing and sales alignment is a solid technical foundation and internal understanding of how your systems will communicate. So, when you are integrating your marketing automation tool with your CRM, make sure you fully understand their relationship.

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ClientWhys Introduces SMB Marketplace

PYMNTS

ClientWhys , a provider of marketing automation software and marketplace for cloud accounting and tax industries, has launched a new small business accounting marketplace. According to CPA Practice Advisor , CountingWorks will help U.S. Through Aug.

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Banking’s CRM Conquerors

Gonzobanker

This article shares lessons learned and tells a few stories of real Conquerors that have realized a true impact from their CRM platform investments. As a quick disclaimer, none of the examples in this article are an endorsement of any specific software; multiple CRM solutions have been implemented across various Conquerors.

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Are Banks Missing the Mark on Message?

Gonzobanker

The article offered no way to respond, interact or share. According to recent research What’s Going On In Banking 2018, 64% of mid-size bank and credit union executives don’t believe their marketing strategies are future ready. The sender knew that. That’s lame delivery. Just two pages of buzzkill. That’s lame content.

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Financial Brand Forum 2018: 7 Takeaways in 7 Minutes

Gonzobanker

In the spirit of FBForum’s coffee-fueled 7X7 sessions, my delivery to you, GonzoBankers, are seven takeaways in an article you can read in less than seven minutes. Marketing automation provider Marquis and its clients were talking up execution capabilities from its recent DocuMatix. Everybody’s in The Game.

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Q2 Acquires Gro Solutions: So What?

Gonzobanker

Marketing: Q2Smart being a first step toward marketing automation, aligning bank products and user behavior to create audiences to more effectively target offers. Special thanks to Ryan Myers, Brad Smith, Terence Roche and Steve Williams for their contributions to this article. To quote Wayne and Garth, Game on!

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