7 Ways to Improve Your Email and CRM IntegrationLongshore Consulting
Missy LongshorePrincipal Salesforce Consultant
[email protected]@missylongshore
Background: this is what I see
CRM
Email
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What’s Needed
Strategy
Communication
Results
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$$$
Engage-ment
Members
Why? Results
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How?A quick note on tools
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How?Use the tools
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1. Strategy
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2. CommunicationInternally and across teams
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3. Set Goals
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What resonates?4. Meaningful Content
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Make it Personal4. Meaningful Content
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5. Visually Appealing Content
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Themes Help5. Visually Appealing Content
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6. Track Your Results
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Pardot Example6. Track Your Results
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7. SegmentMarketing
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7. SegmentMarketing
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SummaryMarketing
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SummaryMarketing
1. Strategy2. Communication3. Set Goals4. Meaningful Content5. Visually Appealing Content6. Track Your Results7. SegmentSCSMVTS
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