Learn how financial advisors can build a great marketing technology stack that helps them scale their efforts and grow their business.
Category: Marketing Integrations
A seamless integration between your CRM and marketing automation platform gives you crystal clear insight into the customer journey.
An open marketing automation ecosystem can help you choose a MarTech stack that supports your unique mission and goals.
Why does your sales team hate your CRM? On this episode of the Rethink Marketing podcast, Adam Honig discusses why sales prefers selling to data entry.
Connecting your CRM with powerful marketing automation improves visibility into the entire customer journey and allows for easier lead handoff and follow-up.