When your CRM and marketing automation are in separate systems, it hinders your ability to connect with investors and prospects, limits visibility into conversations and affects data accuracy.
Combining Marketing Automation and CRM in fund marketing is a game-changer. Marketing automation streamlines targeted outreach based on investor behaviour, while CRM keeps track of interactions and interests. This powerful combo allows you to nurture leads with personalized content, build stronger relationships, and ultimately convert prospects into investors.
In this webinar we covered:
– The Value of Clean Data
– Gaining the 360-View of Interactions
– How to Gauge Success by Measuring Outputs
