REPLAY::How to Drive CRM Adoption in Fund Management with Marketing Automation
CRMs can be a big investment. And whilst most funds need to use one, internal adoption can be poor.
For sales and investor relations teams especially, the data held within a CRM can become stale and rigid but through integration with digital marketing tech, this data becomes far more valuable and actionable.
In this webinar, we covered how CRMs have become more indispensable and powerful when integrated with a specialist marketing automation solution, including:
• Streamlining processes for marketing teams
• Making data actionable for sales and investor relations
• Sales and marketing alignment – how to join forces and nurture prospective and existing investors