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Know-How Exchange

Topic: Strategy

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This question has been answered, and points have been awarded.

Lead Management

Posted by Anonymous on 125 Points
We are looking to implement a lead strategy using salesforce.com and we are trying to determine the best way to separate leads from our existing customer database. We want to automate this process. As leads come through our web site they are automatically scrubbed with our customer database using certain indicators (e.g. name, email address, phone number) and "flagged". Is their a best practice, software or other solution that will do this for us? Have you used this before and what advice can you offer?

  • Posted by Jeannee on Accepted
    Have you looked at marketing automation software? My company is currently in the process of choosing a system and have narrowed it down to HubSpot and ActOn. Would love to hear others' experience with this type of lead management/automation software.
  • Posted by carrie77 on Moderator
    Hi Everyone,

    I am closing this question since there hasn't been any activity in 10 days.

    Thanks for participating!
    Carrie (Moderator)

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