Connecting CRM with a Marketing Automation tool can be a complex process. This session will give you a head start. Attendees will see a live demonstration of a marketing automation platform that is integrated into Dynamics CRM. Guidance on how to roll out a marketing automation platform will be provided along with an explanation of some important technical terms that marketers need to know and understand as they begin their automation journey. Topics include data integrity, managing forms, HTML template migration and more.
Speaker: Mishel Justesen, Marketing Technology Manager at Armanino LLP