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Implementation

The long-term success of your marketing automation investment begins with rigorous implementation. It’s is a crucial step that ClearEdge can drive, providing knowledge and experience at every phase:

  • Identifying rules for governance, admins and users
  • Aligning marketing and sales to define a qualified lead and manage deal flow at your organization
  • Determining integration requirements with other systems, including CRMs like Salesforce.com
  • Migrating contact information and subscription status from your email platform
  • Integrating lead forms throughout your website
  • Creating templates based on your different use cases and more

Partner with the ClearEdge team to ensure your marketing automation platform starts with success.

What’s your next step?