Aligning Sales & Marketing Using CRM as the Hub
Achieving sales and marketing alignment is crucial to your success. But how can you use customer relationship management (CRM) systems like Microsoft Dynamics 365 or Salesforce, along with marketing automation tools, to help reach your goals? In this informative session, we'll share what it means to be in sync and how it can help increase efficiency. By improving collaboration between these two business functions, you can assist your organization in achieving big-picture goals like aligning processes, capturing a 360-degree view of your customers, measuring campaign effectiveness, and closing deals faster.
Learning Objectives
Upon completion of this program, participants will be able to:
- Recognize the importance of aligning your organization's sales and marketing to help increase efficiencies.
- Describe how CRM and marketing automation tools can work together to help you create sales and marketing alignment.
- Identify how system and team alignment can help you better align processes and capture critical customer and campaign information.
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@forvis.com.
FORVIS, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
