You have a newsletter. You upload the trade-show contacts. Maybe you have a welcome sequence that sends a few emails after someone downloads something. Great. But what happens next? Not just after someone requests a meeting. What happens when they receive every email...
Merging the CRM Is the Easy Part You acquired a company. Congratulations!! Now someone has to figure out what to do with their CRM—or their spreadsheets, Smartsheets, Monday.com boards, legacy systems, and all the tribal knowledge they’ve accumulated over the...
