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3 Things You Must Do After Your CRM Integration

Congratulations! You've completed your CRM integration! All data fields have been properly mapped and all data is flowing smoothly. Your work is done, right? Geez, I wish it were that simple. In all honesty, your work is only beginning now that you are capturing leads from your marketing automation system and passing them to your CRM. Here's what you must do after your integration...


After your CRM integration you'll be regularly passing leads to your sales team. You'll need to take into account your exisiting sales culture and prep your sales team for marketing qualified leads. A lead that converts once on your website may need to be nurthured further with marketing automation. In fact, called a lead may not be worthwhile depending on where they are in the sales funnel.