- This event has passed.
Are You Ready to Use CRM & Marketing Automation Together?
January 17 @ 11:00 am – 12:00 pm EST
When sales and marketing tools work together, customers and your organization can benefit. Join us for an insightful webinar where we’ll explore how you can help improve the customer experience, promote internal collaboration, and drive efficiencies.
Learn about the unique features of marketing automation tools and how to effectively connect customer relationship management (CRM) and marketing automation data. Whether you’re a seasoned user or just learning to track sales opportunities, score leads, and build marketing campaigns, this presentation can help you advance your sales and marketing skills.
Learning Objectives
Upon completion of this program, participants will be able to:
- Describe high-level features of marketing automation tools and how these differ from core CRM features.
- Define common data points used by automation tools and how to use each for improved lead segmentation and more.
- Discuss several marketing automation tools and their key differentiators.
CPE Information
1.00 CPE Credit (pending approval)
1 CPE credit (pending approval) in the Communications and Marketing field of study may be awarded upon verification of participant attendance, during live broadcast.Fields of Study
Who’s this for
Sales, marketing, and business development professionals
Prerequisites
None
Delivery Method
Group Internet Based. Each attendee must be logged in and and answer the poll questions to receive CPE Credit.
Refund Policy
There is no fee associated with this webinar.
Program Level
Basic
Advanced Preparation
None
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.
