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Are You Ready to Use CRM & Marketing Automation Together?

Forvis Mazars free CPE webinars

October 2, 2025 @ 2:00 pm 3:00 pm EDT

Free 1 CPE credit

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 connect customer relationship management (CRM) and marketing automation data effectively. 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.
  • Discuss several marketing automation tools and their key differentiators.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance during live broadcast.

New York, NY 10001 United States
View Venue Website

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