Springboard your Pipeline by Combining Marketing Automation and CRM
By Paul Das

Springboard your Pipeline by Combining Marketing Automation and CRM

For all of April's new subscribers, welcome to "The AUM Catalyst"!

This exclusive series is designed to empower marketing teams in the asset management industry, providing you with insights, strategies and tools to track and optimise your impact on raising and preserving AUM.

When your CRM and marketing automation are in separate systems, it hinders your ability to connect with investors and prospects, limits visibility into conversations and affects data accuracy.

Combining Marketing Automation and CRM in fund marketing is a game-changer. Marketing automation streamlines targeted outreach based on investor behaviour, while CRM keeps track of interactions and interests.

This powerful combo allows you to nurture leads with personalized content, build stronger relationships, and ultimately convert prospects into investors.

Join Satuit Technologies and ProFundCom on April 26th at 10:00am EST/ 3:00pm BST as James (Jamie) Plassmann and I team up to share the benefits of combining marketing automation with your CRM, including topics such as:

  • Value of Clean Data
  • Gaining the 360-View of Interactions
  • How to Gauge Success by Measuring Outputs

Register today to springboard your pipeline by using these best practices to enhance your sales and marketing efforts: https://pfc.ltd/?Nzk4ODI

A replay will be sent to you if you are not able to make it on the day.

#digital #Marketing #funds #financialservices #contentstrategy #fundmarketing #investing

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