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Quick Reference Guide

The document provides an overview of a CRM system and a marketing automation platform, highlighting their functions and benefits. The CRM system centralizes client data to enhance customer service and streamline workflows, while the marketing automation platform automates campaigns to improve lead generation. Key features include managing client information and planning automated follow-ups for the CRM, and saving time on repetitive tasks for marketing automation.

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Patrick Judrick Tsatsa
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10 views4 pages

Quick Reference Guide

The document provides an overview of a CRM system and a marketing automation platform, highlighting their functions and benefits. The CRM system centralizes client data to enhance customer service and streamline workflows, while the marketing automation platform automates campaigns to improve lead generation. Key features include managing client information and planning automated follow-ups for the CRM, and saving time on repetitive tasks for marketing automation.

Uploaded by

Patrick Judrick Tsatsa
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Quick Reference Guide

CRM System and Marketing


Automation Platform
CRM System Overview
• What is a CRM System?
• A Customer Relationship Management (CRM)
system centralizes client data.
• Improves engagement, monitors interactions,
and automates follow-ups.

• Benefits:
• Enhanced customer service.
• Streamlined workflows.
Using the CRM System
Getting Started:
• Log in with the credentials.
• Navigate the dashboard for client profiles.

• Key Features:
• Add and update client information.
• Plan automated follow-ups.
• Generate client insights through reports.
Marketing Automation Overview
• What is Marketing Automation?
• A platform to automate marketing campaigns
and handle online presence.
• Improves lead generation and increase
website traffic.

• Benefits:
• Saves time on repetitive activities and tasks.
• Improves member acquisition.

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