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Learn more: Discover how DemandGen's CRM services can help you drive revenue for your organization: www.demandgen.com | main: 925.678.2500 | sales: 925.678.2511 | crm@demendgen.com © 2015 DemandGen International, Inc. All rights reserved. DemandGen and the DemandGen logo are registered trademarks of DemandGen International. All other product and company names may be trademarks of their respective owners. 1 CRM/Marketing Automation Services Whether you're implementing CRM with marketing automation for the first time, replacing an existing system, or enhancing and customizing your CRM/MA solution, DemandGen's experienced and certified CRM/MA consultants deliver the strategic guidance and technical know-how you need. Your CRM and your marketing automation system are very powerful tools, and their sum is greater than the parts if they are properly integrated and leveraged. DemandGen was an early pioneer in the integration of marketing automation and CRM. We've worked on thousands of marketing automation and CRM projects, so our integration consultants know how to design closed-loop solutions that help revenue marketers track campaign attribution, manage and score leads along their lifecycle, keep data in sync, provide increased sales visibility and enablement, and manage the demand funnel "from click to close"— dramatically ramping up return on marketing investment. How DemanDGen aDDs Value to Your Crm Your CRM and your marketing automation system are essentially two interfaces to the same data set that provide different value to your organization. As sales and marketing organizations and their systems have become more closely aligned, more opportunities have arisen for businesses to leverage both systems: lead scoring dashboards, marketing campaign attribution and reporting, and other advanced capabilities that deliver insight into the digital body language of your prospects and customers. Yet keeping these complex systems maintained and properly integrated is challenging for many, due to limited in-house resources or lack of best-practice expertise and experience. Whether your CRM project needs to be planned, managed, optimized, enhanced, or extended, DemandGen can do it effectively, efficiently, and with industry-leading best-practice expertise. Crm anD marketinG automation inteGration The integration between your marketing automation and your CRM systems is critical: not only that it is properly configured initially, but that it is continually maintained, updated, and enhanced. Yet most organizations don't have this kind of advanced technical expertise in-house, so systems can rapidly get out of sync. DemandGen's integration consultants fill that gap with state-of-the-art, certified knowledge and experience. Services include: • Integration audit to ensure that everything created, deleted, or changed in one system maps properly to the other system; it's vital for accurate data capture, proper data hygiene, meaningful reporting, and effective segmentation, among other things • Process optimization to improve efficiency of data transfer and ensure that issues can be surfaced quickly • Specialized process implementations such as accommodating the CRM's customized lead/ contact treatments in the marketing automation system, automation of record creation/processing/augmentation, snapshot-style data capture • Snapshot-style data capture to provide historical point-in-time reporting typically not available • SLA tracking and enforcement including lead acceptance, actions, and timeframes—a peripheral benefit of consolidated reporting

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