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First, evaluate your existing processes
Consider whether your existing process is working well. Automation will only accelerate mediocre results unless organizations address people, process, and technology value drivers. Take the time to re-visit marketing and sales processes before implementation, and let impending automation be a forcing tool for improvement. Once you’re satisfied with your processes, you can get on with the actual adoption.
One thing we emphasis at Lead Liaison is cleaning up your existing lead database. For example, go through your CRM before integrating it with Lead Liaison. Make sure all old leads/contacts are removed. Keep people in your CRM that you plan to market to.
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