Tag: CRM
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Good marketing automation is not about automating everything. Learn how to decide what should be automated, which customer facts should trigger action, when workflows should stop, where automation logic should live and what happens when it fails.
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Customer lifecycle architecture determines how a business represents where a customer is, what caused that state, which system owns it and what should happen next. Learn how to design lifecycle states that work across CRM, product, billing, analytics and automation.