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Marketing Refs
Comparison

CRM vs Marketing Automation

CRM organizes customer and prospect records; marketing automation runs triggered workflows across those records.

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Concept

Customer Relationship Management (CRM)

CRM is the system and process for managing customer and prospect relationships, data and interactions.

CRM = contacts + account data + interactions + workflows + reporting
Category
Lifecycle & CRM
Used for
Lifecycle & CRM planning, Campaign review, Team alignment
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Concept

Marketing Automation

Marketing Automation is a operations concept in Operations & Governance that helps marketers apply process, systems, ownership and data quality to a specific planning, execution or measurement decision.

Marketing Automation = operations & governance context + decision criteria + execution signal + measurement
Category
Operations & Governance
Used for
Operations & Governance planning, Campaign review, Team alignment
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