101 - How to Set up Your CRM Marketing Automation - Lauren Kennedy

Our guest on the podcast today, Lauren Kennedy, explains how to set up your CRM’s marketing automation. Lauren is founder and Chief Marketing Nerd at Coastal Consulting (www.CoastalConsulting.co), which focuses on helping B2B companies develop and implement processes, automation, and personalized communications using HubSpot and Salesforce. If you want to learn more about CRMs, how to use them to maximize leads/conversions, how to smooth-ify the effective hand-off to operations, up-sell, and use systems like Hubspot to better retain clients, you don't want to miss this interview. Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.