Marketing | Sales & Mobility


MKT12 - Leveraging Marketing Automation & CRM for Lead Management

Friday, October 13
9:45 AM - 10:45 AM
Location: Belle Meade AB - Magnolia Mezzanine Level M

Format: Member Showcase
Level: Basic

If you are new to Marketing Automation & CRM systems, you may be a bit overwhelmed by the capabilities and how to use those tools for lead acquisition and management. Come learn how Vollrath Co., a Wisconsin based manufacturer, has created a lead management program using an integrated technology stack that includes the use of Marketing Automation and CRM.  This session will highlight the development of buyer personas to build targeted lead segmentation, lead scoring profiles and nurture programs.  The session will also feature the collaboration of the Vollrath Sales & Marketing teams to execute the lead management strategy. 

Learning Objectives:

Jodie Gilroy

Sr. Business Analyst
Ledgeview Partners

Jodie is certified in Microsoft Dynamics CRM Application and Microsoft Dynamics CRM Customization & Configuration. She also is certified in Act-On, ClickDimensions, Pardot and Hubspot marketing automation paltforms. Jodie has been working in Dynamics 365/CRM and Marketing Automation for over 7 years with an additional 15+ years in the marketing field.

Jodie is very passionate about working with these technologies because of the impact that integrating CRM & Marketing Automation can have in aligning sales & Marketing teams for overall business growth.


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