Browse Articles with the topic of "data truth and control owning your system data"

Highlights the importance of controlling first-party system data through automation, ensuring businesses retain ownership and access across all connected platforms and APIs.

How to Harden Automation Workflows and Own System Data to Ensure Flawless Campaign Delivery

Harden your marketing automation for flawless delivery. Data hygiene, resilient integrations, and analytics—boost trust, speed, and measurable outcomes for your agency. 6 min read

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How to Synchronize Marketing and CRM to Keep Bookings Full, Clients Engaged, and KPIs Crystal Clear

Automation-first CRM and direct-mail guide: integrate marketing and CRM with open RESTful APIs to send personalized postcards, track offline responses, and measure bookings.

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Route Data Playbook: Automate Job Exports, Integrate Systems, Reclaim Control from Proprietary APIs

Automate job exports across dispatch, accounting, CRM and mail with event-driven CSVs and postcard attribution—cut missed upsells and boost measurable results.

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