As you think about your organization's technology stack, two critical systems of record will likely come to mind - your Marketing Automation System (MAS) and your Client Relationship Management System (CRM). This resource will review how to work toward data structure best practices for optimal reporting and hygiene across your connected systems, and within the Terminus platform.
The key sections of this document will cover:
- How to best structure your marketing campaigns to create alignment and consistency across your MAS, CRM, and Terminus instances.
- Our recommendations around UTM structure when tracking your digital efforts externally.
- A review of our standard data configurations, with recommendations and best practices for bringing your data into the Terminus platform.
Download the full resource below: