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See Which One Fits Best With Your Business Processes and Goals.step . Integrate Your Systems.ensure . Your Marketing Automation Platform Integrates With Your Customer Relationship Management (Crm System. This Allows for . Easy Data Flow and Better Lead Management.step . Segment Your Audience.collect Data on Your Leads, .including Demographics, Behavior, Preferences, and Past Interactions. Divide Your Audience Into Segments Based on Criteria .