Inbound Advocates Releases New Guidelines for CRM Readiness in Whitepaper for SMBs Looking to Invest in CRM/Marketing Automation Software

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This whitepaper is designed for SMB B2B organizations who have recently purchased or are looking to make an investment in CRM/Marketing Automation software and will assist with research on CRM/Marketing Automation, while providing guidelines for maximizing its investment.

What our agency does is both sell you the software and create the technical content you need to power your MarTech investment. Few agencies can do both.

Inbound Advocates, a Chattanooga-based technology marketing agency, today announced it released its latest whitepaper, “How to know if you are ready for CRM and 11 steps to help make your CRM investment a success.” The whitepaper is aimed at small business owners who might need guidance before making the costly investment in customer relationship management software (CRM) and offers a definitive 11-step process to achieve CRM success upon implementation.

The whitepaper comes after recent research shows that marketing technology spending is at an all time high in the U.S. Research from Cowen published in their May 2018 IT Spending Survey, found that sales and marketing are the top two spending priorities in SaaS, and by 2023 Forrester projects MarTech spending will reach $25.1 billion.

“The CRM and Marketing Automation market has nearly reached saturation in the enterprise, and software companies are now looking to the SMB sector to expand their reach,” said Tony Perri, CMO of Inbound Advocates. “However, these technologies can be extremely expensive for SMB owners, and while worth the investment in ROI, the software is often complex and may cause an undue burden on already stretched-thin employee resources.”

This most recent whitepaper emanated from a partnership Inbound Advocates has forged with CRM and Marketing Automation vendor SharpSpring. Inbound Advocates has been a certified reseller of the CRM/MA software since 2018, and because of SharpSpring’s agency partner program, small marketing agencies like Inbound Advocates can provide the software to clients at a price unmatched by enterprise vendors like HubSpot, Marketo, Pardot and others. The SharpSpring CRM/MA solution offers exponentially more functionality and a better user experience than free CRM tools, making it a desirable fit for ISVs.

“I’ve been working with CRM since it was first introduced to the market in the 90s and was an early adopter of HubSpot in 2010,” said Perri. “This technology has the power to completely automate the top of your sales funnel with the right content and automation. What our agency does is both sell you the software and create the technical content you need to power your MarTech investment. Few agencies can do both.”

For any ISV looking to compete with enterprise software giants, operating without MarTech software is like entering a race with a handicap. Nucleus Research estimates the ROI of CRM software for every $1 spent to be $8.71. Multiply that by millions (in budget) per year compared to salespeople in SMBs still operating out of a rolodex or excel spreadsheet, and the gap in productivity widens insurmountably. Affordable CRM and Marketing Automation are imperative for ISVs looking to do more with less.

Inbound Advocates has researched the numbers extensively and knows what ISVs are up against after spending 20 years working in the industry. This purpose of this whitepaper is to help empower the ISV sector to make the best decisions they can for the sake of their sales and marketing teams.

To read Inbound Advocate’s whitepaper titled, “How to know if you are ready for CRM and 11 steps to help make your CRM investment a success,” download the free resource here or reach out directly at

About Inbound Advocates

Inbound Advocates is a technology marketing agency that specializes in sales-enablement content and marketing automation software for Independent Software Vendors selling enterprise solutions into the Global 2000. We have more than 20 years of experience in software sales and marketing, and with this expertise we offer what is known with clients as Marketing as a Service. Much like you would utilize Software as a Service or IT as a Service, Marketing as a Service is what Inbound Advocates sees as a perfect business investment for ISVs. More information can be found at

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