Audience: Customer
Module: Marketing
Time to read: 4 minutes
Applies to: All plans
Quick answer
Marketing creates demand. CRM converts it. Projects deliver it. Finance measures sustainability.
Marketing → CRM
Leads generated through marketing should flow into CRM so sales can:
• Follow up effectively
• Track conversion rates
• Measure pipeline impact
Marketing → Projects
Campaigns often require:
• Content creation
• Website updates
• Event planning
Projects ensure marketing execution stays on track.
Marketing → Finance
Finance helps answer:
• Is marketing profitable?
• Are budgets being used effectively?
Best practice
Marketing should never operate in isolation from sales, delivery, or finance.
Related articles
• How do I track marketing performance and ROI?
• How does Strategy connect to Marketing?