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Leveraging the Power of CRM, Marketing Automation and ERP System Integration: A Focus on HubSpot

As a business operating in an increasingly data-driven landscape, considering the integration of your HubSpot and ERP systems could be a transformative step towards enhanced operational efficiency and customer satisfaction. By leveraging the power of consolidated data, you can make more informed, strategic decisions that drive your business forward in today's competitive market. Explore the transformative benefits of integrating your HubSpot CRM with your ERP system; from streamlining business processes to enhancing customer experience, we describe the value of CRM & ERP integration and provide a step-by-step strategy for successful implementation.

The Integration Matrix: Comparing Native integrations, iPaaS, and Fully Managed iPaaS Solutions for Your Business Needs

In today's rapidly evolving IT landscape, achieving seamless integration has become an increasingly intricate task. The rise of mobile apps, IoT devices, hybrid cloud infrastructures, and on-premise applications demands that all components work cohesively to maintain operational efficiency. As a result, even the most skilled IT professionals may be challenged by the complexities of modern integration and many businesses seek assistance in building and managing integrations. There are several options available, each with its own unique benefits and considerations, depending on your specific systems and goals. In this article, we'll explore the differences between Native Integrations, Integration-Platform-As-A-Service (iPaaS), and fully managed iPaaS to help you determine which option is the best fit for your organisation.

Automate Customer Communications with Scheduled Path in Salesforce Flow

Communicating with customers throughout their purchasing journey is essential for building strong, long-lasting relationships. However, it's not just about the initial sale; following up after purchase can be just as important. Effective follow-up communication can help you build stronger customer relationships and increase repeat business. By keeping the lines of communication open and showing that you care about their experience, you can foster customer loyalty and turn satisfied customers into brand advocates. It can also provide valuable feedback that you can use to improve your products/services and refine your overall customer experience.

Level up your Marketo instance with Dynamic Chat

Chat tools are playing an increasingly popular role in CX when it comes to support services and customer engagement. Marketo users can now leverage the new Dynamic Chat feature at no additional cost, making it a “no-brainer” to start exploring. Here are a few ways Dynamic Chat can help you “level up” your Marketo instance.

Integration: The Key to Your Marketing Success as a modern B2B CMO

Integrations are no longer “IT-only” topics. With the increasing number of data, tools and platforms required to create personalised customer experiences, marketing needs to be able to bring business data together in a cohesive way to build a marketing/CX strategy that will meet customer needs today (and tomorrow). Integration solutions can help you do just that.

Automate data entry - pass multi-select picklist field values from one Object to another Object in Salesforce

Data entry is something we’re all familiar with - it’s time consuming, and requires a lot of effort to maintain. By automating data entry businesses can ensure they have accurate and relevant data to base decisions on, and save time for their employees. In this article we will describe the benefits of automating data entry in Salesforce on one Object (Contacts), using values from another related Object (Opportunities); more specifically for multi-select picklist fields storing information about service interests.

6 practical tips for the B2B CMO

A couple of years ago, I read that 80 percent of all CEOs in American companies don’t trust their marketing directors. And if the pressure to deliver wasn’t high enough, customer demand is at an all-time high and increasingly more complex. Today, the CMO role is everchanging in the marketing ecosystem, and now more than ever is the spotlight on marketing departments to prove value to leadership, drive digital transformation change and produce tangible results tied to revenue. Easy right? So, whether you’ve been newly appointed, or are a long-term veteran, here are some practical tips for you as a CMO.

Automate lead routing to win more deals: lead-to-account matching

The key driver of B2B conversion is speed – in particular, lead response time. Conversion rates are 8x higher within a response time of 5 minutes vs 6+ minutes. Less than 1% of response attempts occur within 5 minutes, whereas 57% of attempts wait longer than a week. Within that time, potential buyers have had the time to move onto day-to-day responsibilities, or worse, your competitor's website. In Salesforce, leads can be routed to queues or specific users based on various criteria to promote efficiency and increase conversion rates.

Bulletproof your ROMI Reporting

Campaign Influence reporting in Salesforce enables users to prove Return on Marketing Investment. This is a great way for Salesforce marketers to measure ROI when it comes to analyzing which marketing touchpoints within a campaign have contributed to new deals and Sales-won Opportunities. When looking at out-of-the-box Opportunity Reports available to end-users in your Marketing Automation tool such as Marketo, Pardot or Hubspot, one of the most common issues is that the reports are either empty or show inaccurate information because Contacts are not connected to Opportunities. Here's how to build a solution.