How Duplicate Records in your Marketing Automation Platform can hurt Marketing and Sales Efforts

Duplicate records in your marketing automation platform can wreak havoc on your campaigns and sales processes. They often stem from CRM systems and can lead to poor customer experiences, inaccurate data, and increased costs. Learn effective strategies to prevent and manage duplicates for improved data quality and customer experience.

Enhancing Account Engagement Forms with Conditional Completion Actions

In the evolving landscape of digital marketing and customer engagement, businesses are constantly seeking innovative personalised ways to connect with their customers. If you use Account Engagement (formerly Pardot) for marketing automation, there is one function that has gained significant traction to achieve this - conditional completion actions. By employing this powerful functionality, companies can enhance their customer interactions and drive more meaningful and adaptive conversions. In this blog post, we will explore the concept of conditional completion actions and discuss their potential impact on account engagement.

Automating the B2B Sales Funnel: How System Integration Can Streamline Your Sales Process and Improve ROI

Explore how system integration can radically transform and enhance your sales funnel. In this post, we discuss the importance of system integration in streamlining the sales process and how it can drastically improve ROI. From leveraging digital tools to synchronising your CRM and marketing efforts, we'll guide you through the stages of the B2B sales funnel and how automation can help. Whether you're a seasoned sales professional or a beginner in B2B sales, this post will provide you with valuable insights and strategies to take your sales process to the next level.

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.

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.

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.

3 tips on how to leverage the new Executable Campaigns feature in Marketo

The smartest Marketing Automation platform out there just got smarter. Here are 3 tips on how to leverage the new Executable Campaigns feature in Marketo.

Marketing automation: how to maximize the value of your leads

When it comes to marketing and sales, one of the most important developments in strategy in the last decade is the understanding that all leads are not created equal. The rise of more personalized marketing messages, micro-targeting, more specific audience segmentation and SMART content means we face the greater challenge of getting it all right, with more pieces of the puzzle needing to fit seamlessly together. 

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